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With Stephanie Louis (Ecosystem Biz Dev Mgr, IBM Channels), Hu Liang (Founder, Emerging Center), Matthew Chagan (Founder, Synapse Partners), Deepak Shah (Dir. Engg, Envestnet @ Yodlee).
Wed, Jul 19, 2017 @ 06:00 PM   $10   Shearman & Sterling, 1460 El Camino Real
 
   
 
 
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LOCATION
EVENT DETAILS
<P><STRONG>PLEASE READ THE ENTIRE EVENT DESCRIPTION.</STRONG></P>
<P><STRONG>There is a cover charge to attend this event.</STRONG></P>
<P><STRONG>A "YES" RSVP on our meetup site does not confirm your reservation.</STRONG></P>
<P><STRONG>Space is limited. Please only RSVP "Yes" if you will be attending.</STRONG></P>
<P><STRONG>Take advantage of early responder pricing!</STRONG></P>
<P><STRONG>Slots are limited. First come, first served!</STRONG></P>
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<P><STRONG>First Responders $9 plus Eventbrite fees</STRONG></P>
<P><STRONG>Second Responders $13 plus Eventbrite fees</STRONG></P>
<P><STRONG>Third Responders $17 plus Eventbrite fees</STRONG></P>
<P><STRONG>Fourth Responders $20 plus Eventbrite fees</STRONG></P>
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<P><STRONG>In order to attend, you must register & pay via Eventbrite.</STRONG></P>
<P><STRONG>Please bring your printed ticket to the event.</STRONG></P>
<P><STRONG>Or, pay $25 (cash) at the door.</STRONG></P>
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<P><STRONG>"Financial technology, also known asFinTech, is a line of business based on using software to provide financial services. Financial technology companies are generally startups founded with the purpose of disrupting incumbent financial systems & corporations that rely less on software."</STRONG><BR></P>
<P><STRONG>-Wikipedia</STRONG></P>
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<P>Our distinguished panel will hold a lively discussion on the latest innovations in FinTech.</P>
<P>Please come with questions & comments.</P>
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<P><STRONG>If you are a FinTech startup & would like space on a demo table for the networking portion of the event, please send an email message to:</STRONG></P>
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<P><STRONG>idea.to.ipo@gmail.com</STRONG></P>
<P><STRONG>Put this in the subject header:</STRONG></P>
<P><STRONG>W 7/19 FinTech Demo Table</STRONG></P>
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<P><STRONG>Agenda</STRONG></P>
<P>6:00 pm to 7:00 pm Check In, Dinner, Networking Reception</P>
<P>7:00 pm to 8:30 pm Panel Discussion, Audience Q & A</P>
<P>8:30 pm to 9:00 pm More Networking</P>
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<P><STRONG>About the Panelists</STRONG></P>
<P>(More panelists TBA.)</P>
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<P><A HREF="https://www.researchgate.net/profile/Stephanie_Louis" TARGET="_blank" REL="noopener noreferrer noopener nofollow noopener noreferrer nofollow nofollow noreferrer nofollow"><IMG ALT="Image result for stephanie louis image" SRC="https://i1.rgstatic.net/ii/profile.image/AS%3A400461279580161%401472488817467_l/Stephanie_Louis.png"></IMG></A></P>
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<P><STRONG>Stephanie Louis</STRONG>is an Ecosystem Business Development Manager on the IBM Channels Team for North America. She covers the IBM Cloud portfolio andcultivates OEM technology partnerships withinsurtechsandfintechs, traditional clients like banks & insurance companies, andbusinesspartners. Stephanie's experience spans IoT, adtech,pharmaceutical finance, & healthcare IT. She received an MBA fromthe University of Cambridge Judge Business School & a B.A. from Harvard University.</P>
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<P><STRONG>Hu Liang</STRONG>is a Senior Managing Director & founder of the Emerging Technologies Center (ETC) at State Street Bank & Trust. ETC focused on the prototyping of emerging technologies, such as machine learning, blockchain, augmented reality & others.</P>
