Financial Services Review: Weekly Brief

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Weekly Brief

Thursday, August 27,2026

Featured Vendors

Olivier Herbout, President  
Valhyr Capital is a Paris-based investment firm specializing in evergreen funds that combine private equity and private debt. It provides investors with diversified access to private markets through a structured approach focused on performance, stability and long-term portfolio diversification.  Read more
José Manuel Marín Cebrián, CEO  
FORTUNA SFP is an independent financial planning and alternative investment firm focused on wealth preservation, real diversification, and long-term financial resilience. Led by José Manuel Marín Cebrián, the company combines strategic advisory services, alternative assets, and financial education to help clients navigate increasingly complex economic conditions.  Read more

Industry Contributors

By Antonio Portaluri, Group Chief Accounting Officer & SOX Compliance, Ferrari  
Antonio Portaluri is the group chief accounting officer and SOX compliance officer at Ferrari.  Read more
By Phillip Austin, Chief Risk Officer, EisnerAmper  
Phillip Austin, CPA, CA(SA), is Head of the National Office of Professional Practice, Quality, Risk and Independence at EisnerAmper LLP.  Read more
By Jeffery Chan, Co-Founder and Chief Revenue Officer, Blair AI  
Jeffery Chan is co-founder and chief revenue officer of Blair AI, which helps clinics automate processes including referral management, patient calls, appointment scheduling and routine inquiries through AI.  Read more

Feature of the Week

An IRA is excellent for long-term savings because it uses compound growth.  Read more
AI-powered decentralized finance supports efficient operations, informed decisions, and sustainable long-term business growth.  Read more