Meet the speakers
AI is transforming how businesses make decisions. At AlphaSummit, hear from the leaders putting it into action. Discover how industry visionaries and executives are using AlphaSense to turn the promise of AI into everyday impact, from accelerating research and uncovering critical insights to making faster, more confident decisions. Hear firsthand how leading organizations are putting AlphaSense into practice, driving measurable value, and realizing the ROI of AI across their teams. Through inspiring conversations, interactive product sessions, and expert-led workshops, you’ll walk away with practical ideas to unlock more value from AI in your own organization.

Main Stage Headliners
Shaquille O’Neal
Shaq has transcended sports to become a master of the "business of the pivot." From tech investments to global branding, his ability to spot a trend before it becomes a headline is legendary. For an AlphaSense user, his perspective on filtering market noise to find high-conviction opportunities is a masterclass you won’t want to miss.
Shaquille O'Neal
Hall of Famer, Entrepreneur
TV Personality, DJ
Main Stage Speakers
Chris Ackerson
SVP, Product
Alphasense
Chris Ackerson
SVP, Product
Alphasense
Andrew Feldman
Co-Founder & CEO
Cerebras Systems
Andrew Feldman
Co-Founder & CEO
Cerebras Systems
Andrew is co-founder and CEO of Cerebras Systems. He is an entrepreneur dedicated to pushing boundaries in the compute space. Prior to Cerebras, he co-founded and was CEO of SeaMicro, a pioneer of energy-efficient, high-bandwidth microservers. SeaMicro was acquired by AMD in 2012 for $357M. Before SeaMicro, Andrew was the Vice President of Product Management, Marketing and BD at Force10 Networks which was later sold to Dell Computing for $800M. Prior to Force10 Networks, Andrew was the Vice President of Marketing and Corporate Development at RiverStone Networks from the company’s inception through IPO in 2001. Andrew holds a BA and an MBA from Stanford University.
Samantha Greenberg
Chief Financial Officer
AlphaSense
Samantha Greenberg
Chief Financial Officer
AlphaSense
Jack Kokko
CEO & Founder
AlphaSense
Jack Kokko
CEO & Founder
AlphaSense
Kiva Kolstein
President & Chief Revenue Officer
AlphaSense
Kiva Kolstein
President & Chief Revenue Officer
AlphaSense
Kiva Kolstein is President and Chief Revenue Officer at AlphaSense, where he helped scale the company from $12M to over $400M in ARR and 2,500+ employees globally. Backed by top investors like Goldman Sachs and Viking Global, AlphaSense has raised $1.3B and is valued at over $4B as the leading AI-powered market intelligence and search platform. With 25+ years in B2B SaaS, Kiva has led high-performing, cost-effective revenue teams at Handshake (acquired by Shopify), Percolate (acquired by Seismic), and GLG. He’s been recognized as GSL Top 100 Sales Leader, CRO of the Year (GTM Awards), and Worldwide Sales Executive of the Year (Stevie Awards). Kiva serves as Dean of the CRO School at Pavilion, is a member of YPO and the Fast Company Executive Board, and advises several high-growth tech companies. He lives in Chappaqua, NY, with his wife and three children, and holds a BA from the University of Delaware.
George Lee
Co-Head Goldman Sachs Global Institute
Goldman Sachs
George Lee
Co-Head Goldman Sachs Global Institute
Goldman Sachs
George Lee is the co-head of the Goldman Sachs Global Institute. He joined Goldman Sachs in 1994 and was named a Partner of the Firm in 2004. George formerly served as co-head and Chairman of the Technology, Media and Telecom (TMT) group in Investment Banking as co-Chief Information Officer (CIO) of Goldman Sachs and as a member of the Firm’s Management Committee. During his career, George has advised many of the Firm’s most important clients, including Microsoft, Apple, Alphabet, Meta, Tesla, Adobe, Baidu, eBay, Atlassian, Uber, Dropbox and Cloudflare, In his role as co-CIO, George helped to set technology strategy and policy for the Firm and managed a global workforce of engineers. In his current role, George is advancing the Firm’s thought leadership at the intersection of geopolitics, advanced technology and markets – publishing white papers, hosting conferences and advising clients. He also co-leads the Firm’s artificial intelligence (AI) steering group. George graduated from Noble & Greenough School in 1984, Middlebury College in 1988 and The Wharton School at the University of Pennsylvania in 1994, He has served as a Board Member for a number of non-profit institutions. He has been a member of the Middlebury College Board of Directors since 2014, serving as Chairman of the Board from 2019-2023. George Lives in Ross, CA with his wife Renate. His daughters, Isabelle and Olivia also live in the Bay Area.
