Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more

Edwin Kwan

Edwin Kwan

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Pradeep Kalluri

Pradeep Kalluri

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical writer on Medium, sharing practical lessons from production systems. Passionate about making data platforms reliable and trustworthy.

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical wri... Show more

Olawale Olaleye

Olawale Olaleye

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 years managing complex cloud infrastructure and security for large-scale enterprises.
Currently, he is dedicated to helping businesses harness the power of container technologies on AWS. As a trusted advisor, he guides organizations through seamless cloud migrations and modernization initiatives, ensuring optimal efficiency and security.

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 yea... Show more

Svein Waage

Svein Waage

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, Tolletaten og Mattilsynet. I dag er han Partner i Gritera-konsernet og daglig leder for Gritera Security som leverer sikkerhetsrådgivning.

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, To... Show more

Marcelo Ramírez

Marcelo Ramírez

Analista financiero de evaluación de proyectos y planificación financiera. Desarrollador de agentes y agentics IA para la optimización de análisis financieros y corporativos.

Analista financiero de evaluación de proyectos y planificación financiera. Desarrollador de agentes y agentics IA para la optimización de análisis financieros y corporativos. Show more

Sreenivasulu Gajula

Sreenivasulu Gajula

The Introduction
I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Boot, and creating dynamic user interfaces with Angular. I have a proven track record of leading successful enterprise application migrations to AWS and Azure, and I am eager to share practical, hands-on knowledge on full-stack development and cloud transformation strategies.

The Enterprise Experience
Currently I lead high-impact projects involving the full technology stack, from Java and Spring Boot microservices to modern Angular. My professional journey is built on a foundation of roles at leading financial institutions including JP Morgan Chase, Bank of America, and Capital One. In these positions, I have been at the forefront of large-scale application modernization, cloud transformation, and the integration of AI to optimize complex enterprise systems.

Leadership & Innovation Focus
Beyond hands-on coding and architecture, I actively mentor development teams and champion technical innovation through microservices and cloud-native design. A key area of my work involves integrating AI/ML capabilities into enterprise applications to enhance efficiency, automation, and security. My experience in modernizing legacy systems and building secure, scalable infrastructures directly intersects with critical industry themes like artificial intelligence and cybersecurity.

The Speaker Proposition
I would be honored to share actionable insights from my journey particularly in AI-augmented software engineering, cloud security best practices, and building scalable enterprise architecture. I am keen to contribute to meaningful, forward-looking discussions with fellow industry experts and researchers at your esteemed conference.

The Introduction I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Bo... Show more

Wade Tetsuka

Wade Tetsuka

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp.
He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manger responsible for the assurance work for IBM, Sony, and several other multinational companies.
He also served as President/General Manager to three early-stage fast growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
U.S. Transactions Corp. was founded in 2009.
We focus on the Microsoft Dynamics space as the only integrated credit card processing solution with built-in connections to 120+ gateways and processors with access to every international currency. See USTPay on Appsource
www.ustranscorp.com/ustpay

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior ... Show more

Nils Liu

Nils Liu

中文版

劉岦崱(Nils Liu)|資深資料科學家/副理

劉岦崱現任於金融產業,專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理(AI Agents)以及知識管理系統的設計,並結合雲端技術(GCP、Cloud Run、Cloud SQL)推動銀行內部數位轉型。
在專案中,他不僅重視技術創新,更強調合規、安全與可稽核性,致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名,並持續推動 AI Coach、智慧型客戶模擬與跨國 AI 平台等前瞻計畫。
他同時也是六項以上的人工智慧與金融科技專利的發明人,並持續分享在生成式 AI 與應用開發上的實務經驗。



English below:

Nils Liu|Senior Data Scientist / Deputy Manager

Nils Liu is a senior data scientist in the financial industry, specializing in applying AI and data science to real-world business challenges. His expertise covers Generative AI, RAG/GraphRAG retrieval systems, AI Agents, and enterprise knowledge management solutions, with strong integration of cloud technologies such as GCP, Cloud Run, and Cloud SQL.
Beyond technical innovation, Nils emphasizes compliance, security, and auditability, ensuring AI solutions align with strict financial regulations. He has led award-winning projects, including the development of an AI-driven knowledge system and AI Coach for sales training, and is driving initiatives for cross-border AI platforms.
As an inventor of multiple AI and fintech patents, Nils continues to share practical insights on Generative AI, enterprise adoption, and next-generation AI applications.

