CEO and Co-Founder
Adaje
Dan is the CEO and co-founder of Adaje Inc., a cutting-edge AI-powered platform for modeling, marketing, and managing the bond issuance lifecycle for issuers, bankers, advisors, and investors. Previously, Dan served as a municipal advisor for over fifteen years on hundreds of transactions spanning various credits and structures. His disappointment with legacy bond structuring solutions led to the innovation of Adaje. Dan also co-founded Callowhill Capital Advisors, a financial advisory firm known for its analytical expertise and exceptional service. Dan received his bachelor’s degree with honors and majors in Finance and Economics from Drexel University. He is a CFA charterholder and Series 50 and Series 54 licensee.
How much has changed from a technology standpoint in the primary market? What tools are available for issuers and the sell-side? How can we make getting deals done more efficient?