September 27 Jersey City

FinTech 2017

FinTech 2017

About

This year’s 6th annual FinTech Conference will focus on the challenges and opportunities related to blockchain technology. Financial Technology (FinTech) companies apply technological innovation to financial services and products. And the industry is growing – in the region and the nation. Venture capital and corporate investments in FinTech ventures have increased dramatically over the past several years. At the conference, industry leaders will discuss blockchain as well as other topics which are facing technology and business leaders in this sector.

Attendees will include FinTech entrepreneurs and executives, angel investors, venture capitalists, investment bankers, private equity professionals, commercial lenders, government sub-divisions, professional service providers and academia.

 

Days
Hours
Minutes
Seconds

Speakers

Ron Quaranta

Chairman, WSBA

Ron possesses over 25 years of experience in the financial services and technology industries. He currently serves as Chairman of the Wall Street Blockchain Alliance, a leading non-profit trade association promoting the education and adoption of blockchain technology across financial markets. Prior to this, Ron served as CEO of DerivaTrust Technologies, a pioneering software and communications provider of secure transaction and information platforms for financial market participants. He is a sought after speaker regarding financial technology and innovation, and serves as advisor to multiple startups and corporations focused on fintech innovation and blockchain technology.

Ruby Walia

Head, Mobile/Online Banking, TD Bank

Ruby leads the team that helps TD Bank business segments across North America strategize and develop industry leading digital products, enhancing or building new products on our Online, Tablet and Mobile platforms. Ruby has been with TD since July 2014 and brings 25+ years of experience in various leadership roles with mobile, digital and product development. Prior to joining TD, Ruby held roles such as Chief Application Officer at Dun & Bradstreet, Chief Technology Officer at Dow Jones & Co. and Chief Information Officer at NBC Universal. Ruby has led transformation initiatives in several industries, prominently in Media and Entertainment.  At Dow Jones, he championed their hugely successful Digital strategy for mobile products to create an additional channel and led the implementation of The Wall Street Journal app for iOS and Android, as well as about 15 other mobile products for consumers and businesses.  At NBC Universal he helped streamline broadcast operations and the scheduling of commercials through sophisticated digitization, and at Viacom he helped radically change content creation workflows and digital rights management.

Bruce Luehrs

Managing Partner, Rittenhouse Ventures

Bruce is the Co-Founder of Rittenhouse Ventures. He was a General Partner of the Edison Venture Fund from 1998 to 2006, prior to managing Rittenhouse Ventures. As a banker, entrepreneur, and venture capitalist, Bruce brings 30 years of experience in financing technology companies across the greater Philadelphia area. He has been an active member of regional investment community, as the past Chairman of the Greater Philadelphia Venture Group (now MAC Alliance) and as a member of professional organizations in venture capital and corporate growth. Bruce’s extensive investment experience in software for healthcare, pharma, and financial services makes him an ideal strategic partner for entrepreneurs.

Scott Cowan

Partner, DLA Piper

Scott Cowan focuses his practice on corporate finance transactions, mergers and acquisitions and securities law matters primarily in the technology, life sciences and healthcare industries. Scott advises a broad range of clients, including startup and emerging companies, publicly held middle-market companies and venture capital and private equity firms. Scott's transactional experience includes IPOs, PIPEs, registered direct offerings and direct follow-on offerings, as well as venture capital, private equity, mergers and acquisitions, and other strategic transactions. He regularly serves as outside general counsel for private and public companies at various stages of development. Scott also assists clients in the preparation and filing of 1933 Act and 1934 Act documents and proxy materials with the United States Securities and Exchange Commission and related compliance.

Rick Kushel

CEO, Dealcloud

Rick is the Chief Executive Officer of Hoboken based DealCloud, which offers a deal management platform for financial services firms and General Partner of Cultivation Capital FinTech fund. Prior to DealCloud, Rick was most recently a strategic advisor to the Innovations portfolio at The Blackstone Group. Rick joined Blackstone in 2007 to lead a technology spinout which became iLevel Solutions. Rick put together an investment consortium consisting of Blackstone, Carlyle Group, Duff & Phelps and Hamilton Lane, and was CEO of iLevel before it was acquired by Ipreo in 2015. Prior to Blackstone, Rick was Chairman and CEO of Archive Systems, Inc., a leading on-demand document management company he founded in 1991. During his tenure, Archive Systems, achieved 14 years of double-digit revenue growth, grew to 250 employees and raised over capital from Carlyle Group, Edison Ventures and NJTC Venture Fund. Rick served on Archive System, Inc.’s board until its recent sale to Access Information Management. Rick is an active angel investor, a frequent public speaker and guest lecturer on venture capital and entrepreneurship. He received a B.S. in Chemistry and Business from James Madison University.

