16 Experts to Follow Before Your IPO

Oliver Bussmann
CEO & Founder, Bussmann Advisory AG

Oliver has over three decades of experience with enterprise organizations like SAP, IBM, and Deutsche Bank. He’s an expert on FinTech, Blockchain, and Enterprise mobility. He publishes the FinTech Ecosystem Insights weekly newsletter every Thursday, a publication with over 28,000 subscribers. 

Damian Cabadi
CFO, Spirit Asset Management S.A.

Damian is a rising star in Finance with twenty years of experience in the field. Before taking his role at Spirit Asset Management, he served as CFO and Head of Finance for MassMutual. Damien blogs about leadership and FinTech on the Shaking Up Finance blog and posts a wealth of useful content on Twitter.

Moira Conlon
President, Financial Profiles

Moira is an advisor who specializes in IPOs, M&A, corporate communications, and more.  Business Insider named Moira one of their Top 18 PR Pros for IPOs. She has been published on CFO.com and regularly shares insightful articles on LinkedIn. 

Dick Costolo
Managing Partner, 01 Advisors

Dick is dedicated to helping entrepreneurs build successful, long-lasting companies. His history as the CEO of Twitter and Product Manager at Google gives him a unique perspective on emerging technology companies.

Dovi Frances
Founding Partner, Group 11

Dovi Frances is a financial services entrepreneur and founding partner of Group 11 (f.k.a. SGVC) with nearly two decades of experience in FinTech and finance. Over the course of his career, he has invested in some of Silicon Valley’s most prominent and disruptive financial technology companies, like SoFi, Addepar, HomeLight and Tipalti. He regularly shares fintech news on his LinkedIn feed.

Mohammad Hasham
Director, Technical Accounting | IPO | Services | SPACs, BDO USA, LLP

Mohammad recently presented “Capital Markets—SPAC vs. IPO” at the University of Tennessee for their college of business speaker series. He has over a decade of experience in accounting and finance and currently specializes in IPO services.

Alex Jimenez
Chief Strategy Officer, Extractable

Alex is a go-to expert on FinTech, RegTech, Blockchain, and more. He has been featured in the Wall Street Journal, Boston Globe, CFO Outlook, and CIO Insights. You can find his insights published on LinkedIn as well.

Theodora Lau
Founder, Unconventional Ventures

Theodora is a speaker, author of Beyond Good, and a financial advisor on a mission to use venture capital for good. Unconventional Ventures is developing an ecosystem of financial institutions, startups, and entrepreneurs to address the unmet needs of consumers and provide opportunities to women and minority business founders. She regularly posts her own insights on LinkedIn, as well as plenty of other experts’ articles and posts.

Spiros Margaris
VC & Advisor, Margaris Ventures

A venture capitalist, futurist, and senior advisor to multiple companies, Spiros is a must-follow for keeping up with FinTech, Blockchain, and more. He regularly blogs at margarisventures.com and shares plenty of insights on LinkedIn and Twitter.

Shelly Palmer
CEO, The Palmer Group

Shelly was named LinkedIn’s Top Voice in Technology and is a sought-after advisor on media, marketing, machine learning, and data-driven decision making. With nearly 40 years in the business, he has a uniquely informed perspective on marketing, business, and technology. He’s a regular commentator on CNBC and CNN and shares a wealth of useful information on LinkedIn and Twitter.

Carl Pascarella
Executive Advisor, TPG Capital

Carl is currently affiliated with TPG Capital as an Executive Advisor. Prior to that, he was President & Chief Executive Officer of Visa U.S.A. Inc. and a member of the Board of Directors of Visa International. Before assuming that position, he was President & CEO of Visa Asia Pacific Limited and Director of the Board. His experience also includes retail banking, commercial banking, corporate banking, credit review and policy, and DeNovo banking.

Efi Pylarinou
Independent Advisor, Efi Pylarinou Advisory

Efi is the co-founder and author of Daily Fintech and an international speaker on Fintech, Blockchain, and emerging business trends. She has been named a top expert to follow by Onalytica, Refinitiv, and the Global Fintech 80. She regularly posts thought-provoking original articles on LinkedIn and shares insights from other experts as well.

Bernadetta Scholz
CFO, CSuite Financial Partners

Bernadetta is a finance and accounting executive specializing in IPO readiness, with over 15 years of experience in public and private companies. She also serves on the board of Quantum Computing Artificial Intelligence, Inc., keeping her attention fixed on the future of business.

Jack Sweeney,
Host, Producer & Editor, CFO Thought Leader

Jack created the CFO Thought Leader podcast, a treasure trove of insightful interviews with leading CFOs around the world. With an archive of 695 episodes, there’s plenty to dig into. Jack was also awarded the Excellence in Financial Journalism Award in 2018 by the NYSSCPA, and he’s a senior contributing writer to Forbes.com.

Rick Telberg
President & CEO, CPA Trendlines

Rick has his finger firmly on the pulse of the latest trends in accounting and business finance. He frequently posts articles on accounting and tax compliance to LinkedIn and features video and print interviews with finance thought leaders at the CPA Trendlines website.

Oren Zeev
Co-Founder and Chairman, Tipalti
Founding Partner, Zeev Ventures

Oren is a partner at Orens Capital and Zeev Ventures, with extensive experience investing in technology companies. Over the past decade, he has focused on Internet applications and digital media. He holds a BSc Cum Laude from the Technion, Israel Institute of Technology, and an MBA with distinction from INSEAD in France. Check out his LinkedIn feed for the latest venture capital and IPO news.