Finance & Banking

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

Steven Annegarn

Steven Annegarn

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and Governance. Trough this, he helps clients get more value out of their data.

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and G... Show more

Ben Francis

Ben Francis

With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), income maximization, tax management, long-term care planning, and other critical areas affecting retirees.
He works closely with clients to address unique challenges during the transition from accumulation to decumulation, providing ongoing reviews of Social Security, distribution planning, income generation, investment strategies, and risk management to ensure their financial well-being.
In addition to his client work, Ben is a highly regarded speaker known for his engaging presentations at private companies, public events, and conferences. His ability to simplify complex retirement topics into understandable and actionable insights has made him a favorite among audiences.
Ben holds a Master of Science in Financial Services from The American College and a Bachelor of Science in Accounting & Finance from the University of Tennessee at Chattanooga. His professional designations include CFP® (Certified Financial Planner™), RICP® (Retirement Income Certified Professional), WMCP® (Wealth Management Certified Professional), ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter). He is also licensed with Series 7, 6, and 63.

With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, R... Show more

Renato Amapanqui

Renato Amapanqui

Ingeniero de Sistemas con más de 12 años de experiencia en banca, especializado en innovación tecnológica, automatización y liderazgo en transformación digital. Actualmente es Gerente Adjunto de Estrategia Tecnológica e Innovación en el BCP y fundador de Techspira, una comunidad que inspira a profesionales a integrar la tecnología con propósito, educación y ética. También enseña y comparte conocimientos sobre IA, habilidades del futuro y liderazgo digital.

Ingeniero de Sistemas con más de 12 años de experiencia en banca, especializado en innovación tecnológica, automatización y liderazgo en transformación digital. Actualmente es Gerente Adjunto de Estrategia Tecnológica e Innovación en el BCP y fundado... Show more

Ezequiel Dieguez

Ezequiel Dieguez

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería.
Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año.

Comence mi carrera en sistemas a los 20 años como asistente de sistemas y fue evolucionando por distintos roles técnicos: desarrollador, analista, analista programador y líder de equipos, hasta desempeñarse como arquitecto corporativo en Falabella.
Actualmente es Engineering Manager en Tenpo, el primer neobanco de Chile, donde lidera equipos enfocados en construir plataformas escalables, confiables y observables.

Mi interés principal está en cómo las decisiones de ingeniería desde la arquitectura, herramientas, monitoreo y observabilidad impactan en la adopción por parte de los equipos, la calidad del software y la toma de decisiones técnicas a nivel organizacional.

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería. Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año. Comence mi... Show more

Colin Eberhardt

Colin Eberhardt

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed AI Readiness Special Interest Group. I've also written numerous industry reports in collaboration with Linux Foundation Research.

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more

Luke Bettridge

Luke Bettridge

Technology lead for equity derivatives, delivering and supporting front-office trading platforms.

Technology lead for equity derivatives, delivering and supporting front-office trading platforms. Show more

Devdas Gupta

Devdas Gupta

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, modernizing mission-critical platforms across the fintech, e-commerce, and healthcare sectors.

Currently serving as a Senior Manager of Software Development and Engineering Lead at Charles Schwab, USA, his expertise spans cloud-native distributed systems design and orchestration, including microservices, event-driven architectures, and intelligent automation.

A Senior Member of IEEE and a Fellow of BCS and IET, he actively contributes to the global technology community as a research paper reviewer, keynote speaker, hackathon judge, and mentor. Passionate about innovation, he drives engineering excellence, enterprise integration, and automation-led development. In addition to his technical leadership, he volunteers with IEEE committees and serves as a professional assessor and thought leader, helping shape the next generation of engineers and intelligent digital solutions.

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, moder... Show more

Deep Patel

Deep Patel

Deep Patel is a senior data engineering and analytics leader with over a decade of experience designing and scaling large-scale data platforms across fintech and technology organizations. He has led enterprise-critical initiatives spanning executive metrics, real-time analytics, and AI-driven decision systems, helping leadership teams measure ROI, manage risk, and operate with data they can trust. Deep frequently speaks and writes on modern data infrastructure, AI governance, and translating complex systems into clear business outcomes.

Deep Patel is a senior data engineering and analytics leader with over a decade of experience designing and scaling large-scale data platforms across fintech and technology organizations. He has led enterprise-critical initiatives spanning executive ... Show more

Eric Bernstein

Eric Bernstein

Eric has helped thousands of people buy homes, build wealth, and feel confident about one of life’s biggest financial decisions. Since entering the mortgage industry in 2015, he’s closed over $1 billion in home loans and earned a reputation for solving complex financing scenarios with clarity, speed, and care. He also has extensive experience helping veterans use VA IRRRLs to reduce their monthly payments quickly with minimal documentation.

