Meet the speakers

Gabriela Skouloudi

Sr Managing Director

Accenture

Gabriela Skouloudi is a Senior Managing Director and a Vice Chair in Accenture’s Reinvention Services group where she brings together the firm’s full suite of transformation capabilities - including business strategy, Data & AI, technology platforms and operations solutions - to drive large-scale change for clients in Capital Markets and Corporate & Investment Banking. Gabriela has over 18 years of experience in the industry in various senior roles ranging from Wall Street operator to new business builder and partner and advisor to c-suite executives and heads of CIB. Prior to joining Accenture, Gabriela was a Partner and the co-head of the Corporate & Investment Banking Practice of McKinsey & Company where she spent 10 years serving several of the leading global universal banks, investment banks, exchanges and infrastructure providers in topics ranging from front office strategy to digital transformation, risk management, operations, technology, regulatory remediation, capital and balance sheet optimization and overall operations. Gabriela started her career at Goldman Sachs where she spent 7 years and held the role of COO and Head of Strategy for their Equities business in the Americas. Gabriela holds a graduate degree from Columbia Law School and a JD from the University of Athens (Greece).

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.

Jack Kokko

CEO and Founder

AlphaSense

Jack Kokko is the CEO and founder of AlphaSense, the leading AI-driven market intelligence and search platform used by thousands of companies—including the majority of the S&P 500—to make faster, more confident decisions. Backed by investors like CapitalG, BOND, Goldman Sachs, and Viking Global, AlphaSense was most recently valued at $4 billion. Previously, Jack was the founding Chairman of BetterDoctor (acquired by Quest Analytics) and founding CEO of Silecs (acquired by PiBond), which developed advanced materials for semiconductor performance. He began his career as a senior analyst in technology and telecom M&A at Morgan Stanley in both Menlo Park and London. Jack holds an MBA in finance from Wharton, a master’s in electrical engineering from the University of Oulu, and a bachelor’s in finance from the Helsinki School of Economics. He was named an EY Entrepreneur Of The Year® New York winner in 2023 and lives in New York with his family.

Chris Ackerson

SVP, Product

AlphaSense

Chris Ackerson is SVP of Product at AlphaSense, where he leads AI and Search, driving innovations like Generative Search and Deep Research. With over a decade of experience in AI and NLP, including eight years at AlphaSense and prior roles at IBM Watson in product and engineering, he’s focused on building tools that help professionals find and understand information more effectively. He studied computer engineering at Carnegie Mellon and lives in New York City.

Margaret Jastrebski

SVP, Product & Design

AlphaSense

As SVP, Product and Design at AlphaSense, MJ leads Product strategy and development of disruptive solutions in the Financial Services and Expert Networks space, as well as oversees AlphaSense’ Product Design. With over two decades of experience in Product Innovation, User Experience, and Sales & Marketing growth, she has a proven track record of scaling and leading cross-functional teams to bring cutting-edge products to market. Prior to AlphaSense, MJ led Product, Design and Product Marketing at Tegus and was a Product and Growth executive and advisor at multiple large and growth-stage organizations. In addition to her product work, she founded Walkshop, an excursion-based executive workshop to share with others her passion for hiking and the outdoors.

Kris Wiig

Head of Marketplace Partnerships

AlphaSense

Kris Wiig is a growth-minded executive and go-to-market leader with deep roots at AlphaSense. She joined the company in 2010 as its first salesperson and worked closely with the founding team to define its early commercial strategy, secure foundational customers, and scale initial market momentum. Over the years, she has led multiple teams across sales, partnerships, and marketplace initiatives, shaping key relationships and enabling platform expansion. In her current role as Head of Marketplace Partnerships at AlphaSense, Kris drives strategic alliances and integration efforts that accelerate product adoption, enhance ecosystem value, and expand reach across enterprise buyers. She brings a rare combination of early-stage entrepreneurial experience and enterprise partnership expertise—making her uniquely positioned to help bridge technologies and unlock new revenue streams. At the summit, she looks forward to discussing the evolution of marketplace strategies, best practices for partner alignment, and how to build scalable ecosystems in fast-moving industries.

