Finatic's very own set of speaker events.

Past Speakers

Francis Longstaff

Distinguished Professor of Finance at the University of California, Los Angeles

January, 2022

Francis A. Longstaff is a certified public accountant (CPA) and a chartered financial analyst (CFA). From 1995 to 1998, Longstaff was head of fixed income derivative research at Salomon Brothers Inc. in New York. He has also worked in the research department of the Chicago Board of Trade and for Deloitte and Touche as a management consultant. His current research interests include fixed income markets and term structure theory, derivative markets and valuation theory, credit risk, computational finance, liquidity and its effects on prices and markets, the role of arbitrage in financial markets. He has published nearly 70 articles in academic and practitioner journals.

Many of his valuation models have been used widely on Wall Street and throughout the global financial markets. He has extensive experience as a consultant for many Wall Street firms, mutual funds, hedge funds, commercial banks and other financial institutions, software developers and risk management firms, as well as in litigation support.

David Winterle

Senior Vice President at Audax Private Equity

November 2021

David Winterle is a Senior Vice President at Audax Private Equity, where he focuses on providing strategic and operational support to Audax portfolio companies. Prior to joining Audax in 2014, David worked at American Well as the Director of Business Development. Prior to that, he was a Case Team Leader at Bain & Company and an Associate at JP Morgan Asset Management. 

Natalie Curnes

Senior Associate at AF Ventures

September 2021

Natalie Curnes is a consumer-focused investor based out of New York City and is a Senior Associate at AF Ventures (formerly AccelFoods). AF Ventures is a venture capital firm investing in next-generation consumer brands, managing over  30 portfolio brands across the consumer landscape of food & beverage, health & wellness, beauty, personal care, and pet.

Sonny Mo

Founder and CEO of Bloom (YC S21)

September 2021

Sonny Mo is the Founder and CEO of Bloom, an investing platform for the next generation. He dropped out of Brown University and quit his job at Robinhood as an engineer to realize Bloom’s mission of closing the intergenerational wealth gap, improving the financial futures of young individuals and changing the demographic of investing. Bloom was part of the 2021 Spring Batch of Y-Combinator, a highly selective startup accelerator.

Levan Shalamberidze

Global Fintech and Insurtech Venture Investor at the International Finance Corporation

August 2021

Levan Shalamberidze is a Global Fintech and Insurtech Venture Investor at the International Finance Corporation (World Bank Group). He has over 15 years of investment experience globally including landmark equity, debt and structured finance transactions in banking, insurance, microfinance and fintech. Mr. Shalamberidze works with fintech startups looking to disrupt an existing market or create a new one, as well as established financial institutions seeking to deliver financial services with the use of new technologies.

Todd McMahon

Head of Investment Banking at Capstone Partners

August, 2021

Todd McMahon is the Head of Investment Banking at Capstone Partners, one of the largest and most successful independently owned investment banking firms in the United States. Mr. McMahon has worked in various industries including business and consumer services, manufacturing, environmental services and high tech. He possess over 20 years of transaction, financial services and corporate executive experience.

Bryan Jun

Former Lincoln International Analyst and Youtuber

July, 2021

Bryan is a former Lincoln International Analyst where he closed 5 transactions, totaling almost a billion dollars in enterprise value! His finance and lifestyle Youtube channel has over 17k Subscribers and 1.2 Million Views!