Eric’s approach is deeply shaped by the customer service philosophy in Raving Fans by Ken Blanchard—a book he credits as a major influence in his career. He believes every client deserves more than a smooth transaction—they deserve a standout experience that’s personal, consistent, and always better than expected. That mindset drives everything he does at LendFriend, from how his team communicates to how they show up when things get complicated.

While Eric works with a wide range of homebuyers and homeowners, he has deep expertise in helping clients who fall outside the traditional lending box—self-employed borrowers, real estate investors, crypto holders, and others with unique financial profiles. He specializes in VA, Conventional, and Jumbo loans, as well as Non-QM solutions like bank statement, DSCR, and asset depletion programs.

Whether you're buying your first home or financing your fifth, Eric brings the same thoughtful, personalized approach to every deal. He leads the LendFriend team with a focus on transparency, creativity, and making sure every client walks away feeling like they had someone in their corner from day one.

Eric has helped thousands of people buy homes, build wealth, and feel confident about one of life’s biggest financial decisions. Since entering the mortgage industry in 2015, he’s closed over $1 billion in home loans and earned a reputation for solvi... Show more

Charles-Philippe Bernard

Charles-Philippe Bernard

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am also dedicated to mentor young talents to success. In my spare time, I do speaking engagement to increase public awareness about Generative AI, and I work on personal projects, exploring the space of possible offered by AI.

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am... Show more

Jammie Jelks

Jammie Jelks

Jammie Jelks has spent more than 10 years building AI and automation products in mortgage lending, where skepticism isn’t resistance—it’s survival. Starting his career as an underwriter before becoming a product leader, he’s seen technically perfect systems fail while imperfect ones succeed because they earned user trust. Now Director of Product at Prudent AI, Jammie focuses on bridging the gap between AI capability and real-world adoption in high-stakes environments.

Jammie Jelks has spent more than 10 years building AI and automation products in mortgage lending, where skepticism isn’t resistance—it’s survival. Starting his career as an underwriter before becoming a product leader, he’s seen technically perfect ... Show more

Veer Gosai

Veer Gosai

Veer Gosai (20) is a Stellenbosch University 2nd Year Bsc Geoinformatics (Computer Science) student. I've been fortunate enough to work as a Cybersecurity Analyst Intern at both Capitec Bank and Purple Group (EasyEquities). In 2024, I made the massive discovery of fraud in the SASSA SRD Grant System alongside a friend. After many interviews, we eventually made our way to present our findings to the Parliament of South Africa.

Veer Gosai (20) is a Stellenbosch University 2nd Year Bsc Geoinformatics (Computer Science) student. I've been fortunate enough to work as a Cybersecurity Analyst Intern at both Capitec Bank and Purple Group (EasyEquities). In 2024, I made the massiv... Show more

Akash Chandra

Akash Chandra

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in fintech, large data pipelines, and AI-based fraud detection. As a public speaker on AI/ML and Graph Databases, he has contributed significantly to the field. Akash has shown his leadership in startup environments using his innovative approach to leveraging advanced AI technologies.

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in ... Show more

Artem Sentsov

Artem Sentsov

Data Science professional with 8+ years of experience applying graph databases to solve complex business challenges. As Co-Founder and CTO of ClearPic.ai, I develop tools that map business relationships in Central Asia and the Caspian region, helping clients uncover hidden connections and compliance risks. My background combines data science with practical financial intelligence - from Deloitte and PwC to leading R&D at Urus Advisory where I specialized in high-risk market analysis. My passion is making complex data speak through network visualization.

Data Science professional with 8+ years of experience applying graph databases to solve complex business challenges. As Co-Founder and CTO of ClearPic.ai, I develop tools that map business relationships in Central Asia and the Caspian region, helping... Show more

Surbhi Pokharna

Surbhi Pokharna

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financial domain.
Architecting the operationalization aspect in a client facing role, delivering relational and advanced analytics solution for large scale Operational and Data Warehouse implementations with focus on learning and innovation remained a constant part of my data journey.
Currently I am leading enterprise scale cloud data migrations in SQL Server/Snowflake/Azure SQL/Managed Instance/PostgreSQL and am involved with delivery of next generation Data & AI solutions using various data platforms. Also, I am managing large on/offshore teams, applying inclusive leadership, vendor management and technical skills.
As a woman in tech and part of data community, I have advanced with grit to create an impact, work with the mindset of ‘how I can’, passion for continuous learning and delivering results.
** I am board member of the New England SQL Server User Group, part of Snowflake Data Superhero 2025 program, member of PASS, speaker in PAAS Summit/Snowflake User Group/Azure Data User Groups/Data Saturdays/SQLBits. **

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financi... 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

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

Orion Willis

Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

Shivam Dhar

Shivam Dhar

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Committed to community engagement, he actively mentors early-career cybersecurity professionals, judges prestigious tech awards, peer-reviews academic research, and contributes to tech-for-good initiatives with nonprofit organizations. He currently leads cloud security efforts at JPMorganChase, driving robust solutions to support the firm’s ongoing growth.

