Advisory Board

Rick Bates is Chairman, CEO, and Founder of RxSense, a healthcare technology company delivering industry-leading solutions for pharmacy benefits and prescription savings. RxSense employs more than 350 people and has offices in Boston, New York, Princeton, Palm Beach Gardens, and Dublin.

The company has received numerous industry accolades, including Fast Company’s Most Innovative Companies, Forbes’ Best Startup Employers (2020, 2021, 2024), Modern Healthcare’s Top Places to Work (2022–2025), and Inc. Magazine’s Best Workplaces and Best in Business. Rick was named an Ernst & Young New England Entrepreneur of the Year and was a finalist for the national EY Entrepreneur of the Year award.

Previously, Rick led Catalyst Health Solutions, which was recognized by Fortune as one of the “100 Fastest Growing” public companies and later joined the Fortune 500, earning a place on Fortune’s list of the “World’s Most Admired Companies.”

Rick and his family are committed to philanthropic efforts, particularly in support of mental health and homelessness initiatives. The Bates family is a founding family of The Goodness Web, a nonprofit that brings together donors and partners to accelerate high-impact mental health solutions. They are also dedicated supporters of Heading Home, one of Boston’s leading providers of shelter and housing for individuals and families experiencing homelessness.

Rick earned a Bachelor of Science in Political Science and History from Williams College and an MBA from the Wharton School at the University of Pennsylvania. He is based in Palm Beach Gardens, Florida.

Dr. Nisha Chakravarty is a recognized leader in artificial intelligence applications in higher education, with over two decades of experience at the intersection of technology, education, international development and financial services at global institutions. Her work focuses on how AI can transform access, personalization, and outcomes in higher education and workforce development.

Dr. Chakravarty earned her doctorate from the University of Pennsylvania, where her research centered on AI deployment models in higher education, including scalable frameworks for institutional and individual impact. She is widely regarded as an expert on AI-enabled education systems, bridging academic research with practitioner implementation.

She most recently served as Chief Operating Officer of Minerva University, a pioneering global university known for its data-driven and technology-enabled learning model. In this role, she led operations and strategy, advancing the use of AI and analytics and scalable systems to deliver high-quality, accessible education globally.

Across her career, Dr. Chakravarty has consistently built and scaled technology-driven solutions to expand access to education, healthcare, and employment. She founded and led social enterprises across Africa and Asia, leveraging data, digital platforms, and innovative financing models to reach underserved populations in Ethiopia, India, and Kenya. Earlier in her career, she held senior leadership roles in global finance, including Goldman Sachs, Lehman Brothers, and Nomura, where she drove large-scale operational strategy, analytics, and transformation initiatives. She also held executive roles at TIME and Scholastic, overseeing multi-billion-dollar budgets and complex global operations.

Dr. Chakravarty is an active investor, advisor and mentor to startups across tech and healthcare while serving as a subject matter expert for global funding competitions focused on education technology and social innovation. She has guest lectured at the Wharton School and collaborated with Tsinghua University on fintech and inclusive development research.

In addition to her Doctorate, she holds a Master’s degree in Quantitative Methods from Columbia University and a Bachelor’s degree from the Wharton School.

A passionate consumer advocate, Cho was most recently the CEO at Evite where he led the company successfully through COVID19 and returned it to growth, financial health, and a successful corporate buy-out. Before that Cho was the CEO during a multi-year turnaround effort at Kodak Gallery (formerly ofoto.com). He served as the Vice President and leader of Intuit’s web channel, taking the business from $300 million to $1.3 billion+. Cho also spent seven years at Microsoft, where he launched some of the company’s earliest Internet commerce and SaaS initiatives.

Cho has received numerous awards for his work, including being named the Internet Person of the Year by the Internet Marketing Association and receiving a Knighthood from the Royal House of Savoy for his philanthropic efforts–which have raised over $30M for charities and non-profits. He is also the creator of the 4^th Stakeholder Framework (www.4thstakeholder.com) on improving stakeholder capitalism.

Cho currently serves on the boards of Evite, Emovid (video AI), and ModoPayments (payments orchestration) as well as the advisory boards of the Internet Marketing Association and several other start-ups. He earned a BS from the University of Pennsylvania’s Wharton School.

