Natalie Wolfsen is the CEO of Orion Advisor Solutions, a wealth management software tool for financial advisors. She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience. Prior to joining AssetMark in 2014, Natalie previously held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express.. Natalie has an MBA from University of California, Los Angeles and a Bachelor of Arts degree from University of California, Berkeley.

Steve is a thought leader focused on innovative new technologies and business models reinventing traditional real estate. He is the Managing Partner of MET Fund II, investing in startups focused on the built environment transition (BET). Previously Steve was the Head of Industry Relations at the MIT Center for Real Estate, managing its global network of corporate partners. He is on eight real estate technology company boards. He holds an MS in real estate and Master’s in City Planning from MIT, and a law degree from Suffolk University Law School.

David is a seasoned executive focused on transforming finances by developing sophisticated financial planning and analysis practices for early-stage businesses. His over 20 years of experience span Corporate Finance, Investor Relations, Investment Banking and Public Accounting. As Chief Financial Officer with Propeller Industries, David leads client teams across several industries, including technology, consumer products, e-commerce, education, and healthcare.

James is Chief Product Officer at Spendesk, a spend management solution for finance teams. James previously worked in Product at Slack and led the growth of Microsoft Outlook Mobile users from less than 1 million to 54 million mobile active users. This product was acknowledged in the media as the best email, calendar app on iOS and Android. Through his deep focus on developing customer empathy, he has a proven track record for rapidly building scalable, high-value products, and business growth.