Rich Leggett
Board Member
AlphaSense
Rich Leggett
Board Member
AlphaSense
Rich is an accomplished global executive with over 35 years of operating, investing and transaction experience in the financial services and market intelligence sectors. Since 2011, Rich has served on the Board of Directors of AlphaSense. He is the co-founder of Jeffrey Pine Consulting (JPC), a boutique consulting and M&A advisory firm. Prior to co-founding JPC, Rich was a 4-time CEO with three successful exits and a former Managing Director in the Technology practice at Goldman Sachs. He began his career at Accenture in the Financial Services practice in Washington D.C. In 2012, Rich co-founded K Street Capital, an early-stage venture platform based in Washington, D.C. He has served as a Director on K Street’s Executive Committee since inception and has made numerous investments in early-stage companies. Rich graduated from Georgetown University in 1990 with a BS in Business Administration.
Doug Petno
Co-President of JPMorganChase & CEO of Commercial & Investment Bank
JPMorganChase
Doug Petno
Co-President of JPMorganChase & CEO of Commercial & Investment Bank
JPMorganChase
Doug Petno is Co-President of JPMorganChase and a member of the firm's Operating Committee. He is also CEO of the Commercial & Investment Bank (CIB), a global franchise with leading capabilities across banking, markets, payments, and securities services. A more than 35-year veteran of JPMorganChase, Doug has led several of the firm's most important businesses, including Commercial Banking and later Global Banking, before assuming leadership of the CIB. Earlier in his career, he spent more than two decades in investment banking, where he led the Global Natural Resources Group. His experience gives him a unique perspective on clients, the economy, and the future of the industry.
Lexi Reese
CEO
Lanai
Lexi Reese
CEO
Lanai
Lexi Reese serves as CEO of Lanai, addressing a critical blind spot in corporate America. Organizations are staking their futures on AI while lacking visibility into their employees' actual usage patterns and practices. Her path to this role has been unconventional, spanning documentary filmmaking, American Express, Google's advertising infrastructure, a COO position at Gusto, and involvement in two Senate campaigns. Each experience demonstrated how complex systems rarely function as anticipated or designed. Her documentary background developed skills in examining narratives beyond their surface presentations. At Google, she observed how the most essential infrastructure often operates invisibly. The advertising platform processes billions of daily transactions, yet most users remain unaware of the underlying systems enabling those advertisements and their role within them. The Senate campaigns revealed that democratic institutions function through informal networks that extend beyond traditional civic structures. During her tenure at Google, she witnessed system failures as they encountered scaling challenges. The transition from ten thousand to one million users creates fundamentally different operational pressures. This experience led to the realization that similar challenges could emerge with AI adoption across enterprises. While companies believe they are managing this technological transition systematically, they are often operating without adequate oversight or understanding. This insight drove the creation of Lanai. The company develops tools enabling enterprises to monitor team AI usage patterns and proactively identify potential risks before they materialize into significant problems.
Manish Sharma
Chief Strategy and Services Officer
Accenture
Manish Sharma
Chief Strategy and Services Officer
Accenture
Hugh Son
Reporter
CNBC
Hugh Son
Reporter
CNBC
Hugh Son has covered banking for CNBC since 2018, breaking news on the intersection of finance and technology at Goldman Sachs, JPMorgan, Wells Fargo, Uber, Amazon, Apple, Binance and other companies. Before that, he covered finance at Bloomberg News since 2006, where he broke much of what the public knows about the public bailout of AIG during the financial crisis. He got his start in journalism at the New York Daily News, covering real estate and politics.
Nilka Thomas
Chief People Officer
AlphaSense
Nilka Thomas
Chief People Officer
AlphaSense
Breakout Speakers
Angela Allen
Product
AlphaSense
Angela Allen
Product
AlphaSense
Sandeep Aulakh
Director, Data+AI
Salesforce
Sandeep Aulakh
Director, Data+AI
Salesforce
Taylor Clancy Behmke
AI Engineer
Google Cloud
Taylor Clancy Behmke
AI Engineer
Google Cloud
Taylor Clancy Behmke is an AI Engineer at Google Cloud in New York, where he partners with companies like AlphaSense to architect prediction models and autonomous AI agents. Prior to Google Cloud, he spent over a decade leading data science teams in marketing, product, and consumer research, giving him a firsthand look at how analyst workflows are evolving into autonomous teammates. He holds an M.S. in Analytics from Georgia Tech and a B.A. in Philosophy from Princeton.
Rishabh Bhansali
Director, Investor Relations
Mondelez
Rishabh Bhansali
Director, Investor Relations
Mondelez
Rishabh is Director of Investor Relations at Mondelēz, where he brings more than a decade of experience across finance, strategy, corporate development, and transformation. Throughout his tenure at Mondelēz, he has held a variety of roles across the U.S. and Asia, including positions focused on revenue growth management and M&A Prior to joining Mondelēz, Rishabh was in M&A advisory. He is a Chartered Accountant and a law graduate and brings a broad background spanning finance, and strategy.
