Nine Aspire panelists, four conversation lanes: leadership, investing, technology and climate
Asked (summary):
Attending the CFA Associate Membership Aspire event — need details on the panelists of “Preparing for New-Age Career Options in Finance”: their experience and profiles, for context before networking.
This brief covers all 9 named panelists, built from profile research across independent hosts (LinkedIn, The Almanac, CFA Society India, CFA Institute, Humantic AI, Newswire and others), checked on 23 Oct 2026. Each person gets a role, trajectory, credentials, why they matter here, and two ready questions. Some LinkedIn-derived dates are self-reported.
Who covers what — the four lanes of the panel
A filled square marks a documented strength in that lane, coloured by lane. Hover or tap a name for the role and opening question.
Tricia Rothschild, interim CEO of CFA Institute, built a $700M+ software, data and research business at Morningstar — the room's most senior voice on tech-led transformation.
linkedin.comInvesting and products is the crowded lane (8 of 9 people); technology/data is the scarce one — Garg, Shinde and Rothschild are the three to queue for on AI questions.
linkedin.comThree panelists hold formal CFA Institute ESG or climate certificates (Loonker, Moody, Shinde), and Moody has practised ESG investing since the 1990s — climate is the panel's deepest shared credential.
linkedin.comTwo listings differ from live profiles: Ashish Kela ("Founder @ Samabhaav" vs "CIO at Sambhaav Solutions") and Mital Parekh ("Deutsche Asset Management" vs "DWS / Deutsche Bank Group") — flagged, not resolved.
linkedin.com
30-second networking plan
- Start with Arati Porwal — she hosts the India ecosystem and can route you to the right panelist for your goal.
- Pick one lane, two people. Careers in alternatives: Loonker then Kela. AI and quant: Garg then Shinde. Products and research: Ghelani then Parekh.
- Lead with their work, not yours: one specific question from the dossier below, then listen.
- Save the leadership tier for last — Rothschild and Moody are the busiest; a crisp 20-second ask about durable skills or society volunteering lands best.
Who to approach for what
| Panelist | Event-relevant role | Approach for | Opening question | Source |
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Networking dossier for the Aspire panel “Preparing for New-Age Career Options in Finance”. 9 panelists consolidated from 19 research rows across independent hosts; research checked 2026-10-23. Lane marks reflect documented expertise in the sources, not self-ranking; follow-up questions and per-source evidence quotes were trimmed for space. LinkedIn dates are self-reported. Same-name mismatches (a digital-lending Parijat Garg) were excluded.