Natasha is a highly experienced professional with over 20 years of global experience in the Fintech, Financial Services, and Wealth Management sectors across USA, Canada, Australia and APAC. She has held senior leadership roles at Fortune 500 companies Merrill Lynch, UBS, Macquarie, US Trust and Broadridge and has had successful FinTech exits including WealthTech sold to MoneyLion and bringing Atomic.vc stealth FinTech to launch. Natasha’s expertise spans the entire client life cycle across fintech, capital markets, wealth, and investment management. She excels in leading both early-stage and scaled financial services companies, shaping strategic direction, and leveraging industry best practices. Demonstrated track record includes: grew B2C Fintech Start Up to 600,000 clients in first 8 months from launch, built and launched UBS Houseview model portfolios which raised $1bln in first year, set up Advice & Guidance platform at Merrill Lynch still being implemented by Bank of America today and was first to market with innovative GTM client programs at Macquarie Private Wealth which were replicated by competitors.
Brad Durham was the co-founder and managing director of EPFR Global, a fund flow and allocations tracking firm that was acquired by Informa plc in 2010. He currently advises and invests in privately held companies and start-ups with an emphasis on fintech and investing in global emerging markets. He was previously involved in the launch and editorial operations of several Russian and emerging markets business and financial publications. He has a JD degree from Suffolk University Law School, an MS in Journalism from Boston University, and BA in Humanities from the University of Oklahoma.