Kelly Bishop
Senior Director of Product
AlphaSense
Kelly Bishop
Senior Director of Product
AlphaSense
Louis Botha
Director of Product
AlphaSense
Louis Botha
Director of Product
AlphaSense
Michelle Brophy
Director of Research
AlphaSense
Michelle Brophy
Director of Research
AlphaSense
Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle has her BA from Bucknell University and resides in New York City.
Andrew Cal
CISO
WestCap
Andrew Cal
CISO
WestCap
Andrew joined WestCap in 2022 as VP of Cybersecurity with a focus in the development of portfolio security programs. In the ever-evolving security sector, Andrew spearheads and implements cutting-edge governance initiatives to ensure compliance is king throughout our portfolio. Before joining WestCap, Andrew marshaled the IT Audit practice at both USAA and Wells Fargo; developing robust analytic methodologies in use to this day. Prior to entering the private sector, Andrew served in the military with a career spanning over ten years. He continues to serve his country as a Signal Officer in the Army Reserves. He enjoys traveling, keeping up with NY sports, and enjoying time at home with his wife and two dogs.
Anthony Candeias
CISO
Bridgewater
Anthony Candeias
CISO
Bridgewater
Brett Caughran
Head Trainer
Fundamental Edge
Brett Caughran
Head Trainer
Fundamental Edge
Brett brings 13 years of buy-side experience across Maverick, D.E. Shaw, Citadel, Two Sigma, and Schonfeld, along with experience teaching FIN 494, “The Hedge Fund Analyst Process,” at Arizona State University. He founded Fundamental Edge in 2022 to redefine buy-side training and now advises hedge funds on applying AI to investment research, analyst workflows, and firmwide research processes.
Jennifer Conrad
Senior Writer
Inc.
Jennifer Conrad
Senior Writer
Inc.
Jennifer Conrad is a senior writer at Inc., covering fast-growing American companies and their founders, family businesses, and firms that are revolutionizing the products we use every day. She has written for Wired, Vogue, Time Out Beijing, and Newsweek.com. She has a master’s degree from Johns Hopkins School of Advanced International Studies (SAIS), and spent three years working as a writer and editor in Beijing.
Alanna Crank
COO of Global Equity Research
Jefferies
Alanna Crank
COO of Global Equity Research
Jefferies
Charles Denoto
Director - Corporate & Investment Banking
MUFG
Charles Denoto
Director - Corporate & Investment Banking
MUFG
Katie Ditano
Global VP, Sales Development
AlphaSense
Katie Ditano
Global VP, Sales Development
AlphaSense
Michael Eastwood
Director of Americas Research
Jefferies
Michael Eastwood
Director of Americas Research
Jefferies
Michael joined Jefferies in 2012 from Morgan Stanley, where he was Director of North American Fixed Income Research and, prior to that, Associate Director of North American Equity Research and Head of US Corporate Access. Prior to moving to the US in 2009, he was a ranked European Chemical Analyst at Morgan Stanley for 10 years and at Dresdner Kleinwort Benson for 5 years based in London. Mr. Eastwood received a MA from the University of Aberdeen.
Sina Falaki
Sr. Director Solution Marketing
AlphaSense
Sina Falaki
Sr. Director Solution Marketing
AlphaSense
Sina Falaki is the Sr. Director of Solutions Marketing at AlphaSense, where he focuses on helping companies use AI and market intelligence to make faster, more informed decisions. He works closely with customers to understand how leading teams approach competitive intelligence, corporate strategy, finance, and life sciences research, then helps translate those workflows into practical solutions within AlphaSense. Prior to AlphaSense, Sina held marketing leadership roles at Motive and Procore, helping both companies scale through periods of rapid growth and transformation.
Ryan Fennerty
Vice President Sales
AlphaSense
Ryan Fennerty
Vice President Sales
AlphaSense
Sarah Flaccavento
Senior Vice President, Strategic Initiatives
AlphaSense
Sarah Flaccavento
Senior Vice President, Strategic Initiatives
AlphaSense
Katie Fogertey
CMO at Gluck & Co. LLP
Valvoline Board Member, Former CFO of Shake Shack
Katie Fogertey
CMO at Gluck & Co. LLP
Valvoline Board Member, Former CFO of Shake Shack
Katherine “Katie” Fogertey is a public-company director, former CFO, investor, and operating executive with more than two decades of experience using data, technology, and financial insight to drive business performance and long-term value creation. Katie serves on the Board of Directors and Audit Committee of Valvoline Inc. (NYSE: VVV), where she works closely with management on pricing, cost savings, capital allocation, long-range strategy, M&A, and investor relations. She is also Chief Management Officer and Senior Strategic Advisor of Gluck & Co. LLP, a fast-growing litigation and advisory boutique. In that role, she leads the firm’s finance, operations, technology, talent, and growth strategy, including the adoption of AI and data-enabled workflows to improve decision-making, work quality, and organizational scale. Previously, Katie served for five years as CFO of Shake Shack (NYSE: SHAK). During her tenure, the company more than doubled to 662 locations and $2.3 billion in systemwide sales, expanded restaurant margins by approximately 600 basis points, grew Adjusted EBITDA fourfold, and achieved three consecutive years of positive free cash flow. She built the company’s data science function, developed a proprietary labor model that generated more than $50 million in annualized savings, transformed new-unit returns, led investor relations through shareholder activism, and served as interim head of operations during a leadership transition. Before joining Shake Shack, Katie spent nearly 16 years at Goldman Sachs as an analyst and investor across equities, credit, and derivatives, ultimately serving as the firm’s lead U.S. Restaurants equity analyst. Her work included financial modeling, IPO readiness, valuation, market strategy, and advising management teams and institutional investors on the drivers of sustainable value creation.