Karim Rammal

Chairman & Founder, Boloro

Karim is a successful, international serial entrepreneur based in New York City with business relationships and interests across Asia, Middle East and Africa. He is the founder of Boloro (www.boloro.com) in New York – a globally patented real-time, multi-channel, multi-factor authentication system and payments platform, offering ATM like authentication in the palm of your hand creating ubiquitous usage across any handset in a secure consumer friendly way. Boloro has already deployed its technology and is rapidly growing its footprint globally. Prior to launching Boloro Karim was involved in the first milestone dual-listing between Nasdaq New York and Nasdaq Dubai (formerly named DIFX) with a US Bank, and before 2008 he spent over 12 years with JWT in the United States, Pakistan and Afghanistan as Senior Partner & Senior Consultant at JWT NYC and as President WPP Marketing Communications / JWT, Pakistan. A resident of New York City, Karim earned his undergraduate and graduate degrees from Boston University. Karim is a member of the Young Presidents Organization (YPO), and has held voluntary positions with the Aga Khan Development Network (AKDN.org).

Brooks Gibbins

Managing Partner, Fintech Collective

Brooks is a repeat entrepreneur who has helped to build and sell three category-leading businesses. His first job out of college was as an enterprise software engineer, and he's spent the last 15+ years specializing in "FinTech" across capital markets, banking, insurance, and payments. He's spent more than half of his career living in or working for a European-based firm. In 2012, Brooks founded the fintech venture capital platform, FinTech Collective, with his long-time partner, Gareth Jones.

Deepesh Jain

Head of Capital Markets, Kabbage

Deepesh has over 15 years of specialized experience in structuring and managing securitization programs. As Head of Capital Markets, he is responsible for raising funding from banks and other institutional investors to help fund Kabbage's small business loans. Before joining Kabbage, Deepesh spent nearly 10 years at Capital One. He began in their Debt Capital Markets group, where he managed their credit card securitization programs. Later, he served as Senior Compliance Manger, managing operational risk and regulatory compliance. Most recently, Deepesh was the Head of U.S. Capital Markets Execution at Barclays for six years. There, he oversaw Treasury-related capital market activities in the U.S. and was an active participant in industry advocacy efforts in the U.S. and Europe. Deepesh holds a Bachelor of Science degree in Electrical Engineering from Indian Institute of Technology, Delhi and an MBA in Finance from Johnson Graduate School of Management at Cornell University.

Mansi Singhal

Co-Founder, qPlum

Mansi is the co-founder of qplum, an online investment advisory firm. Mansi has over 10 years of experience in portfolio management. Before starting qplum, she worked at Brevan Howard where she managed portfolios of more than $100 million. Previously, she was a trader at the swaps desk at Bank of America, Merrill Lynch and Wachovia Bank. She completed her Masters in Computer Science from the University of Pennsylvania and holds the Series 3 and Series 65 certifications.

Milind Mehere

CEO, YieldStreet

Milind is responsible for overall strategy and day-to-day operations at YieldStreet. Prior to founding YieldStreet, Milind co-founded Yodle, which was recently acquired by web.com (Nasdaq:WEB) for $342M. He helped Yodle scale to $200 million in revenue and 1,400+ employees serving 45K small business customers. During his nine years at Yodle, Milind created and lead several departments, including General Manager of Canada where he built a 250 person sales team in 2 years, Vice President of Business Development & Channel Sales and Vice President of Client Management & Operations. Milind is an innovator, having founded or worked for industry defining companies. He started his career with i2 Technologies who defined the “supply chain” software space. He then joined OATSystems (acquired by Checkpoint Systems, CKP) which was born out of the AutoID Center at MIT and pioneered commercial RFID application across the supply chain. RFID technology was the predecessor of what big data (software) and BOT/Device (Hardware) could do to radically improve business applications. In 2005, small businesses were ignored during early years of online advertising which led to formation of Yodle. Yodle helped small business acquire customers thru online advertising using an automated simple marketing platform. Milind is an active angel investor, mentor and advisor to several startups. He serves on the boards of Coldwell Banker India and Likeable Local.