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Com... Show more

Saurabh Yergattikar

Saurabh Yergattikar

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity, and developer productivity, with a strong focus on building reliable, high-impact backend and platform solutions used at enterprise scale.

Beyond his role at eBay, Saurabh is an active open-source innovator and contributor in the AI and security ecosystem. He leads and contributes to multiple open-source initiatives focused on secure AI infrastructure, Model Context Protocol (MCP) security, and developer tooling frameworks that improve how engineering teams analyze, secure, and scale modern software systems.

He regularly serves as a judge, reviewer, and mentor for global startup showcases, hackathons, and technical communities, and collaborates with industry experts across open-source, cybersecurity, and AI ecosystems. His work emphasizes practical security, real-world AI system design, and high-leverage developer productivity.

As a speaker, Saurabh presents on topics including AI system architecture, secure open-source frameworks, backend scalability, developer tooling, and emerging risks in modern AI and cloud platforms—bridging deep engineering with real-world industry application.

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity,... Show more

Manav Kapoor

Manav Kapoor

Manav Kapoor is a seasoned product and technology leader with over 14 years of experience driving innovation at the intersection of technology, customer experience, and business strategy. He currently serves as a Senior Technical Product Manager at Amazon's Selling Partner Trust and Store Integrity organization, leading AI/ML-powered technology innovations that protect customers from sales abuse through unfair and illegitimate business practices across Amazon's global marketplace, safeguarding 300MM+ Amazon customers worldwide.
Previously, as a VP at Goldman Sachs, Manav led the fraud product team for Apple Card and spearheaded the launch of the digital High Yield Savings Account in partnership with Apple, the first banking product fully integrated into Apple's iOS ecosystem, which accumulated over $10 billion in deposits.
Manav has built a career translating complex technical challenges into customer-first innovations, spanning marketplace trust and safety, fraud detection, digital banking, and customer experience. An IEEE Senior Member and Forbes Technology Council member, he speaks on ecosystem-driven product strategy, AI governance, and responsible AI implementation in regulated industries and e-commerce.

Manav Kapoor is a seasoned product and technology leader with over 14 years of experience driving innovation at the intersection of technology, customer experience, and business strategy. He currently serves as a Senior Technical Product Manager at A... Show more

Venkata K Chaitanya Dhullipala

Venkata K Chaitanya Dhullipala

Venakata is a Senior Manager in Software Engineering at Capital One, with a strong foundation in backend systemts, AI/ML and financial technologies. Formerly at JPMorgan Chase. Holds Master's degree in Business Analytics and Information Management, and is passionate about blending technology with leadership to drive impactful innovation.

Venakata is a Senior Manager in Software Engineering at Capital One, with a strong foundation in backend systemts, AI/ML and financial technologies. Formerly at JPMorgan Chase. Holds Master's degree in Business Analytics and Information Management, a... Show more

Linda Grizely

Linda Grizely

Linda Grizely, CFP®, MSFS, CAP® is a financial wellness speaker, personal finance expert, educator, and money coach. She is the creator of the MeMoney™ method, a financial strategy designed to create a mindset shift and help people feel confident and in control of their money, — without judgment or lecture. Her core belief is simple: You deserve to feel confident with money and good about how you spend it™.

With experience as a financial advisor, Linda is now leading a movement to replace shame with self-trust in financial conversations — from kitchen tables to corporate stages. She teaches individuals and organizations how to turn financial overwhelm into empowerment by making money practical, emotionally grounded, and human. Through her content, coaching, and podcast Real Money, Real Life™, she helps people make financial decisions that feel aligned and true to who they are.

Linda’s speaking work focuses on humanizing money conversations in the workplace — connecting financial confidence to emotional well-being, performance, and retention. She is known for interactive sessions that invite reflection, participation, and clear “next best step” actions. Drawing on both lived experience and professional depth, she teaches in a way that makes complex financial topics clear, relatable, and actionable.

Over her 20+ year career — including more than a decade focused specifically on personal finance — Linda has led talks, workshops, webinars, and lunch-and-learns for employees, associations, and community groups. She bridges the human and behavioral sides of money with practical financial strategy — reminding people everywhere that financial power isn’t just about the numbers; it’s about making choices that reflect who you are, fully and unapologetically.