<P>A long time Silicon Valley veteran, Hu joined State Street as part of the Currenex acquisition in 2007, where he was one of its earliest members. He led numerous technology & business initiatives within Currenex including the design of its algorithmic trading engine as well as starting the global margin FX business. Prior to Currenex, Hu founded the technology service provider Forion in 2000 that provided managed authentication & authorization services to the then newly emerging ASP & SaaS industries. Earlier still, he was a principal member of an e-Commerce management-consulting firm focused on secure online transaction services for the financial service industry. Hu started his career performing software development for IBM Almaden Research Center in San Jose, California.</P>
<P>Hu holds a B.S. degree in Electrical Engineering from Rutgers University in New Jersey & received his MBA from the Haas School of Business, University of California, Berkeley.<BR></P>
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<P><STRONG>Matthew Chagan</STRONG>has been working in Silicon Valley as a VC & executive for almost two decades. He is the co-founder of Synapse Partners, a venture capital firm focused on investing in data driven software applications. Within the financial services sector he is focused on sectors where new sources of data & the maturation of AI offer new opportunities (Regtech, Alternative Data for Lending, Trade Finance, etc.). Matthew led Synapses investment in Kountable, a trade finance company focused on emerging markets & Synapses most recent investment in Fintech.</P>
<P>Before founding Synapse, Matthew was VP of Corporate Development at Opera Software where he helped drive corporate strategy by evaluating new markets for Opera Software to enter through partnerships, investments & acquisitions. During his tenure he led four acquisitions & a divestiture prior to the Companys acquisition for $1.2B. Prior to Opera, Matthew was a Principal at Trident Capital, a Palo Alto based venture capital firm. While at Trident, he served as board member or board observer at AccountNow (sold to GreenDot), Merchant e-Solutions (sold to Cielo), Advanced Payment Solutions, Appia (sold to Digital Turbine), Bytemobile (sold to Citrix) & mBlox & was actively involved with Tridents investments in BrightRoll (sold to Yahoo), NinthDecimal, Sojern & Teladoc (IPO).</P>
<P>Earlier in his career, Matthew was the Director of Finance at SOMA Networks, a wireless broadband systems company. Before joining SOMA, he was part of the Technology Investment Banking Group at Banc of America Securities.</P>
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<P><STRONG>Deepak Shah</STRONG>is a Silicon Valley based industry leader & an expert in financial domains like payments, FinTech, International Money Transfers, Options Trading Platforms & strategy consulting. He is passionate about mentoring FinTech startup teams & helping them shape their business model, get connected to clients.</P>
<P>Deepak works with Envestnet | Yodlee as Engineering Director & has been instrumental in building Yodlee Payments & ACH transfer platform. Lately Deepak has been deeply involved in FinTech world helping shape developer experience at Yodlee. Deepak represents Yodlee as Developer Advocate in various conferences, hackathons & FinTech events.</P>
<P><A HREF="https://www.linkedin.com/in/dshah/" TARGET="_blank" REL="noopener noreferrer noopener nofollow noopener noreferrer nofollow nofollow noreferrer nofollow">https://www.linkedin.com/in/dshah/</A></P>
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<P><STRONG>About the Moderator</STRONG><BR></P>
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<P><STRONG>Christopher M. Forrester</STRONG>is a partner at Shearman & Sterling, LLP. His practice focuses on the representation of public & private companies & investment banks in general corporate & finance matters, with an emphasis on mergers, acquisitions & strategic transactions, public & private securities offerings & corporate governance & compliance. Mr. Forresters experience includes transactions in multiple industries, including, technology, telecommunications, action sports, transportation, life sciences, clean energy/renewables, project finance & development, industrial, insurance & financial/banking.</P>
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<P>PhotoandVideoDisclaimer:</P>
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<P>Refund requests must be made at least 24 hours in advance of the event.</P>
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<P><STRONG>For more info on Idea to IPO events, visit:</STRONG></P>
<P><STRONG>www.idea-to-ipo.com</STRONG></P>
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