Rosenblatt’s 11th Annual FinTech Summit

May
23

Convene Conference Center | 730 3rd Ave. | New York, NY 10017

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Participating CompaniesConfirmed Panelists & KeynotesAgendaMap & VenueSelect Previous AttendeesSelect Previous PanelistsPrevious Keynotes2017/2018 Summit Recap
2019 FinTech Summit Theme: rise
Rebundling
FinTechs Go Multiline in Act II
The early FinTech mantra was: “We’re focused providers, we do one thing well, better than incumbents who are generalists”  In Act II, they’re maturing… adding products, going multiline
Discussion Topics
  • What is driving rebundling?
  • What is the decision tree to determine which services should be rebundled?
  • What lessons can be learned from other industries?
  • How will this change Fintech vs. Incumbent competition?
Inclusion
No Customer Left Behind
With 2 billion unbanked + 1.4 billion having limited access to investing/insurance, we can’t claim that finance is working for everyone, including SMEs. Fortunately, smart FinTechs are hard at work to fix this issue
Discussion Topics
  • Is Financial Inclusion merely a “feel good” issue, or “a commercially viable” strategy?
  • What are the structural challenges?
  • How is emerging technology enabling inclusion/wellness?
  • What innovative partnerships and strategies can FinTechs employ?
Shared Equity
New Funding/Investing Paradigm
New funding and investing models are emerging with the advent of innovative solutions such as common fractional ownership using tokenization, which promise to break open asset classes that are traditionally considered illiquid
Discussion Topics
  • Fractional ownership is nothing new; So what’s different this time?
  • What are the different strategies being employed by FinTechs?
  • What risks do retail investors face?
  • What are some of the regulatory issues for issuers and investors?
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Participating Companies

Rebundling
FinTech's Go Multiline in Act II
borrowell logodrivewealth logomoneylion logonerdwallet logostash logo
Inclusion
No Customer Left Behind
tng fintech group logoellevest logogrowers edge logoellevest logolendstreet logo
Shared Equity
New Funding / Investing Paradigm
bankex logotemplum logogood money logohometap logotzero logo

Confirmed Panelists & Keynotes

Panelists

Alex Kong
Alex Kong
Founder & CEO
View Bio
Amitay Kalmar
Amitay Kalmar
Co-Founder & CEO
View Bio
Billy Rose
Billy Rose
Founder & CEO
View Bio
Brandon Krieg
Brandon Krieg
Co-Founder & CEO
View Bio
Charlie Kroll
Charlie Kroll
Co-Founder & President
View Bio
Diwakar Choubey
Diwakar Choubey
Co-Founder & CEO
View Bio
Eva Wong
Eva Wong
Co-Founder & COO
View Bio
Gunnar Lovelace
Gunnar Lovelace
Founder & CEO
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Igor Khmel
Igor Khmel
Founder & CEO
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Jeff Glass
Jeff Glass
Co-Founder & CEO
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Jerry Nemorin
Jerry Nemorin
Founder & CEO
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Laura Onopchenko
Laura Onopchenko
CFO
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Robert Cortright
Robert Cortright
CEO
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Steve Hopkins
Steve Hopkins
President
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Vincent Molinari
Vincent Molinari
Co-Founder & CEO
View Bio

Fireside Chat

Maria Gotsch
Maria Gotsch
CEO
View Bio

Investor Panel

Akbar Poonawala
Akbar Poonawala
Co-Founder
View Bio
Kimberly Trautmann
Kimberly Trautmann
Head of DRW Ventures
View Bio
Mark Shulgan
Mark Shulgan
Head of Growth Equity
View Bio
Zheng Wang
Zheng Wang
Managing Director
View Bio

2019 FinTech Summit Agenda

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

Map & Venue

Convene Conference Center | 730 3rd Ave. | New York, NY
interior of convene conference center

