Find A Speaker or Advisor
Financial Services icon

Improve financial literacy in the age of artificial intelligence and democratize access to financial services

Financial Services was last modified: December 21st, 2023 by Stern Strategy Group

Financial Services

Global Expert on Competitiveness, Strategy and Cluster-Based Economic Development; Director and Co-Chair, Innovation Fund Denmark; Senior Advisor, House of Governance and Affiliated Researcher, Center for Resilient Health at the Stockholm School of Economics; Chair, TCI Network Advisory Board; Special Advisor on Competitiveness, European Commission

Strategy / Economics, Capitalism, Geopolitics & Globalization / Policy & Government / Financial Services / Navigating Uncertainty / Innovation & Design / International Speakers & Advisors / New To Stern

Leading Economist and Digital Strategist Who Helps Organizations Understand AI’s Impacts on Business Economics, the Future of Work and Competitive Strategy; Assistant Professor of Operations, Information, and Decisions, the Wharton School, University of Pennsylvania; Co-Founder and Director of Research, Workhelix, Inc.; Fellow, Stanford Digital Economy Lab; Digital Fellow, MIT Initiative on the Digital Economy; AI2050 Early Career Fellow, Schmidt Sciences

AI, Robotics & Automation / Generative AI / Economics, Capitalism, Geopolitics & Globalization / Future of Work / Financial Services / Digital Transformation, Information Technology & Data Analytics / Emerging Technology / Strategy / New To Stern

Award-Winning Behavioral Scientist Tackling Critical Social and Environmental Challenges with Solutions That Promote Climate and Financial Sustainability; Associate Professor, Psychology and Institute for Resources, Environment and Sustainability (IRES), University of British Columbia (UBC); Principal Investigator, UBC Behavioral Sustainability Lab; Co-Creator, “Happy Climate” Workshop; Editor, “Cash Transfers for Inclusive Societies” (2023)

Sustainability, Purpose & Climate Solutions / Environmental, Social & Governance (ESG) Issues / Wellness & Well-Being / Energy & Renewables / Customer Experience & Consumer Behavior / Financial Services / TED Speakers / Women Speakers & Advisors / Inspirational Speakers / New To Stern

Global Economist and Computer Scientist Helping Organizations Predict AI’s Future and How New Technology Fits Into Strategic Planning; Authority on the Economics of Generative AI, the Impact of Technology on the Future of Work, Quantum Computing and Competitive Strategy; Director, MIT Computer Science & A.I. Lab FutureTech Research Project; Principal Investigator, MIT Initiative on the Digital Economy

AI, Robotics & Automation / Generative AI / Economics, Capitalism, Geopolitics & Globalization / Financial Services / Business Model Innovation / Digital Transformation, Information Technology & Data Analytics / Emerging Technology / Quantum Computing / Policy & Government / Future of Work / Futurists / Strategy / New To Stern
Paul Romer Headshot

Nobel Laureate Economist and World-Renowned Authority on Leveraging Technology and Innovation to Drive Long-Term Growth; Pioneer of Endogenous Growth Theory and Leading Advocate for Charter Cities; Seidner University Professor and Leader, Center for the Economics of Ideas, Carroll School of Management, Boston College; Senior Fellow, Marron Institute of Urban Management; Covid-19 Economic Policy Advisor; Former Chief Economist and Senior Vice President of the World Bank

Economics, Capitalism, Geopolitics & Globalization / Policy & Government / AI, Robotics & Automation / Generative AI / Asia: Business, Geopolitics & Society / Emerging Technology / Financial Services / Transportation, Micromobility & Infrastructure / Navigating Uncertainty / Trust & Empathy / TED Speakers
Andrew McAfee Headshot

Globally Acclaimed Researcher, Writer and Thinker About Technological Progress and the Changes It Brings; Expert Helping Organizations Build Businesses That Are Simultaneously Agile, Innovative and Robust; Evidence-Driven Optimist and Practical Theorist Investigating Sources of Growth and Competitive Differentiation; Inaugural Visiting Fellow, Google Technology and Society; New York Times Bestselling Author; Co-Founder and Co-Director of the MIT Initiative on the Digital Economy; Principal Research Scientist, MIT Sloan School of Management; Co-Founder, Workhelix, Inc.; Named Among the Top 50 Management Thinkers in the World and the 50 People Reshaping American Politics; TED Talker; Thinkers 50 Digital Thinking Award Winner; Author, “The Geek Way” (2023) and “More From Less” (2019); Co-Author, “Machine, Platform, Crowd” (2017) and “The Second Machine Age” (2014)

