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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

Expert on Trends Driving AI, the Economics of Generative AI and the Future of Moore’s Law and Quantum Computing Helping Organizations Predict AI’s Future and How New Technology Fits Into Strategic Planning; 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 / Future of Work / Quantum Computing / 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 / Emerging Technology / Asia: Business, Geopolitics & Society / TED Speakers / Financial Services / Transportation, Micromobility & Infrastructure / Navigating Uncertainty / Trust & Empathy
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; 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; Author, “Creative Construction” (2019); 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 and Senior Partner, KKS Advisors; Author, “Purpose and Profit” (August 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; Bestselling 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” (2016)

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” (May 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