AI and Future of Finance Conference

With nearly 30 years of experience in the global financial industry, I am a seasoned executive and a data and analytics leader who is passionate about transforming and empowering organizations through the use of technology, data and AI in combination with highly effective project & change management techniques.

Created in May, 2021 by Francisco Partners out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets to 500+ global buy-side and sell-side institutions.

As the COO at TS Imagine, I spearhead initiatives to enable rapid commercialization of new ideas, the continuous optimization of our global operational capabilities and the consolidation of the firm’s best-in-class SaaS platforms for trading, portfolio management & real-time risk management.

As the Chief Data & Analytics Officer, I leverage my hands-on data expertise to lead the execution of the data & AI strategy, including the monetization of data assets in collaboration with all members of the executive team.

Dr. Chava is the Alton M. Costley Chair, a Professor of Finance at Scheller College of Business at Georgia Institute of Technology, Atlanta and leads the Financial Services Innovation Lab. He also serves as Finance Area Coordinator at Scheller and as the director of the nationally top 10 ranked master’s in quantitative and computational Finance (QCF) program at Georgia Tech (a joint program of School of Mathematics, Industrial and Systems Engineering and Scheller College of Business).

Andy Dietderich is Co-Head of our Global Finance & Restructuring Group and one of the leading business restructuring lawyers in the United States. Andy started S&C’s multi-disciplinary restructuring practice in 2008 and has overseen its growth and expansion in response to client demand for higher quality legal services for corporate debtors. The practice is unique among its competitors with respect to its complete integration with the rest of S&C and the use of creative solutions from outside the conventional restructuring toolbox.

Chris Edmonds is the President of Fixed Income & Data Services at Intercontinental Exchange, Inc. (NYSE: ICE). He is responsible for managing ICE’s global fixed income and data business, including pricing analytics, reference data, indices, mortgage data, desktop solutions, consolidated feeds, connectivity services and the ICE Bonds execution venues. In addition, he oversees ICE’s sustainable finance product initiatives around sustainable investing through data and analytics. In addition to his duties at ICE, he serves on the Federal Reserve Bank of Dallas Financial Sector Advisory Council.

Edmonds most recently served as Chief Development Officer where he oversaw all of ICE’s clearing house operations and the global risk management team. Additionally, he coordinated the company’s marketing and public relations endeavors. He previously served as Global Head of Clearing & Risk and SVP of Financial Markets, where he oversaw the development of initiatives within ICE’s exchanged listed and OTC financial markets, and President of ICE Clear Credit, ICE’s credit default swap (CDS) clearing house.

Prior to joining ICE in February 2010, Edmonds was Chief Executive Officer of the International Derivatives Exchange Group (IDCG) a clearing house for interest rate swaps. Prior to IDCG, Edmonds was the Chief Development Officer for ICAP Energy. Edmonds held a variety of positions at ICAP between 2002 and 2008, and at APB Energy between 1997 and 2002. His professional career prior to APB Energy focused on advising businesses on strategic planning in the areas of technology, sales and marketing.

Edmonds earned a Bachelor of Arts degree in Political Science from the University of Alabama at Birmingham.

Shannon Johnston is Senior Managing Director and Chief Information and Operations Officer at Invesco. In this role, her responsibilities include overseeing Technology, Investment and Distribution Services, Global Security, the Enterprise Data and Analytics Office and North America Transfer Agency. Ms. Johnston joined Invesco in 2024. Prior to joining the firm, she served as senior executive vice president and chief information officer at Global Payments Inc., where she was responsible for technology and digital business strategies, global infrastructure, operations, software engineering, and platform integration.

Ms. Johnston’s leadership journey at Global Payments began in 2016, during which she held several senior roles. Ms. Johnston earned a bachelor’s degree from Georgia Southern University. She serves as the technology chair on the supervisory board of Deutsche-Boerse, a German multinational corporation that offers a marketplace for organizing the trading of securities. Additionally, Ms. Johnston is an executive ambassador for TechBridge, a non-profit harnessing the power of data, tech, collaboration and community to drive meaningful social impact. 