AI, Robotics & Automation / Generative AI / Platform Revolution / Emerging Technology / Future of Work / Digital Transformation, Information Technology & Data Analytics / Strategy / Innovation & Design / Sustainability, Purpose & Climate Solutions / Business Model Innovation / Economics, Capitalism, Geopolitics & Globalization / Quantum Computing / Financial Services / Company Culture / Must-Read Books / Executive Education / TED Speakers

Foremost Authority on Growth and Innovation Strategy for Large Firms and Startups; Expert on Commercializing Science, Manufacturing Innovation and Competitiveness; Professor, Harvard Business School; Executive Partner and Chief Strategist, Flagship Pioneering; Author, “Creative Construction”; Winner, 2019 McKinsey Award and 2020 Clayton M. Christensen Prize

Innovation & Design / Strategy / Business Model Innovation / Financial Services / Must-Read Books / Supply Chain Management

World-Renowned Expert on Leadership and Diversity-Driven Innovation; Award-Winning Co-Author of Bestseller “Collective Genius;” Co-Founder, Paradox Strategies Leadership Advisory Firm; Co-Founder, InnovationForce; Chair of the Leadership Initiative and Professor of Business Administration, Harvard Business School; Named a Top 50 Management Thinker in the World in 2023, Thinkers50

Leadership / Innovation & Design / Digital Transformation, Information Technology & Data Analytics / Strategy / Entrepreneurial Thinking & Investment Strategies / Human Resource Management & Talent Development / Customer Experience & Consumer Behavior / AI, Robotics & Automation / TED Speakers / Financial Services / Must-Read Books / Diversity, Equity & Inclusion / Company Culture / Executive Education / Founders & Practitioners / Women Speakers & Advisors
DANIEL YERGIN

Global Authority on Energy, Geopolitics and the Business, Economic and Societal Impacts of the Changing Energy World; Pulitzer Prize-Winning, Bestselling Author; Vice Chairman, S&P Global; Chairman, CERAWeek; Director, Council on Foreign Relations; Trustee, Brookings Institution; Author, “The New Map” (2020), “The Prize” (2011, Pulitzer Prize Winner), “The Quest” (2011) and “The Commanding Heights” (2002); 2020 Energy Writer of the Year

Energy & Renewables / Navigating Uncertainty / Economics, Capitalism, Geopolitics & Globalization / Asia: Business, Geopolitics & Society / Policy & Government / Strategy / Futurists / Financial Services / Must-Read Books / Moderators / Founders & Practitioners
Zeynep Ton Headshot

Award-Winning Operations Strategist Whose Profit-Driving Good Jobs Framework Improves Investor, Customer and Employee Lives; Professor of the Practice, MIT Sloan School of Management; Named One of the World’s 40 Best Business School Professors Under 40, Poets & Quants; Founder, Good Jobs Institute (GJI); Author, “The Good Jobs Strategy” and “The Case for Good Jobs” (June 2023); Named Among the Top 50 Management Thinkers in the World in 2023 and Winner, 2023 Talent Award, Thinkers50

Strategy / Supply Chain Management / Customer Experience & Consumer Behavior / Change Management / Human Resource Management & Talent Development / Future of Work / Wellness & Well-Being / Business Model Innovation / Company Culture / Financial Services / Inspirational Speakers / Founders & Practitioners / TED Speakers / Women Speakers & Advisors / Must-Read Books
Henry Timms Headshot

Leading Expert on Building Movements and Transforming Organizations; Co-Author of the International Bestseller, “New Power”; Co-Founder #GivingTuesday; Hauser Visiting Leader, Harvard Kennedy School; Visiting Fellow, Stanford University; President and CEO, Lincoln Center for the Performing Arts; Incoming CEO, Brunswick Group (Summer 2024)

Leadership / Innovation & Design / Human Resource Management & Talent Development / Marketing, Branding & Sales / Customer Experience & Consumer Behavior / Strategy / Business Model Innovation / Future of Work / Financial Services / Inspirational Speakers / Must-Read Books / Company Culture / Environmental, Social & Governance (ESG) Issues / Social Media Marketing & Business Analytics / Founders & Practitioners
George Serafeim Headshot

Pioneering Authority on Environmental, Social and Governance (ESG) Strategy and Implementation; Globally Recognized Corporate Investment Strategist, Researcher and Futurist; Award-Winning Professor of Business Administration and Faculty Chair of the Impact-Weighted Accounts Project, Harvard Business School; Co-Founder, RGS; Author, “Purpose and Profit” (2022)

Leadership / Policy & Government / Strategy / Sustainability, Purpose & Climate Solutions / Economics, Capitalism, Geopolitics & Globalization / Financial Services / Diversity, Equity & Inclusion / Environmental, Social & Governance (ESG) Issues / Executive Education
Karthik Ramanna Headshot

