15th Annual FinTech Summit

The Great FinTech

Blueprint for a New Era

May 9-10, 2023 | Virtual
Register
4 Sessions
12 FinTech CEOs
4 Leading Investors

Summit Preview

About the Summit

FTS 2023 will be a virtual event.

For the 15th consecutive year, Rosenblatt’s Annual FinTech Summit brings together CEOs of leading FinTech companies and world-class investors that are transforming the financial industry utilizing new technology and fresh thinking. Our invitation-only Summit continues our tradition of featuring the most innovative FinTech companies, attracting the world’s most prominent financial institutions and top investors as its audience. There is no fee to attend our Summit and we don’t accept sponsorships – there is no pay for play. Our event is carefully curated to facilitate discussion of the most cutting-edge issues impacting finance, with CEOs of some of the most disruptive companies in the marketplace.

This year’s event “The Great FinTech Reset: Blueprint for a New Era”, comes at a critical time for the FinTech industry as it faces tremendous headwinds. Whether you are a FinTech CEO or an investor in the space, the market turmoil of the last year has brought significant challenges: the cost of capital has risen dramatically, profitable growth is the mantra again, and there are severe constraints on new funding and exits. The macro environment has created a perfect storm of high inflation, a slowing economy, and a potential banking crisis precipitated by SVB, Credit Suisse and other troubled banks.

At this year’s show we will discuss how leading firms are navigating key challenges like generating organic growth with less external funding available, making bold decisions like right-sizing operations and targeted acquisitions, and managing tough investor expectations set during more ebullient times. Come join us to chart your future course of FinTech.

2009
First Annual FinTech Summit Hosted
250+
FinTechs Showcased at our Conference
1,200+
1x1 Meetings Held
tradetalks screenshot
Watch D Shahrawat on Nasdaq TradeTalks discuss the State of FinTech and introduce our Summit Theme
tradetalks logo
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FTS 2023 Panels

Boldness in the Face of Adversity
Decision-making in Times of Stress
These are challenging times for sure, but moments when CEOs must face adversity with boldness. This panel will discuss how FinTech leaders are making tough calls, like acquiring companies, making product pivots, and shifting business models.
Key Questions for Discussion
  • What are the key challenges facing FinTech CEOs?
  • How are firms making bold decisions?
  • What are best practices in managing FinTech-investor relationships?
Back to the Future
Profitable Customer Acquisition, Lower Cash Burn, Improved Risk Management
The golden era of 2019-2021 for FinTech has been replaced with revenue headwinds and severely constricted capital. Firms are having to generate organic growth, lower costs, and conserve their scarce capital.
Key Questions for Discussion
  • How do FinTechs ensure recurring and durable revenue?
  • What are best practices to manage burn and ensure capital efficiency?
  • How do firms manage investor expectations?
After Crypto's Cathartic Moment
Surviving and Thriving in the Crypto Spring
The fall of Terra Luna, FTX, 3AC, Voyager Digital, etc. have shaken the Crypto industry to its core, halted institutional adoption, and exposed major weaknesses in the market structure.
Key Questions for Discussion
  • How are Crypto companies navigating this tough time?
  • Who will be left standing after this Crypto carnage subsides?
  • What new regulations will be adopted post FTX and when will regulatory clarity emerge, if ever?

Featured Companies

Fireside Chat
With Blythe Masters
Asiff will share his vision of the most compelling issues in Blockchain and DeFi and how they can transform financial services, and present real-life case studies of companies driving this change. He will also provide an unvarnished view of the risks, challenges, and unintended consequences of these new technologies. This is an opportunity to hear from a renowned investor, operator, and advisor who has worked for three decades across TradFi and DeFi.
motive partners svg logo

