Lisa Nelson

Lisa Nelson is an executive leader with extensive experience in leadership roles within financial services. She brings global expertise in corporate strategy, post M&A integration, change management, governance and cultivating client partnerships to Boards and C-suite executives. Lisa co-founded KWT Advisory and serves as President offering market insights, strategy creation & execution, operating model development, social impact programs, mentoring and pricing strategy. Projects have spanned SME engagements with asset management and global consulting practices as well as Fintech advisory. Prior…

Lorne Mitchell

Lorne Mitchell is an executive leader with extensive experience in leadership and consulting roles in the Telecoms, Media and Technology industries. He has experience dealing with a range of different sizes of client from start-ups to large multinationals – mainly in the US, Europe, Africa and Asia. This includes the successful execution as part of the management team of over ten mergers and joint ventures. After a successful career in line management in the telecoms industry, followed by ten years…

Philip Brittan

Philip Brittan has worked in the FinTech industry for over 30 years as an entrepreneur, CEO, CTO, business leader, innovator, Board member, and adviser. Philip founded and managed 4 software start-ups: FX options specialist Fenics (now part of BGC), financial risk management software developer Spheresoft, Droplets which developed expansive IP foundational to the interactive Web, and most recently Crux Informatics, a data delivery and engineering platform and managed service for the financial industry and which is backed by Goldman Sachs,…

Sean O’Donoghue

Sean is an innovative business technology executive and experienced leader with 25+ years’ experience developing and executing market leading technology and digital strategies with technology and operating roles ranging from COO for InsurTech leader Trōv (overseeing all of Engineering, Insurance Product & Regulation, Finance, Analytics, Operations and Investor Relations), CTO for Madison Square Garden, CIO for DreamWorks Animation SKG, and leadership roles at Oracle Corporation. Also, an experienced finance executive and CFO in the London Insurance Market, working also at…

Steve Milunovich

Steve recently retired as a sell-side stock analyst after following the technology sector for 34 years. He is versed in financial and strategic analysis for both public and private companies. He is known as a thought leader, applying models such as Christensen’s theory of disruptive innovation and job to be done; Trout & Ries’ principles of marketing; and Hamilton Helmer’s 7 Powers of differentiation. He has helped investors understand platforms and new technologies such as IoT and AI through a…

Venkat Chalasani

Venkat Chalasani is an entrepreneurial executive with a strong interest in the intersection of technology, data, and finance. He has 20+ years in financial services experience with in-depth knowledge of Global Fixed Income (credit, rates, FX, securitized products) and Global Equity products. He has expert knowledge of financial regulations (FRTB, Basel IV, CCAR, Volker, Risk Data Aggregation), decision support/capital optimization analytics, front to back risk and finance infrastructure strategy, and electronic trading. Venkat’s led agile innovative solutions working collaboratively with…

Whit Thiele

Whit Thiele is the founder of Bannockburn Developments Ltd. a software consultancy and product development company based in Canada. Whit is a seasoned technology veteran and thought-leader in the enterprise software and communications space. Whit has worked with a wide variety of technology platforms and systems for over 20 years consistently building progressive experience delivering proven, solid and scalable products and solutions. Whit has brought his experience and perspective to many engagements across a number of verticals with many industry-leading…