Jesse Podell

Citi

Jesse leads ecosystem development and engagement for Citi’s Global FinTech Acceleration team. Previously he brought the leading global fintech accelerator to the US with Startupbootcamp Fintech NYC where he catalyzed a diverse and engaged community of industry experts, entrepreneurs & investors around pre-seed startups. He was a Co-Founder of TechDay a large scale international startup event. Previous to his career in emerging technology, he spent 13 years in sales & trading and business development roles at banks and hedge funds such as Jefferies & Co and Susquehanna International Group.

John Michel

CEO, Circle Black

John is the Chief Executive Officer of CircleBlack. He, along with a team of experienced financial innovators, founded the company in 2013 with the goal of delivering modern technology to the financial services industry. His vision was to create a platform that would strengthen the bond between financial advisors and their clients, while also providing substantial revenue-generating opportunities for advisors with its proprietary technology. Michel previously served as the President of Bloomberg Wealth, a wholly-owned subsidiary of Bloomberg L.P. He led the introduction of BloombergBlack, which had one of the fastest launches in the industry. The business captured over $1.5 billion in assets in less than six months and proved that investors were willing to pay an incremental $100 per month for a value-added wealth management service delivered primarily through technology. Throughout his 25 years as both an intrapreneur and entrepreneur, Michel has played an instrumental role in the conceptualization and launch of game-changing financial services products across a diverse array of channels. During his 13 years at Merrill Lynch, Michel spearheaded numerous transformative initiatives for the firm, including the development of the Financial Advisor Center and Merrill Lynch Direct that today are known as Merrill Edge. Michel identified the growing opportunity to service clients directly and created the industry’s first full-service direct-to-consumer platform, garnering a base of over 300,000 customers. Additionally, Michel was instrumental in the formation of the Roth IRA and Medical Savings Accounts. During his time at Merrill, he played an active role in the original messaging and promotion to Washington legislators. Following Merrill Lynch, Michel built and eventually sold Bullrun Financial, Inc., a financial services and technology company that delivered portfolio measurement services to wealth advisories.

Frank Dombroski

President & CEO, FlexWage

Frank is the creator of the FlexWage business solution. He manages the strategic direction of the business and leverages his expertise in the market to drive key relationships and exposure. Prior to founding FlexWage, Frank managed the Commercial Payment Solutions business at JP Morgan. He was responsible for P&L management, business strategy, and product development. Frank’s leadership spanned both domestic and global program offerings. He also managed the Visa/MasterCard relationships and sat on the commercial executive council for both networks. During his six years of leadership, JP Morgan grew from the fifth largest provider to become the market leader, increasing annual volume from $4.5 billion to $30 billion. Prior to joining JPMC, Frank was president and CEO of two emerging technology companies providing enterprise technology and process automation solutions for the airline and corporate travel industries. Frank is credited as the inventor of three business system and process patents and has served as an industry expert, frequently featured in the media and at market events. Frank also spent 12 years at American Express, holding various management roles in the Merchant Services division. He was a central figure in the development and launch of the American Express Corporate Purchasing Card and was highly recognized in both sales and management roles.

Brett Shear

ConsenSys

Brett is the Resident Blockchain Accountant at ConsenSys, focusing on the cross intersection of blockchain technology and the accounting industry. The accounting initiatives at ConsenSys consist of the Accounting Blockchain Coalition and Balanc3 spoke. The Accounting Blockchain Coalition is comprised of the largest accounting firms, accounting regulators, law firms, investors, etc. to lead the accounting industry into guidance and standards around blockchain technology. Brett's efforts on the Balanc3 spoke consist of product management of the accounting software and business development while researching technical blockchain accounting solutions. He graduated with a Masters in Taxation from the Gabelli School of Business, Fordham University and obtained a Bachelors of Accountancy from Florida State University.