Ruben Falk

Head of Generative AI and Machine Learning, Capital Markets Amazon Web Services

Amazon Web Services

Ruben is a Capital Markets Specialist focused on generative AI, machine learning, and data platforms. He is responsible for driving cloud adoption through the implementation of GenAI-ML applications such as knowledge worker platforms, call center intelligence, and investment product development. Ruben joined AWS from S&P Global Market Intelligence where he was Head of Investment Management Solutions. Previously Ruben was a Director with UBS Investment Bank and also spent time as a management consultant. Ruben has a Computer Science degree from Brandeis University and an MBA from UC Berkeley.

Stan Mishchenko

Founder

BamSEC

Lloyd Blankfein

Former Chairman & CEO

Goldman Sachs

Lloyd Blankfein is an internationally respected global business leader, risk manager, and commentator on matters affecting the global economy. As Chairman and CEO of Goldman Sachs for more than 12 years, Lloyd led the highest profile global investment bank through a period of great economic and political turbulence, becoming an important voice on today’s global financial and political issues.

Varun Bhargava

Senior Director, Finance and Accounting

Google Inc

Varun Bhargava leads a global Finance team supporting all of Google's Technical Infrastructure - the backbone that powers Google's products, supporting billions of users worldwide. Prior to Google, Varun held a variety of positions at Intel, notably within the Investor Relations team as well as within Mergers & Acquisitions as part of Intel Capital. Varun has lived and worked in multiple countries in APAC and Latin America over the course of his career.

Keith Weiss

Head of U.S. Software Research

Morgan Stanley

Keith Weiss leads the U.S. Software Research effort at Morgan Stanley, managing a group of 6 covering analysts with a coverage group of 85 stocks. Primary coverage responsibilities for Keith entail the large-cap software names (market cap >$25 billion), including Adobe, Atlassian, Autodesk, Akamai, Check Point, Intuit, Microsoft, Palo Alto Networks, Salesforce, ServiceNow, Snowflake, UIPath, Workday, and VMWare. In his more than 18 years at Morgan Stanley, Keith has led efforts in producing broad technology reports examining Big Data, Cloud Computing, Cyber Security, and Quantum Computing. Prior to Morgan Stanley, Keith worked in the CFO’s Office at Mercator Software, a publicly traded software company in the Enterprise Application Integration space. Before that, Keith covered software and technology companies for UBS/PaineWebber and Prudential Securities. In total, Keith has 23 years of experience in sell-side research and two years working in the software industry. Keith holds a BS in Economics from William & Mary and has earned the Chartered Financial Analyst designation.

Patrick O'Shaughnessy

CEO and Founder

Positive Sum

Patrick is the founder and CEO of Positive Sum, a venture capital firm, and Colossus, a media platform focused on business and investing. Patrick is also the chairman and former CEO of O’Shaughnessy Asset Management, which was acquired by Franklin Templeton in 2021. He is a CFA charterholder. Patrick lives in Greenwich, CT with his wife, son, and daughter.

Basil Alomary

Principal, Head of Research & Growth Strategy

Stripes

Basil Alomary leads the team that is responsible for the diligence and evaluation of Stripes’ investments in consumer and enterprise companies. Prior to joining Stripes, he was a consultant at Bain & Company working within the Private Equity Group. Previously, Basil served as the Head of Growth at Simon Data. He holds a B.A. in Economics and Cognitive Science from Rutgers University and an M.B.A. from Columbia Business School.