Nick Green
Senior Product Marketing Manager
AlphaSense
Nick Green
Senior Product Marketing Manager
AlphaSense
Emma Griffin
Senior Director of Product, Enterprise
AlphaSense
Emma Griffin
Senior Director of Product, Enterprise
AlphaSense
Brett Griffin
Vice President, Corporate Sales - Consulting
AlphaSense
Brett Griffin
Vice President, Corporate Sales - Consulting
AlphaSense
Dan Hamilton
SVP, Corporate Strategy
Salesforce
Dan Hamilton
SVP, Corporate Strategy
Salesforce
Dan Hamilton is SVP, Corporate Strategy at Salesforce, where he leads a team of competitive intelligence experts helping the business understand the market and stay ahead of the competition. His organization translates complex industry and market trends into clear strategy and tactics, informing decisions and driving results across sales, product, marketing, and beyond. Dan is passionate about building a culture grounded in truth, and turning insight into decisive action that helps create competitive advantage in the market.
Francis Hintermann
Research Global Executive Director, Growth & Strategy
Accenture
Francis Hintermann
Research Global Executive Director, Growth & Strategy
Accenture
Sarah Hoffman
Director of AI Thought Leadership
AlphaSense
Sarah Hoffman
Director of AI Thought Leadership
AlphaSense
Sarah is Director of AI Thought Leadership at AlphaSense, where she explores artificial intelligence trends that will matter most to AlphaSense’s customers. Previously, Sarah was Vice President of AI and ML Research for Fidelity Investments, led FactSet’s ML and Language Technology team and worked as an Information Technology Analyst at Lehman Brothers. With a career spanning two decades in AI, ML, natural language processing, and other technologies, Sarah’s expertise has been featured in The Wall Street Journal, CNBC, VentureBeat, and on Bloomberg TV. Sarah holds a master's degree from Columbia University in computer science with a focus on natural language processing, and a B.B.A. from Baruch College in computer information systems. Sarah is based in New York.
Mark Jones
Senior Director, Customer Education
AlphaSense
Mark Jones
Senior Director, Customer Education
AlphaSense
Mark Jones has been training customers on how to get the most out of the AlphaSense platform for more than 4 years. As Director of Customer Education, he and his team work every day to help all users make better decisions faster.
Elizabeth Koskiewicz
Program Manager, AI Expert Calls
AlphaSense
Elizabeth Koskiewicz
Program Manager, AI Expert Calls
AlphaSense
Elizabeth Koskiewicz has spent over eight years in client services, most recently focusing on elevating financial research with a range of enterprise firms. Starting with the expert call experience at Tegus, she now focuses on enhancing this offering as the Program Manager of AI Calls, working to make expert research faster, safer and smarter as the AlphaSense platform scales. She holds a BS from the University of Wisconsin-Madison.
Hala Kosyura
Managing Director, Portfolio Strategy
Canada Pension Plan Investment Board
Hala Kosyura
Managing Director, Portfolio Strategy
Canada Pension Plan Investment Board
Hala is part of Active Equities’ Portfolio Strategy team. She supports multi-year portfolio development, department-level strategic initiatives, and portfolio management efforts in alignment with Active Equities' overall investment signals. Hala also plays a key role in capital allocation, portfolio design, and in select external manager relationships in collaboration with EPM, with a focus on knowledge transfer. She joined CPP Investments in 2018 as part of the Portfolio Value Creation group, where she led value creation initiatives across Real Assets, Private Equity, and Credit investment holdings. Prior to CPP Investments, Hala spent over a decade at Boston Consulting Group, advising global financial services and technology companies on strategy and large-scale transformation. Hala holds an MBA from the Rotman School of Management at University of Toronto and is a holder of the ICD.D designation.
