I work at the intersection of financial services technology, enterprise architecture, and advisory. As Principal Architect & Technology Advisor at Celent (part of GlobalData), I support research, advisory, and consulting work across financial services — helping clients and teams make sense of complex technology landscapes in practical, grounded ways. My background includes platform modernisation, data and architecture strategy, and the adoption of emerging technologies in regulated environments. I’m particularly interested in advisory work, research, and speaking that helps senior leaders navigate complexity, where technology choices intersect with organisation, risk, and long-term strategy.
Ian is a part time board/executive advisor to wealth managers, technology providers and Strategy Advisor to Multrees Investor Services.
He assists founders, boards and executives to better respond to industry complexity, uncertainty, speed of change in client expectations, technology advancements etc. which could impact their current strategy, execution and performance.
Previously with EY, PwC, IBM, Orbium, a privately held Swiss core banking implementor, sold to Accenture, experience includes working across wealth industry sub sectors, business models, geographies, firms of various sizes, at different points in their lifecycles. Can adjust to firm specific circumstances in a collaborative, cross functional and joined up way to help resolve their key strategic, client, advisor, operating model, technology issues. Provides outside in, aligned view of current, future key opportunities and challenges to help strengthen decision making, governance, communication priorities and in orchestrating an adaptive, resilient, innovative evolution path to deliver higher performance.
Brian Halpin, Senior Managing Director – Automation, leads SS&C’s deployment of Blue Prism Digital Workers across the SS&C business. Over the last 3 years SS&C has deployed over 3500 digital workers into every division of it’s business and delivered over $200m of run rate savings. This largescale digital workforce now serves as the foundation for the roll out of Agentic AI capabilities. Prior to Blue Prism, Brian was Managing Director, Global Automation at HSBC where he delivered a large-scale global automation program that resulted in tens of millions in run rate cost reduction. He also established RPA as a strategic operational capability for the Bank of Ireland. He has hands on experience of many use cases across large scale cost reduction, customer experience improvement and risk reduction.
James Causton is Senior Data Consultant at SIX Financial Information, based in London. He focuses on sanctions, tax, regulation, and trade surveillance, supporting the implementation of SIX’s data solutions across traditional finance and digital assets. He has led multiple client engagements in these areas across a range of international institutions. Prior to his engagement at SIX, James worked in RegTech at a global compliance consultancy, leveraging his experience gained from in-house compliance roles at several international brokerage firms.
James holds the Financial Information Associate (FIA) certification from FISD and a bachelor’s degree in History from the University of East Anglia.
Kimberly Le, PharmD, MS, MBA is the Director of Health Economics and Outcomes Research (HEOR) at Biodesix, where she leads real-world evidence and economic research to support payer and clinician decision-making for diagnostic innovations. She brings a decade of experience across the pharmaceutical industry, diagnostics, medical devices, and healthcare consulting, with prior fellowship training at Cencora (formerly Xcenda). Dr. Le holds a Doctor of Pharmacy from the University of Rhode Island, a Master of Science in Pharmaceutical Outcomes and Policy from the University of Florida, and an MBA from Stetson University.
Lorenzo van Haelst is Managing Director for the market France and Benelux at Tetra Pak, the
world leading food processing and packaging solutions company, since August 2024 and is
based in Paris.
Since the beginning of his career in 1988, in Central Planning with Tetra Pak International in
Switzerland, Lorenzo has held a number of business leadership positions across several
geographies and developed a career-long expertise in packaging. In 1990, he moved to Brazil
as Regional Sales and Marketing Manager. At the beginning of 1993, he joined Sintercast, a
Swedish company specializing in process control technology for the iron foundry industry, first
as Sales Director for the Americas and Italy, then as General Manager for the Americas. Four
years later, he returned to Switzerland to head up marketing in the packaging market for the
petrochemicals manufacturer Amoco Chemicals Europe. In 1999, he returned to Tetra Pak
and held various roles within the plastics division of Tetra Pak, from Sales Director PET
Packaging Materials to Managing Director of Novembal, the group’s plastic closures business,
in France, Switzerland and USA until July 2024.
Lorenzo holds a MSc degree from the University of Fribourg (Switzerland) and an MBA from
the International Institute for Management Development (IMD) in Lausanne (Switzerland). In
addition to his native Italian, Lorenzo is fluent in English, French, Portuguese, Dutch and
German.
Constantin Fahom is a PhD Researcher in Digital Manufacturing Transformation at the University of Gloucestershire (UK), with over 15 years of experience across pharmaceutical and biotech industries. His professional background spans business development, digital solutions, project management, and quality assurance in regulated environments.
His doctoral research focuses on why digital transformation initiatives in pharmaceutical manufacturing often fail to deliver sustained value—not because of missing tools, but due to insufficient foundations such as governance, integration maturity, operating models, and adoption capability. Drawing on empirical research across European pharma organisations, Constantin develops practical, executive-level frameworks that bridge strategy, operations, and compliance.
Combining academic rigour with hands-on industry experience, his work provides leaders with actionable guidance to move from isolated digital initiatives to scalable, end-to-end digital capability while maintaining regulatory robustness.
James Johnson, MBA, is an experienced operational leader dedicated to advancing cell and gene therapy through high-quality apheresis and clinical research collection programs. With deep expertise in leukapheresis and cell-based collections, he combines operational leadership with donor-focused program design to ensure reliable, compliant starting materials for research and therapeutic development. His work centers on overseeing donor recruitment and screening, optimizing collection workflows, and fostering strong collaboration with research partners. James is committed to building dependable, well-run collection operations that support innovation and accelerate the progress of next-generation cell and gene therapy programs.
Heather Pariseau Munoz, MN, RN, CPN, CPHON, QIA, is an experienced nursing thought leader passionate about advancing access of cell and gene therapy through innovative apheresis and infusion care models. With a strong background in hematology/oncology and apheresis nursing, she combines clinical expertise with operational insight to support high-quality, patient-centered programs. As Principal of Global Market Development at BBG Advanced Therapies, her role focuses on expanding access to apheresis services and accelerating next-generation therapies. She is a certified apheresis specialist (QIA) and is deeply committed to mentorship, quality improvement, and driving meaningful impact with the evolving CGT landscape.
Michael Rosenberg, based in LA, is an experienced leader with deep expertise in patient recruitment and clinical trial enrollment strategy. As Senior Director at Trialbee, he works closely with sponsors, CROs, and study teams to design and execute recruitment approaches that improve patient access and trial feasibility. Michael brings over a decade of direct hands-on experience across the patient recruitment lifecycle, with a strong focus on translating operational challenges into practical, data-driven solutions. His background spans recruitment strategy, study support, and cross-functional collaboration within the clinical research ecosystem.