Michael Elnick

Founder

Tegus

Brian Rose

Deputy Head of PE

Viking Global Investors

John Ratzan

Senior Managing Director

Accenture

John Ratzan leads the Data & AI business for Accenture’s Financial Services industry with over twenty-five years of strategic consulting, technology innovation, business operations, and change management experience. John’s passion is working with clients on innovation agendas to create competitive advantages that produce business results. He is a thought leader focused on developing new capabilities, transforming processes, and optimizing operational strategy to improve business outcomes. John’s domain specialization is in banking and payments, artificial intelligence, digital transformation, data management, and technology platforms. He has held multiple client leadership roles in banking and payments. Most recently in his role as a global client executive, he has been leading the innovation and reinvention efforts at one of the industries largest and most complex banks where he is focused on product strategy, capability enablement, value creation, and technology advancement with AI, Data, Cloud, Agile, Digital. John holds a doctoral degree with a dissertation research focus on Responsible Artificial Intelligence from Pace University. He has published articles in AI industry journals and is an active speaker on AI, RAI, Gen AI, and Agentic AI. In earlier education, John earned a Bachelors and Masters in MIS (mgmt. information systems) followed by an MBA; each awarded from the University of Arizona. Challenging himself to live his best life at work and at home, John enjoys being an endurance athlete and spending time with his family.

Stephen Lynch

EVP & GM, Enterprise Business

AlphaSense

Stephen Lynch is the EVP & GM of the Enterprise Business at AlphaSense – helping the world’s most sophisticated organizations harness AI to drive better, faster decision-making. Prior to this role, Stephen was the EVP of Product Development at AlphaSense for seven years – leading Product, Engineering, & Design, helping scale the company from early-stage startup to market leader. With deep expertise in generative AI, enterprise SaaS, & capital markets, Stephen has been instrumental in shaping AlphaSense’s Enterprise Intelligence platform – driving innovations that automate research workflows, elevate knowledge discovery, & unlock proprietary insights for global financial institutions, Fortune 500s, & leading consulting firms.

Daniel Sanchez-Grant

SVP International Corp Sales

AlphaSense

Daniel Sanchez‑Grant is a global business leader with deep experience scaling technology companies across the US, EMEA and APAC. He has held executive roles spanning go-to-market, international expansion, and organizational transformation—helping companies grow from breakout startup to global scale. Currently SVP International at AlphaSense, Daniel leads the company’s growth across key global markets. Prior to this, he was Chief Revenue Officer at InVision and held leadership roles at LinkedIn during its scale-up and post-IPO phases. Daniel is passionate about building high-performing, inclusive teams and helping companies navigate inflection points—whether entering new markets, adopting AI, or scaling through change.

Michelle Brophy

Director of TMT 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 resides in New York City.

Xavier Smith

Director of E&I Research

AlphaSense

Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Guggenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.

Mark Jones

Director of 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.

Matt Wells

SVP, Product and Solutions 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.

Sina Falaki

Sr Director, Solution Marketing

AlphaSense

Sina Falaki is a Senior Director of Solution Marketing at AlphaSense, where he helps corporate leaders harness AI to accelerate strategy, finance, and decision-making workflows. He has scaled growth and transformation at category-defining companies including Motive, where he helped drive the company’s transformation into an enterprise AI leader, and Procore, where he scaled new business lines that contributed to its IPO. Earlier in his career, Sina advised Fortune 1000 executives at IBM and founded a financial services community that grew to more than 200,000 members worldwide before acquisition. He holds a BS from the Haas School of Business at the University of California, Berkeley.

Katie Rapp

Head of Product Marketing

AlphaSense

Katie Rapp is Head of Product Marketing at AlphaSense, responsible for product positioning, go-to-market execution, and competitive intelligence strategy for the company's AI platform. Katie joined AlphaSense through the acquisition of Tegus, where she served as Director of Product Marketing for the primary research and expert insights platform that brought 200,000+ expert call transcripts to AlphaSense's content universe. Prior to Tegus, Katie led product marketing teams that established market-leading positions for companies across multiple technology verticals, including construction and shipping and logistics. She is a passionate advocate for women in finance and investing, and co-founded the Women in Construction initiative during her time at Procore Technologies. Katie earned her bachelor's degree from the University of California, Santa Barbara.