Pam Cytron

CEO, Pendo Systems

Pam has more than 30 years of financial services technology industry experience including successfully growing companies from start-up to operationally efficiency while consistently driving revenue increases. Her unique expertise includes a clear vision of tracking financial services technologies and developing innovative strategies to meet the industry’s demands while keeping her focus on providing the ultimate customer experience. Pam launched her current company, Pendo Systems, Inc., a New Jersey-based financial technology company in 2008. Pendo provides technology for the global capital markets industry and currently serves 25 percent of the US G-SIFIs and is specifically focused on extracting insights from unstructured data. In 2015, Pam pivoted Pendo Systems to create a machine learning platform that helps make financial institutions AI-ready by turning unstructured data in structured, AI-ready data sets at a machine scale. Pam actively tracks industry trends and future opportunities. As a result, Pendo has received many accolades for their innovative products, for their team, and for Pam’s leadership herself. These accolades include, Pam named “Game Changer of the Year” and her nomination to participate in Fortune’s Top 10 Women Entrepreneurs. Pendo Systems was named one of the 20 Most Promising Companies in Capital Markets Technology and is a two-time winner of SWIFT’s Innotribe and Top Innovator Award. Pam has held senior management roles at SunGard, DST, BlackRock, Netik, and Princeton Financial. Pam’s leadership also extends beyond Pendo to serving the community at the local, state, and national level. She is the Board Chair of the National Youth Recovery Foundation (NYRF), a non-profit organization that supports young people in recovery from substance abuse. NYRF funds and promotes programs and public policy initiatives that increase access to treatment and aftercare, education, and career and social networks, and that remove barriers to sustained recovery. She is a breast cancer survivor and actively supports the American Cancer Society’s Making Strides Against Breast Cancer. She is a mother of two and also plays an active role in the public-school system in Montclair, NJ.

Array
(
    [0] => WP_Post Object
        (
            [ID] => 31
            [post_author] => 1
            [post_date] => 2017-08-21 19:46:48
            [post_date_gmt] => 2017-08-21 19:46:48
            [post_content] => 
            [post_title] => Ron Quaranta
            [post_excerpt] => Ron possesses over 25 years of experience in the financial services and technology industries. He currently serves as Chairman of the Wall Street Blockchain Alliance, a leading non-profit trade association promoting the education and adoption of blockchain technology across financial markets.  Prior to this, Ron served as CEO of DerivaTrust Technologies, a pioneering software and communications provider of secure transaction and information platforms for financial market participants. He is a sought after speaker regarding financial technology and innovation, and serves as advisor to multiple startups and corporations focused on fintech innovation and blockchain technology.

