| Name | Title | Contact Details |
|---|---|---|
Charles Clarke |
SVP and CIO | Profile |
Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
Postal Credit Union is one of the leading companies in the Financial Services sector.
Responding to institutional demand for operational best practice in digital asset markets, BCB Group was created by established thought leaders in finance, regulation and technology. Founded in the UK and developed to encompass key relationships across global financial services communities, BCB Group is well positioned as one of the first multi-jurisdictional regulated cryptocurrency service firms. BCB Group’s executive team have worked for Barclays, Credit Suisse, Deutsche Bank, Investec, Lloyds Commercial Bank, Norton Rose Fulbright, FIS and Sun Life of Canada. Aiming to provide end-to-end integrated infrastructure covering payments, trading and custody, BCB Group’s range of solutions has been developed to cater to the needs of exchanges, market makers, brokers, funds and cryptocurrency startups.
Stewart Business Valuations Inc.180 Vaughan is a Woodbridge, ON-based company in the Financial Services sector.
Connetic Ventures is an early stage venture capital firm that uses data and AI to change how startups are evaluated and funded.