Select Industry Representation at Prior Events

bain capital logoedison partners logof-prime captial partners logoinsight venture partners logooak hc/ft logorre ventures logostripes group logotcv logotransamerica ventures logoflexpoint ford logogeneral atlantic logohellman and friedman logolovell minnick partners logostone point capital logosummit partners logota associates logowarburg pincus logowcas logobank of america logobny mellon logocredit suisse logodeutsche bank logogoldman sachs logohbsc logoj.p. morgan logojefferies logomorgan stanley logomacquarie logoubs logowells fargo logobalyasny asset management logofidelity investments logolegg mason logolone pine capital logonorthwest mutual logopoint 72 logotiaa logovoya financial logocitadel logofirst ny securities logojump trading logokcg logofuture ventures logotwo sigma logocboe logodeutsche borse logoice logojpx logomoscow exchange logonasdaq logotmx logobloomberg logobroadridge logodtcc logofidessa logoibm logoipreo logoitg logoihs markit logoocc logopwc logos and p global logosap logotata consultancy services logo

Select FinTechs Featured at Prior Summits

capital markets icon
Capital Markets
motif logoquantopian logodataminr logomoney.net logo
lending and credit icon
Lending & Credit
bizfi logopeeriq logosnapcap logolendio logo
piggy bank icon
Personal Finance & Investment
sigfig logoartivest logocomparecards logoblooom logo
payments icon
Payments
remitly logoflywire logoblockchain logo
umbrella icon
InsurTech
policygenius logocoverhound logotrov logocoverwallet logo
isnt solutions icon
Inst. SW Solutions
alteryx logofeedzai logodroit logocomplysci logo
blockchain icon
Blockchain
ripple logor3 logopeernova logoaxoni logo
cyber security icon
Cyber Security
security scorecard logoupguard logochainalysis logocapsule8 logo
ai icon
AI/ML
kensho logoayasdi logosparkcognition logorage frameworks logo

Select Keynotes From Prior Summits

Click on the image to view panelist videos
Catherine Wood
Catherine D. Wood
CEO
Ark Investment Management
Mike Novogratz
Mike Novogratz
CEO
Galaxy Digital
Adrienne Harris
Adrienne Harris
Previously Assistant To President Obama For Economic Policy, National Economic Council At The White House
Scott Burrill
Scott Burrill
Managing Director & Partner
Rosenblatt Securities
Maltem Demirors
Maltem Demirors
Previously Director of Development
Digital Currency Group
Menaka Thillaiampalam
Menaka Thillaiampalam
Previously North America Financial Services Marketing
LinkedIn

2017 and 2018 FinTech Summit Recap

umbrella
INSURTECH
THE NEXT GOLD RUSH IN FINTECH?
Clearwater I Scott Erickson I COO
CoverWallet I Inaki Berenguer I CEO
Hover I Kevin Reilley I Executive VP
Jetty I Luke Cohler I President
Roadzen I RohanMalhotra I CEO

cyber brain
AI & MACHINE LEARNING
THE SUBSTANCE BEHIND THE BUZZWORDS
Ayasdi I Gary Hagmueller I CFO
Predata I Andrew ChoiI CTO
Quandl I Tammer Kamel ICEO
Socure I Sunil MadhuI CEO
SparkCognition I David AsherI EVP, Strategy
cyber chain
BLOCKCHAIN
ENOUGH TALK, TIME TOWALK THE WALK
AlphaPoint I Igor Telyatnikov I President
Blockchain I Liana Guzman I SVP, Growth
Axoni I Greg Schvey I CEO
Chain I Tom Jessop I President
Tokken I Lamine Zarrad I CEO
cyber security shield lock
CYBER-RESILIENCY
Cracked Door Today, Demolished House Tomorrow
Capsule8 I John Viega I Co-Founder & CEO
Chainalysis I Michael Gronager I Co-Founder & CEO
SecurityScorecard I Sam Kassoumeh I Co-Founder & COO
UpGuard I Hamish Hawthorn I COO

cyber chain
BLOCKCHAIN
Hashing Out a New Paradigm
Noble I John Betts I Founder & CEO
PeerNova I Suresh Kumar I Board Member
R3 I Todd McDonald I Co-Founder & Head of Partnerships
Ripple I Cory Johnson I Chief Market Strategist
Symbiont I Mark Smith ICo-Founder & CEO

umbrella
INSURTECH
Ascribing a Premium to Trust and Simplicity
Bunker I Chad Nitschke I Co-Founder & CEO
Insurify I Snejina Zacharia I Founder & CEO
Matic I Aaron Schiff I Co-Founder & CEO
Quantemplate I Adrian Rands I Co-Founder & Chairman
Slice I Tim Attia I Co-Founder & CEO