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TuongVy "Vy" Le is general counsel of Veda Tech Labs, which builds institutional-grade, noncustodial vault infrastructure for digital asset markets. Previously, she served as the general counsel of a federally regulated crypto bank, head of regulatory and policy at a registered investment advisor, and chief counsel of the Office of Legislative and Intergovernmental Affairs and senior counsel in the Division of Enforcement at the SEC.

SEC regulators instead take aim at their predecessors in the Biden Administration, saying the outsized fines were partly the result of a desire to "pursue media headlines and run up numbers."

David Dienesch is the CEO of Allianz Trade in Canada and has served in this role for nearly 11 years, helping companies grow domestically and internationally. Prior to this role, he served in multiple leadership positions at Allianz Trade in Canada, such as Commercial Director, National Sales Director, and Vice President. 

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

The intersection between HNW clients and private markets is no longer about distribution, but integration.

Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

Michael Schor is a partner in Deloitte & Touche LLP's audit and assurance practice, where he focuses on advising our domestic and international clients on matters of internal controls, including information technology, regulatory matters, risk management issues, and control and compliance management processes. He leads Deloitte's internal audit practice, with more than 20 years of experience advising Deloitte's largest clients on the various elements of the internal audit lifecycle, including risk assessments, audit planning and execution, and reporting to audit committees and key executive stakeholders.

Ryan Hittner is an audit and assurance principal at Deloitte with more than 15 years of management consulting experience, specializing in strategic advisory to global financial institutions focusing on banking and capital markets. He co-leads Deloitte's artificial intelligence and algorithmic practice which is dedicated to advising clients in developing and deploying responsible AI including risk frameworks, governance, and controls related to artificial intelligence and advanced algorithms. He also serves as deputy leader of Deloitte's valuation and analytics practice where he leads Deloitte's Omnia DNAV Derivatives technologies, which incorporate automation, machine learning, and large datasets.

Simon Williams is vice president of the accountant segment at Intuit.