Dave Dase is Head of the Southeast Region and Global co-head of the Sports Franchise in Investment Banking at Goldman Sachs. Prior to moving to Atlanta, Dave served as co-head of Client Coverage for the Technology, Media and Telecommunications (TMT) sector and a member of the Investment Banking Division (IBD) Commitments Committee. He has worked in the firm’s New York, Menlo Park, San Francisco and Los Angeles offices.

Dave serves as a member of the Executive Committee of the Metro Atlanta Chamber and as a Board Observer for Engage Ventures. He is a member of the Wharton AI & Analytics Initiative Advisory Board, a member of the Cornell University Council and has served as an adjunct professor at Cornell.

Dave earned a BA in Economics from Cornell University, where he played varsity football and baseball, and an MBA from the Wharton School of the University of Pennsylvania.

Pooja Daswani is a senior executive in financial services with over 20 years of experience leading complex operational transformations across banking and wealth management. She is currently a General Partner at Edward Jones in Branch Operations and serves as a member of the firm’s Operating Committee.

Previously, Pooja spent over a decade at Citigroup in senior leadership roles. As Chief Operating Officer of the U.S. Consumer Bank – a ~$18 billion revenue business with more than 40,000 employees – she oversaw operations across Retail, Wealth, and Cards businesses, driving expense efficiency and leading regulatory and digital initiatives. Prior to that, she led Client Experience for Citi’s global institutional businesses, reimagining client journeys through digital innovation. Earlier in her tenure, she served in Citi’s Productivity Office, advising senior leadership on firm-wide strategy and performance improvement. She was nominated to the Institute of International Finance Future Leaders Class of 2018 in recognition of her contributions at Citi.

Pooja began her career at Deloitte, consulting global financial institutions on sourcing, infrastructure resilience, and technology modernization. She later led consulting teams at Google focused on display advertising operations. She holds an MBA in Finance from the Wharton School at the University of Pennsylvania and an MS in Information Technology from Rensselaer Polytechnic Institute.

David Gallo is the Managing Partner, Portfolio Manager, and founder of Valinor Management, an equity long/short hedge fund with $4+ billion of assets at its peak. Valinor was converted into a family investment office in 2020. As a hedge fund, Valinor was a generalist firm, investing in public securities across a wide variety of industries, geographies, and market capitalizations. As a family investment office, Valinor invests in most asset classes, including public equity, private equity, real estate, absolute return, and credit.

Prior to founding Valinor, Mr. Gallo was a Senior Analyst at Bridger Capital, which he joined as the fourth member of its investment team. Prior to Bridger, Mr. Gallo was a Vice President at Francisco Partners, a technology-focused private equity firm. Prior to that, he was an Associate at Tiger Management, an Analyst at Kohlberg Kravis Roberts & Co., and an Analyst at The Blackstone Group where he worked primarily with their Private Equity Group.

Mr. Gallo serves on the Board of Advisors of two investment firms, CenterBook Partners and Heights Capital, serves on the Board of Trustees of the Jewish Center of the Hamptons and of Natan, and prior to joining the Advisory Board of the WAIAI, was an Advisory Board Member of the University of Pennsylvania Institute for Urban Research. Mr. Gallo previously served on the Board of Directors of NextDecade Corporation, a Nasdaq-listed company.

Mr. Gallo received his Bachelor of Science in Economics with concentrations in Finance and Accounting from the Wharton School of the University of Pennsylvania, Summa Cum Laude, where he graduated as both a Benjamin Franklin Scholar and a Joseph Wharton Scholar. Mr. Gallo received his MBA from Harvard Business School, where he graduated with High Distinction as a Baker Scholar and a Loeb Fellow.

Samantha Greenberg is an accomplished Chief Financial Officer with over 25 years of experience in financial and strategic leadership, scaling businesses in technology and asset management, and investing across the tech landscape.  Greenberg currently serves as Chief Financial Officer of AlphaSense, the AI platform redefining market intelligence and workflow orchestration, where she leads all financial activities including financial and strategic planning, capital markets, M&A, accounting and audit, investor relations, treasury and tax.  Greenberg also serves on the Board of Directors and the Audit Committee of CSG Systems (CSGS).

