Off The Curve

Bernadette Kogler, RiskSpan CEO, sat down with Adam Meehan, ERISA attorney at Smith & Downey, a boutique firm specializing in employee benefits law, to unpack last August's Executive Order opening the door to alternative assets — private equity, private credit, hedge funds, crypto, and asset-backed finance — inside 401(k) plans. 

This one's for anyone managing, advising, or just trying to understand where retirement investing is headed next. 

We talked about: 

• Why the "safe harbor" the Department of Labor is developing may offer less protection than expected + why lawsuits are likely either way
• The difficult task of benchmarking illiquid, opaque alternative assets, and why getting it wrong could become a plaintiff's best evidence 
• How hidden overlap + layered exposure across private deals are creating risks most fiduciaries — and the 90 million Americans they represent — can't yet see 

RiskSpan CEO, Bernadette Kogler, sat down with Jurija Metovic, Sr. Principal of AI Security at F5, to talk about AI adoption and one person’s journey from scared to a critical part of daily workflow.

Jurija's AI adoption story started from "I'll get left behind and that's fine" to building AI into her everyday workflow.

We talked about:

- Why Jurija’s first fear was losing her voice and writing identity 

- How working inside an AI security company gave her a front-row seat to real teams using AI, forcing her to rethink her own approach 

- The revenue ops workflow she now runs every Monday that used to eat her entire Sunday night

Bernadette Kogler, CEO of RiskSpan, sat down with Ben Schreiner, Head of AI & Data Strategy at Amazon Web Services (AWS), to answer a question every risk team is wrestling with right now:

How do you let AI innovate without opening your firm up to risk you don't understand?

We talked about: 
- Why the real barrier to AI adoption isn't building the models, but the governance around them 
- The "balancing act" between guardrails and innovation (and why some stifled innovation is the point) 
- Ben's famous chocolate chip cookie test: a surprisingly simple way to check if your AI actually has guardrails in place