Bob Fraser is the co-founder, CFO and chief macro strategist at Aspen Funds. An author, entrepreneur and podcast host, he is passionate about expanding access to institutional-caliber opportunities traditionally reserved for family offices and ultrawealthy investors.

Rodrigo Tumaián is co-founder and co-CEO of Prometeo, the largest open banking platform in Latin America.

Jay Venkateswaran is head of banking and financial services at WNS.

Zorana Milovanovic, MBA, is a senior accountant specializing in ERP implementation, financial systems optimization and compliance in high-growth, regulated environments. She has supported end-to-end system transitions, often acting as a liaison between accounting, IT and audit teams. With business degrees from both the U.S. and Europe, she brings a cross-cultural perspective to internal controls, SOX readiness and policy design.

Rod Branch is the CHRO at ARCXIS Builder Services.

Tech Exchange is a monthly virtual event series addressing critical business challenges in the banking and financial sectors

Rikard Bandebo is the Chief Strategy Officer and Chief Economist of VantageScore

Deepankar Mathur, is associate director of Searce, a tech consulting firm.

Shyamali Choudhury is Chief Commercial Officer at Pomelo Care, the national leader in evidence-based maternity care. 

Shyamali was one of Pomelo's first employees, joining the company to lead its commercial strategy and execution after a career in policy, global health, and mission-driven health tech.

Before joining Pomelo, Shyamali spent nearly six years on the Business Development team at Flatiron Health, where she led new business initiatives and forged key partnerships to advance the company's work reimagining cancer care.

Martin Kleinbard is the founder of Granular Fintech LLC, which advises fintech lenders and vendors on processes and strategies. He previously helped stand up new consumer credit products and teams at American Express and Bread Finance (acquired by Alliance Data Systems in 2020) before leading the CFPB's market research in fintech topics such as BNPL and solar financing.

Astrid Malval-Beharry is the Founder and President of StratMaven, a boutique strategy consulting and M&A advisory firm specializing in the intersection of P&C Insurance and Technology. With over 20 years of experience in growth strategy and M&A, she partners with insurance providers, solution vendors, and private equity firms to drive innovation and value creation in the InsurTech sector.

Suzanne M. Holl, CPA, is executive president of Loss Prevention Services with CAMICO. With more than 30 years of experience in accounting, she draws on her Big Four public accounting and private industry background to provide CAMICO's policyholders with information on a wide variety of loss prevention and accounting issues.

Date: Monday, November 17, 2025

Date: Tuesday, November 18, 2025

Date: Wednesday, November 19, 2025

Kurt Schacht is the executive director of the CFA Institute Systemic Risk Council. During his tenure he has overseen CFA Institute's global policy research, standards and government relations in New York, London, Brussels and Hong Kong. He managed the activities of the Global Investment Performance Standards, the CFA Institute Asset Manager Code and the Financial Analysts Journal.

Olivier Fines, CFA, is head of advocacy and policy research for EMEA at the CFA Institute. He leads the effort in researching and commenting on the major trends that affect the investment management industry as well as changes to the profession and policy and regulatory developments. 

Eric Ludwig is assistant professor of retirement income and RICP program director at The American College of Financial Services, as well as CEO of Stockbridge Private Wealth Management. His research focuses on retirement income planning strategies and behavioral finance.

Scott Smith is co-founder and chief operating officer at Fizz, a money app for students. He previously studied finance, economics, accounting and real estate at Cornell University's School of Hotel Administration.