Ryan Brier

SVP, Expert Insights

AlphaSense

Ryan Brier is SVP of Directed and Agentic Content at AlphaSense, where he oversees proprietary content strategy and execution, including the company’s new AI-Interviewer–powered Channel Check and Voice of Customer offerings. He brings 15+ years of experience in Market Intelligence, Consulting, and Data businesses, with a focus on building and scaling technology-driven information products that equip knowledge professionals with sharper, faster decision-making. Previously, Ryan served as General Manager of AlphaSense Expert Insights, where he directed content, product, and go-to-market strategy for the firm’s expert transcript library—scaling Expert Insights into a core growth engine for the business. Earlier in his career, he served as SVP of Client Solutions at Simon Data and Managing Director of Consulting and Product Development at FrontierView. He holds an MA in International Economics and Finance from Johns Hopkins SAIS and a BA in International Affairs from George Washington University.

Ed Moya

Market Intelligence Strategist

AlphaSense

Ed Moya is the Market Intelligence Strategist within AlphaSense’s Research and Thought Leadership group, where he leverages the AlphaSense platform to provide cutting-edge insights into the macroeconomic forces shaping financial markets. He brings over two decades of multi-asset expertise, advising clients on how to anticipate market shifts, seize opportunities, and mitigate risks. His insights make him a highly sought-after speaker on Federal Reserve policy, global equities, commodities, and digital finance transformation.

Corey Hammill

SVP Financial Data

AlphaSense

Corey Hammill leads Financial Data at AlphaSense, driving the company’s strategy and execution to deliver trusted insights to its global and diverse client base. He brings nearly three decades of financial experience working closely with analysts and business leaders to solve complex challenges. As one of the first paying users of financial modeling firm Canalyst (acquired by AlphaSense), he saw first-hand how the technology is accelerating speed to insight. At AlphaSense, Corey is leading the charge in expanding its financial data capabilities and developing products that make market intelligence more accessible and actionable.

Benjamin Collins

Senior Director Solution Marketing

AlphaSense

Ben Collins is a Senior Director of Solution Marketing at AlphaSense, where he focuses on driving growth in the Financial Services segment. Prior to AlphaSense, Ben served as the Senior Director of Industry Marketing for Financial Services at Sage, a leading ERP software company. Ben also worked in Product Marketing at SS&C Intralinks, a SaaS provider of collaboration tools for the financial services industry. He has a breadth of experience in the financial services sector as both a marketer and a practitioner, as he spent the first half of his career in investment banking, where he advised on M&A and capital raising transactions to companies in the technology space.

Andy Pierce

Associate Director, Financial Data & Analysis

AlphaSense

Andy Pierce is a product leader on the Financial Data team, with proven success building and delivering innovative analytical solutions. Leveraging over 16 years of experience in the financial data industry, he brings a deep understanding of the challenges faced by financial professionals and is passionate about using data and technology to bring solutions and insights to market.

Heather Zynczak

CMO

AlphaSense

Sara Mallatt

Director of Healthcare Research

Alpha-Sense

Sara has more than 18 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.

Samuel Alvarado

Business Development Associate

BDO USA, P.C.

Samuel Alvarado is a Business Development Associate at BDO, leveraging a decade of experience in scientific research and legal operations to drive growth and strategic decision-making. His transition from science to corporate has been marked by a focus on operational excellence, client engagement, and the integration of AI-powered tools like AlphaSense into business development workflows. Samuel works closely with business line leaders and marketing teams to refine sales strategies, improve productivity, and identify new opportunities through data-driven insights. Known for his integrity, analytical acumen, and collaborative approach, Samuel brings strong communication skills and a problem-solving mindset to every project. He is a recognized speaker at industry events, including the SEA-PHAGES Symposium and NCHC19, and has contributed to publications in the NIH National Library of Medicine, PeerJ, and ASM Microbiology Spectrum. Samuel holds a B.S. in Biomedical Sciences from the University of West Florida and is committed to advancing both science and business through innovation and service.

Matt Reustle

Investment Consultant

Business Breakdowns

Matt Reustle is an experienced investor and strategic content leader with a background across capital markets. He currently hosts the Business Breakdowns podcast and acts as an advisor to investment funds. Most recently, Matt was the CEO of Colossus from 2021-2025 where he expanded the network beyond Invest Like the Best to include Business Breakdowns, Founders, 50X, and others. Previously, he was on the investment team at Raven Capital, focused on private credit investments. Matt spent the first decade of his career at Goldman Sachs, working on the trading floor and later in the Credit and Equity research departments.