Prior to joining AlphaSense, Greenberg served as Chief Financial Officer of ID.me and previously of Mint House.  Prior to Mint House, Greenberg held leadership roles at financial institutions including Citadel LLC, where she managed a multi-billion dollar technology investment portfolio, and Paulson & Co Inc.  From 2016 through 2019, Greenberg founded and led SEC-registered technology investment management firm Margate Capital Management LP, growing the firm into the 3rd-largest female-run hedge fund in the U.S.  Greenberg is a former M&A investment banker and investor at Goldman Sachs, and a private equity investor at technology private equity firm Francisco Partners.  She is a seasoned researcher of technology fundamentals and presenter on technology trends, including at CNBC Delivering Alpha, Reuters Newsmakers and the Milken Institute’s Global Conference.

Greenberg received her MBA from Stanford University’s Graduate School of Business, and graduated Summa Cum Laude from the Wharton School at the University of Pennsylvania with a B.S. in Economics and dual concentration in Finance and Strategic Management.  She has been named to Stanford University Graduate School of Business’ “Top 100 Alumni in Investing & Finance”, DCA Live’s “2023 Tech CFO Stars”, Ernst & Young’s “50 Leading Women in Hedge Funds”, and Institutional Investor’s “Hedge Fund Rising Stars”.

Mr. Roger Gu is the Co-founder and President of Wacai, one of the largest independent mobile-based platforms for comprehensive personal wealth management in China. Prior to founding Wacai, Mr. Gu has dedicated over 20 years of his career to data-driven business leadership roles in the United States and Europe at Capital One Financial, and in Asia at Standard Chartered Bank.

Throughout his professional journey, Mr. Gu has developed a profound expertise in Decision Analytics, Risk Management, and entrepreneurship in the Fintech sector. In addition to his role at Wacai, he also serves as an Independent Non-executive Director of Standard Chartered Bank (Singapore) Ltd.

Mr. Gu holds four advanced degrees, including a B.S. in Applied Mathematics and a B.S. in Business Administration, an M.S. in Electronic Engineering and an M.S. in Computer Science, from Shanghai Jiao Tong University and the University of North Carolina at Chapel Hill.

Nobel is the Chairman and CEO of the Numeus Group, a global investment firm focused on Digital Assets. Over the past three decades, Nobel has proven to be an entrepreneurial executive with a demonstrated history of building and managing investment and trading businesses, leveraging the power of data science and technology. He spent twelve years at Two Sigma where he led the growth of the company across various dimensions, including the expansion into new geographies, asset classes, as well as adjacent businesses such as market making and insurance. Most significantly, Gulati was responsible for scaling the investment management business, as CEO of Two Sigma Advisers, LP, which encompasses Two Sigma’s asset management division that provides solutions for institutional investors. Under his leadership the company’s assets grew from $3.7B in 2007 to $60B in 2019.

Prior to Two Sigma, Nobel worked at various investment banks, including NatWest Markets, ABN Amro and Citigroup in Equity Research and Global Equities. Nobel began his career with Raymond James, where he established the firm’s first Asian office in India. He graduated from the Wharton School at the University of Pennsylvania, as a Joseph Wharton Scholar, with a bachelor’s degree in international finance.

Nobel is a non-executive director on the board of Pictet Asset Management. Nobel is a guest lecturer at the Wharton School at the University of Pennsylvania, and also serves on the Executive Board of the Undergraduate Wharton School. He is the co-founder of the Gulati Family Foundation.

Brian Householder is Co-Founder and Board Chair of RallyFrame and an enterprise AI advisor and investor.

Brian brings decades of leadership across enterprise technology, software, data infrastructure, strategy, and business model transformation, with current work centered on the application of AI to enterprise decision-making, operating models, and technology strategy. In addition to his work at RallyFrame, Brian currently is a Senior Advisor at Blackstone and serves on multiple AI advisory boards.

Brian previously led the evolution of Hitachi Data Systems into Hitachi Vantara, serving in CEO, President, COO, and board roles across a multi-billion-dollar global technology business. During his tenure, he helped transform the company from a hardware-centered business to a more software-, data-, and solutions-led model. Brian held earlier leadership roles at Hitachi in strategy, business development, product management, and M&A, including leading more than $1.5 billion in acquisitions.

Prior to Hitachi, Brian worked at early-stage technology companies, strategy consulting, and began his career at Procter & Gamble. He graduated with highest distinction from Indiana University and holds an MBA from Harvard Business School.

Sajjad is the Head of Data Analytics and Machine Learning and a member of the Investment Committee at GrowthCurve Capital. He joined GrowthCurve at its inception in 2021 as part of the founding Senior Leadership Team.

