Akhil Lodha is the CEO and Founder of StratiFi Technologies, a company that provides an AI-powered platform to streamline investment workflows for wealth managers. With a strong background in quantitative finance, Akhil has over 12 years of experience in managing investment risk, having previously worked at Citigroup and led a $400M asset management firm. His academic credentials include a degree from the Indian Institute of Technology (IIT Bombay) and Carnegie Mellon University (CMU). Akhil’s vision with StratiFi is to unlock financial freedom by helping people secure their future.

Akhil Lodha

Francois Botha is the founder and CEO of Simple, a next-generation platform that helps family offices and private investors to professionalize and be future-ready. With over 20 years of experience in the technology, strategy and private wealth space, he is a strategic discussion partner to family office leaders, affluent families, and businesses around the globe.

He also writes for Forbes.com on family office leadership and strategy, sharing his insights and perspectives on topics that matter to the next generation of wealth owners, such as trends, impact investing, software and technology, and branding. Additionally, he serves as an advisory council member for several other companies. Francois is passionate about creating simple solutions for the complex scenarios that family offices face every day, and leveraging technology, data, and creativity to deliver value and impact.

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