James Wang

Director of Product Marketing

Cerebras

James Wang is Director of Product Marketing at Cerebras, the creator of the world's largest and most powerful AI processor. Previously, James spent six years as a Research Analyst at ARK Invest, where he served as lead analyst for artificial intelligence and helped build the largest thematic AI ETF in the world. Earlier in his career at NVIDIA, James launched key AI hardware products that established NVIDIA's leadership in deep learning, and built GeForce Experience to over 80 million users. With 15+ years at the intersection of AI technology and financial markets, James brings deep expertise in both cutting-edge AI infrastructure and investment strategy.

Mira Witzig Borja

Director, Markets Strategic Investments

Citigroup

Mira Witzig Borja is a Director of Markets Strategic Investments, Citigroup's corporate venture arm of the capital markets business. In her current role, Ms. Witzig Borja is responsible for identifying and structuring minority primary investments in FinTech and Financial Market Infrastructure (FMIs) startups in North America and LATAM that shape the future of capital markets and trading. She also partners with Citi-backed companies to support scaling internal functions and processes and currently sits on the boards of Amberdata, Claira, Octaura, Symphony, and MerQube. Mira has over 15 years of experience across investments, management, and FinTech transformation program delivery. Prior to joining Citi in 2022, she led early-stage investments at Sands Capital Ventures, growth-stage investments at ABS Capital Partners, and started her career at Accenture in Washington, D.C.

Marwan Zelmat

Vice President

Cliffwater

Marwan Zelmat is a Vice President on the investment team at Cliffwater, a diversified alternative investment platform, where he focuses on both private equity and private credit investments across a range of industries and transaction sizes. Before joining Cliffwater, he worked at Cerberus Capital Management conducting diligence on prospective investments and devising commercial strategy for portfolio companies. He started his career at EY-Parthenon, working on commercial and technology diligence engagements. Marwan holds a bachelor’s degree in mechanical engineering from Dartmouth College.

Ehsan Ehsani

Executive Director

Crescendo Partners LP

Ehsan Ehsani is an adjunct professor at Columbia Business School’s finance division and an executive director at Crescendo Partners LP, an activist and value-oriented investment firm in New York.

Nacira Alioua

Head of Fintech Engagement

Emirates NBD

Nacira Alioua is Head of Fintech Engagement at Emirates NBD, where she leads strategic collaboration with global fintechs to drive innovation across the bank. With a career spanning multiple regions including Europe, Asia, and the Middle East, she brings a global perspective to shaping the future of financial services. Nacira is also a strong advocate for women in technology and finance, actively supporting greater representation and leadership for women in the innovation space.

Stefano Combi

Vice President

Evercore

Stefano Combi is a Vice President in Evercore’s Technology Advisory practice, based in New York. He has over eight years of experience in technology investment banking, advising on more than $40 billion of transaction value across M&A and capital markets. In addition to client advisory, Stefano helps lead Evercore’s AI and technology transformation initiatives for the advisory business, leveraging advanced tools to serve clients and drive internal productivity. Prior to joining Evercore, Stefano was a Senior Consultant at Monitor Deloitte in their Strategy practice. He holds a Master’s in International Management from Università Cattolica del Sacro Cuore and a Bachelor of Science in International Business from Northeastern University’s D’Amore-McKim School of Business.

David Stone

VP, Juniper Integration and OLAA Optimization and Insights

HPE

David Stone is Vice President at Hewlett Packard Enterprise, currently leading Juniper Integration—a $14B acquisition—and overseeing OLAA Optimization and Insights. His team specializes in process optimization using advanced technologies and data science. Previously, David led HPE’s transformation for HPE GreenLake and held senior roles in sales and global account management in Services. Before HPE, he directed strategic growth initiatives at KPMG, focusing on industry transformation, big data, analytics, and technology investments. Earlier in his career, he spent seven years at McKinsey & Company, leading large-scale transformations for technology and telecom clients, and held roles at TXU Energy and Florida Power & Light in marketing, finance, and supply chain. David Stone began his career as an Officer in the U.S. Navy, operating a nuclear submarine, and holds degrees in Mechanical Engineering from The University of Texas at Austin and an MBA from Southern Methodist University.