GrowthCurve Capital is a private equity firm focused on building world-class businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive value creation. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on control private equity investments primarily across the financial and information services, healthcare, and technology sectors.

Prior to joining GrowthCurve, Sajjad co-founded Two Six Capital, the Silicon Valley firm that pioneered Data Science for Private Equity. Sajjad’s arc at Two Six began as a startup entrepreneur in 2012 when he found 25 years of Ph.D. research developed at Wharton. He launched Two Six in 2013 building a team of Data Scientists and Data Engineers that applied this research to private equity investing. The company evolved into a technology platform as the team deployed large-scale engineering and data science models to over $30 billion of global private equity deals closed across industry sectors. This technology platform was acquired in 2020 as an AI asset by West Monroe Partners and Sajjad concluded his Two Six tenure through its successful exit.

Sajjad’s work and Two Six have been profiled by Private Equity International, Mergers and Acquisitions magazine, Knowledge@Wharton, Private Equity Technology podcast, Forbes, FT Fundfire, Institutional Investor, and Business Insider.

He holds a B.A. from Bowdoin, where he double majored in Computer Science and Government and minored in Economics, and an M.B.A. from the Wharton School. He serves on the Board of the Wharton AI & Analytics Initiative.

Rishi Jain has three decades of experience guiding organizations through periods of growth, transformation, and complex financial transactions, including restructurings and mergers and acquisitions.

He is currently a Managing Partner at Advaya Capital. From 2017 to 2024, he served on the senior leadership team at Accordion, a global consulting firm focused on the private equity ecosystem. As Head of the Western Region – and the firm’s first employee outside of its New York headquarters – he spearheaded Accordion’s West Coast expansion, shaped its national office growth strategy, and launched its restructuring practice. Before joining Accordion, Rishi spent over a decade at Alvarez & Marsal, helping lead large-scale debtor restructuring engagements.

Rishi currently serves on the boards of FTX Trading Ltd., formerly the world’s second-largest global cryptocurrency exchange, which entered bankruptcy proceedings in 2022; Ditech Holdings Corporation, a former independent mortgage originator and servicer that emerged from bankruptcy in 2019; and LeFever Mattson, a California-based real estate investment management firm undergoing a Chapter 11 process.

He holds a Bachelor of Science in Electrical Engineering and Computer Science (EECS) from the University of California, Berkeley, and a Master of Business Administration from the Wharton School of the University of Pennsylvania.

Carleigh Jaques is a member of the Board of Directors of Flywire Corporation (FLYW), a global payments enablement and software company, delivering complex payments across a variety of industry verticals including Education, Travel, Healthcare and B2B. She serves on the Audit Committee.

Prior to joining Flywire, Ms. Jaques was most recently SVP, Global Head of Risk & Identity at Visa, Inc. During the course of her 15 year career at Visa, Ms. Jaques led a number of scaled strategic businesses and functions.

In her role as Global Head of Risk & Identity, Ms. Jaques was responsible for all aspects of the business which blocked over $40 billion in payments fraud annually across a number of sophisticated platforms including leading edge AI platforms. Prior to that, Ms. Jaques was the SVP, Global Head of Acceptance Solutions driving double digit growth across digital transactions, face to face acceptance, transit solutions and the Tap to Phone product lines. She also led Visa’s Strategy, Corporate Development and Venture activity from 2008 to 2016.

Earlier in her career, Ms. Jaques was a Managing Director at Deutsche Bank Securities Inc. focusing on financing and mergers & acquisitions for technology companies across enterprise software, data center, cybersecurity, mobile and hardware. Ms. Jaques has received numerous awards including being named among the Most Influential Women in Bay Area Business, Most Influential Women in Payments and a Top 100 Dealmaker. Ms. Jaques has spoken at The Wharton School as well as Stanford Law School on topics ranging from AI/ML to Innovation to Merger & Acquisitions.

Ms. Jaques holds a BA from the University of Michigan Honors Program in Political Science and French Language and an MBA from The Wharton School of The University of Pennsylvania.

