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EVENT DETAILS |
Financial Technology (FinTech) companies apply technological innovation to financial services and products. And the industry is growing - in the region and the nation. VC investments in FinTech have increased dramatically over the past several years.
The event will address the needs of the growing financial sectors as they seek to develop and implement an effective FinTech framework.
Industry leaders will provide timely discussions on issues of interest to the financial technology executives.This Conference will highlight the region's foothold as a place to be recognized for all financial technologies. Attendees will include FinTech entrepreneurs, angel investors, venture capitalists, investment bankers, private equity professionals, commercial lenders, government sub-divisions, professional service providers and academia.
Agenda
1:30 pm: Registration
2:00 pm: Welcome
2:05 pm: Keynote Speaker: Bart Chilton, Former US Commissioner, FTC
2:50 - 3:35 pm: Funding Panel
Moderator: Andrew Gilbert, DLA Piper
Panelists:
Mitchell Hollin, LLR
Damon Clemow, BofA Merrill Lynch
Michael Kopelman, Edison
Scott Feldman, Susquehanna Growth Equity
Larry Klane, Pivot Investment Partners LLC
3:35 - 3:50 pm: Break
3:50 - 4:35 pm Concurrent Panels
Lending Tech: Peer to Peer Lending
Moderator: John Coffey, Susquehanna Financial Group, Associate
Panelists:
Jeremiah Neal, Vice President of Business Development, Biz2Credit
Brian Korn, Manatt Phelps Partner (expert in crowd funding/lending)
Thomas Pearce, Jr., Managing Partner, President, & CEO, MAXEX
The Changing Landscape of Wealth Management
Moderator: Tim Foster, Vice President, Business Development, LLR Partners
Panelists:
Michael Carvin, CEO SmartAsset
Michael Fitzgerald, DriveWealthTad Slaff, Co-founder, CEO, Inovance
John Michel, CEO, CircleBlack
Tad Slaff, Co-founder, CEO, Inovance
Lex Sokolin, Partner and Chief Operating Officer, Vanare
4:40 - 5:25 pm Concurrent Panels
Cybersecurity: Regulatory/compliance
Moderator: Chris Sugden, Managing Partner, Edison Partners
Panelists:
Rita Gurevich, President and Founder, SPHERE Technology Solutions
Mitchel Kraskin, co-founder and CEO of Compliance Science, Inc.
Felix Knoll, Vice President of Sales, eSentire Inc.
Jonathan Dambrot, CEO & Founder, Prevalent
Insurance 2.0: Technological Advances for Front Office, Back Office, and Analytics
Moderator: Dan McGrath CIC CRM, Managing Director, Maloy Risk Services, Inc.
Panelists:
Jon Bidwell, Senior VP & Chief Innovation Officer, Chubb Group of Insurance Companies
Paul Cummings, CTO & VP Enginnering, FirstBest, Inc.
Richard Della Rocca, President, Insurance Solutions/Claims & Crime Analytics, Verisk
5:30 - 7:00 pm: Networking reception
Speakers
BART CHILTON
Former FTC Commissioner
Senior Policy Advisor, DLA Piper
JON BIDWELL
Chief Innovation Officer, Chubb & Son
MICHAEL CARVIN
CEO, SmartAsset
DAMON CLEMOW
Managing Director, Bank of America Merrill Lynch
JOHN COFFEY
Associate, Susquehanna Financial Group
PAUL CUMMINGS
Vice President of Engineering, FirstBest Systems
JONATHAN DAMBROT
CEO / Co-Founder, Prevalent
SCOTT FELDMAN
Managing Director, Susquehanna Growth Equity
MICHAEL FITZGERALD
Head of Corporate Strategy, DriveWealth
TIM FOSTER
Vice President, Business Development, LLR Partners
ANDREW GILBERT
Partner, DLA PIPER
RITA GUREVICH
President and Founder, SPHERE Technology Solutions
MITCHELL HOLLIN
Partner, LLR Partners
LARRY KLANE
Co-Founder, Pivot Investment Partners
FELIX KNOLL
Vice President of Sales, eSentire
MICHAEL KOPELMAN
General Partner, Edison Partners
BRIAN KORN
Capital Markets Partner, Manatt, Phelps & Phillips
MITCHEL KRASKIN
Co-founder and CEO, Compliance Science
DAN MCGRATH
Managing Director, Maloy Risk Services
JOHN MICHEL
CEO, CircleBlack
JEREMIAH NEAL
Vice President of Business Development, Biz2Credit
THOMAS PEARCE, JR.
Managing Partner, President, & CEO, MAXEX
RICHARD DELLA ROCCA
President of Verisk Insurance Solutions - Claims
TAD SLAFF
Co-founder, CEO, Inovance
ALEXEY SOKOLIN
Partner and Chief Operating Officer of Vanare
CHRIS SUGDEN
Managing Partner, Edison Partners
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