Banking & FinTech

Why organisations work with Stephen Foerster Co-author with MIT Sloan’s Andrew Lo of In Pursuit of the Perfect Portfolio (Princeton University Press), a working intellectual map of modern finance built from direct interviews with ten of its pioneers, including six Nobel laureates. He can take a board through how its current investment frameworks were actually constructed, with the people who built them on the page. Federal Court qualified expert witness on investment management, portfolio management, and corporate finance, with more than fifty papers in outlets including the Journal of Finance and the Journal of Financial Economics. The analysis is the kind that has to hold up to cross-examination. Has built and delivered executive finance programmes for Bank of Montreal, BMO Nesbitt-Burns, the Canadian Securities Institute, and Alcan, specifically for senior leaders without a finance background. A sitting member of Western University’s joint pension board and former chair of Foundation Western’s Investment Committee. The fiduciary discipline he teaches is one he has exercised. Biography highlights Professor of Finance at Ivey Business School, Western University, since 1987 PhD from the Wharton School, University of Pennsylvania; CFA designation since 1997 Co-author with Andrew Lo (MIT Sloan) of In Pursuit of the Perfect Portfolio (Princeton University Press); featured in The Wall Street Journal Bookshelf column; Axiom Business Awards silver medal in Personal Finance and Investing Author of Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor (Wiley, 2024); Axiom Book Awards bronze medal in Investing More than fifty published articles, including in the Journal of Financial Economics, the Journal of Finance, and the Financial Analysts Journal Federal Court qualified expert witness on investment management, portfolio management, and corporate finance; sitting member of Western University’s joint pension board Biography Most boards and investment committees making consequential capital decisions are not staffed by finance specialists. They sign off on portfolio risk and long-horizon investment choices with frameworks they have not built and a century of market history they have not had time to absorb. In Pursuit of the Perfect Portfolio, co-authored with MIT Sloan’s Andrew Lo and published by Princeton University Press, takes ten of modern finance’s most consequential figures, including six Nobel laureates. The book traces how investors actually came to be taught to think about risk and return. The Wall Street Journal Bookshelf column featured the book; Axiom Business Awards gave it the silver medal in Personal Finance and Investing. The 2024 follow-up, Trailblazers, Heroes, and Crooks (Wiley), uses episodes drawn from a thousand years of market history to make the same lessons stick for senior decision-makers. That historical method runs through Foerster’s work with institutions. He has taught at Ivey Business School, Western University, since 1987. He holds a PhD from Wharton and the CFA designation, and has won Ivey’s Teaching Innovation Award and the Dean Carol Stephenson Excellence in EMBA Teaching Award. He has designed and delivered executive education for Bank of Montreal, BMO Nesbitt-Burns, the Canadian Securities Institute, and other major Canadian institutions. The focus is consistent: translating finance for senior leaders who do not come from a finance background. He has also sat on the other side of the table. He sits on Western University’s joint pension board and previously chaired the Investment Committee of Foundation Western. He is Federal Court qualified as an expert witness on investment management, portfolio management, and corporate finance. His more than fifty published papers appear in the Journal of Financial Economics, the Journal of Finance, and the Financial Analysts Journal. He is currently writing the authorised biography of William F. Sharpe, the 1990 Nobel laureate whose Capital Asset Pricing Model still underpins how most institutions measure investment risk. Key speaking topics Portfolio management and asset allocation Capital markets and long-term investing Investment decision-making and risk management Modern portfolio theory in practice Behavioural traps in investing Lessons from market history Corporate finance for non-financial executives Ideal for Boards and investment committees with fiduciary responsibility for pensions, endowments, or corporate treasury CFOs, treasurers, and finance leaders responsible for portfolio and capital allocation decisions Senior executives without a finance background who oversee investment risk Asset managers and investment professionals interested in the intellectual lineage of their field Audience outcomes Where modern portfolio theory came from, and where its assumptions break down in real markets Sharper questions to put to investment managers and finance teams Which investment lessons from market history are durable, and which are products of their era Enough working knowledge to engage substantively with capital allocation and investment risk without a finance background

Why organisations work with Arunjay Katakam He has spent over a decade inside the GSMA and Bill and Melinda Gates Foundation portfolios building the financial infrastructure that brought a billion people into the formal economy, so he speaks about inclusion as an operating problem, not a values statement. His book Generation Hope sets out a five-principle model (growth, participation, opportunity, stability, sustainability) that boards can map directly onto strategy, pricing, and product decisions. He has co-founded three startups, mentored 20-plus emerging-market fintechs through DFS Lab, and built ventures at Catalyst Fund, which gives him real authority on scale-up economics rather than commentary. He brings operator credibility on cross-border payments, digital public infrastructure, and zero-fee payment design, all areas where boards now face direct regulatory and competitive pressure. Biography highlights Author, Generation Hope: How Inclusive Economics Can Help Us All Thrive (Otterpine, 2024). Author, The Power of Micro Money Transfers, a practitioner guide to profitable money-transfer operators. Strategic Advisor, Interledger Foundation. Founder and CEO, Yooz, a cross-border remittance company. Founder, Inclusive Action Lab, a non-profit incubating ventures aimed at poverty alleviation by 2030. Co-author of two GSMA State of the Industry reports on mobile financial services for the unbanked; former EY consultant; mentor to 20-plus inclusive fintech startups via DFS Lab. Biography Most organisations describe inclusion as a values problem. After a decade inside the GSMA and the Bill and Melinda Gates Foundation, building the rails that brought a billion people into the formal economy, the case is sharper than that. Inclusion is an operating problem, with measurable consequences for pricing, distribution, and risk. That is the argument behind Generation Hope (Otterpine, 2024), which sets out five principles: growth, participation, opportunity, stability, and sustainability. The book gives senior leaders a usable frame for redesigning commercial strategy when the extractive model is running out of road, not a moral lecture. The operator background is what makes the case credible. Arunjay Katakam co-founded three startups, including one acquired by Twitter, ran cross-border remittance company Yooz, mentored more than 20 emerging-market fintechs at DFS Lab, and built ventures with Catalyst Fund. His earlier book, The Power of Micro Money Transfers, is a working manual for building profitable payment operators on zero-fee economics. He now advises the Interledger Foundation on open payments infrastructure and runs Inclusive Action Lab, a non-profit incubating moonshot ventures aimed at ending extreme poverty by 2030. The throughline is consistent: commercial discipline applied to inclusive design, with the numbers to support it. Key speaking topics Inclusive economics as a commercial operating model Cross-border payments and digital public infrastructure Open and decentralised finance Scale-up leadership in emerging-market fintech Zero-fee payment design and unit economics Generation Hope: rebuilding growth around participation and sustainability Ideal for Boards and ExCos rethinking growth strategy under regulatory, customer, and capital pressure Financial services leaders (CEO, COO, Chief Strategy Officer, Chief Sustainability Officer) navigating cross-border payments, fintech disruption, and inclusion mandates Innovation and venture-building teams inside large institutions backing inclusive products Foundation, development finance, and policy audiences working on financial inclusion Audience outcomes A five-principle model audiences can apply to their own pricing, product, and strategy decisions A clearer view of where inclusive economics changes unit economics rather than just narrative Specific examples from cross-border payments and digital public infrastructure that show what works at scale A practical agenda for boards on how to position growth strategy for the next decade

Why organisations work with Rodney Williams He has built two venture-backed fintech companies from concept to scale, including SoLo Funds, the only Black-led Certified B Corp fintech in the US, with over 1 million loans funded for 1.5 million users. He raised more than $40M for LISNR with clients including Visa, Ticketmaster, Jaguar Land Rover, and Lenovo, giving him operating experience inside the commercial functions of global brands rather than a venture-capital perspective from the outside. He brings a working operator’s view of financial inclusion that does not collapse into advocacy, anchored in his testimony to federal regulators and direct experience designing products for working and middle-class consumers. Named to the CNBC Disruptor 50 list five times across nine years, a recurrence that is unusual and signals durable founder relevance rather than one moment of attention. Henry Crown Fellow at the Aspen Institute, with the framing capacity that programme selects for, which translates to a keynote that argues rather than just narrates. Biography highlights Co-founder and President, SoLo Funds, the largest community finance platform in the US, with over 1 million loans funded since 2018. Founder and Chair, LISNR, an ultrasonic data-transmission company backed by Visa with over $40M raised. Former Brand Manager, Procter & Gamble, leading digital strategy and ecommerce for Pampers North America. 2019 Henry Crown Fellow, Aspen Global Leadership Network. CNBC Disruptor 50 honouree in 2015, 2016, 2018, 2019, and 2023. Cannes Gold Lion (2015); Ad Age 40 Under 40 (2012); Black Enterprise Tech Entrepreneur of the Year (2016); Ebony Power 100 (2018). Biography SoLo Funds has facilitated more than a million loans to working and lower-middle-class Americans since 2018, and it did so by treating its users as both borrowers and lenders to each other. The business depends on a functioning peer community, not on a marketing community. That distinction sounds semantic until a leadership team tries to operationalise it. Rodney Williams co-founded SoLo Funds after building LISNR, an ultrasonic data-transmission platform he scaled to over $40M in funding with commercial deployments at Visa, Ticketmaster, Jaguar Land Rover, and Lenovo. Before LISNR, he ran digital and ecommerce strategy for Pampers North America at Procter & Gamble, which is where he learned how large consumer organisations actually think about customer acquisition, retention, and brand economics. That sequence matters. He has built community-led commercial models inside a $300B consumer goods business, inside a B2B technology company selling to global brands, and inside a fintech that has become the only Black-led Certified B Corp in its category. The arguments he makes about community as a commercial mechanism are operating arguments, not theoretical ones. He has been named to the CNBC Disruptor 50 list five times across nine years, including 2023, and is a 2019 Henry Crown Fellow at the Aspen Institute. His most pointed contribution for a corporate audience is on what financial inclusion actually requires from product, regulatory, and capital partners once advocacy ends and operations begin. SoLo’s growth has placed him in direct conversation with federal regulators, congressional offices, and tier-one investors including Serena Ventures, ACME Capital, and Endeavor Catalyst, and he speaks from inside those conversations rather than from a panel about them. Key speaking topics Community as commercial operating model Founding and scaling venture-backed fintech Financial inclusion and the underserved consumer Brand building inside large consumer organisations Inclusive capital raising and founder ecosystems Disruptive product strategy in regulated markets Black entrepreneurship and category creation Ideal for CMOs, brand leaders, and growth executives at consumer-facing organisations rethinking community as a commercial channel. Boards and leadership teams of banks, fintechs, and financial services firms reassessing the underserved-consumer opportunity. Founders, venture investors, and corporate venture units focused on inclusive innovation and scale-up discipline. DEI, ESG, and impact leaders looking for a founder-operator voice on inclusive commercial outcomes rather than advocacy framing. Audience outcomes A concrete view of how community functions as an operating mechanism inside a commercial business, not as a brand layer. A founder-operator perspective on building, financing, and defending an inclusive product inside a regulated category. Arguments and case material on why the working and lower-middle-class consumer is structurally underserved, and what product responses actually move the market. Direct experience and pattern recognition from raising capital as a Black founder, applicable to inclusive investment and founder-development programmes.