Featured Speakers

Event Agenda

May 9, 2023
11:00am –
12:00pm EDT
Fireside Chat
Blythe Masters
Moderator
Blythe Masters
Founding Partner
Motive Partners
Joe Gawronski
Moderator
Joe Gawronski
CEO
Rosenblatt
12:00pm –
1:00pm EDT
Boldness in the Face of Adversity: Decision-making in Times of Stress
Nelson Chu
Moderator
Nelson Chu
Investor
CEO
Percent
Mazy Dar
Moderator
Mazy Dar
Investor
CEO
OpenFin
Brad Levy
Moderator
Brad Levy
Investor
CEO
Symphony
Paul Taylor
Moderator
Paul Taylor
Investor
CEO
Thought Machine
David Jegen
Moderator
David Jegen
Investor
Managing Partner
F-Prime
Dushyant “D” Shahrawat
Moderator
Dushyant “D” Shahrawat
Investor
Director - Investment Banking
Rosenblatt
1:30pm –
4:30pm EDT
Private 1x1 meeting sessions with 2023 panelists, select FTS alumni, and other exciting FinTechs (including Architect, Polygon, Synapse, and ThetaRay)
May 10, 2023
11:00am –
12:00pm EDT
Back to the Future: Profitable Customer Acquisition, Lower Cash Burn, Improved Risk Management
Ronen Assia
Moderator
Ronen Assia
Investor
Co-Founder
eToro
Stephen Murphy
Moderator
Stephen Murphy
Investor
CEO
Genesis Global
Richie Serna
Moderator
Richie Serna
Investor
CEO
Finix
Colin Walsh
Moderator
Colin Walsh
Investor
CEO
Varo
Matt Harris
Moderator
Matt Harris
Investor
Partner
Bain Capital Ventures
Dushyant “D” Shahrawat
Moderator
Dushyant “D” Shahrawat
Investor
Director - Investment Banking
Rosenblatt
12:00pm –
1:00pm EDT
After Crypto's Cathartic Moment: Surviving and Thriving in the Crypto Spring
Mike Belshe
Moderator
Mike Belshe
Investor
CEO
BitGo
Anton Katz
Moderator
Anton Katz
Investor
CEO
Talos
Yuval Rooz
Moderator
Yuval Rooz
Investor
CEO
Digital Asset
James Stickland
Moderator
James Stickland
Investor
CEO
Elwood Technologies
Matt Walsh
Moderator
Matt Walsh
Investor
Founding Partner
Castle Island Ventures
Andrew Bond
Moderator
Andrew Bond
Investor
Senior Research Analyst
Rosenblatt
1:30pm –
4:30pm EDT
Private 1x1 meeting sessions with 2023 panelists, select FTS alumni, and other exciting FinTechs (including Architect, Polygon, Synapse, and ThetaRay)

Select Previous Investors and Financial Institutions Attending

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 logotcv 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
capitolis logo
carta svg logo
eventus svg logo
securitize svg logo
tastytrade svg logo
tZero svg logo
DeFi & Blockchain Infrastructure
AAVE svg logo
Ava Labs svg logo
anchorage digital svg logo
blockdaemon svg logo
Fireblocks svg logo
polygon svg logo
Digital Asset-Based Solutions
Bakkt svg logo
paxos svg logo
axoni svg logo
ZeroHash svg logo
FalconX svg logo
Payments
Blockchain svg logo
Chipper svg logo
Flywire svg logo
Remitly svg logo
ripple svg logo
Digital Lending
figure svg logo
lendbuzz svg logo
lendio svg logo
lendstreet logo
peeriq logo
Personal Finance
Betterment svg logo
Current svg logo
MoneyLion svg logo
nerdwallet svg logo
stash svg logo
Yieldstreet svg logo
Embedded Finance
deserve svg logo
drivewealth svg logo
payfone svg logo
Synapse svg logo
wisetack logo
Insurtech
Bold Penguin svg logo
coverhound svg logo
coverwallet svg logo
insurify svg logo
Policygenius svg logo
Quantemplate svg logo
RegTech & Cybersecurity
Chainalysis svg logo
Comply Advantage svg logo
Elliptic svg logo
feedzai svg logo
Socure svg logo
ThetaRay svg logo

FinTech Summit 2022 Highlights

Fireside Chat with Aiff Hirji CEO of Figure
Panel: What's This DeFi Brouhaha?
Panel: Building a Better, Fairer World
Panel: Bridging the TradFi/DeFi Divide