Linda holds a Master of Science in Financial Services (MSFS) and a Bachelor’s Degree with dual majors in Human Resources Management and Marketing. She is a CERTIFIED FINANCIAL PLANNER® and a Chartered Advisor in Philanthropy® (CAP®). She also holds a Certificate in Nonprofit Management, Professional Fundraising, Nonprofit Board Consulting, and is certified as a Coach, Teacher, Trainer, and Speaker through Maxwell Leadership.

She is the 2019 recipient of the Charlotte Danstrom and Women of Achievement Award, and a 2023, 2024, & 2025 Circle of Excellence Qualifier for Women in Financial Services — recognizing her leadership, excellence, and commitment to helping others build clarity, confidence, and success.

Linda Grizely, CFP®, MSFS, CAP® is a financial wellness speaker, personal finance expert, educator, and money coach. She is the creator of the MeMoney™ method, a financial strategy designed to create a mindset shift and help people feel confident and... Show more

Steve McAtee

Steve McAtee

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhance search capabilities.
His work involves utilizing open-source AI models to vectorize content, demonstrating his expertise in natural language processing and AI inference.
Prior to PreSearch.com, Steve was instrumental in digital transformations. He developed AI based document imaging systems and utilized early AI models and Robotic Process Automation with search indexes.
At Vibrant Credit Union, he pioneered the first video lending system in the industry and was instrumental in putting the first Credit Union in the United States on AWS.

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhan... Show more

Domingos Dias

Domingos Dias

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas.

É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automação de processos.

Iniciou a sua carreira como desenvolvedor Java, migrando para typescript(Angolar ~10), php e frameworks deste, participando no desenvolvimento e implementação de sistemas como SIGHOSP e MEDANGOLA, utilizados em instituições como o Hospital Geral dos Cajueiros, Hospital Josina Machel, Unicargas, ENDE, entre outras clínicas e organizações.

Ao longo da sua trajetória, trabalhou para o Standard Bank Angola, Banco Keve e BCI, estes dois últimos atuando como consultor pela empresa Selenium.

É cofundador da ANDROMEDA, responsável pelo desenvolvimento e licenciamento, junto à AGT e APD, do sistema de faturação, logística e contabilidade MULTIGEST.

Atualmente, exerce funções como consultor e arquiteto de soluções de automação para uma multinacional(INM).

Foi vencedor do primeiro Hackathon do Standard Bank Angola, já colaborou em projetos open source e tornou-se o primeiro angolano a ter um conector aprovado e disponibilizado no marketplace oficial da Camunda (Alemanha).

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas. É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automa... Show more

Bruno H. Brito

Bruno H. Brito

Bruno is a seasoned professional with over 20 years of experience in leading companies across the banking, telecommunications, insurance and financial markets sectors. Starting his career in software engineering, his focus quickly evolved towards a profound understanding of business process visions, solution architecture design, and the strategic delivery of quality information to decision-makers.

He holds an MBA specialization in Artificial Intelligence and Big Data from the University of São Paulo (ICMC/USP), where his thesis laid the theoretical groundwork for the presented Meta-Architecture. This research culminated in an article submitted (PROPOR 2026), demonstrating his commitment to bridging academic rigor with practical enterprise solutions. He is currently pursuing a Master's degree in Information Science at UFSCar, deepening his expertise in knowledge management and semantic design.

His core expertise lies in Data and Process Strategy, Corporate Architecture, and holistic Solution Design, always focusing on translating complex data and architectural insights into actionable business decisions. This blend of technical foundation (AI, Graph) and methodological rigor (Information Science) positions him as a strong advocate for building resilient, trustworthy, and governed AI systems, such as the Neo4j Intelligent Proxy presented in this session.

Bruno is a seasoned professional with over 20 years of experience in leading companies across the banking, telecommunications, insurance and financial markets sectors. Starting his career in software engineering, his focus quickly evolved towards a p... Show more

Avira Avira

Avira Avira

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in regional cyber communities, Avira also shares insights through workshops and career talks on threat landscapes and security automation.

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active ... Show more

Josh Dunn

Josh Dunn

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. Josh’s current focus is on agentic AI and context engineering for regulated environments, where using advanced data architectures is necessary to ensure correctness, auditability, and alignment with operational reality.

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. ... Show more

Ed Graham

Ed Graham

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world.
He is the founder and managing director of GK EPM an Oracle specialist consultancy.
Ed has experience running finance teams, managing large IT projects and delivering for the best Oracle partners.

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world. He is the founder and managing director of GK EPM an Oracle specialist consultancy. Ed has experience runn... 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

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