Why organisations work with Omar Christidis He has spent a decade mapping the MENA digital economy at a depth no global consultancy replicates: 30+ Arabnet conferences, 15+ original research reports and direct visibility into more than 650 regional startups. He sits inside the deal flow as Partner and Board Member at Flat6Labs Beirut, so his read on what is actually getting funded in the region is operational, not commentary. His advisory work with the Middle East Institute’s Strategic Foresights Program and the Aspen Institute UK gives him a policy-grade frame on technology that translates well to boards weighing geopolitical exposure alongside digital strategy. He is one of the few speakers who can hold a serious technology conversation in both English and Arabic for a regional C-suite audience, with the Yale and Booz analytical pedigree to back it up. Biography highlights Founder and CEO of Arabnet, the MENA-focused digital events, media and research company, founded in Beirut in 2009. Partner and Board Member, Flat6Labs Beirut, a $20m accelerator with 33 investments in Lebanese startups. Advisory Board Member, Strategic Foresights Program, Middle East Institute, Washington DC. Faculty Member and Moderator, Aspen Institute UK. BA and MBA, Yale University; former consultant at Booz & Co. MENA. Named Global Finance Magazine Top Innovator for the Middle East (2018); featured in Forbes, CNN, CNBC Arabia and Sky News Arabia. Biography The MENA digital economy is no longer an emerging-market footnote. Over the past decade it has produced unicorns, regulatory frameworks for fintech and e-commerce, and a regional venture industry that now writes cheques large enough to keep founders at home. Few people have shaped that shift more practically than the founder of Arabnet. Arabnet was launched in Beirut in 2009, after Omar Christidis left a role in private wealth management in New York during the financial crisis and a stint at Booz & Co. in the MENA. The company has since organised more than thirty regional tech conferences, published over fifteen original research reports on the Arab digital ecosystem, and supported 650+ startups, becoming the standing forum where founders, corporates and investors meet. His credibility is built on access, not opinion. As Partner and Board Member at Flat6Labs Beirut, a $20m accelerator with 33 Lebanese investments, he sees what is being funded. As an Advisory Board Member of the Middle East Institute’s Strategic Foresights Program in Washington and a Faculty Member at Aspen Institute UK, he sees how regional technology decisions are being read in policy circles. The result is a speaker who can tell a Gulf board what the next wave of digital challengers actually looks like, where capital is moving, and which corporate innovation playbooks travel and which do not. Global Finance Magazine named him Top Innovator for the Middle East in 2018; the World Economic Forum named Arabnet a Top 100 Arab World Startup the year before. Key speaking topics MENA digital economy and startup ecosystem Corporate innovation strategy Digital disruption and emerging business models Tech investment and venture capital in the Arab world Future of media and advertising Fourth industrial revolution Banking and fintech in the Middle East Ideal for Boards and C-suites of regional incumbents in banking, telco, media and retail facing digital challengers Global corporates entering or scaling in MENA who need a regional read on customer behaviour and competitive risk Investors, family offices and sovereign funds allocating to MENA technology and venture Government and policy audiences shaping digital, fintech and innovation regulation in the region Audience outcomes A current, named view of where MENA digital capital is flowing and which sub-sectors are concentrating A working frame for distinguishing genuine regional disruptors from imported business models that will not survive local conditions Specific examples of how incumbents in banking, retail and media have responded to digital challengers in MENA, and what worked A sharper read on how Gulf and Levant regulators are shaping the operating environment for technology businesses

Why organisations work with Sheena Allen She built and ran a venture-backed US digital bank to closure and is willing to talk in detail about what the regulatory environment, capital cycle, and category timing did to it. Practitioner perspective, not commentary. She bootstrapped a five-app mobile studio to millions of downloads before raising a dollar, so her view of fundraising versus self-funding comes from having done both. She is a credible voice on financial inclusion grounded in market reality, not advocacy posture, having designed product for banking-desert communities and seen what compliance and unit economics impose. She speaks to the non-technical founder problem with authority because she has built tech companies as a psychology and film major, including her current AI-product work through MindFull AI. Biography highlights Founder and CEO of CapWay, a Y Combinator Summer 2020 fintech and digital bank backed by Backstage Capital, Fearless Fund, and Khosla Ventures. Founder of Sheena Allen Apps, a bootstrapped mobile studio with five apps and millions of downloads. Currently leads CREAM Factory, a fintech venture studio and research organisation, and builds AI-native products through MindFull AI. Co-host of the Rich Lessons podcast with Sevetri Wilson Taylor. Forbes 30 Under 30 honouree. Featured in Google’s Webby Award-winning documentary series Black Women in Tech and in the film She Started It; author of The Starting Guide. Biography CapWay was a venture-backed US digital bank built to serve customers in banking deserts. It raised from Backstage Capital, Fearless Fund, and Khosla Ventures, went through Y Combinator’s Summer 2020 cohort, and closed in 2024 after the wider fintech regulatory environment turned against companies that depended on partner banks. Sheena Allen ran it from founding to wind-down. That arc is the spine of her work as a speaker. She talks about fintech not as a category to admire but as a category that punishes founders who underestimate compliance cost, capital cycles, and the dependency on infrastructure they do not own. After the Synapse collapse and the Evolve Bank breach, she was direct in the press about why the business could not raise another round. Before CapWay, she bootstrapped Sheena Allen Apps from her dorm room at the University of Southern Mississippi into a five-app mobile studio with millions of downloads. She studied psychology and film, not computer science, and she has built every venture since by assembling