中文版 劉岦崱(Nils Liu)|資深資料科學家/副理 劉岦崱現任於金融產業,專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理(AI Agents)以及知識管理系統的設計,並結合雲端技術(GCP、Cloud Run、Cloud SQL)推動銀行內部數位轉型。 在專案中,他不僅重視技術創新,更強調合規、安全與可稽核性,致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名,並持續推動 AI ... Show more

Hernan Huwyler

Hernan Huwyler

Hernan Huwyler is a Global Risk Management Executive and the Academic Director at IE Law and Business School (Executive Education). With a dual background as an MBA and CPA, Hernan specializes in the intersection of Law, Technology, and Quantitative Risk.

He focuses on "translating" complex regulatory frameworks (EU AI Act, GDPR, ISO 42001) into actionable architectures for engineering and business teams. Unlike traditional compliance officers, Hernan advocates for data-driven risk management, moving beyond "heatmaps" to utilize Monte Carlo simulations, convolution models, and Python-based risk quantification.

Hernan has led Risk, Control, and Audit functions for major multinational corporations across Europe and the Americas. He writes and speaks extensively on Adversarial AI, Algorithmic Auditing, and the financial quantification of Cyber Risk. Past keynote venues include Risk Awareness Conferences (>2,000 risk managers), IIA and ISACA Summits, ProcureCom Europe, IKN Madrid, IE University, and closed-door sessions for international organizations and national regulators. Hernan’s talks consistently rank in the top 5% of conference feedback scores because he makes complex security requirements, business needs and regulations feel like a competitive advantage.

Speaking Topics:

AI Governance: Implementing ISO 42001 and navigating the EU AI Act.
Risk Quantification: Why "Impact x Probability" fails and how to use convolution models.
Adversarial AI: Balancing transparency with security to prevent data poisoning.
AI ROI: Risk-adjusted financial modeling for Generative AI deployments.

Ready-to-Submit Talk Proposals:

Session 1: The Technical/Quant Talk

Title: Kill the Heatmap: Quantifying AI Risk with Python & Monte Carlo Simulations
Abstract: Most organizations manage AI risk using colorful 5x5 "heatmaps." This is mathematically flawed and dangerous for high-stakes AI deployment. In this talk, we will ditch the gut-check methodology. I will demonstrate how to use convolution and Monte Carlo simulations to model the "tail risk" of AI hallucinations and regulatory fines. You will leave with a method to calculate the actual financial exposure of your models—no expensive GRC software required, just math and logic.

Session 2: The Governance/Security Talk

Title: The Transparency Trap: How to Audit AI Without Creating Vulnerabilities
Abstract: New standards like ISO/IEC 12792 demand AI transparency, but in the age of Adversarial Machine Learning, "oversharing" is a security vector. If you reveal your full architecture and training sources, you invite data poisoning and model inversion attacks. This session outlines a "Tiered Disclosure Architecture." We will discuss how to route specific data to auditors, regulators, and users differently, ensuring compliance with the EU AI Act without handing the keys to bad actors.

Session 3: The Business/Strategy Talk

Title: The Real Cost of Intelligence: A Risk-Adjusted Framework for AI ROI
Abstract: Companies are deploying Generative AI based on productivity hype, but they are ignoring the "OpEx Iceberg"—model drift, inference costs, and liability reserves. This talk presents a financial framework for calculating the true ROI of AI. We will cover how to factor in the "Risk Delta" (new risks vs. automated risks), calculate the Levelized Cost of AI (LCOAI), and determine when to build vs. buy based on process uniqueness. A session for leaders who need to justify the cloud bill to the CFO.

Hernan Huwyler is a Global Risk Management Executive and the Academic Director at IE Law and Business School (Executive Education). With a dual background as an MBA and CPA, Hernan specializes in the intersection of Law, Technology, and Quantitative ... Show more

Oluwatobi Oladapo

Oluwatobi Oladapo

Oluwatobi Oladapo is Head of Product at myCircle, where he leads product innovation in social and behavioral finance. He previously co-founded Exchequer, a USSD-native savings platform. He speaks on why real adoption in fintech and beyond depends not only on trust but on embedding products into people’s existing behaviors, what he calls ‘behavior as infrastructure.