Diana Gowe Kolek

Director

J&J

Delphine Cassidy

Chief Communications Officer

Orica limited

Delphine has over 20 years investor relations and stakeholder management experience in the Australian listed environment. As Chief Communications Officer at Orica (ASX:ORI), Delphine has a broad range of responsibilities in a highly complex and regulated global company. She has been responsible for leading Orica through its most important equity market challenges and opportunities, media, and employee engagement environments. This has included crisis management for significant events, including the COVID-19 global crisis. She is central to the company’s most significant operational, financial, and M&A events and is well-regarded for her ability to deliver successful outcomes in challenging business environments. Delphine holds a Bachelor of Accounting, MBA and is a Fellow of the Australian Institute of Directors.

Joseph Kenol

Vice President & General Manager, AgencyIQ by POLITICO

POLITICO

Joe Kenol is Vice President & General Manager at AgencyIQ, POLITICO's B2B regulatory intelligence division, which serves enterprise clients across the life sciences, food, chemicals, and other highly regulated sectors. Joe is particularly focused on how emerging technologies—especially AI—are transforming regulatory analysis, insight delivery, and enterprise decision-making. Prior to POLITICO, Joe helped drive digital subscription growth and commercial innovation at The New York Times, where he launched newsroom initiatives at the intersection of emerging technology and journalism. Earlier, as a consultant at EY-Parthenon, he advised private equity and corporate clients on investments in SaaS, data, and market intelligence businesses. Joe began his career at UBS, where he led coverage of power, utilities, and alternative energy equities in the Chief Investment Office. He now helps organizations navigate regulatory complexity through expert-driven, technology-backed solutions. Joe holds a BA from Trinity College and an MBA from The Wharton School.

Sandy Balkin

SVP Strategy and Analytics

Royalty Pharma

Sandy is a senior healthcare investment executive with over 25 years of experience in driving value through strategic analytics and financial modeling. Sandy joined Royalty Pharma in 2021 where he is responsible for building and managing a cross-functional team charged with leveraging data to identify and support investment opportunities. Prior to joining Royalty Pharma, Sandy was managing director and leader of the Truist Securities’ Data Science and Engineering Research team developing capabilities in data science, machine learning and alternative data and integrating them into quantamental investment research. Over his career, he has built and led advanced business analytics functions at top pharmaceutical companies including Pfizer, Boehringer Ingelheim, and Sanofi. Sandy has a PhD in business administration from Penn State University, an MA in statistics from Penn State University, as well as a BA in mathematics and economics and music from Lafayette College, where he graduated with honors. Sandy currently holds adjunct faculty positions at New York University and Columbia University.

Hunter Baltutat

Generative AI & Analytics - Global Credit

The Carlyle Group

Hunter Baltutat is the Head of AI & Analytics Products for Global Credit at The Carlyle Group. He leads the firm’s generative AI strategy across the Credit platform, building capabilities that accelerate diligence and transform investment decision-making. Before joining Carlyle, he held product leadership roles at Citigroup, where he advanced analytics and risk management capabilities for global markets. A graduate of the University of Michigan, Hunter is based in New York with his wife and young son, and enjoys golfing, watching football, and reading fantasy novels.

Natasha Motwani

Head of VC and Emerging Tech Coverage

UBS

Natasha Motwani is Head of VC & Emerging Technology Coverage within UBS’s Technology Investment Banking group, where she partners with leading founders, investors, and strategics across the innovation ecosystem. With over a decade of experience spanning derivatives trading, private markets, and institutional coverage across NYC, Hong Kong, and San Francisco, she brings a global perspective to capital markets. Natasha is known for her sharp market instincts, relationship-driven approach, and commitment to shaping the future of tech finance.