technical teams around her rather than coding herself. That is the perspective behind her current work at CREAM Factory, a fintech venture studio, and at MindFull AI, where she ships AI-native products as a non-technical founder. She is a Forbes 30 Under 30 honouree, co-hosts the Rich Lessons podcast with Sevetri Wilson Taylor, and was featured in Google’s Black Women in Tech series and the film She Started It. Her book, The Starting Guide, walks first-time founders through the operational decisions she made early and would now make differently. Key speaking topics Building venture-backed companies in regulated categories Financial inclusion and the economics of banking deserts Bootstrapping versus venture capital as founder strategies Non-technical founders and how they actually ship product AI tools for small teams and solo operators Mobile product strategy and pre-development planning Women and underrepresented founders in fintech Ideal for Founder programmes, accelerators, and venture studios looking for an operator who has built and closed a regulated business. Financial services, fintech, and banking conferences seeking a practitioner voice on financial inclusion and partner-bank risk. Diversity and inclusion programmes inside banks, payment networks, and large tech companies that want substance over symbolism. Innovation and product audiences inside non-technical industries that want to hear how non-technical founders ship. Audience outcomes A clearer view of how capital cycles and regulatory shifts decide which fintechs survive. Specific lessons from inside a Y Combinator-backed digital bank that closed, including what she would do differently. A grounded read on financial inclusion as a market problem, not a campaign theme. Concrete examples of how a non-technical founder builds and runs product teams, including with AI tooling. A useable mental model for choosing between bootstrapping and venture capital at different stages.

Why organisations work with Cheryl Campos She has built the largest global community of Latine venture capitalists, VCFamilia, and has used it to channel more than $10M of LP funding to emerging Latine fund managers. That is an operating result inside venture capital, not a panel statement. She knows how to take a FinTech platform from early stage to unicorn. As employee #10 at Republic, she led venture growth and partnerships through the company’s run to a $1BN valuation. Her LaFamilia Foundation work is backed by J.P. Morgan, AWS, Comcast and Gunderson Dettmer, which gives corporate audiences a credible reference point for what serious inclusion investment looks like in practice. She holds an MBA from Stanford Graduate School of Business and a Harvard economics degree, and pairs that with an investor’s view of where capital actually flows. Her speaking range covers FinTech, venture, identity and community building, which makes her usable for inclusion programming, leadership offsites and FinTech-sector events without changing speakers. Biography highlights Co-founder and CEO, LaFamilia Foundation, backed by J.P. Morgan, AWS, Comcast and Gunderson Dettmer. Co-founder of VCFamilia, the largest global community of Latine venture capitalists, and FounderFamilia, a network of 500+ Latine venture-backed founders. Former Head of Venture Growth and Partnerships at Republic, employee #10, scaling the platform to a $1BN valuation. Scout for Lightspeed Venture Partners and investment partner at The Community Fund. Former Investment Banking Analyst at Barclays, Financial Institutions Group and Structured Finance. BA in Economics with honours, Harvard University. MBA, Stanford Graduate School of Business. Named to HBCUvc’s 31 Under 31. Biography Latine founders raise less than 2 percent of venture capital, despite Latine consumers being one of the fastest-growing economic groups in the United States. Closing that gap is not a marketing problem. It needs operators who can build new pipelines of investors, founders and limited partners, and move real money through them. LaFamilia Foundation was set up to do that work. As co-founder and CEO, Campos runs two communities under the foundation: VCFamilia, the largest global community of Latine venture capitalists, and FounderFamilia, a network of 500+ Latine venture-backed founders. VCFamilia has facilitated more than $10M of LP funding into emerging Latine fund managers. FounderFamilia has directed over $1M into early-stage startups through its national pitch competition. Corporate backers include J.P. Morgan, AWS, Comcast and Gunderson Dettmer. The operating credibility comes from Republic. Campos joined the FinTech investment platform as employee #10 in 2018 and led venture growth and partnerships during its run to a $1BN valuation. She is also a scout for Lightspeed Venture Partners and an investment partner at The Community Fund, with prior experience as an investment banking analyst at Barclays in the Financial Institutions Group and Structured Finance team. Her academic background sits on top of that operating record. Campos holds a BA in economics with honours from Harvard University and an MBA from Stanford Graduate School of Business. She was named to HBCUvc’s 31 Under 31 list of emerging venture capital talent, and is a frequent voice in FinTech and venture programming on inclusion, community building and capital access. Key speaking topics Community as a capital-access mechanism in venture and FinTech Latine representation in venture capital and entrepreneurship Inclusion in financial services and technology Building investor and founder pipelines from scratch FinTech growth and scale-up operating lessons Identity, career path and reinvention Ideal for DEI, talent and ERG leaders inside banks, asset managers and FinTech firms looking for substance beyond sentiment programming. Venture capital firms, family offices and corporate venture teams building Latine or wider underrepresented founder pipelines. Heads of community, marketing and partnerships at FinTech and platform businesses scaling user and investor networks. Industry conferences on FinTech, entrepreneurship and capital markets that need a credible voice on inclusion as an operating discipline. Audience outcomes A working view of how community structures inside venture and FinTech move capital and talent, not just sentiment. Specific reference points for what corporate-backed inclusion programmes look like when J.P. Morgan, AWS and Comcast are the partners. Practical lessons from inside a FinTech platform that scaled from employee 10 to unicorn status. A clearer read on how Latine founder and investor networks are forming and where corporates can plug in usefully.

