A 35-year veteran entrepreneur and investor, David rose from humble beginnings to become a preeminent name in life insurance planning and wealth preservation. David founded DLKF to create an investment vehicle for the venture, fintech, and insurtech space. He is an active philanthropist supporting a number of worthwhile causes, including quality education, social justice, mental health and wellness, life skills, sports and financial literacy.

Seasoned investment professional with 20+ years of managing assets. Most recently Michael served as the Director of Research for Citadel Fundamentals Strategies, focusing on combining intensive research and technology to create equity and credit portfolios. Michael builds out Optifino’s machine-learning algorithms—making it possible to break insurance products down so they can be built back better.

Cross-functional leader with hands-on experience leading startup operations. Roy has held multiple executive-level roles and served as the chief infrastructure and back-end financial management architect for established and entrepreneurial ventures. At Optifino, Roy is responsible for designing a streamlined onboarding process and overall client experience.

Qualified Chartered Accountant and two-time successful founder, with 6+ years of experience in investment banking, private equity and venture capital. Hilliard is responsible for helping Optifino bridge the gap between insurance and investments, and designing a holistic portfolio building approach.

Highly accomplished technology executive with over 15 years of experience in designing, building, and maintaining large scale distributed systems. Eduard has held several leadership positions at top-tier technology companies, such as Cadre and Dropbox. He is responsible for development of Optifino’s cutting-edge platform and products and driving growth and innovation.

Evelyn is a recognized marketing leader and brand management expert. She led successful campaigns for Deloitte, BACARDI U.S.A and Anheuser-Busch, Inc. Evelyn is also passionate about improving children’s literacy in the United States, and is an advocate for diversity and women entrepreneurs.

Robert co-founded A Better World Fund, and previously held senior positions advising large insurance brokerage groups and heading up product development at a leading insurer. Robert oversees compliance and shares his vast knowledge of estate planning, executive benefits and planned charitable giving markets.

Rettig served as the 49th Commissioner of the IRS, presiding over the nation’s tax system. Previously, Mr. Rettig was with the law firm of Hochman, Salkin, Rettig, Toscher & Perez, P.C., for more than 36 years. In his practice, Mr. Rettig represented thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities.

Pete is the Co-Founder, President and General Counsel of Life Insurance Strategies Gorup, a leading provider of consulting and content services in the High Net Worth life insurance space. Prior to LISG, he was a corporate attorney at two leading international firms focused on private equity transactions and founded a successful retail skincare company.

In 2010, James “Jamie” McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices. He is a co-founder of The UHNW Institute, an independent “think tank” serving firms who serve the ultra-high-net-worth client segment and their advisors. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.

Karan Chawla is the Chief Product Officer at Homethrive Inc., a health technology company focused on helping family caregivers who work full time jobs where he oversees Product, Design and Marketing. Prior to this Karan had experience at 21.co a Fintech Startup. Before this Karan worked at Uber Technologies Inc. for 7 years in a number of roles most notably leading Product Strategy, working directly for the CEO and in his last role was Director and head of Payments and Fintech for the US, Canada, and APAC regions of the business.

Ryan Eisenman is the co-founder and CEO of Arch (arch.co), a digital solution for managing private-market assets like private equity, venture capital, and real estate. What started as a solution for collecting K-1s is now used to automate portfolio management and analysis by over 180 institutional clients, private offices, and investment advisors, including one of the three biggest US banks. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is based.