HBR McKinsey Award-Winning Expert on Capitalism, Climate Change, and Corporate Reporting; Authority on Rebuilding Trust Within Both Private and Public Sector Organizations; Oxford Professor and Inaugural Director, Master of Public Policy Program; Co-Founder and Principal Investigator, E-Liability Institute; Former Marvin Bower Fellow, Harvard Business School; Author, “The Age of Outrage: How to Lead in a Polarized World” (October 2024)

Leadership / Company Culture / Economics, Capitalism, Geopolitics & Globalization / Environmental, Social & Governance (ESG) Issues / Policy & Government / Strategy / Financial Services / International Speakers & Advisors / Executive Education

Successful Hedge Fund Entrepreneur with Vast Expertise in Investing, Emerging Technologies and Corporate Leadership; Visiting Lecturer at MIT and Harvard Business School; Contributor to World Economic Forum Research; Founding Partner, Domeyard LP and CEO, Databento; Author, “The Finance Snake”

Entrepreneurial Thinking & Investment Strategies / Generative AI / AI, Robotics & Automation / Emerging Technology / Financial Services / Digital Transformation, Information Technology & Data Analytics / Leadership / Women Speakers & Advisors / Founders & Practitioners
Desmond U. Patton Headshot

Pioneering Social Scientist and Social Worker Whose Frameworks for Designing Ethical AI Ensure Well-Being for Diverse Communities and Organizational Cultures; Widely Cited Authority at the Intersection of Healthy Social Media Ecosystems, Empathy, Race and Society; Named a 2022 Top 50 in Digital Health, Equity Advocate; Penn Integrates Knowledge University Professor, University of Pennsylvania; Founding Director, SAFELab; Chief Strategy Officer, Penn School of Social Policy & Practice

AI, Robotics & Automation / Generative AI / Social Media Marketing & Business Analytics / Diversity, Equity & Inclusion / Trust & Empathy / Health Care & Medicine / Wellness & Well-Being / Education & Lifelong Learning / TED Speakers / Human Resource Management & Talent Development / Future of Work / Hybrid Work & Work From Home / Metaverse / Financial Services / Moderators / Executive Education
Neha Narula Headshot

Foremost Expert on Digital Currencies and Blockchains; Financial Democratization Enthusiast; Director of the Digital Currency Initiative at the MIT Media Lab

Cybersecurity, Blockchain & Cryptocurrencies / Trust & Empathy / Emerging Technology / TED Speakers / Women Speakers & Advisors / Financial Services / Platform Revolution
Rory McDonald Headshot

Leading Expert on Disruptive Innovation and Strategies for Conquering New Markets; Authority on Proactive Investment Opportunities; Best 40 Under 40 Professor (Poets & Quants); Professor, Harvard Business School

Innovation & Design / Digital Transformation, Information Technology & Data Analytics / Entrepreneurial Thinking & Investment Strategies / Strategy / Emerging Technology / AI, Robotics & Automation / Business Model Innovation / Cybersecurity, Blockchain & Cryptocurrencies / Financial Services / Moderators
Andrew W. Lo Headshot

World-Renowned Economist and Financial Scholar Whose Research and Evidence-Based Frameworks Offer Audiences a Deeper Understanding of Market Behaviors and Modern Investment Strategies; Professor, Director of the Laboratory for Financial Engineering, Principal Investigator at the Computer Science and Artificial Intelligence Laboratory, MIT Sloan School of Management; Serial Entrepreneur and Co-Founder of the AlphaSimplex Group, QLS Advisors, and the Award-Winning BridgeBio Pharma; Author, “Adaptive Markets” (2017); Co-Author, “In Pursuit of the Perfect Portfolio” (2021); TIME’s 100 Most Influential People

Financial Services / Economics, Capitalism, Geopolitics & Globalization / Entrepreneurial Thinking & Investment Strategies / Health Care & Medicine / Sustainability, Purpose & Climate Solutions / Environmental, Social & Governance (ESG) Issues / Generative AI / AI, Robotics & Automation / Neuroscience / Bioengineering, Genetics & Cellular Agriculture / TED Speakers / Must-Read Books
Mark R. Kramer headshot

Global Authority on Strategies That Drive Competitive Advantage by Leveraging Business Opportunities With Social and Environmental Impact; Co-Creator (With Michael Porter) of the Creating Shared Value (CSV) Concept; Acclaimed Scholar Who Introduced the Ideas of Impact Investing, Catalytic Philanthropy, Collective Impact, and Strategic Evaluation; Co-Founder, FSG; Senior Fellow, CSR Initiative of the Center for Business and Government, Harvard Kennedy School

Sustainability, Purpose & Climate Solutions / Entrepreneurial Thinking & Investment Strategies / Leadership / Strategy / Financial Services / Environmental, Social & Governance (ESG) Issues