Why organisations work with Brett King He built one of the first mobile-only banks. Bank 4.0 is grounded in operating experience at Moven, not theory borrowed from outside the industry. He has briefed governments and regulators, including advising the Obama administration on fintech policy, and continues to advise central banks and regulators on technology transformation. Two of his books, Augmented and Bank 4.0, became sustained international bestsellers, with Bank 4.0 recognised as Top Book by a Foreign Author in Russia in 2019 under a PwC-audited process. Breaking Banks and The Futurists give him a continuous, current read on what fintech operators, regulators and technologists are actually doing, week by week, in more than 180 countries. His thesis stretches beyond banking. The Rise of Technosocialism, co-authored with Richard Petty, sets out four scenarios for an economy reshaped by AI, automation, inequality and climate, which makes him a useful voice for boards thinking beyond their own sector. Biography highlights Founder of Moven, an early mobile-only banking startup launched in New York in 2011. Author of Bank 4.0, Augmented: Life in the Smart Lane, Bank 2.0, Bank 3.0, Breaking Banks and The Rise of Technosocialism (with Dr. Richard Petty). Inducted into the Fintech Hall of Fame by CB Insights in 2020. Host of Breaking Banks on VoiceAmerica and co-host of The Futurists podcast. Advised the Obama administration on fintech policy; advises bank boards and regulators internationally. Keynote stages include TED, Web Summit, The Economist events, SIBOS, Singularity University, IBM World of Watson and CES. Biography Most large banks were designed around branches, products and quarterly earnings. The industry now competes with software companies, payments networks, embedded-finance providers and increasingly with AI agents that sit between customers and money. The question for boards is no longer whether to digitise. It is what kind of institution they want on the other side of the next decade. Brett King has been close to that question for fifteen years. He founded Moven in New York in 2011, one of the first mobile-only banks, and used the experience as the basis for Bank 4.0: Banking Everywhere, Never at a Bank, which mapped how value, distribution and trust move when the branch is no longer the unit of banking. The book was named Top Book by a Foreign Author in Russia in 2019, under a PwC-audited award process, and remains widely cited inside the industry. His range stretches further than banking. Augmented: Life in the Smart Lane tracked how AI, sensors, biotechnology and smart infrastructure compound into a different operating environment for business and society. The Rise of Technosocialism, co-written with Richard Petty, takes the argument forward, setting out four scenarios for a world in which automation, inequality and climate force political economies to rewire. That body of work is why central banks, regulators and global financial institutions invite him into rooms where the question is structural, not tactical. Two podcasts keep his perspective current. Breaking Banks, which he hosts on VoiceAmerica, has become a reference point for fintech operators worldwide. The Futurists, which he co-hosts, gives him a regular working dialogue with technologists and researchers across AI, space, biotech and energy. His induction into the Fintech Hall of Fame in 2020 reflects the operating record, not the podcast catalogue. Key speaking topics The future of banking and financial services Embedded finance and the platform economics of money Artificial intelligence and the automated economy Fintech, regulation and the role of central banks AI, inequality and climate as forces reshaping political economy Long-range technology foresight for boards and regulators Ideal for Bank, insurer and asset-manager boards and executive committees setting digital and AI strategy Central bankers, financial regulators and policy bodies working on payments, digital assets and AI governance Large enterprises whose business model is exposed to fintech, embedded payments or AI-driven disintermediation Conferences and summits in financial services, technology and futures-of-industry programmes Audience outcomes A sharper read on where banking, payments and customer trust are moving over the next decade. A grounded view, from an operator, of what works and what fails when incumbents try to digitise. Named scenarios for how AI, automation and climate may reshape labour markets, capital and policy. A practical agenda for board-level discussions on AI deployment, fintech partnerships and regulatory exposure.

Why organisations work with Confidence Staveley A practitioner voice on cybersecurity rooted in build-side delivery: founder of a foundation that trains thousands of women across 22-plus African countries, not a commentator describing the field from outside it. Author of API Security for White Hat Hackers (Packt, 2024), a technical book serious enough to be used inside security teams, written with co-author Christopher Romeo. Sits on the World Economic Forum Global Future Council on Cybersecurity, giving boards a direct line to how global policy and operational practice are converging. Brings a developing-economy lens most bureau cyber speakers do not: digital trust, payment threat landscapes and capacity-building in markets where the cost of a breach lands differently. Operational credibility on the workforce question: her CyberGirls Fellowship has become a model programme cited in the World Bank 2023 practitioner note on closing the cyber skills gap. Biography highlights Founder and Executive Director, CyberSafe Foundation (Nigeria) Author, API Security for White Hat Hackers, Packt Publishing Member, World Economic Forum Global Future Council on Cybersecurity Member, Forbes Technology Council 2023 Cybersecurity Woman of the World Award; ISC2 Global Achievement Award Obama Foundation Leaders Africa, 2022 cohort SANS Institute Difference Maker Award, People’s Champion of the Year, 2024 Biography Most cybersecurity conversations at the board level still depend on the security team simplifying for everyone else. The translation rarely survives the journey. Confidence Staveley built her career on closing that gap, in technical depth and in commercial clarity. She is the founder of the CyberSafe Foundation, a Nigerian non-profit that has trained women across more than twenty African countries through its CyberGirls Fellowship. The programme is a working answer to the