Speaker "Alexander Koles" Details Back



Seeking to employ AI to review CRM communications


Discussion of capital markets trends impacting AI / Big Data in the investment management and wealth sectors

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Prerequisite knowledge:

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Alexander Koles is the CEO, Founder and Managing Director of Evolve Capital Partners, a specialized investment bank focused on companies that operate at the intersection of finance and technology (FinTech). With more than 15 years of investment banking advisory experience, Mr. Koles has supervised over $400 million of M&A and financing transactions since the firm’s inception in 2012. Evolve Capital Partners focuses on nine innovative sectors, including, but not limited to: payments, banking technologies, alternative lending platforms, and securities/wealth technologies. Mr. Koles began his career at Merrill Lynch as an Investment Banker in the Corporate Finance group and continued his work with a number of leading investment banks and advisory firms. After honing his transaction skills and deal-making abilities at preeminent firms, he identified a need among emerging FinTech firms for the specialized investment banking solutions offered by Evolve Capital Partners. Mr. Koles is a sought-after speaker for industry conferences due to his sector specialization and extensive experience in the areas of M&A, restructurings, complex financing and special situations. His well-regarded thought leadership frequently appears in articles in Lending Times, PaymentsSource and Banking Technology, among others. He received a Bachelor of Arts in Economics from Macalester College in St. Paul, Minnesota.