Peter Kovacs
SVP Corporate Sales
AlphaSense
Peter Kovacs
SVP Corporate Sales
AlphaSense
Ian Lieberman
Director of Research
Talos Asset Management
Ian Lieberman
Director of Research
Talos Asset Management
Ian Lieberman is currently the Director of Research for Talos Asset Management, a market neutral hedge fund focused on investing in global semiconductors, communications equipment, and hardware. Prior to this role, he was previously the founder and portfolio manager of the Discovery Nymeria Fund, a global long short TMT investment vehicle. Prior to founding the Discovery Nymeria Fund, he was a senior analyst at Discovery Capital Management, where he oversaw investments in the global Technology sector. Before joining Discovery, Ian worked at Goldman Sachs, in their Equity Derivatives franchise. Previously, he served as an analyst at Maple Lane Capital and Millennium Management. He began his career as an analyst in J.P. Morgan’s TMT Investment Banking group. Ian earned a B.A. in Economics from New York University.
Sid Luthra
Principal
Kearney
Sid Luthra
Principal
Kearney
Sara Mallatt
Director of Research, Healthcare
AlphaSense
Sara Mallatt
Director of Research, Healthcare
AlphaSense
Sara has nearly 20 years of experience generating sell-side research content across a variety of industries. Prior to joining AlphaSense, Sara held leadership positions at OTR Global, a leading channel research firm, most recently as Director of Healthcare Research. Sara holds a bachelor’s degree in journalism and a master’s in industrial engineering. She works from her home in Missoula, Montana.
Chethan Mallela
Head of Investor Relations
Keurig Dr Pepper
Chethan Mallela
Head of Investor Relations
Keurig Dr Pepper
Chethan Mallela is a senior finance leader with more than 15 years of experience spanning Wall Street and the corporate finance organizations of publicly traded companies. As Head of Investor Relations at Keurig Dr Pepper (KDP) and a member of the Company's Finance Leadership Team, he serves as KDP's principal liaison with the investment community, shaping and delivering the messaging that conveys the Company's strategy, performance, and investment case. Prior to joining KDP, he held investor relations roles at Peloton Interactive and American Eagle Outfitters, which followed a decade as a sell-side analyst at Barclays. Chethan is a graduate of Johns Hopkins University.
Nick Mazing
Sr. AI Analyst
AlphaSense
Nick Mazing
Sr. AI Analyst
AlphaSense
Nick Mazing is a Sr. AI Analyst in the AlphaSense R&D division. He has been with the company for eight years. Nick has previously worked both on the buyside and the sellside, and holds an MBA degree from Columbia Business School.
Jazmin Medina
Investment Partner
D.E. Shaw Ventures
Jazmin Medina
Investment Partner
D.E. Shaw Ventures
Jazmin Medina is an Investment Partner within D. E. Shaw Ventures, the D. E. Shaw group’s post-seed and growth equity investment team, which is part of the firm's Fundamental Equities investment unit. In that capacity, Ms. Medina contributes to the research and analysis of investments in emerging private companies. Prior to joining the D. E. Shaw group in 2024, she was a founding member of the investment team at NewView Capital, a venture capital firm based in the San Francisco Bay Area, where she built out that firm’s investment portfolio in the consumer, fintech, and SaaS market segments. Prior to that, Ms. Medina was co-founder and chief operating officer of Bundler TV, a technology and media startup firm. She began her career at The Goldman Sachs Group, Inc. in New York, where she worked in the investment banking division and covered firms in the financial and health care sectors. Ms. Medina holds an M.B.A. from Harvard Business School, where she is a member of the alumni board. She received a B.S. in finance from Arizona State University’s W. P. Carey School of Business and serves on the board of directors of the ASU Foundation.
Cindy Olsen
Chief Strategy Officer
sweetgreen
Cindy Olsen
Chief Strategy Officer
sweetgreen
Cindy Olsen has over 20 years of experience in strategy, investor relations, and consumer investing. She is recognized for connecting strategic vision to value creation and driving disciplined decision-making that delivers sustainable growth, which she will bring to advancing Sweetgreen’s mission of connecting people to real food. Cindy joins Sweetgreen from Chipotle Mexican Grill, where she served as Head of Investor Relations and Strategy. At Chipotle, Cindy worked closely with the executive team to evolve the long-term strategy and connect it to value creation, bridging the priorities of team members, guests, and shareholders. During her tenure, Cindy earned consecutive, multi-year top-ranked honors as an Investor Relations Professional from Extel, as well as a ‘TopGun’ designation from Brendan Wood International. Prior to Chipotle, Cindy served as Managing Director and Equity Research Analyst at Nuveen and Franklin Templeton, where she spent a total of 17 years covering public and private companies across the consumer sector, giving her a unique investor’s perspective on what makes exceptional brands truly enduring, which she now brings directly to Sweetgreen. Cindy holds the Chartered Financial Analyst (CFA) designation and earned her undergraduate degree from Stanford University.