Rick is the Global Head of Trading Technology at Millennium Management, leading the technology organization responsible for the firm's global execution platform. Prior to this, Rick was Chief Technology Officer of core engineering at Citadel, where he led the firm's infrastructure and platform organizations. Prior to this role, Rick was chairman and CEO of Trading Technologies, a tech company in the derivatives trading industry. Rick graduated from Georgia Tech in 2003 with a degree in Computer Science.

Anuj Mehrotra is the dean and Stephen P. Zelnak Jr. Chair and a professor of Operations Management at the Georgia Tech Scheller College of Business.  

Since his appointment on January 1, 2024, the College has introduced several new innovations, including M.S. Major in Management, the Center for Finance and Technology, and interdisciplinary minors. Additionally, Mehrotra launched Tech Talks Business, an ongoing series of conversations with leaders and experts at the forefront of business, technology, entrepreneurship, public policy, and civic innovation. Using the power of collaboration and engagement, Mehrotra aims for Scheller to become the world’s most connected business school, poised to transform the future of business.  

Prior to his time at the Scheller College of Business, Mehrotra served as the dean of the George Washington University School of Business (GWSB) since 2018. At GWSB, Mehrotra successfully led the development and implementation of a strategic plan that enhanced stakeholder engagement, created and enhanced market-driven programs and offerings, and increased the focus on the core values of diversity and societal good. He is credited with engaging alumni, industry, and government leaders through creative programming and partnerships. In Spring 2023, Mehrotra led the launch of the inaugural Business and Policy Forum that convened leaders from industry, government, and academia to address the most significant issues related to the evolving landscape of emerging technology and cybersecurity, with a focus on policy and regulation. He established the GWSB Entrepreneurial Hall of Fame to recognize individuals who have made significant contributions to entrepreneurial excellence.  

During his tenure, GWSB reimagined undergraduate and graduate business education by introducing modularity and flexibility across its academic portfolio. The school was recognized for its excellence and trajectory as its full-time MBA and undergraduate programs rose to their highest rankings. Mehrotra also appointed the school's first chief diversity officer and led the Dean's Diversity Council in widening partnerships and deepening engagement with various stakeholders to cultivate and support a sense of belonging within the community.  

Prior to GWSB, Mehrotra was senior vice dean and vice dean of Faculty Development and Research at the University of Miami School of Business Administration. He was also the school's interim dean, vice dean of Graduate Business Programs and Executive Education, vice dean for Faculty Affairs, and chairperson of the Department of Management Science. 

Mehrotra is currently a member of the Atlanta Rotary Club. Previously, he has served on the academic boards of the University of Houston Bauer College of Business and the University of Miami Herbert Business School. He was also a part of the Globant’s Be Kind Tech Fund Board, Greater Washington Board of Trade, Golden Triangle Business Improvement District Board of Directors, and The Economic Club of Washington D.C. Mehrotra served as chairman of the Business and Entrepreneurship Board of the Indian American International Chamber of Commerce. In 2022, Mehrotra addressed the United Nations about the importance of recruiting and educating a diverse, inclusive, and ethical student body in our nation’s business schools.  

Mehrotra’s research interests are in large-scale optimization and interdisciplinary applications. His work has been published in top-tier academic journals, including Management Science, Mathematical Programming, Naval Research Logistics, and the Informs Journal on Computing. Mehrotra has worked with more than two dozen Fortune 500 companies, and his previous experience includes visiting positions at the Carnegie Mellon University Tepper School of Business and the T. J. Watson Research Center. In 2022, his expertise in his field was honored with a chaired professorship in his name at Woxsen University in Hyderabad, India.  

Mehrotra received his doctoral degree in Operations Research from the Georgia Institute of Technology, his master’s degree in Operations Research from Virginia Tech, and his bachelor’s degree in Mechanical Engineering from the Birla Institute of Technology and Science in India. 

Kumanan Ramanathan is a Managing Director with Alvarez & Marsal and co-leads A&M Crypto, a newly formed division that is focused on providing advisory support to the industry.

He has significant industry expertise with digital assets and has been involved in leading company-side efforts for digital asset recovery, navigating DeFi protocols, digital asset sales, staking, crypto on-chain tracing, cybersecurity, custody and wallet infrastructure, KYC/AML, and centralized exchange operations.

