AI Infrastructure and Innovation in Financial Services – IT Executive Roundtable

Fall 2025

Join us from 4:00 PM to 5:00 PM for an exclusive Executive Roundtable tailored for IT Executives from the financial industry. This private, vendor-free, and peer-only session, brings together senior IT leaders from global financial institutions to examine how AI is reshaping infrastructure, operations, and innovation in the financial sector. Executives will exchange candid insights on modernizing legacy systems, enabling secure and compliant AI deployment, and unlocking new value streams in an industry defined by scale, regulation, and trust.

Guided by Chatham House Rule with no recordings permitted, this session provides a unique forum to discuss practical strategies, overcome pressing challenges, and explore transformative opportunities presented by AI. To participate in this roundtable, please apply here.

Speakers:

Alex is currently the CISO of Kraken bringing vast Cybersecurity and Cloud security experiences that support Kraken’s continued innovation and customer trust to accelerate energy transition for a sustainable future.

Previously, as EY Americas Cloud Cybersecurity Leader, Alex focused on engineering; architectural controls and processes; and security solutions for public cloud, and container platforms.

She holds a PhD, MSc and BSc in Computer Science from Tel Aviv University, has multiple patents and is cited in over 30 scientific publications.

James Walker is the Chief Administrative Officer at DXC and an ONUG Board Member. He was formerly VP of Strategy & Transformation at IBM Cloud, and has previously held senior executive roles in technology at Bank of America, Morgan Stanley and Credit Suisse.

Eric is a seasoned systems architect and Technology Fellow at Citi with over 28 years of experience, specializing in eTrading infrastructure. His passion for pushing technological boundaries fuels his work, where he continuously explores innovative ways to revolutionize eTrading systems. As Director of High Performance Architectures Infrastructure (HPAi), he is instrumental in driving technological advancements at Citi.

Beginning his career as a C developer for the Department of Defense, Eric progressed to aerospace R&D roles, earning top honors in Electrical Engineering. His career spans pivotal roles in networking startups and FinTech, most notably at Morgan Stanley, where he led global network instrumentation and TimeSync, and advised on strategic technology investments. Eric was honored with the title of STAC Fellow for his industry-leading contributions to Time Synchronization.

At Deutsche Bank, as a Distinguished Engineer, he architected comprehensive best in class eTrading infrastructure solutions driving down latency and improving PnL, and at a proprietary trading firm, he further honed his skills in driving technological innovation.

Eric serves on advisory boards for leading companies such as HPE, Dell, Lenovo, Equinix, AMD, Intel, Keysight, and Exegy, where he provides thought leadership, helps drive innovation and ensures alignment with Citi’s strategic objectives. He has worked extensively with companies to develop next-generation products and frequently participates in technical speaking panels at industry conferences. He is also on the A-Team Group Trading Technology Advisory Board. Renowned for his vision and expertise in low-latency technology, Eric remains committed to transforming Citi’s eTrading infrastructure into a powerful competitive advantage.

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