Chintan Oza
Executive Director, Enterprise Strategy
Merck
Chintan Oza
Executive Director, Enterprise Strategy
Merck
Elena Perrier
Global Head of Knowledge & Research
Arthur D. Little
Elena Perrier
Global Head of Knowledge & Research
Arthur D. Little
Ph.D, EMBA, 15 years in Global Consulting (Kearney, ADL), 3 years in French tech unicorn.
Robyn Pirie
Manager
BCE Consulting
Robyn Pirie
Manager
BCE Consulting
Robyn leads strategy, M&A, and transformation engagements for corporate and PE clients. Her thought leadership covers defense, AI, and healthcare markets, and she has developed proprietary growth strategy and transformation frameworks for large cap/Fortune 200 and lower middle market clients. She leads BCE's global AI strategy, driving change management, and the development of AI-enabled tools across the firm. Robyn holds certifications from LBS, Harvard DCE, Google, and IBM, and an undergraduate degree from Colby College.
Ray Pressburger
Global Industry Lead, Life Sciences
Accenture
Ray Pressburger
Global Industry Lead, Life Sciences
Accenture
Ray is the Global Industry Lead for Accenture in Life Sciences. He has spent over 20 years working across the industry on commercialization and transformations across nearly every therapeutic area and company and is currently focusing the industry team at Accenture on reinventing companies with AI.
Dmitry Rakovitsky
Founder & CEO
Roko Labs
Dmitry Rakovitsky
Founder & CEO
Roko Labs
Dmitry Rakovitsky (Founder & CEO) is an entrepreneur, operator, and technology executive with more than two decades of experience building and scaling companies across software, digital products, and financial services. He is the Founder & CEO of Roko Labs, a New York headquartered Technology consultancy specializing in digital engineering, AI implementations, product strategy, and digital transformation. Under his leadership, the firm has grown into a global organization with 350+ professionals operating across US, EU and Latin America, serving clients from Mid-Market PE backed portfolio companies, Fortune 500 enterprises and rapid growth venture-backed startups. Before launching Roko Labs in 2012, Dmitry held senior leadership roles in product development, business growth, and operations, including positions at Reuters, InfoNgen, EPAM Systems, and CarryQuote AG. His background combines deep technical fluency with commercial execution, enabling him to bridge innovation strategy with measurable business outcomes. Dmitry is also recognized for helping launch and advise multiple companies that achieved successful exits. Throughout his career, he has served as a trusted advisor to private equity-backed, private, and public companies on growth strategy, modernization, market expansion, and complex transformation initiatives. Known for a pragmatic, results-driven leadership style, Dmitry has positioned Roko Labs as the partner organizations engage when execution matters, timelines are compressed, and outcomes must be delivered.
Chris Roark
Senior Managing Director
Accenture
Chris Roark
Senior Managing Director
Accenture
Chris is a Chicago-based Senior Managing Director responsible for Accenture’s Industry & Process capabilities in the Americas. He previously led Accenture’s Americas Strategy Practice and global Accenture’s Cost & Productivity capabilities. Chris works with management teams and boards of directors to drive enterprise value through growth strategies, operating model designs, and structural cost and productivity resets. Chris is the co-author of "The Big Zero" and several thought leadership pieces related to growth, cost and productivity. Chris holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Industrial Engineering from Purdue University.
Christopher Salatto
Head of Competitive Intelligence CoE, Commercial Strategy and Innovation
Pfizer, Inc
Christopher Salatto
Head of Competitive Intelligence CoE, Commercial Strategy and Innovation
Pfizer, Inc
Chris serves as Head of Competitive Intelligence at Pfizer. In this role he leads a global team of experts skilled at building a comprehensive view of the pharma environment, from the asset through sector levels, and integrating these knowledge and insights into every level of decision-making at Pfizer - from discovery projects to the board of directors. Earlier, as Director of Competitive Intelligence, Corporate and Internal Medicine, Chris guided Pfizer's Corporate Intelligence function, providing the company's executive leadership team and board of directors with insights into the industry's macro-competitive landscape. During this period, he also provided expertise and strategic analysis to Pfizer's commercial teams in oncology, internal medicine, and infectious diseases. Formerly, Chris was a Principal Scientist in Pfizer’s Internal Medicine Research Unit, leading a team of scientists to execute drug discovery projects from early discovery through Phase 1 clinical trials in the areas of diabetes, liver diseases and diabetic nephropathy. Over his 16 years with the unit, he contributed biology and drug discovery expertise to publications in the areas of atherosclerosis, cardiac failure, diabetes, kidney disease, muscle wasting, osteoporosis, and muscular dystrophy. He started his pharmaceutical career as a research assistant and one of the first employees of La Jolla, CA-based Acadia Pharmaceuticals, working to advance preclinical programs in glaucoma and neurodegeneration. Chris received a BA in Biology and Chemistry from the University of Vermont, and has earned master’s degrees in Business Administration, Regulatory Affairs, and Biology from the University of Rhode Island, Temple University’s School of Pharmacy, and Brown University. He lives in Connecticut with his wife and two teenage daughters.