Mr. Ramanathan currently serves as financial advisor to the FTX Recovery Trust and has been involved since the commencement of FTX’s chapter 11 restructuring proceedings.  He oversees multiple divisions, including management of one of the largest digital asset portfolios ($9B+) in the world.  He is also currently serving as financial advisor to large crypto-native clients, assisting them with preparing for an IPO and advising on deploying capital across DeFi protocols.

Mr. Ramanathan has also been involved with traditional restructuring and turnaround company-side mandates, including Endo Pharmaceuticals; Gibson Brands Inc; Dunn Paper, Inc.; Philadelphia Energy Solutions; M&G Chemicals; LifeLabs (OMERS); and Great Basin Gold Ltd.

Mr. Ramanathan earned a bachelor's degree in commerce from the University of Toronto and holds a Chartered Accountant (CA) designation.

Jonathan is the Head of Financial Services AI at Snowflake, a Research Affiliate at Georgia Tech's Financial Services Innovation Lab and the author of A Practical Guide to Macroeconomic Data with R and Python. Prior to joining Snowflake, he was the Executive Director of Research and Data Analytics at Sylvan Road Capital and Head of Data and Quantamental Research at Truist Securities. He works at the intersection of finance, markets, AI and machine learning.

William H. “Bill” Rogers Jr. is chairman and chief executive officer of Truist Financial Corporation, a purpose-driven financial services organization committed to inspiring and building better lives and communities.

Rogers was named chairman on March 12, 2022, and chief executive officer on Sept. 12, 2021, after serving as president and chief operating officer of Truist between December 2019 and September 2021. Prior to that, he served as chairman and CEO of a predecessor company since January 2012, after having been appointed CEO in June 2011. Rogers held increasingly senior positions in corporate and commercial banking, corporate finance, retail banking, private wealth management, and mortgage after joining the commercial banking division in 1980.

Rogers is a champion for the company’s philanthropy and volunteerism. He serves on the boards of several local and national organizations, including as chairman for the Board of Governors for the Boys & Girls Clubs of America and on Emory University's Board of Trustees. Rogers is chairman of Charlotte Center City Partners' Board of Directors. He also serves on the advisory board of Operation HOPE Inc. and is a member of the Charlotte Executive Leadership Council.

A native of North Carolina, Rogers earned a bachelor’s degree in business administration from the University of North Carolina at Chapel Hill and an MBA from Georgia State University.

Andrew Schlossberg is President and CEO of Invesco, a leading global asset management firm, where he is focused on delivering superior outcomes for clients, a compelling experience for employees and strong returns for shareholders. He is also a member of the Invesco Ltd. Board of Directors.

Mr. Schlossberg has been in the asset management industry since 1996 and has been with Invesco Ltd. since 2001. Prior to becoming President and CEO in 2023, Mr. Schlossberg served in multiple senior leadership positions across the company's businesses and locations in the US and Europe, including leading Invesco’s Americas and EMEA (Europe, the Middle East and Africa) regions and as a senior managing director. Earlier in his career, Mr. Schlossberg worked for Citigroup Asset Management and its predecessors from 1996 to 2000.

Mr. Schlossberg earned a BS degree in finance and international business from the University of Delaware and an MBA from the Kellogg School of Management at Northwestern University. He is active within the financial services industry, currently serving on the Board of Governors and as a member of the Executive Committee of the Investment Company Institute. He is also involved in a number of civic activities in Atlanta, including the Atlanta Committee for Progress and the Metro Atlanta Chamber of Congress, where he serves on the executive committee. He is also a member of the Business Roundtable. Previously, Mr. Schlossberg served on the board and advisory boards of the U.K. Investment Association, ICI Global, City UK and the Diversity Project.

Dr. Sudipta Sengupta is Vice President & Distinguished Scientist at Amazon AWS where he is leading new initiatives in Generative Artificial Intelligence across AWS AI/ML, Databases & Analytics, Developer Experience, and EC2 infrastructures services. Previously, he headed an end-to-end innovation agenda at Microsoft Research spanning networking, storage, and data management, contributing to Microsoft’s transformation to the cloud infrastructure and services business. Before that, he was at (Lucent) Bell Labs where he laid the foundations for new generation Internet backbone architectures through innovations in packet switching and optical networking.