Oluwatobi Oladapo is Head of Product at myCircle, where he leads product innovation in social and behavioral finance. He previously co-founded Exchequer, a USSD-native savings platform. He speaks on why real adoption in fintech and beyond depends not... Show more

Mirabror Mirzakhidov

Mirabror Mirzakhidov

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solutions and pipelines. With a strong background in mathematics and computer science, Mirabror challenges himself in solving complex engineering problems.

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solu... Show more

Diliprao Boinapally

Diliprao Boinapally

Diliprao Boinapally is a Senior Software Engineer at G2 Risk Solutions with over 13 years of experience driving innovation in bankruptcy risk management and financial compliance automation. A specialist in cloud-native architecture and regulatory technology, he designs and implements scalable systems for bankruptcy case monitoring, automated docket event tracking, and workflow optimization across legal and financial institutions. At G2, Diliprao leads modernization initiatives leveraging AWS, Databricks, Apache Spark, and Airflow, improving bankruptcy detection processing speeds by 60% and reducing compliance costs by 70%. His work automates real-time tracking across 289 courts nationwide, empowering banks, lenders, and legal firms to stay ahead of regulatory risk. Passionate about using emerging technologies to solve complex compliance challenges, Diliprao holds a Master’s degree in Computer Science and an AWS Cloud Practitioner certification, and is committed to building intelligent, resilient platforms that advance operational efficiency and regulatory accuracy.

Diliprao Boinapally is a Senior Software Engineer at G2 Risk Solutions with over 13 years of experience driving innovation in bankruptcy risk management and financial compliance automation. A specialist in cloud-native architecture and regulatory tec... Show more

Chris Boose

Chris Boose

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions that drive operational efficiency and business impact.

I have worked with AI-driven systems for clients using tools such as Azure AI, Power Platform's AI, and Copilot Studio, focusing on intelligent automation, adaptive interfaces, and seamless digital experiences. My background includes contributions to customer service, government, and financial sectors, where I've leveraged various technology solutions to streamline complex processes and enhance decision-making.

A proponent of sustainable business practices, I bring a strategic lens to technology implementation—ensuring solutions are not only cutting-edge but also aligned with long-term organizational values. My ability to bridge technical execution with thoughtful design and industry insight makes me a valuable asset in any forward-thinking enterprise.

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions tha... Show more

Matthew J Smith

Matthew J Smith

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how financial strategy connects to real-world performance. His background includes responsibilities in both hedge funds and public companies, allowing him to approach decisions with balance and clarity. Through every stage, he has focused on steady progress and responsible management.

He started his career as an analyst, where he gained valuable experience in studying companies, assets, and market cycles. In these early roles, he learned how to evaluate financial data, forecast potential results, and assess business risks. Those lessons shaped his careful and structured way of thinking about investments. His time in these positions provided him with the tools to interpret economic patterns and enhance his ability to make informed, disciplined decisions in complex environments.

Matthew advanced into senior research and portfolio management roles within established investment firms. His work focused on the industrial and energy sectors, where changing market trends demanded thoughtful analysis. By concentrating on the relationships between cyclical and long-term market forces, he refined an approach that valued consistent research and sound judgment. His contributions supported institutional portfolios managing significant assets, where he maintained an emphasis on careful evaluation, long-term focus, and risk control in rapidly evolving markets.

He carried those principles into his own firm when he founded Deep Basin Capital. As Managing Partner and Chief Investment Officer, he created a strategy that combined detailed industry analysis with teamwork and structured processes. Matthew led efforts in recruiting, technology development, and investment execution, prioritizing investor trust at every step. Under his guidance, the firm grew and ultimately completed its operations successfully, reflecting his commitment to disciplined leadership and long-term value creation.

He later extended his experience into the public company space, serving as both a board member and Chief Financial Officer for a merchant power and data center operator. In this capacity, he managed financial reporting, operational planning, and asset oversight during a period of organizational challenge. His steady leadership supported financial recovery, strategic development, and a sale that provided strong results for stakeholders. The experience strengthened his understanding of governance and operational responsibility.