cyber skills shortage, recognised in a 2023 World Bank practitioner note as a model worth scaling. Alongside the foundation, she co-authored API Security for White Hat Hackers, published by Packt, a working manual for security engineers rather than a thought-leadership book. Her platform reflects that hybrid of practice and policy. She sits on the World Economic Forum Global Future Council on Cybersecurity, is a member of the Forbes Technology Council, and was selected for the Obama Foundation Leaders Africa cohort in 2022. The recognitions matter because of where they cluster: technical authority, governance, and inclusion of underserved talent into the global cyber workforce. What organisations book her for is the rare combination of board-credible framing and ground-floor delivery, with a perspective shaped by markets where the cost of digital failure shows up faster. The 2023 Cybersecurity Woman of the World Award placed her against roughly 160 nominees from women-in-cyber networks worldwide; she came out on top. That kind of recognition, from inside the industry rather than from a bureau, is what separates a working practitioner from a circuit speaker. Key speaking topics Cybersecurity as board-level risk Digital trust and the payment threat landscape API security and application risk The cybersecurity workforce gap Women and inclusion in cyber Cyber capacity-building in emerging markets Data protection in the digital economy Ideal for Boards and audit committees treating cyber as a governance question CISOs, CIOs and CTOs are briefing executive teams on workforce and risk Financial services, fintech and payments leadership confronting fraud and digital trust Global organisations with African operations or talent strategy in the region Audience outcomes A clearer board-level vocabulary for cyber risk, separated from technical jargon A sharper read on where the cybersecurity workforce gap is widening, and what is actually working to close it A practitioner’s view of API and application security risk in commercial terms A more honest framing of inclusion in cyber as a talent-supply question, not a values statement

Why organisations work with Ashlea Atigolo She has co-built a generative AI product, Finley AI, that has been recognised on the WealthTech100 2024 list, so the advice she offers boards is grounded in shipped technology rather than commentary. She brings a regulated-industry lens. Her work spans wealth management, private equity and fintech, where the question is not whether to deploy AI but how to do it without breaking trust, compliance, or customer relationships. She is a credible voice on women in AI without leaning on the topic alone. The named recognition (TechRound Top 64 Women in Tech, Great British Businesswoman finalist, Fintech Powerlist) sits alongside the technical and commercial credentials. She is equally fluent as a keynote speaker, panel host and workshop facilitator, which makes her a flexible fit for AI summits, leadership offsites and investor-facing events. Biography highlights Co-founder of INATIGO, a generative AI venture builder. Co-founder of Finley AI, listed on the WealthTech100 2024. Managing Partner at Consult Venture Partners, advising executives on generative and agentic AI adoption. Former Co-Founder and Co-Managing Director of City Wharf Private Wealth, awarded Europe’s Most Innovative Wealth Management Model at the 2021 WealthBriefing European Awards. Listed on TechRound’s Top 64 Influential Women in UK Technology (2022) and named on the Fintech Powerlist. Speaker and host at Fintech Week London, Fintech Connect and Chatbot Africa AI Summit. Biography Most organisations have an AI strategy. A much smaller number have AI in production, talking to customers, sitting inside regulated workflows and answering to a compliance function. Ashlea Atigolo works at that second layer. As co-founder of INATIGO and its flagship product Finley AI, listed on the WealthTech100 2024, she has built generative AI systems for personal finance rather than written about them. Her route into AI was operational, not academic. Before INATIGO she co-founded City Wharf Private Wealth, where her co-leadership won Europe’s Most Innovative Wealth Management Model at the 2021 WealthBriefing European Awards. That background gives her advisory work a distinctive cast. She understands wealth, private equity and fintech as live operating environments, not case studies, and her current role as Managing Partner at Consult Venture Partners is built on that. Her independent recognition is dense and recent. She has been named on TechRound’s Top 64 Influential Women in UK Technology, included on the Fintech Powerlist, and shortlisted as a finalist for the Great British Businesswoman Awards in technology. She has advised Adobe directly and has been engaged through GLG, AlphaSense and GuidePoint by executives in fintech, private equity and financial services. On stage she is most useful to organisations that need a builder’s view of generative and agentic AI: what to deploy, what to delay, how to govern it, and where the human still has to sit inside the workflow. She hosts and keynotes at Fintech Week London, Fintech Connect and Chatbot Africa AI Summit, and is equally credible in a board workshop as on a main-stage panel. Key speaking topics Generative and agentic AI in financial services AI product strategy and deployment in regulated industries Conversational and empathetic AI design Responsible AI, trust and governance Fintech and wealth management innovation Women in AI and inclusive technology teams Leadership through technological disruption Ideal for Boards and executive committees in financial services, wealth management, private equity and fintech sizing up generative or agentic AI investments. CIO, CTO, CDO and Head of Innovation audiences moving from AI pilots into operating deployment. Fintech, AI and wealth-management conferences looking for an operator-speaker rather than a commentator. Internal AI summits, leadership offsites and women-in-tech programmes inside large enterprises. Audience outcomes A clearer picture of where generative and agentic AI is genuinely production-ready in regulated industries, and where it is not. A working vocabulary for governance conversations: agents, guardrails, oversight, human-in-the-loop. A view of how a builder, not a vendor, sequences AI adoption inside a regulated business. Named examples of fintech and wealth-management deployments that buyers can take into their own strategy conversations.