Sudipta received his Ph.D. and M.S. in Electrical Engg. & Computer Science (EECS) from Massachusetts Institute of Technology (MIT), USA, and B.Tech. in Computer Science & Engg. from Indian Institute of Technology (IIT), Kanpur, India. He was awarded the President of India Gold Medal at IIT-Kanpur for graduating at the top of his class across all disciplines.

Sudipta is an ACM Fellow and an IEEE Fellow. His work has been recognized with many awards/ prizes, including IEEE William R. Bennett Prize, IEEE Leonard G. Abraham Prize, ACM SIGCOMM Test of Time Award (twice), ACM SIGCOMM IMC Test of Time Award, IEEE ICDE Ten-Year Influential Paper Award, ACM Internet Measurement Conference (IMC) Test of Time Award, IEEE ICME Best Paper Award, Bell Labs President’s Teamwork Achievement Award, Microsoft Research Technology Transfer Award, and Microsoft Gold Star Award. 

Mitchell I. Sonkin is currently a Director of the FTX Recovery Trust after serving as an Independent Director of FTX Corporation in its recently confirmed Chapter 11 and related proceedings. He was previously senior advisor to MBIA Insurance Corporation in connection with the restructuring of the firm’s insured portfolio exposure of the Commonwealth of Puerto Rico’s $72 billion of outstanding debt. He is also Chairman of the Board of the ResCap Liquidating Trust, successor to ResCap and GMAC Mortgage Corporations.

Mr. Sonkin previously served as Managing Director of MBIA and Chief Portfolio Officer responsible for all restructurings, domestic and international, of MBIA’s insured credits. He was also responsible for government relations. Mr. Sonkin was a member of the company’s Executive Policy Committee, a Vice President of MBIA, Inc. and a member of the Board of MBIA Insurance Corporation and Capital Markets Assurance Corporation.

Before joining MBIA, Mr. Sonkin was a senior partner at the international law firm King & Spalding, where he was co-chair of the Financial Restructuring Group and a member of the firm’s Management Committee. With over 40 years of experience in U.S. and international workouts and debt restructurings, he has served as a bankruptcy court appointed Examiner and played a significant role in numerous municipal, utility, insurance, airline and healthcare debt and international debt restructurings, including the Anglo/French Euro Tunnel debt reorganization.

Mr. Sonkin has lectured and served on panels on such topics as distressed debt trading, utility restructurings, and life insurance company reorganizations. Prior to King & Spalding, Mr. Sonkin was a senior partner and co-chair of the Financial Restructuring Department at the Wall Street law firm, Cadwalader, Wickersham & Taft.

Mr. Sonkin is a cum laude graduate of Temple University College of Liberal Arts, where he earned a bachelor’s degree in political science. He currently serves on the College’s Board of Visitors. He received his J.D. from the Syracuse University College of Law and serves on the college’s Board of Advisors. Admitted to the New York Bar and is also admitted to practice before the U.S. Supreme Court.

Allen Stewart is the Partner Director of Software Engineering in the Microsoft Strategic Missions and Technology Divisions Office of the CTO.  He leads all Software Engineering efforts in the CTO'S office including next generation AI agent development for various use cases: Autonomy and Science.  Allen’s expertise is in the following areas: AI Product Development, Building AI applications and services, Cloud Native Application Development, HyperScale Cloud Services Design, and Intelligent Edge Solutions. Allen is an IASA board Certified Distinguished Architect and is very active in the Cloud Software and AI Architect community. Allen is also a member of the Cloud Native Compute Foundation (CNCF) that governs various Cloud Native Open Source projects.

Allen is a frequent conference speaker mainly focusing on the following topic areas: Gen AI, Building -designing new cloud-native applications and building AI applications and services. Prior to Microsoft Allen spent several years doing software development in the Financial Services Industry. Allen is the author of Inside Hyper-V and has published numerous articles and blogs. Allen is also the founder of Project Lift which is focused on highlighting AI uses cases for any scenario and showing the world how to Elevate any activity using generative AI.