Eric W. Leathers is a Founding Partner of Further Global Capital Management, a $2.5 billion private equity firm focused on the financial services and business services sectors. Prior to co-founding Further Global, Mr. Leathers was a Partner with TPG Capital and led the firm’s investment efforts in the financial services sector. He has over 25 years of experience investing across the insurance, asset management, specialty finance and depository institutions sectors. Mr. Leathers currently serves on the board of Global Benefits Group, US Claims LLC, Coaction Specialty Insurance, AA Ireland and Fidelis MGU and has previously served as a director of numerous privately held and publicly traded companies. Mr. Leathers was previously a Partner with both Pine Brook Partners and Capital Z Partners, where he shared responsibility for the management of those firms’ financial services investment activities. Mr. Leathers began his career in the investment banking division of Donaldson, Lufkin and Jenrette, where he specialized in mergers and acquisitions and corporate finance transactions for financial institutions. He is a graduate of the University of Pennsylvania, where he received a B.S. in Economics from The Wharton School of Business and a B.A. in History from the College of Arts and Sciences and is a Senior Research Fellow within the Harris Alternative Investments Program at the Wharton School of Business.

Sejal Chokshi Pietrzak has spent 25 years in leadership roles driving growth and operational excellence in fast-paced, global, and enterprise software companies.

Sejal currently serves as Chairman of the Board of two companies: Panopto and Comply. Panopto is a global leader in intelligent learning software and has been a pioneer in video capture software and search technology since 2007. Panopto now holds the largest repository of expert learning videos in the world. Comply is the global market leader in regulatory compliance solutions and combines regulatory technology, services and education to help more than 7,000 investment firms navigate the regulatory landscape. Sejal also serves as a member of the Board of Directors of WorkWave, a leading provider of SaaS software solutions for the field services industry.

Prior to joining these boards, Sejal was CEO and board member of DealerSocket, a leading provider of automotive software to over 9,000 dealerships in the US, Canada, and Australia that was owned by Vista Equity Partners, a global private equity firm. In 2021, she spearheaded the successful sale of DealerSocket to Solera.

The Software Report ranked Sejal at No. 7 on its annual Top 50 SaaS (Software as a Service) CEOs list in 2019, and she was the top ranked female CEO that year. Sejal was named to the Top 25 Women in Private Equity-Backed Software Companies list by The Lancer Group in 2020.  That year, she was also selected by Automotive News as one of the Top 100 Leading Women in the North American Auto Industry.

Prior to DealerSocket, Sejal held executive and leadership roles at a private equity-backed SaaS software company, ACTIVE Network, where she helped guide the company’s successful sale to Global Payments (NYSE: GPN) in 2017. Sejal’s career also includes leadership and strategic growth roles at Wells Fargo and as the Executive Director of the US-India Business Council in the international division of the U.S. Chamber of Commerce. She was also a Strategy Consultant at the Boston Consulting Group.

Sejal earned an MBA from the Wharton School of Business at the University of Pennsylvania and a bachelor’s degree with honors from the College of William & Mary.

Ritcha is a technology leader with over 20 years of experience scaling products and building revenue streams across consumer, SMB, and enterprise markets. She is Senior Vice President of Product at Expedia Group, where she leads core platform and AI initiatives across Expedia’s global consumer brands.

Previously, she was Vice President and General Manager at Microsoft, where she held various leadership roles including overseeing Office Copilot Experiences. Prior to Microsoft, she held leadership positions at Google in Product Management in Workspace, Ads, and Payments, where she managed products serving more than one billion users and oversaw approximately $20 billion in revenue. She has also held leadership positions at Yahoo and was co-founder and CEO of Five Pumpkins, a nonprofit early childhood education company.

Ritcha has deep expertise in AI, data strategy, and monetization, and has driven growth through both enterprise sales and product-led models. She has been recognized with a Google Founder’s Award and holds multiple patents. Her governance experience includes serving on the Brightcove board, as well as leadership and promotion committees at Google and Microsoft.

She holds an MBA from Harvard Business School and a Bachelors in Engineering from the University of Waterloo, Canada.

Louis Salvatore is the Co-Head of Blackstone Credit’s Performing Credit team and a member of the Performing Credit investment committees. Mr. Salvatore is responsible for sourcing, diligencing, structuring and managing performing credit investments.  He is a Joint Portfolio Manager of Blackstone Credit’s mezzanine and direct lending funds.  Before joining Blackstone Credit, then known as GSO Capital Partners, in 2005 Mr. Salvatore was a Principal of DLJ Investment Partners, the mezzanine fund of CSFB’s Alternative Capital Division. Prior to that, he worked for Kidder Peabody.