Why organisations work with Elemi Atigolo He has put a generative AI product through UK financial regulation. Finley AI worked with the FCA Advice Unit on guidance models before evolving into an agentic financial AI agent that institutions integrate by API, which gives him a reference point on supervision and compliance that few AI speakers hold. He has handled the work he now advises on. A wealth manager at HSBC and a partner at St. James’s Place before he co-founded City Wharf Private Wealth, he has dealt with client suitability and adviser workflow first-hand. His thinking is on the record. His 2026 paper on the Agentic Profit Paradox sets out how agentic AI can improve client outcomes while weakening the human-bounded revenue that funds a firm’s margins, which reframes AI from an efficiency question into a question about the business model itself. He works at executive level, not only with technology teams. At Consult Venture Partners he advises boards on where generative and agentic AI changes the operating model and the economics, a conversation that needs someone who has carried both commercial and regulatory responsibility. Biography highlights Managing Partner and co-founder of Consult Venture Partners, advising boards on generative and agentic AI adoption. Founder of the Autonomy Economics framework and author of the 2026 paper “The Agentic Profit Paradox and the Reorganisation of Value Capture”. Co-founder of INATIGO (WealthTech100 2024, selected by FinTech Global from 1,300 companies) and lead developer of Finley AI, now an agentic financial AI agent delivered by API, which engaged the FCA Advice Unit on guidance models. Former HSBC Wealth Manager and former partner at St. James’s Place; co-founder of City Wharf Private Wealth, Highly Commended for Most Innovative Wealth Management Model at the 2021 WealthBriefing European Awards. Member of the Forbes Advisor Advisory Board (since October 2024) and the MIT Technology Review Global Insights Panel; named in the Powerlist Top 30 Tech Titans 2021 for Fintech and Data (Refinitiv/LSEG) and a UK FinTech Awards “Innovator of the Year” finalist. Contributor to FT Adviser and The Banker; featured by The Wall Street Journal, the Financial Times, BBC, CNBC Africa, IBM, and Wealth Adviser; speaker at an Economist Impact summit (2023). Holds a BSc in Computer Science and Distributed Information Systems and an MA in Accounting and Finance. Biography Finley AI went through the UK Financial Conduct Authority’s Advice Unit before most banks had written an AI policy. Built by INATIGO, the company Atigolo co-founded, it began in 2019 as a conversational assistant. It now runs as an agentic financial AI agent that institutions integrate by API. That history anchors his work, at the point where AI in finance meets supervision and the realities of client suitability. His route into AI is unusual. He managed client portfolios at HSBC, became a partner at St. James’s Place, and co-founded City Wharf Private Wealth, a digital wealth firm recognised at the 2021 WealthBriefing European Awards. He has sat on both sides of the client relationship and the technology that now reshapes it. His current research turns that experience into an argument. In a 2026 paper he set out the Agentic Profit Paradox: firms adopt agentic AI to stay competitive, and in doing so erode the human-bounded revenue that produced their margins. He calls the wider field Autonomy Economics, the study of how value capture and commercial defensibility shift once work no longer needs continuous human direction. For a board, the question is rarely what AI can do, and almost always what to build, what to buy, what to govern, and what it does to the business model. Through Consult Venture Partners, where he is Managing Partner, Atigolo answers it as someone who has both written the models and signed the client suitability forms. Key speaking topics Generative AI in financial services AI agents and conversational interfaces in wealth management AI, regulation, and the FCA AI product strategy for regulated firms Client experience and adviser workflow in an AI-enabled firm Fintech innovation and WealthTech AI adoption for finance leaders Ideal for CEOs, COOs, and boards in banking, wealth, asset management, insurance, and private capital setting AI strategy Chief Technology, Data, and AI Officers scoping generative and agentic AI deployment in regulated environments Heads of Advice, Distribution, and Client Experience reworking the adviser-client model Compliance, risk, and regulatory leads assessing AI governance, and executives weighing what autonomous systems do to margins and operating models Audience outcomes A clear view of where generative and agentic AI is already viable in regulated financial services, and where it is not A working vocabulary for AI agents, conversational interfaces, and the governance questions behind them A sharper read on what the FCA and comparable regulators expect when AI touches client guidance A realistic picture of what changes for advisers, clients, and operating models when AI moves from pilot to live A view of how agentic AI can strengthen client outcomes while undermining the revenue that historically funded them, and what that means for strategy

Why organisations work with Robin Speculand Direct, exclusive access to the inside story of DBS Bank’s transformation from “best bank in Singapore” to repeated “World’s Best Bank” winner, captured through C-suite interviews and translated into a method other organisations can apply. Proprietary implementation assessments and tools, including the Implementation Compass and the Ticking Clock model, that give leadership teams a structured way to diagnose where their strategy is breaking down. Co-author with Antonio Nieto-Rodriguez of the Strategy Implementation Playbook, the most current step-by-step reference work in a field most consultancies still treat as adjacent to strategy. Two and a half decades specialising solely in the implementation problem at Bridges Business Consultancy, with foundational client engagements at Singapore Airlines and a global luxury group, and current work extending the same discipline into AI and digital transformation. Biography highlights Founder and CEO, Bridges Business Consultancy Int; co-founder, Strategy Implementation Institute; co-founder, Digital Leadership Specialists. Author of nine books, including World’s Best Bank (Amazon #1 bestseller, over 100,000 copies sold, translated into seven languages) and Excellence in Execution. Co-nominated for the Thinkers50 Ideas into Practice Award (2021) with DBS CEO Piyush Gupta. Educator for Duke CE and IMD; adjunct faculty at Singapore Management University and the National University of Singapore. Speaker at the Global Peter Drucker Forum (2023); featured on BBC, CNBC, Channel News Asia, and Forbes. Author of three Harvard-listed case studies on DBS Bank’s digital transformation. Biography DBS Bank was, for years, an unremarkable regional player. A decade later, it had been named World’s Best Bank by Euromoney, Global Finance, and The Banker in successive