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => ron-quaranta
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:28:05
            [post_modified_gmt] => 2017-08-31 14:28:05
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=31
            [menu_order] => 2
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [1] => WP_Post Object
        (
            [ID] => 114
            [post_author] => 1
            [post_date] => 2017-08-25 16:19:43
            [post_date_gmt] => 2017-08-25 16:19:43
            [post_content] => 
            [post_title] => Ruby Walia
            [post_excerpt] => Ruby leads the team that helps TD Bank business segments across
North America strategize and develop industry leading digital products, enhancing or building new products on our Online, Tablet
and Mobile platforms.
Ruby has been with TD since July 2014 and brings 25+ years of experience in various leadership roles with mobile, digital and
product development. Prior to joining TD, Ruby held roles such as Chief Application Officer at Dun & Bradstreet, Chief Technology
Officer at Dow Jones & Co. and Chief Information Officer at NBC Universal.
Ruby has led transformation initiatives in several industries, prominently in Media and Entertainment.  At Dow Jones, he
championed their hugely successful Digital strategy for mobile products to create an additional channel and led the
implementation of The Wall Street Journal app for iOS and Android, as well as about 15 other mobile products for consumers and
businesses.  At NBC Universal he helped streamline broadcast operations and the scheduling of commercials through
sophisticated digitization, and at Viacom he helped radically change content creation workflows and digital rights management.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => ruby-walia
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 15:53:28
            [post_modified_gmt] => 2017-08-31 15:53:28
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=114
            [menu_order] => 3
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [2] => WP_Post Object
        (
            [ID] => 81
            [post_author] => 1
            [post_date] => 2017-08-23 18:20:13
            [post_date_gmt] => 2017-08-23 18:20:13
            [post_content] => 
            [post_title] => Bruce Luehrs
            [post_excerpt] => Bruce is the Co-Founder of Rittenhouse Ventures. He was a General Partner of the Edison Venture Fund from 1998 to 2006, prior to managing Rittenhouse Ventures.
As a banker, entrepreneur, and venture capitalist, Bruce brings 30 years of experience in financing technology companies across the greater Philadelphia area. He has been an active member of regional investment community, as the past Chairman of the Greater Philadelphia Venture Group (now MAC Alliance) and as a member of professional organizations in venture capital and corporate growth.
Bruce’s extensive investment experience in software for healthcare, pharma, and financial services makes him an ideal strategic partner for entrepreneurs.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => scott-feldmann
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-21 19:26:06
            [post_modified_gmt] => 2017-09-21 19:26:06
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=81
            [menu_order] => 4
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [3] => WP_Post Object
        (
            [ID] => 157
            [post_author] => 1
            [post_date] => 2017-09-12 19:10:48
            [post_date_gmt] => 2017-09-12 19:10:48
            [post_content] => 
            [post_title] => Scott Cowan
            [post_excerpt] => Scott Cowan focuses his practice on corporate finance transactions,
mergers and acquisitions and securities law matters primarily in the
technology, life sciences and healthcare industries.
Scott advises a broad range of clients, including startup and
emerging companies, publicly held middle-market companies and
venture capital and private equity firms.
Scott's transactional experience includes IPOs, PIPEs, registered
direct offerings and direct follow-on offerings, as well as venture
capital, private equity, mergers and acquisitions, and other strategic
transactions. He regularly serves as outside general counsel for
private and public companies at various stages of development.
Scott also assists clients in the preparation and filing of 1933 Act
and 1934 Act documents and proxy materials with the United States Securities and Exchange Commission
and related compliance.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => scott-cowan
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-14 16:06:52
            [post_modified_gmt] => 2017-09-14 16:06:52
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=157
            [menu_order] => 5
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [4] => WP_Post Object
        (
            [ID] => 89
            [post_author] => 1
            [post_date] => 2017-08-23 19:35:08
            [post_date_gmt] => 2017-08-23 19:35:08
            [post_content] => 
            [post_title] => Rick Kushel
            [post_excerpt] => Rick is the Chief Executive Officer of Hoboken based DealCloud, which offers a deal management platform for financial services firms and General Partner of Cultivation Capital FinTech fund. Prior to DealCloud, Rick was most recently a strategic advisor to the Innovations portfolio at The Blackstone Group. Rick joined Blackstone in 2007 to lead a technology spinout which became iLevel Solutions. Rick put together an investment consortium consisting of Blackstone, Carlyle Group, Duff & Phelps and Hamilton Lane, and was CEO of iLevel before it was acquired by Ipreo in 2015. Prior to Blackstone, Rick was Chairman and CEO of Archive Systems, Inc., a leading on-demand document management company he founded in 1991. During his tenure, Archive Systems, achieved 14 years of double-digit revenue growth, grew to 250 employees and raised over capital from Carlyle Group, Edison Ventures and NJTC Venture Fund. Rick served on Archive System, Inc.’s board until its recent sale to Access Information Management. Rick is an active angel investor, a frequent public speaker and guest lecturer on venture capital and entrepreneurship. He received a B.S. in Chemistry and Business from James Madison University.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => rick-kushel
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:28:42
            [post_modified_gmt] => 2017-08-31 14:28:42
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=89
            [menu_order] => 6
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [5] => WP_Post Object
        (
            [ID] => 93
            [post_author] => 1
            [post_date] => 2017-08-24 14:00:40
            [post_date_gmt] => 2017-08-24 14:00:40
            [post_content] => 
            [post_title] => Karim Rammal
            [post_excerpt] => Karim is a successful, international serial entrepreneur based in New York City with business relationships and interests across Asia, Middle East and Africa.

