8:00am - 8:30am
Registration & Breakfast
8:30am - 8:40am
Fireside Chat
Maria Gotsch, CEO - Partnership Fund for New York City
Moderator: Joe Gawronski I President I Rosenblatt Securities
8:40am - 9:20am
Welcome Remarks
9:20am - 10:10am
Rebundling Financial Services: FinTechs Go Multiline in Act II
Eva Wong, Co-Founder – Borrowell
Robert Cortright, CEO – DriveWealth
Diwakar Choubey, CEO – MoneyLion
Laura Onopchenko, CFO – Nerdwallet
Brandon Krieg, CEO – Stash
Moderator: Vikas Shah I MD – Investment Banking I Rosenblatt Securities
10:10am - 11:00am
Financial Inclusion: No Customer Left Behind
Charlie Kroll, President – Ellevest
Billy Rose, CEO – Growers Edge Financial
Amitay Kalmar, CEO – Lendbuzz
Jerry Nemorin, CEO – LendStreet
Alex Kong, CEO – TNG FinTech
Moderator: Dushyant Shahrawat I Director – Investment Banking I Rosenblatt Securities
11:00am - 11:20am
Coffee Break
11:20am - 12:10pm
FinTech Goes Mainstream: The Advent of Smart Money
Kimberly Trautmann, Head of DRW Ventures
Mark Shulgan, Head of Growth Equity – OMERS
Zheng Wang, Managing Director – Morgan Stanley Strategic Principal Investment
Akbar Poonawala, Co-Founder – Pivot Investment Partners
Moderator: Vikas Shah I MD – Investment Banking I Rosenblatt Securities
12:10pm - 1:00pm
Shared Equity: The New Funding/Investing Paradigm
Igor Khmel, CEO – BANKEX
Gunnar Lovelace, CEO – GoodMoney
Jeff Glass, CEO – Hometap
Vince Molinari, CEO – Templum
Steve Hopkins, President – tZERO
Moderator: Dushyant Shahrawat I Director – Investment Banking I Rosenblatt Securities
1:00pm - 2:00pm
Lunch