Matthew J Smith continues to value community involvement alongside professional work. He founded a food drive that helps families in need and has sustained the initiative over several years with consistent local support. Outside of his career, he enjoys sports, outdoor activities, and creative projects that balance his demanding professional life. His outlook combines financial understanding, operational discipline, and a genuine commitment to steady improvement. He remains focused on making meaningful contributions to both his field and the community.

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how finan... Show more

Phillip Dawson

Phillip Dawson

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio.

Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for businesses—providing direct connections to over 10,000 banks globally, instant bank reconciliation, and the ability to make fast, simple payments both domestically and internationally—all within Business Central.

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio. Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for business... Show more

Jose Pereira Cabezuelo

Jose Pereira Cabezuelo

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management 💼 provides a strategic and well-rounded approach to navigating today's complex market conditions. I thrive on challenges 💪 and bring strong skills in team leadership 🧑‍🤝‍🧑, problem-solving 💡, and business development 💼 to every opportunity. From sales & trading📈 and real estate 🏠 to international trade 🤝, I've honed my adaptability 🔄 and time management skills ⏱️.
➡️ #Finance #InvestmentBanking #Trading #FinancialMarkets #Economics #InternationalTrade #MarketMaking #FinTech #Career #Networking #LetsConnect

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management ... Show more

Polina Patsulda

Polina Patsulda

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional customer experiences, leveraging her analytical background to ship complex B2B products that actually make difference.

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional cus... Show more

Sharon Arandia

Sharon Arandia

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine Learning en Georgia Tech. Se especializa en análisis financiero, riesgo crediticio y trading, destacando su rol como Analista de Riesgos en el BCP y asociada en Lora & Asociados. Ha impartido cursos en licenciatura, postgrado e internacionales.

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine ... Show more

Innocent Kawooya, NIM

Innocent Kawooya, NIM

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include Everyone Program, Digital Impact Awards Africa, Women in FinTech Hackathon & Summit, 40 Days 40 FinTechs, and the Middle East and Africa Digital Transformation Summit, I have worked to empower women, youth, cross-border traders, and grassroots communities.
HiPipo’s work has been strengthened and blessed with a long-term partnership with the Gates Foundation and collaborations with high-impact partners such as COMESA, helping us drive interoperability, digital public infrastructure, and inclusive trade across the region. I was honoured to receive Uganda’s National Independence Medal from His Excellency the President of Uganda and to be named FinTech CEO of the Year 2024 & 2025 (MEA Awards) for this work. Alongside finance, I am also a filmmaker and entrepreneur, committed to building Africa’s digital, cultural, and economic future. I previously served as Co-chair of the Mojaloop Community Council for two terms!

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include E... Show more

Craig Bonn

Craig Bonn

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IPO companies. Today, he is the Managing Partner of Harley Capital LLC, an independent broker-dealer, and the Managing Member of Edge Partners LLC, which organizes Special Purpose Vehicles (SPVs) for accredited investors seeking access to late-stage private companies. His professional record includes exposure to various industries—technology, healthcare, energy, and consumer markets—and early involvement in companies such as Facebook, Databricks, and Anthropic.

Craig’s path began in New York, where he was born and raised, before pursuing his undergraduate education at the University of Hartford. Soon after completing his degree, he joined Lehman Brothers. Working at the firm placed him amid global financial activity, where he learned to evaluate risk, manage portfolios, and advise clients across diverse situations. While the environment was demanding and competitive, it also revealed to him the limitations of conventional financial instruments. He observed that not every client’s long-term goals could be met through traditional markets alone, which inspired him to look more closely at alternatives.

Guided by this insight, Craig established Harley Capital LLC. He aimed to create an independent, transparent, and long-term client service firm. Harley Capital grew into a boutique investment company, serving high-net-worth individuals, family offices, and trusts. Clients of Harley Capital benefit from carefully selected opportunities in areas such as private equity and pre-IPO investments, which are often beyond the reach of conventional investors. The firm emphasizes diversification, clear communication, and fiduciary responsibility as central to its mission.