He is the founder of Boloro (www.boloro.com) in New York – a globally patented real-time, multi-channel, multi-factor authentication system and payments platform, offering ATM like authentication in the palm of your hand creating ubiquitous usage across any handset in a secure consumer friendly way. Boloro has already deployed its technology and is rapidly growing its footprint globally.
Prior to launching Boloro Karim was involved in the first milestone dual-listing between Nasdaq New York and Nasdaq Dubai (formerly named DIFX) with a US Bank, and before 2008 he spent over 12 years with JWT in the United States, Pakistan and Afghanistan as Senior Partner & Senior Consultant at JWT NYC and as President WPP Marketing Communications / JWT, Pakistan.
A resident of New York City, Karim earned his undergraduate and graduate degrees from Boston University. Karim is a member of the Young Presidents Organization (YPO), and has held voluntary positions with the Aga Khan Development Network (AKDN.org).

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => karim-rammal
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:28:53
            [post_modified_gmt] => 2017-08-31 14:28:53
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=93
            [menu_order] => 7
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [6] => WP_Post Object
        (
            [ID] => 108
            [post_author] => 1
            [post_date] => 2017-08-24 16:58:46
            [post_date_gmt] => 2017-08-24 16:58:46
            [post_content] => 
            [post_title] => Brooks Gibbins
            [post_excerpt] => Brooks is a repeat entrepreneur who has helped to build and sell three category-leading businesses.
His first job out of college was as an enterprise software engineer, and he's spent the last 15+ years specializing in "FinTech" across capital markets, banking, insurance, and payments. He's spent more than half of his career living in or working for a European-based firm.
In 2012, Brooks founded the fintech venture capital platform, FinTech Collective, with his long-time partner, Gareth Jones.

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => brooks-gibbins
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:27:36
            [post_modified_gmt] => 2017-08-31 14:27:36
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=108
            [menu_order] => 8
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [7] => WP_Post Object
        (
            [ID] => 161
            [post_author] => 1
            [post_date] => 2017-09-13 02:09:22
            [post_date_gmt] => 2017-09-13 02:09:22
            [post_content] => 
            [post_title] => Deepesh Jain
            [post_excerpt] => Deepesh has over 15 years of specialized experience in structuring and managing securitization programs. As Head of Capital Markets, he is responsible for raising funding from banks and other institutional investors to help fund Kabbage's small business loans.  Before joining Kabbage, Deepesh spent nearly 10 years at Capital One. He began in their Debt Capital Markets group, where he managed their credit card securitization programs. Later, he served as Senior Compliance Manger, managing operational risk and regulatory compliance.  Most recently, Deepesh was the Head of U.S. Capital Markets Execution at Barclays for six years. There, he oversaw Treasury-related capital market activities in the U.S. and was an active participant in industry advocacy efforts in the U.S. and Europe. Deepesh holds a Bachelor of Science degree in Electrical Engineering from Indian Institute of Technology, Delhi and an MBA in Finance from Johnson Graduate School of Management at Cornell University.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => deepesh-jain
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-25 13:12:09
            [post_modified_gmt] => 2017-09-25 13:12:09
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=161
            [menu_order] => 9
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [8] => WP_Post Object
        (
            [ID] => 29
            [post_author] => 1
            [post_date] => 2017-08-21 19:43:27
            [post_date_gmt] => 2017-08-21 19:43:27
            [post_content] => 
            [post_title] => Mansi Singhal
            [post_excerpt] => Mansi is the co-founder of qplum, an online investment advisory firm. Mansi has over 10 years of experience in portfolio management. Before starting qplum, she worked at Brevan Howard where she managed portfolios of more than $100 million. Previously, she was a trader at the swaps desk at Bank of America, Merrill Lynch and Wachovia Bank. She completed her Masters in Computer Science from the University of Pennsylvania and holds the Series 3 and Series 65 certifications.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => mansi-singhal
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:27:51
            [post_modified_gmt] => 2017-08-31 14:27:51
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=29
            [menu_order] => 10
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [9] => WP_Post Object
        (
            [ID] => 171
            [post_author] => 1
            [post_date] => 2017-09-15 20:46:59
            [post_date_gmt] => 2017-09-15 20:46:59
            [post_content] => 
            [post_title] => Milind Mehere
            [post_excerpt] => Milind is responsible for overall strategy and day-to-day operations at YieldStreet. Prior to founding YieldStreet, Milind co-founded Yodle, which was recently acquired by web.com (Nasdaq:WEB) for $342M. He helped Yodle scale to $200 million in revenue and 1,400+ employees serving 45K small business customers. During his nine years at Yodle, Milind created and lead several departments, including General Manager of Canada where he built a 250 person sales team in 2 years, Vice President of Business Development & Channel Sales and Vice President of Client Management & Operations.
 