Ben Schreiner
Head of Business Innovation Advisory
AWS
Ben Schreiner
Head of Business Innovation Advisory
AWS
Ben Schreiner is a dynamic technology leader and keynote speaker who serves as Head of Business Innovation Advisory focused on AI and Modern Data Strategy at AWS. With his unique blend of enterprise technology, startup, and financial services experience, Ben brings practical insights to complex digital transformation challenges. He is known for his ability to bridge the gap between technical concepts and business outcomes, making him a sought-after speaker on topics including AI implementation, cloud migration, and digital innovation. As a certified AI practitioner and strategic advisor, Ben has helped numerous organizations navigate their technology transformation journeys. His speaking engagements focus on practical applications of emerging technologies, change management, and the human side of digital transformation. Ben combines his extensive experience with an engaging presentation style that makes complex technical concepts accessible to diverse audiences. His talks are particularly valuable for organizations looking to understand how to leverage AI and cloud technologies while managing organizational change effectively.
Ted Seides
Host
Capital Allocators
Ted Seides
Host
Capital Allocators
Ted is the founder of Capital Allocators, a platform that seeks to compound knowledge and relationships with asset owners and investment firms. He launched the Capital Allocators podcast in 2017. The show reached 20 million downloads in August 2024 and has been recognized as the top institutional investing podcast. Ted created Capital Allocators Summits alongside Rahul Moodgal to bring together industry leaders, Capital Allocators University for rising professionals to learn key investment skills, Capital Allocators Advisory to work with managers on business strategy, and Capital Allocators Coaching with a team of retired asset management executives. Ted previously worked under David Swensen at the Yale Investments Office, invested directly at three of Yale’s managers, co-founded and served as Co-CIO of Protégé Partners, and made a famous bet with Warren Buffett. He has authored three investment books. Ted graduated Cum Laude from Yale University and received an MBA from Harvard Business School.
Rohin Shivdasani
Product (AI Team)
AlphaSense
Rohin Shivdasani
Product (AI Team)
AlphaSense
Danielle Simms
Vice President, Customer Success, Financial Services
AlphaSense
Danielle Simms
Vice President, Customer Success, Financial Services
AlphaSense
Brendan Smith
Director, Equity Research Analyst
TD Cowen
Brendan Smith
Director, Equity Research Analyst
TD Cowen
Brendan Smith joined TD Cowen in 2019 and is a Director and Senior Equity Research Analyst covering the Life Science and Diagnostic Tools sector, having previously covered Biotechnology for 5+ years. Most recently, his research focuses on the evolution and integration of artificial intelligence (AI) technologies across different life science platforms. He also has extensive experience in bioprocessing, drug formulation/delivery, and synthetic biology applications as key drivers of health care innovation in addition to genetic medicines, gene therapy, neurology, immunology/inflammation, infectious diseases, and autoimmunity across small, mid-, and large-cap life science stocks. He and his work have appeared in Reuters, CNBC, Bloomberg, Financial Times, Axios, Endpoint News, and ACS among others. Prior to TD Cowen, Brendan received his PhD, MS, and MPhil in Pharmacology and Molecular Signaling from Columbia University and his BA in Neuroscience from Boston University.
Danielle Stefanello
SVP, Enablement & Chief of Staff to President & CRO
AlphaSense
Danielle Stefanello
SVP, Enablement & Chief of Staff to President & CRO
AlphaSense
Danielle Stefanello is the VP of Sales Enablement and Chief of Staff to the President and CRO at AlphaSense. With over a decade of experience in Sales and adult learning, Danielle excels at navigating complex organizational challenges and identifying opportunities for efficiency and scale. Her expertise spans sales enablement, sales strategy, operational excellence, go-to-market alignment, and fostering cross-functional collaboration to maximize revenue output.
Tricia Tolivar
CFO
CAVA
Tricia Tolivar
CFO
CAVA
Tricia Tolivar is a senior financial leader with over 30 years of experience assisting public and privately held retail and restaurant companies transform and grow their businesses. Tricia’s career encompasses achievements in driving radical change in financial management processes in growing and mature global business environments, leading transformational outcomes with high performing teams and guiding successful explosive growth in multi-unit expansion efforts. She is also qualified to serve on audit committees as a financial expert. Currently, Tricia is the Chief Financial Officer of CAVA, a fast-growing fast casual restaurant brand with nearly $1B in revenue. She has held CFO and Chief Accounting Officer roles in domestic and international organizations. Tricia has led a highly successful IPO launch with continued positive performance. She has also been significantly involved in executing multiple acquisitions as well as divestiture activities. Tricia has navigated challenging activist, debt holder and investor environments successfully. Tricia was the leader of the second largest division of a Fortune 500 company where she was responsible for sales and operations of over 2,000 locations as well as the design and implementation of the strategic direction of the business. Tricia has also led marketing, technology, supply chain, operations, manufacturing, CPG, and legal at various points in her career. Her experience includes vertically integrated operations at two organizations including oversight of the design, build and operations of a $35M state of the art manufacturing facility. She was a key member of internal management committees including ESG, Enterprise Risk Management and Information Technology. She started her career in public accounting at EY, where she spent 6 years with increasing responsibility. She provided professional services to public and privately held companies in the manufacturing, consumer, and retail sectors. She received her bachelor's degree in Accounting from Emory University.
