Rosenblatt’s 12th Annual FinTech Summit

Reimagining FinTech

4 panels
15 companies
15 CEOs
May 20-21, 2020
FinTech Summit 2020 Highlights2021 Registration Request
Joe Gawronski
Personal invitation from
Joe Gawronski
President | Rosenblatt Securities

FinTech Summit 2020 Highlights

Fireside Chat COVID-19’s Implications for the FinTech Business
fireside Chat
COVID-19’s Implications for the FinTech Business
Ark Invest | Cathie Wood | Founder, CEO & CIO
Embedded Finance: The Next Phase of FinTech Evolution
Embedded Finance
The Next Phase of FinTech Evolution
Comply Advantage | Charles Delingpole | CEO
Payfone | Rodger Desai | CEO
StoneCastle | Joshua Siegel | CEO
Synapse | Sankaet Pathak | CEO
Wisetack | Bobby Tzekin | CEO
Capital Markets Reimagined: Bringing Trust, Transparency, and Liquidity to Alternative Assets
capital markets reimagined
Bringing Trust, Transparency, and Liquidity to Alternative Assets
Alto | Eric Satz | CEO
Capitolis | Gil Mandelzis | CEO
ClearList | Bill White | CEO
T-Rex | Benjamin Cohen | CEO
YieldStreet | Milind Mehere | CEO
Emerging Risks: InsurTechs Respond to New Challenges
emerging Risks
InsurTechs Respond to New Challenges
Arceo | Vishaal Hariprasad | CEO
Bold Penguin | Ilya Bodner | CEO
Deep Labs | Scott Edingtion | CEO
RiskGenius | Chris Cheatham | CEO
Thimble | Jay Bregman | CEO

About the Event

This year, FTS 2020 will be a virtual event in wake of the COVID-19 crisis. We will have a special focus on the impact of COVID-19 on the FinTech industry and our panelists will discuss how they are navigating this storm.

Rosenblatt’s Annual FinTech Summit provides an excellent opportunity to listen to leading FinTech companies and investors on major FinTech trends, challenges and opportunities taking shape and how stake holders are reacting to them.

We have held our invitation-only conference for over a decade, well before FinTech was even an established term. Our show has attracted leading investors, some of the most innovative FinTech firms, and major financial institutions.
2009
First Annual FinTech Summit Hosted
180+
FinTechs we have showcased at our conference
1,000+
Curated 1x1 meetings we have set up

FTS 2020 Theme

Embedded Finance
The Next Phase of FinTech Evolution
The 4 pillars of finance are getting increasingly “embedded” into vertical industry solutions (like Payments in ride sharing). As payments, lending and insurance are no longer offered standalone but integrated into service offerings, profit pools will shift, value chains will restructure, and the competitive nature of financial services will get altered.
Key Discussion Questions
  • How will embedded finance define the next phase of FinTech evolution?
  • What technologies are enabling EF, and how will demand for such solutions grow and develop?
  • How will EF impact the industry’s economics, growth and profit pools?
  • What role will incumbent financial institutions play in this new industry landscape?
Capital Markets Reimagined
Bringing Trust, Transparency, and Liquidity to Alternative Assets
Innovative FinTechs are using new technology to remove structural impediments in investing in Alternative assets like real estate and private securities. Democratizing access to such assets could revitalize active investing and address critical issues like the impending retirement crisis.
Key Discussion Questions
  • What are the structural impediments to democratize access to new assets?
  • Which alternative assets can benefit the most from tech innovation?
  • What are key innovations across the front, middle and back office that are making assets more investable?
  • How will the provision of new assets change wealth management
Emerging Risks
InsurTechs Respond to New Challenges
New risks are emerging like pandemics, climate change, geopolitical instability, and insuring gig workers. Fortunately, a smart new crop of InsurTechs is utilizing innovations (APIs, IoT, Alternate data) to improve underwriting, claims, and service issues related to these risks.
Key Discussion Questions
  • What new risks could be lurking like COVID-19?
  • What are some tech innovations that can address new risks and Black Swan events?
  • How will COVID-19 change consumer/business preferences for Insurance products?
  • Which part of the insurance value chain offers the greatest opportunity for innovation?
Key Discussion Questions
  • How will embedded finance define the next phase of FinTech evolution?
  • What technologies are enabling EF, and how will demand for such solutions grow and develop?
  • How will EF impact the industry’s economics, growth and profit pools?
  • What role will incumbent financial institutions play in this new industry landscape?
Key Discussion Questions
  • What are the structural impediments to democratize access to new assets?
  • Which alternative assets can benefit the most from tech innovation?
  • What are key innovations across the front, middle and back office that are making assets more investable?
  • How will the provision of new assets change wealth management
Key Discussion Questions
  • What new risks could be lurking like COVID-19?
  • What are some tech innovations that can address new risks and Black Swan events?
  • How will COVID-19 change consumer/business preferences for Insurance products?
  • Which part of the insurance value chain offers the greatest opportunity for innovation?
podcast icon
Listen to the Podcast
download icon
Download the Theme Highlights