Milind is an innovator, having founded or worked for industry defining companies. He started his career with i2 Technologies who defined the “supply chain” software space. He then joined OATSystems (acquired by Checkpoint Systems, CKP) which was born out of the AutoID Center at MIT and pioneered commercial RFID application across the supply chain. RFID technology was the predecessor of what big data (software) and BOT/Device (Hardware) could do to radically improve business applications. In 2005, small businesses were ignored during early years of online advertising which led to formation of Yodle. Yodle helped small business acquire customers thru online advertising using an automated simple marketing platform.
Milind is an active angel investor, mentor and advisor to several startups. He serves on the boards of Coldwell Banker India and Likeable Local.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => milind-mehere
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-15 20:51:57
            [post_modified_gmt] => 2017-09-15 20:51:57
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=171
            [menu_order] => 11
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [10] => WP_Post Object
        (
            [ID] => 142
            [post_author] => 1
            [post_date] => 2017-09-07 16:36:17
            [post_date_gmt] => 2017-09-07 16:36:17
            [post_content] => 
            [post_title] => Jesse Podell
            [post_excerpt] => Jesse leads ecosystem development and engagement for Citi’s Global FinTech Acceleration team. Previously he brought the leading global fintech accelerator to the US with Startupbootcamp Fintech NYC where he catalyzed a diverse and engaged community of industry experts, entrepreneurs & investors around pre-seed startups. He was a Co-Founder of TechDay a large scale international startup event. Previous to his career in emerging technology, he spent 13 years in sales & trading and business development roles at banks and hedge funds such as Jefferies & Co and Susquehanna International Group.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => jesse-podell
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-07 17:44:13
            [post_modified_gmt] => 2017-09-07 17:44:13
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=142
            [menu_order] => 12
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [11] => WP_Post Object
        (
            [ID] => 8
            [post_author] => 1
            [post_date] => 2017-08-18 08:36:36
            [post_date_gmt] => 2017-08-18 08:36:36
            [post_content] => 
            [post_title] => John Michel
            [post_excerpt] => John is the Chief Executive Officer of CircleBlack. He, along with a team of experienced financial innovators, founded the company in 2013 with the goal of delivering modern technology to the financial services industry. His vision was to create a platform that would strengthen the bond between financial advisors and their clients, while also providing substantial revenue-generating opportunities for advisors with its proprietary technology.
Michel previously served as the President of Bloomberg Wealth, a wholly-owned subsidiary of Bloomberg L.P. He led the introduction of BloombergBlack, which had one of the fastest launches in the industry. The business captured over $1.5 billion in assets in less than six months and proved that investors were willing
to pay an incremental $100 per month for a value-added wealth management service delivered primarily through technology. Throughout his 25 years as both an intrapreneur and entrepreneur, Michel has played an instrumental role in the conceptualization and launch of game-changing financial services products
across a diverse array of channels.
During his 13 years at Merrill Lynch, Michel spearheaded numerous transformative initiatives for the firm, including the development of the Financial Advisor Center and Merrill Lynch Direct that today are known as Merrill Edge. Michel identified the growing opportunity to service clients directly and created the industry’s
first full-service direct-to-consumer platform, garnering a base of over 300,000 customers. Additionally, Michel was instrumental in the formation of the Roth IRA and Medical Savings Accounts. During his time at Merrill, he played an active role in the original messaging and promotion to Washington legislators.
Following Merrill Lynch, Michel built and eventually sold Bullrun Financial, Inc., a financial services and technology company that delivered portfolio measurement services to wealth advisories.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => john-michel
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-08-31 14:29:45
            [post_modified_gmt] => 2017-08-31 14:29:45
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=8
            [menu_order] => 13
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [12] => WP_Post Object
        (
            [ID] => 138
            [post_author] => 1
            [post_date] => 2017-09-06 13:38:52
            [post_date_gmt] => 2017-09-06 13:38:52
            [post_content] => 
            [post_title] => Frank Dombroski
            [post_excerpt] => 
Frank is the creator of the FlexWage business solution. He manages the strategic direction of the business and leverages his expertise in the market to drive key relationships and exposure.