Yasuhiro Tsukimi
Assistant Division Director, Innovative Drug Discovery Division
ASKA Pharmaceutical Co., Ltd.
Yasuhiro Tsukimi
Assistant Division Director, Innovative Drug Discovery Division
ASKA Pharmaceutical Co., Ltd.
Dr. Yasuhiro Tsukimi is an accomplished R&D leader currently serving as the Deputy Head of the Innovative Drug Discovery Division. Bringing over 30 years of pharmaceutical experience, his career includes a distinguished 16-year tenure at Takeda Pharmaceutical Company, where he directed drug discovery units for gastroenterology and inflammation. In addition to earlier senior scientific roles at Bayer Yakuhin and Shin Nippon Biomedical Laboratories, Dr. Tsukimi actively advances the broader scientific community as a Board Member for both the Japanese Pharmacological Society and the HAB Research Institute.
Pieter VanIperen
CISO
AlphaSense
Pieter VanIperen
CISO
AlphaSense
Pieter VanIperen is a seasoned cybersecurity expert, software architect, and executive leader with over two decades of experience at the intersection of technology, privacy, and security. He is currently the CISO at AlphaSense and a founding member of the International Cyber Leaders Association and the Professional Association of CISOs. In the past, he has served as the CISO at Own from Salesforce, Deputy CISO at Clear, Disney, and Fox, CTO, Managing Partner, and advisor to major tech firms, VCs, government agencies, startups, and global nonprofits. He is recognized for his ability to transform complex security challenges into scalable and resilient systems. Pieter has launched over 20 major products, authored a coding language, invented biometric liveness solutions, created a course curriculum for secure coding, and founded and exited startups. He is a frequent speaker, educator, and contributor to thought leadership in the fields of cybersecurity, AI security and ethics, and secure software development.
Cameron Vollmuth
Head of Investor Relations
Acushnet Company
Cameron Vollmuth
Head of Investor Relations
Acushnet Company
Cameron Vollmuth is Head of Investor Relations at Acushnet Company, where he leads engagement with the investment community and helps communicate the company’s financial performance, strategy, and long-term priorities. He joined Acushnet in 2023, bringing more than a decade of experience across investor relations and corporate finance. Prior to joining Acushnet, Cameron spent more than 10 years at Textron, where he held a variety of finance and investor relations roles and most recently served as Manager of Investor Relations. He holds a degree from the University of Maryland, College Park.
Matt Wells
SVP, Product Marketing
AlphaSense
Matt Wells
SVP, Product Marketing
AlphaSense
Matt Wells is SVP of Product & Solution Marketing at AlphaSense, responsible for the company’s product narrative, solution positioning, and launch strategy across financial services and corporate markets. He focuses on connecting AlphaSense’s exclusive content and AI capabilities to high-impact workflows for investors, bankers, and strategy leaders. Prior to AlphaSense, Matt led global product marketing at SS&C Intralinks where he joined upon the acquisition of PE-Nexus, the firm he co-founded that pioneered online deal sourcing and buyer identification. Earlier in his career, Matt was a vice president at Cross Keys Capital, where he worked on more than 50 middle-market buyouts and recapitalizations across healthcare and technology. Matt earned his bachelor’s degree from the University of Wisconsin–Madison.
Daniel Wolf
Product Lead, Add-Ins
AlphaSense
Daniel Wolf
Product Lead, Add-Ins
AlphaSense
Wanyi Yang
Partner
Panoramic Hills Capital
Wanyi Yang
Partner
Panoramic Hills Capital
Wanyi Yang is the Partner of Panoramic Hills Capital, a BVI-based investment management company that manages a Cayman Islands investment fund. She previously worked on Blackstone’s Senfina team, where she gained experience operating within a large institutional platform. Wanyi focuses on research infrastructure, operating platform, and adoption of new technologies. Her work includes evaluating how carefully designed internal workflows, AI-enabled tools, and strategically selected external resources can help a lean organization develop the research capacity and operating discipline typically associated with much larger institutional teams.
Heather Zynczak
CMO
Alphasense
Heather Zynczak
CMO
Alphasense