Mr. Salvatore received a BA in Economics from Cornell University and an MBA from the Wharton School of the University of Pennsylvania.  He serves on the Board of Saint David’s School and North Park Hockey.

Steve Sarracino founded Activant Capital, where he serves as a Partner, in 2015. He has a long track record of investing in disruptive technology companies and has extensive experience as a board director in high-growth B2B platform businesses. He has since grown the firm to $1.5bn in AUM and drives Activant’s long-term strategy.

Prior to founding Activant, Steve was a founding member at Serent Capital, a leading lower-middle market private equity firm focused on investing in high growth service and technology businesses. Previously he helped open the technology investing office at American Capital Ltd. in Palo Alto. Steve also worked at McKinsey & Co. in their Hong Kong office. He began his career in mergers and acquisitions at Robertson Stephens in San Francisco, CA.

Steve has an MBA from the Wharton School at the University of Pennsylvania. He attended Southern Methodist University for his undergraduate degree, where he received a BBA in Finance with a minor in History.

Apoorv Saxena is Co-founder and Chief Executive Officer of Obin AI, based in San Francisco. Obin AI is building AI agents for the financial services industry.

Prior to Obin AI, Apoorv was a Managing Director and Chief Data Scientist at Silver Lake. In previous roles, he was the Global Head of Artificial Intelligence and Machine Learning Services at JPMorgan Chase & Co.; Product & Business Lead for multiple AI products at Google Cloud AI; and the Co-Founder of AI Frontiers, the leading Applied AI conference in the Bay Area. Apoorv also worked at McKinsey & Co. and Alcatel-Lucent, where he focused on delivering impact across strategy, operations, design and build, and sales and marketing for clients in the financial and tech industry.

Apoorv has a B.Tech. from the Indian Institute of Technology, Mumbai, an M.S. in Electrical and Computer Engineering from Purdue University, and an M.B.A., Major in Finance and Entrepreneurial Management, from the Wharton School of the University of Pennsylvania.

Apoorv currently resides in the Bay Area with his wife and two children.

Ashish served as global co-head and chief investment officer (CIO) of Public Investing within Goldman Sachs Asset Management, where he oversaw over $2.8 trillion in assets. He continues to contribute to the firm in an Advisory Director capacity. Earlier in his career, Ashish was global co-head and CIO of Fixed Income and Liquidity Solutions within Goldman Sachs Asset Management. Ashish served on the Firmwide Conduct Committee. He joined Goldman Sachs as a partner in 2018.

Prior to joining the firm, Ashish served as chief investment officer of Global Credit and head of Fixed Income for Alliance Bernstein. Before that, he held managing director roles across fixed income and equity markets at Barclays Capital, Lehman Brothers and Bankers Trust.

Ashish is on the Board of Directors for Minds Matter, a nonprofit that empowers young people from low-income families to achieve college readiness and success and for Advocates for Children, a nonprofit that advocates for every child’s right to learn.

Ashish earned a BS in Economics from the Wharton School of the University of Pennsylvania.

Dr. Sanjay Shetty joined Humana in March 2023 as President, CenterWell. He is responsible for leading strategy, growth, and business operations across Pharmacy, Provider Services, and Home Solutions, in addition to scaling the company’s CenterWell capabilities to strengthen our payer-agnostic portfolio. Dr. Shetty is a member of the Humana Management Team and reports to President and Chief Executive Officer Bruce Broussard.

Before joining Humana, Dr. Shetty was President of Steward Health Care Systems in Dallas, Texas, one of the nation’s largest and most successful accountable care organizations. In his nearly 13 years at Steward, he served in progressive roles overseeing day-to-day strategy and operations across all business lines, while leading the company’s value-based care approach. Prior to his time at Steward, Dr. Shetty worked at Bain & Company, supporting healthcare strategy, private equity, mergers and acquisitions, and clinical innovation. He also served on the faculty of Tufts University School of Medicine and Harvard Medical School. He is a board-certified diagnostic radiologist.

Dr. Shetty is recognized throughout the healthcare industry as a thought leader, having published multiple scholarly articles, reviews, chapters, and books, in addition to frequently participating in speaking engagements, teaching, panels, and podcasts. He has served in multiple leadership roles for the American College of Radiology and the Massachusetts Radiological Society. Additionally, Dr. Shetty was most recently named to the Dallas 500 2023 by D CEO Magazine.