Biotech and Life Sciences Visionary Helping Organizations and Society Understand How Synthetic Biology Will Positively Impact Human Life, Change Industries and Create Investment Opportunities; Cell Biologist, Futurist, Entrepreneur and Global Authority on Synthetically Engineering Life; Co-Founder and Co-Executive Director, Genome Project-write; Founder and Past President, Humane Genomics, Inc.; Co-Author, “The Genesis Machine” (February 2022)

Emerging Technology / Entrepreneurial Thinking & Investment Strategies / Health Care & Medicine / Financial Services / Sustainability, Purpose & Climate Solutions / Futurists / Bioengineering, Genetics & Cellular Agriculture / Longevity & Aging / Must-Read Books / TED Speakers / Founders & Practitioners

Expert Implementer of Innovation, Marketing & Growth Strategies; Authority on Elevating the Consumer Experience for Maximum Growth; Senior Partner, Lippincott; Co-Author, “Competing Against Luck”

Innovation & Design / Leadership / Marketing, Branding & Sales / Customer Experience & Consumer Behavior / Strategy / Emerging Technology / Business Model Innovation / Sustainability, Purpose & Climate Solutions / Financial Services / Must-Read Books / Founders & Practitioners
William Green headshot

Award-Winning Financial Journalist Helping Individuals Think Strategically and Make Better Decisions by Sharing the Wisdom and Habits of the World’s Most Successful Investors; New York Times and Wall Street Journal Bestselling Co-Author; Author, “Richer, Wiser, Happier” (2021)

Financial Services / Entrepreneurial Thinking & Investment Strategies / Leadership / Must-Read Books

Global Authority on Leadership, Organizational Behavior and Change Management; Veteran Corporate Advisor Who Specializes in Helping Leaders Plan and Execute Organizational Turnarounds, Optimize CEO-Board Relationships and Prepare for the Impacts of AI; Senior Lecturer, Organizational Behavior Unit, and Co-leader, Leading Professional Services Firm and Mergers & Acquisitions Programs for Harvard Business School’s Executive Education; Senior Director Emeritus, McKinsey & Company; Author, “Hidden Truths”

Leadership / Financial Services / Human Resource Management & Talent Development / Strategy / Company Culture / Change Management / Executive Education / Must-Read Books

Renowned International Finance and Tax Policy Expert; Mizuho Financial Group Professor of Finance, Harvard Business School; Law Professor, Harvard Law School; Bestselling Author, “The Wisdom of Finance” (2017) and “How Finance Works” (2019)

Policy & Government / Economics, Capitalism, Geopolitics & Globalization / Financial Services / Must-Read Books / Environmental, Social & Governance (ESG) Issues / Cybersecurity, Blockchain & Cryptocurrencies
Bart De Langhe headshot 2023

Leading Behavioral Scientist Who Helps Organizations Effectively Leverage Data and Artificial Intelligence for Decision Making by Prioritizing Human Intelligence; Psychology of Marketing Expert Helping Companies Optimize Data to Drive Growth and Build Customer Loyalty; 2021 Best 40-Under-40 Professor, Poets & Quants; Professor of Marketing, KU Leuven and Vlerick Business School; Author, “Decision-Driven Analytics” (2024)

Marketing, Branding & Sales / Customer Experience & Consumer Behavior / AI, Robotics & Automation / Emerging Technology / TED Speakers / Financial Services / International Speakers & Advisors
Marco Bertini

Foremost Authority on Strategies That Build and Sustain Revenue; Leading Expert on Creating and Sharing Value with Customers; Co-Author, “The Ends Game: How Smart Companies Stop Selling Products and Start Delivering Value” (2020); Professor of Marketing and Director of Open Executive Programs, Esade; Senior Advisor, Globalpraxis; Former Senior Advisor, Boston Consulting Group

Business Model Innovation / Marketing, Branding & Sales / Customer Experience & Consumer Behavior / Strategy / Emerging Technology / Executive Education / Financial Services / International Speakers & Advisors / Must-Read Books
RAWI ABDELAL

Foremost Authority on Geopolitical Trends Affecting Businesses, Economies, Supply Chains and Social Structures; Transformative Strategist and Advisor Helping Leaders Position Their Organizations for a Sustainable Future; Former Director, Davis Center for Russian and Eurasian Studies; Award-winning Professor of International Management, Harvard Business School

Navigating Uncertainty / Economics, Capitalism, Geopolitics & Globalization / Policy & Government / Leadership / Asia: Business, Geopolitics & Society / Supply Chain Management / Human Resource Management & Talent Development / Future of Work / Financial Services / Psychological Safety / Trust & Empathy / Executive Education