Presenting FinTechs

Embedded Finance
comply advantage logopayfone logostone castle logosynapse fi logowisetack logo
Capital Markets Reimagined
altoIRA logocaptiolis logoclearlist logot-rex logoyieldstreet logo
Emerging Risks
arceo logobold penguin logodeeplabs logorisk genius logothimble logo

Fireside Chat

COVID-19’s Implications for theFinTech Business
Fireside chat with Cathie Wood
Founder, CEO and CIO of ARK Invest
ARK provides investment solutions to capture disruptive innovation in the public equity markets.
  • A leading asset manager’s perspective on the short-term and long-term implications of COVID-19 on different FinTech sectors
  • A deeper understanding of how companies are using disruptive technology to navigate the crises
  • The emergence of new technology as a result of this crisis and the path forward
  • How FinTechs will need to redeem and realign themselves post COVID-19

Confirmed CEOs

Event Agenda

May 20, 2020
11:00am - 12:00pm EDT
COVID-19’s Implications for the FinTech Business
12:00pm - 1:00pm EDT
Embedded Finance: The Next Phase of FinTech Evolution
May 21, 2020
11:00am - 12:00pm EDT
Capital Markets Reimagined: Bringing Trust, Transparency, and Liquidity to Alternative Assets
12:00pm - 1:00pm EDT
Emerging Risks: InsurTechs Respond to New Challenges

Select Previous Corporate Attendants

bank of america logobny mellon logocredit suisse logodeutsche bank logogoldman sachs logohbsc logoj.p. morgan logojefferies logomorgan stanley logomacquarie logoubs logowells fargo logobalyasny asset management logocpp investment board logofidelity investments logolegg mason logolone pine capital logonorthwest mutual logoomers logopoint 72 logotiaa logovoya financial logobain 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 logocitadel logofirst ny securities logojump trading logokcg logofuture ventures logotwo sigma logocboe logodeutsche borse logoice logojpx logomoscow exchange logonasdaq logotmx logobloomberg logobroadridge logodtcc logoibm logoipreo logoihs markit logoocc logopwc logos and p global logosap logotata consultancy services logo

Select Past FinTechs Showcased

capital markets icon
Capital Markets
templum logoquantopian logodataminr logomoney.net logo
lending and credit icon
Lending & Credit
moneylion logolendbuzz logopeeriq logosnapcap logolendio logo
piggy bank icon
Personal Finance & Investment
artivest logoborrowell logocomparecards logostash logonerdwallet logo
payments icon
Payments
remitly logoflywire logoblockchain logotng logo
umbrella icon
InsurTech
policygenius logocoverhound logotrov logocoverwallet logo
isnt solutions icon
Inst. SW Solutions
drivewealth logofeedzai logoalteryx logodroit logo
blockchain icon
Blockchain
ripple logotzero logoaxoni logopeernova logor3 logo
ai icon
AI/ML
kensho logoayasdi logosparkcognition logorage frameworks logo
cyber security icon
Cyber Security
security scorecard logoupguard logochainalysis logocapsule8 logo

2019 Panel Highlights

fintechs go mainstream
rebundling
FinTechs Go Multiline in Act II
Borrowell | Eva Wong | Co-Founder & COO
DriveWealth | Robert Cortright | CEO
MoneyLion | Diwakar Choubey | Co-Founder & CEO
Nerdwallet | Laura Onopchenko | CFO
Stash | Brandon Krieg | Co-Founder & CEO

financial inclusion
financial inclusion
No Customer Left Behind
TNG FinTech | Alex Kong | Founder & Chairman
Lendbuzz | Amitay Kalmar | Co-Founder &CEO
Growers Edge | Billy Rose | Founder & CEO
Ellevest | Charlie Kroll | Co-Founder & President
Lendstreet | Jerry Nemorin | Founder & CEO
shared equity
shared equity
The New Funding/Investing Paradigm
Bankex | Igor Khmel | Founder & CEO
Good Money | Brooke Solis | Co-Founder
Hometap | Jeff Glass | Co-Founder & CEO
Templum | Vince Molinari | Co-Founder
T-Zero | Steve Hopkins | President
shared equity
fintech goes mainstream
The Advent of Smart Money
DRW | Kimberly Trautmann | Head of DRW Ventures
Morgan Stanley | Zheng Wang | Managing Director
OMERS | Mark Shulgan | Head of Growth Equity
Pivot Investments | Akbar Poonawala | Co-Founder