Craig further extended his professional focus through Edge Partners LLC. At Edge Partners, he applies the SPV model to give accredited investors structured participation in pre-IPO and late-stage venture opportunities. Organized under a Delaware Series LLC, the firm is efficient and flexible while maintaining thorough due diligence. Edge Partners has prioritized investments in fields such as artificial intelligence, cybersecurity, robotics, and software, which are industries positioned for long-term growth. He oversees acquiring securities in private companies and holding them until liquidity events such as acquisitions or public offerings occur.

His approach to investing emphasizes three pillars: disciplined risk management, appropriate timing, and a long-term vision. Craig believes that successful outcomes require choosing companies with potential and structuring the investments to safeguard participants. His preference for SPVs reflects this philosophy, providing both access to growth and a framework that manages risk.

Beyond pre-IPO markets, Craig has been active in natural gas mineral funds, venture partnerships, hospitality REITs, and specialized financing. His involvement includes WhiteHawk Energy and investments in Outstanding Foods, Braemar Hotels and Resorts, Prospect Capital, and Urica Therapeutics. Each reflects his practice of assessing industries, market conditions, and company fundamentals before committing capital.

Craig has remained committed to philanthropy and community involvement outside his professional roles. He supports organizations such as Pink Aid and Fred’s Team, which fund cancer research and health initiatives. His contributions include both financial support and participation in awareness-building events.

Craig has lived with his wife in Westport, Connecticut, for over 25 years. He is a runner who has completed five marathons, including the New York Marathon. He also enjoys traveling and gaining perspective by engaging with different cultures and economies.

Balancing his career achievements with philanthropy and personal pursuits, Craig Bonn continues to follow a path that reflects dedication, long-term vision, and community engagement.

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IP... Show more

Hernan Parada

Hernan Parada

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity.
I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years.
I started out doing tech support for internet services, then worked as a systems auditor at PwC.
For 10 years, I led teams handling tech and operational risk management. My curiosity pushed me to explore other industries too — I took on cybersecurity roles, and then became IT Manager in the civil aviation sector in the public sphere, where I stayed for nearly six years.
Now I’m back to my first love — the financial world — and currently working as a CISO at a financial company.

And as a little "bonus track": I'm passionate about communication, so I went back to something I left hanging in my teens — in 2021, I graduated as a Professional Radio & TV Broadcaster from ETER School of Communication.

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity. I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years. ... Show more

Robert Nordlander, CPA, CFE

Robert Nordlander, CPA, CFE

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

Sathishkumar Palanisamy

Sathishkumar Palanisamy

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for leveraging advanced technologies to automate business processes, optimize workflows, and enable seamless digital transformation in the financial sector.

Sathish has successfully delivered end-to-end automation strategies across diverse markets, having worked extensively in both India and the United States. His unique global perspective empowers him to craft scalable, innovative solutions that bridge the gap between technology and business goals.
Prior to his current role, Sathish served as Senior Enterprise Architect, AVP at Citizens Financial Group, where he led enterprise-wide initiatives to integrate automation, improve operational efficiency, and enhance customer experiences. His leadership in driving strategic technology solutions resulted in significant business growth and elevated technological capabilities within the organization.

Currently, as an Expert Enterprise Architect at Discover Financial Services, Sathish is dedicated to pushing the boundaries of automation to transform banking operations. With a strong foundation in Computer Science, he specializes in creating advanced automation platforms that augment human potential, streamline complex business processes, and enable organizations to stay ahead in a rapidly evolving digital landscape.

Sathish is passionate about the future of automation, where he continues to lead industry evolution with forward-thinking technology solutions.

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for levera... Show more

Dominik Moser

Dominik Moser

He studied Software Engineering at the Vienna University of Technology.

Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering".

In recent years, he has been serving as Backend Chapter Lead and Architect at Erste Group, where he has contributed to building George, one of Europe’s leading online banking platforms.

He studied Software Engineering at the Vienna University of Technology. Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering... Show more

Alistair Corrie

Alistair Corrie

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results which confirmed what he had been trying to do all his life.

In 2003 Alistair and his wife decided that every year they would a) learn a new skill, b) do something new and c) go somewhere new. They are living proof that we can reclaim the natural agility we were born with.

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results whic... Show more

Michelle Mitchell

Michelle Mitchell

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.