years, and Harvard had filed it among the most significant digital transformations of the era. Robin Speculand had direct access to the C-suite throughout. World’s Best Bank: A Strategic Guide to Digital Transformation is the published account of how the change was actually executed, not a retrospective tribute. That access matters because most strategy literature stops at the decision. Speculand founded Bridges Business Consultancy in 2000 specifically because he saw executives talking about strategy with almost no operating language for implementation. Twenty-five years later, the field he helped name has its own institute, of which he is co-founder, and a body of work that includes nine books, six Harvard-listed case studies, and the Strategy Implementation Playbook co-authored with Antonio Nieto-Rodriguez. His 2024 book Implement: Doing it Right in a Digital World extends the same discipline into AI-era transformation. His proprietary tools, the Implementation Compass and the Ticking Clock model, give boards a way to locate where execution is breaking down: governance, pace, capability, behaviour, or measurement. Singapore Airlines was an early client. A global luxury group used the work to anchor its first digital programme. The teaching footprint, Duke CE, IMD, Singapore Management University, NUS, reflects how seriously serious institutions now take implementation as a discrete competence. He was co-nominated with then-DBS CEO Piyush Gupta for the Thinkers50 Ideas into Practice Award in 2021, the practitioner counterpart to the main Thinkers50 ranking. The point is not the recognition. It is what the nomination signals: that the lessons of one of the decade’s most-studied transformations have been codified in a form other organisations can use. Key speaking topics Transformation in an AI-driven world Strategy implementation Digital transformation Execution and operating discipline Lessons from the DBS Bank transformation Leadership in change programmes Organizational Agility Ideal for CEOs, COOs, and chief strategy officers leading enterprise-wide transformation Boards governing multi-year digital or operating-model change Banking and financial services leadership teams benchmarking against DBS Senior teams preparing strategy off-sites where implementation, not formulation, is the constraint Audience outcomes A clear language for diagnosing where their own strategy is breaking down in implementation The DBS playbook is a comparable, not a case study, with the levers their own organisation can pull A structured view of transformation as governance and capability work, not a technology purchase Specific instruments (Implementation Compass, Ticking Clock), leaders can take back into their next strategy review

Why organisations work with Jim McKelvey He built the only company on record to beat Amazon in a head-to-head product fight, and turned that experience into a transferable framework leadership teams can apply to their own categories. He sits at the rare intersection of operator and macroeconomic policymaker, currently chairing the board of the St. Louis Fed while still building companies; few speakers can move credibly between Square’s product decisions and the rate environment shaping them. His Innovation Stack thesis gives strategy teams a sharper diagnostic than the standard moat conversation: not what protects your business today, but how many interlocking decisions a rival would need to replicate to dislodge you. He brings a public, named example of how to think about workforce reinvention through LaunchCode, which has placed more than 4,000 non-traditional candidates into technology roles at Mastercard, Boeing and others. Biography highlights Co-founder of Square (now Block, Inc.), launched with Jack Dorsey in 2009; original card reader held in the Museum of Modern Art permanent collection. Author of The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time, Portfolio/Penguin, 2020. Chair of the board of directors, Federal Reserve Bank of St. Louis, designated 2022 and redesignated 2023; Class C Independent Director since 2017. Founder of LaunchCode, a non-profit that has placed over 4,000 people into technology careers across 500-plus hiring partners. Founder and CEO of Invisibly, rebuilding the economics between publishers, readers and data. McKelvey School of Engineering at Washington University in St. Louis named in his honour in 2019 following a $15 million gift. Biography Amazon launched a payments product designed to kill Square. It undercut on price, leaned on its scale, and inside a year quietly withdrew. That contest is the substrate of Jim McKelvey’s argument: when a category is genuinely new, single innovations do not protect you. Stacks of them do. The Innovation Stack, published by Portfolio in 2020, formalises what McKelvey lived through as Square’s co-founder. The thesis is that companies which expand markets, rather than capture them, are built from chains of decisions where each new solution forces the next. Competitors who copy one element fail because the system, not the feature, is the moat. It is the working theory boards reach for when they want a sharper alternative to the conventional advantage conversation. McKelvey’s authority on this question is not solely literary. He chairs the board of the Federal Reserve Bank of St. Louis, a Class C Independent Director seat held since 2017 and the chair role designated for 2022 and 2023, which gives him a continuous view of the macro environment in which capital and category decisions are made. He also founded LaunchCode, which has placed more than 4,000 people into engineering jobs at firms including Mastercard and Boeing by treating the talent gap as a system problem, not a training one. His current company, Invisibly, is an attempt to rebuild the economic contract between publishers, readers and the platforms that mediate them. Like Square in 2009, it is a wager on a category that does not yet exist in the form it needs to. That is the work McKelvey is recognisably good at, and the work he can teach leadership teams to see in their own organisations. Key speaking topics The Innovation Stack as a strategy framework Category creation versus category capture Defending against larger incumbents Entrepreneurship at scale Workforce reinvention and technology talent Payments, fintech and the economics of money Boards, capital and the macro environment Ideal for CEOs and executive committees rethinking competitive moat Strategy and corporate development leaders evaluating new categories Founders and scale-up leadership teams beyond product-market fit Boards and innovation committees revisiting growth assumptions Audience outcomes A working vocabulary for the Innovation Stack and how to map their own organisation’s stack A specific lens for assessing whether a current advantage is replicable or systemic Sharper questions to bring to category bets, M&A targets, and adjacency moves An operator’s account of beating a larger incumbent without matching its resources A clearer view of how monetary and capital conditions shape commercial strategy