Financial
- Competitive compensation
- Employee equity
Purpose-built solutions that bring clarity to complex markets.












Project Octopus
What started off as a bar conversation at Grand Central between two market veterans, Brian Bejile & Dave Trepanier, quickly morphed into a joint incubation and co-development initiative between Bank of America and Citi. Citi’s internal Velocity CLO eBidding platform and BofA’s Instinct Loan Match platform improved efficiency, liquidity and transparency for users and were the inspiration for Octaura.


Brian Bejile is the CEO of Octaura, bringing two decades of leadership and senior trading experience, including his tenure at Citi as Managing Director and Global Head of CLO Issuer Management. He previously led Citi’s Loan Portfolio and Global CLO trading desks, earning recognition for operating the top CLO trading desk by volume for multiple years. Motivated by a desire to simplify and evolve fixed income markets, Brian founded Octaura with Citi’s backing, collaborating with seasoned industry experts to tackle challenges in Syndicated Loans and Structured Credit. A strong advocate for diversity, he has led key initiatives to support underrepresented groups in finance and previously served as Board Treasurer for Education Matters Africa Foundation. Brian holds a double major in computer science and economics from Haverford College and lives in New York City with his wife and three children.

Co-Founder and Chief Executive Officer


Luis Carballo is the Chief Technology Officer at Octaura, where he leads the development of next-generation trading technologies for structured credit markets. With a career spanning senior roles in trading platform engineering and application development, Luis previously served as CTO at Cencor, where he architected the infrastructure for Bolsa Institucional de Valores (BIVA), Mexico’s second stock exchange. At Octaura, he has spearheaded the creation of a multi-asset class, multi-protocol cloud platform designed to modernize syndicated loan and CLO trading. His approach blends deep technical expertise with trader-led insights, enabling automation of legacy workflows and enhancing decision-making efficiency for market participants. Luis holds advanced degrees from IMT Atlantique and Instituto Tecnológico Autónomo de México.

Chief Technology Officer


Cristina Kim is the Chief Financial Officer at Octaura. With over 20 years of experience in investment banking, private equity, and strategic investments, Cristina brings deep expertise at the intersection of finance and technology. Before joining Octaura, Cristina served as Managing Director in J.P. Morgan’s Strategic Investments Group, where she led global investment activity for the Corporate & Investment Bank. She played a key role in managing fintech portfolios, launching consortium companies, and establishing governance standards for strategic investments. At Octaura, Cristina oversees financial strategy and drives the company’s growth agenda following its recent $46.5M fundraise. Her leadership supports Octaura’s mission to modernize loan and structured credit trading by increasing liquidity, transparency, and efficiency in traditionally opaque markets.

Chief Financial Officer


Vitaliy Kozak is the Chief Product Officer & Head of Insights at Octaura, where he leads product strategy and innovation across the firm’s electronic trading, data, and analytics platform for syndicated loans and CLOs. A founding member of Octaura, Vitaliy brings over 15 years of experience as a secondary CLO trader, most recently serving as Global Co-head of CLO, ABS, TRUPS, and CDO Trading at Citi. His work has been recognized in the Creditflux buy-side surveys as a top provider of secondary CLO data. At Octaura, Vitaliy has been instrumental in launching new trading protocols—including Lists/CLO BWICs—which aim to modernize and streamline the structured credit markets. He is a vocal advocate for transparency and efficiency in credit trading and regularly collaborates with media and industry stakeholders to advance Octaura’s mission. Vitaliy is based in New York City and works closely with CEO Brian Bejile and the executive team to drive platform growth and market adoption.

Chief Product Officer & Head of Insights


Kimeia Vu is the Chief People Officer at Octaura, where she leads the company’s people strategy, including recruitment, retention, training, and culture-building initiatives. With a career spanning senior HR roles at Symphony Communications and REDI Global Technologies, Kimeia most recently headed the Human Capital Management Practice at OPCO Advisory Inc., supporting talent leadership across capital markets fintechs. Since Octaura’s formation in 2022, she has been instrumental in shaping its organizational structure, HR systems, and inclusive workplace culture. Kimeia is known for scaling high-growth startups and building transformative people functions and continues to guide Octaura’s executive team from its New York headquarters.

Chief People Officer


Howard Cohen is the Head of Markets at Octaura, where he leads business development for the firm’s syndicated loan and CLO trading platform. With over 25 years of experience in fixed income markets, Howard has held senior roles on both the buy and sell sides, including managing Morgan Stanley’s global corporate loan portfolio and serving as Head of Leveraged Loans at MarketAxess. His deep understanding of credit market dynamics and operational friction points informs Octaura’s strategy to modernize structured credit trading through electronic protocols and data-driven insights. Since joining Octaura’s leadership team in 2023, Howard has played a pivotal role in expanding platform adoption, integrating OMS providers, and driving liquidity and transparency across the loan market. Howard holds a B.S. from the University of Pittsburgh and an MBA from Emory University’s Goizueta Business School and is based in New York City.

VP & Head of Markets


Keely Goody is the Vice President of Marketing & Communications at Octaura, where she leads strategic marketing initiatives across brand, growth, product marketing, PR & communications, and events.With a passion for storytelling, mentoring talent and a continuous desire to learn and grow, Keely has extensive experience on both the in-house marketing and agency side, delivering impactful campaigns and managing teams. Prior to Octaura, Keely held global marketing roles at Intercontinental Exchange and Dow Jones as well as several advertising and media agencies including A/W in Sydney and Omnicom Media Group. Keely holds a Bachelor of Science degree in Communications from Boston University, with a major in Advertising and a minor in Business Administration.

VP & Head of Marketing


Joseph W. Lodato serves as Head of Compliance and Chief Compliance Officer at Octaura, a New York-based fixed income trading platform and Alternative Trading System (ATS). Since November 2023, he has been leading the development of a comprehensive compliance program tailored to support the firm’s growth, with a strong focus on automation, scalability, and cost efficiency. His responsibilities include designing and implementing employee compliance and market surveillance frameworks that leverage technology to streamline operations. Beyond Octaura, Lodato is an Adjunct Professor at Fordham Law School, where he teaches “The Next Generation Compliance Surveillance and Technology” in the Compliance and Ethics Master’s Programme, and he has served as a FINRA Arbitrator since 1994. With over three decades of experience in financial services, he specializes in driving accelerated growth and product innovation through strategic use of technology. He holds a Bachelor of Business Administration in Finance from Pace University and maintains active Series 7, 63, 8, and 24 licenses.

VP & Head of Compliance


Bhargav Mehta is the Vice President of Software engineering Octaura. Prior to assuming this position in July 2023, Bhargav was a Director at Tradeweb for 13 years, managing software development teams and participating in fixed income front, middle and back-office development and integrations. Mr. Mehta has helped build the Octaura platform from the ground up, and oversees all software engineering, AI/ML innovations, and data analytics engineering. He brings deep expertise in building enterprise-grade applications for fixed income markets. His leadership spans the development of multi-asset class and multi-protocol cloud-based solutions that streamline trading for diverse client needs, driving modernization and scalability across Octaura’s technology stack. He holds a bachelor's degree in mathematics and statistics, Masters diploma in Information Technology, Post Graduate Diploma in Computer Management and Applications and various IT certifications.

VP & Head of Engineering


Anthony Petrancosta is the Head of Product at Octaura where he leads the product and design teams. He previously held similar roles at FNZ Asset Management and Tradeweb Direct. He started his career on the Fixed Income Trading Desk at Morgan Stanley. Anthony holds a bachelor’s degree from the University of California, Berkeley. He lives in NYC with his family.

VP & Head of Product
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