After building her own accounting firm from a one-woman practice into a thriving, self-managing business, Michelle became a sought-after speaker, trainer, and coach. She combines over 15 years of experience in financial strategy, operational efficiency, and leadership development with a relatable, down-to-earth teaching style that leaves audiences feeling empowered and equipped to act.

Michelle is known for turning complex topics—like delegation, financial systems, and team accountability—into practical tools leaders can apply immediately. Her sessions at Scaling New Heights, national podcasts, and industry conferences consistently earn top ratings for their actionable frameworks, interactive exercises, and genuine connection with participants.

Through her talks and programs, Michelle helps firm owners and service providers reclaim their time, build confident teams, and design businesses that thrive—without burning themselves out.

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.... Show more

Maria Carrasco

Maria Carrasco

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estudio empírico de las sonrisas de volatilidad en el mercado de opciones alemán (DAX) entre 2017 y 2022, utilizando herramientas como Python, Spyder y modelos de machine learning para el análisis de series temporales de alta frecuencia.

Ha trabajado integrando enfoques estructurados de datos con tecnologías modernas de inteligencia artificial y herramientas en la nube. Además, participa activamente en comunidades tecnológicas vinculadas al ecosistema cripto, blockchain y DeFi, y colabora en proyectos de innovación con impacto social en América Latina, promoviendo la participación de mujeres en STEM y liderando iniciativas de inclusión digital. Destaca su rol en COINTER, la primera cooperativa digital en blockchain, donde apoyó programas de mentoría y capacitación enfocados en la inclusión de mujeres en finanzas y tecnología.

Apasionada por traducir conceptos complejos en soluciones aplicadas, María combina la solidez académica con una visión práctica del uso de AI en entornos financieros y de datos masivos.

Cuenta también con experiencia en evaluación, sistematización y transversalización de género, apoyando procesos de capacitación, diseño de herramientas institucionales y consultorías orientadas a promover la igualdad y la equidad en políticas públicas y proyectos de desarrollo.

Reconocimientos y distinciones

•Capacitación para gerentes de cooperativas sobre Big Data y su impacto en la toma de decisiones en el sector financiero – Enfoque en cooperativas, 2025 | FACACH
Beca completa para asistir al Crypto Cities Summit, 2025 | Roatán
•Primer lugar en el programa de mentoría a COINTER, la primera cooperativa digital en blockchain, 2025 | IMPACT HUB
•Facilitadora de capacitación en Seguridad Básica en Bitcoin, 2025 | La Bitcoinera
•Facilitadora de capacitación en Aplicaciones Reales de Bitcoin en Honduras, 2025 | La Bitcoinera
•Facilitadora de capacitación en Introducción a Bitcoin y su importancia, 2025 | La Bitcoinera
•Conferencista invitada en “Building with AI”, 2025 | Google Developer Groups
•Ambassador’s Distinguished Appreciation Award, 2008 | Embajada de Estados Unidos en Tegucigalpa

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estu... Show more

Justin Dragos

Justin Dragos

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss.

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss. Show more

Erin Sykes

Erin Sykes

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation.

Specializing in helping clients year-round in Palm Beach, The Hamptons, New York City, and the New Jersey coast, Erin utilizes her combined background in finance and construction to take an analytical and qualitative approach to amplifying clients’ return on investment.

With a background in commercial and luxury residential construction at her family’s 120+ year-old firm and certification as a LEED AP – New Construction, Erin understands how to optimize new development and intricate renovation using sustainable and architecturally-appropriate materials and methodology.

As a business news contributor, Erin is responsible for developing and translating real estate trend data into consumer and industry insights. She reports on monthly housing starts, new developments, rate changes and general industry trends for all major news outlets.

Erin is often interviewed by Fox Business News, CNBC, TODAY, CNN, NBC Nightly News, The Real Deal, Bloomberg, Mansion Global, Forbes, TechCrunch, and Inc. She holds an MBA from Pepperdine University and a Bachelor's in Finance and International Business from Villanova University.

Erin resides between Palm Beach, NYC & Longport, NJ and is deeply involved with the Historical Society of Palm Beach County, Opportunity, Inc., and the Southampton Hospital Foundation.

Follow Erin on Instagram and Twitter @SykesStyle

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation. Specializing in helping clients year... Show more

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