David Senra

David Senra × Kurt MacAlpine

Corient, now managing about $525B across 15 jurisdictions, applies a professional-services partnership to wealth management, with roughly 3,000 employees on one compensation plan and one P&L.Its roughly 50-deal engine targets founders approaching a $3–5B scale ceiling; the September 2–3, 2025 announcement of acquisitions of Europe’s largest and second-largest UHNW wealth-management businesses advances MacAlpine’s global ambition.

David Senra × Micky Malka

Malka’s “token factory” thesis puts identity, value, and intelligence at the center of machine-readable information, while money remains largely outside AI in year four or five.Founder-led platforms including Stripe, Robinhood, Nubank, and Revolut could drive agentic finance, with OnePay’s Walmart joint venture testing Ribbit’s branchless-bank playbook and prediction markets’ rails worth monitoring.