Dr. Shetty earned an A.B. summa cum laude in Biochemical Sciences, an A.M. in Biology, and an M.D. from Harvard University. He also earned an MBA in finance from the Wharton School of the University of Pennsylvania, where he was named a Palmer Scholar.

Marvin Tien, WG’04, is Founder and Chairman of Corner Capital, where he leads the firm’s investment strategy and overall organizational direction across venture, digital, and alternative investment strategies.

Marvin’s work has centered on identifying and building around major inflection points in artificial intelligence, digital infrastructure, energy, and cross-border market creation. In addition to his investing activities, he is Co-Founder of Rocklayer, a developer of AI data centers and energized land platforms spanning 8 gigawatts in the United States, and Skyline, an AI infrastructure company focused on context management and memory persistence for next-generation software and agentic systems.

Previously, Marvin co-managed Green Lake Capital, an investment platform focused on emerging infrastructure technologies. He later co-founded Ahana Capital, which developed, owned, and operated renewable infrastructure assets across South Asia.

Earlier in his career, he focused on family-backed investments through Corner Capital Group, with an emphasis on cross-border opportunities between the United States and Asia. Marvin brings to the Wharton AI Advisory Board a builder-investor perspective on how AI will reshape the economic architecture of industries through compute, energy, infrastructure, and commercialization.

Marvin earned his MBA from the Wharton School at the University of Pennsylvania and a bachelor’s degree from Cornell University. Outside of work, he is an avid traveler, a collector of black and white films, and dedicated father.

Philip L. Yang is the Founder, Chief Executive Officer, and Chief Investment Officer of Willowbridge Associates Inc., an alternative investment management firm. Mr. Yang founded Willowbridge in 1988, building upon the success of quantitating trading models he had developed and his experience managing a proprietary discretionary trading approach. Mr. Yang began his career at Commodities Corporation and later joined Caxton Corporation, where he was named Director of Research and Director of Commodity Trading. Mr. Yang has extensive experience in both quantitative and discretionary global macro trading styles.

Mr. Yang graduated magna cum laude and holds a Bachelor’s degree in Computer Science from the University of California at Berkeley, where he was elected to Phi Beta Kappa. Mr. Yang earned his MBA from The Wharton School at the University of Pennsylvania.

Jason Young is the Head of the Direct Investments Group (North America) for GIC, the sovereign wealth fund of Singapore. In this role, Jason oversees the firm’s large scale private equity investments in companies in North America. He is a member of GIC’s Global Leadership Group as well as the Management Committee and Investment Committee of GIC Private Equity. Jason currently serves on the board of directors of Valtech and Veritas Technologies and was previously on the boards of BMC Software, Neustar, Refinitiv, and Turnitin. He is also on the Wharton AI & Analytics Initiative Advisory Board.

Prior to joining GIC, Jason was a Principal at Silver Lake Partners, a technology-focused private equity firm, in New York and Hong Kong, where he helped establish the firm’s business in Asia. Earlier in his career, he was an investment banker at Goldman Sachs in the Technology, Media, and Telecom group in New York.

Jason graduated summa cum laude from the University of Pennsylvania’s Jerome Fisher Program in Management and Technology with a B.S. from the Wharton School and a B.S.E. from the School of Engineering and Applied Science.

Lin Yuan is the Chief AI Officer and Executive Vice President of Engineering at Newfront, an AI-driven commercial insurance company acquired by WTW. In this role, she leads the company’s technology and AI strategy, including the development of AI-powered solutions and AI Agent frameworks that are transforming how complex, regulated industries operate.

Prior to Newfront, Lin held technology leadership roles at Meta, Coursera, and Lyft, where she built and scaled product teams and consumer and enterprise-facing products generating hundreds of millions of dollars in economic value. Her career spans over a decade of operating experience across high-growth Silicon Valley technology companies and the digital transformation of traditional industries.

Lin is an active advisor to multiple early-stage AI startups and venture capital funds, bringing hands-on technical depth and go-to-market perspective to founders and investors building in AI infrastructure and enterprise AI. She brings a distinctive perspective shaped by both deep technical fluency and the realities of enterprise adoption in highly regulated sectors.

Lin holds a Master’s degree from Carnegie Mellon University and an MBA from The Wharton School of the University of Pennsylvania.