Prior to founding FlexWage, Frank managed the Commercial Payment Solutions business at JP Morgan. He was responsible for P&L management, business strategy, and product development. Frank’s leadership spanned both domestic and global program offerings. He also managed the Visa/MasterCard relationships and sat on the commercial executive council for both networks. During his six years of leadership, JP Morgan grew from the fifth largest provider to become the market leader, increasing annual volume from $4.5 billion to $30 billion.

Prior to joining JPMC, Frank was president and CEO of two emerging technology companies providing enterprise technology and process automation solutions for the airline and corporate travel industries. Frank is credited as the inventor of three business system and process patents and has served as an industry expert, frequently featured in the media and at market events.

Frank also spent 12 years at American Express, holding various management roles in the Merchant Services division. He was a central figure in the development and launch of the American Express Corporate Purchasing Card and was highly recognized in both sales and management roles.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => frank-dombroski
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-14 12:42:06
            [post_modified_gmt] => 2017-09-14 12:42:06
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=138
            [menu_order] => 14
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [13] => WP_Post Object
        (
            [ID] => 178
            [post_author] => 1
            [post_date] => 2017-09-20 15:03:00
            [post_date_gmt] => 2017-09-20 15:03:00
            [post_content] => 
            [post_title] => Brett Shear
            [post_excerpt] => Brett is the Resident Blockchain Accountant at ConsenSys, focusing on the cross intersection of blockchain technology and the accounting industry. The accounting initiatives at ConsenSys consist of the Accounting Blockchain Coalition and Balanc3 spoke. The Accounting Blockchain Coalition is comprised of the largest accounting firms, accounting regulators, law firms, investors, etc. to lead the accounting industry into guidance and standards around blockchain technology. Brett's efforts on the Balanc3 spoke consist of product management of the accounting software and business development while researching technical blockchain accounting solutions. He graduated with a Masters in Taxation from the Gabelli School of Business, Fordham University and obtained a Bachelors of Accountancy from Florida State University.

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => brett-shear
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-20 15:08:39
            [post_modified_gmt] => 2017-09-20 15:08:39
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=178
            [menu_order] => 15
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [14] => WP_Post Object
        (
            [ID] => 165
            [post_author] => 1
            [post_date] => 2017-09-13 19:26:48
            [post_date_gmt] => 2017-09-13 19:26:48
            [post_content] => 
            [post_title] => Pam Cytron
            [post_excerpt] => Pam has more than 30 years of financial services technology industry experience including successfully growing companies from start-up to operationally efficiency while consistently driving revenue increases. Her unique expertise includes a clear vision of tracking financial services technologies and developing innovative strategies to meet the industry’s demands while keeping her focus on providing the ultimate customer experience. 

Pam launched her current company, Pendo Systems, Inc., a New Jersey-based financial technology company in 2008. Pendo provides technology for the global capital markets industry and currently serves 25 percent of the US G-SIFIs and is specifically focused on extracting insights from unstructured data.  In 2015, Pam pivoted Pendo Systems to create a machine learning platform that helps make financial institutions AI-ready by turning unstructured data in structured, AI-ready data sets at a machine scale.

Pam actively tracks industry trends and future opportunities. As a result, Pendo has received many accolades for their innovative products, for their team, and for Pam’s leadership herself.  These accolades include, Pam named “Game Changer of the Year” and her nomination to participate in Fortune’s Top 10 Women Entrepreneurs. Pendo Systems was named one of the 20 Most Promising Companies in Capital Markets Technology and is a two-time winner of SWIFT’s Innotribe and Top Innovator Award. 

Pam has held senior management roles at SunGard, DST, BlackRock, Netik, and Princeton Financial.

Pam’s leadership also extends beyond Pendo to serving the community at the local, state, and national level. She is the Board Chair of the National Youth Recovery Foundation (NYRF), a non-profit organization that supports young people in recovery from substance abuse. NYRF funds and promotes programs and public policy initiatives that increase access to treatment and aftercare, education, and career and social networks, and that remove barriers to sustained recovery. She is a breast cancer survivor and actively supports the American Cancer Society’s Making Strides Against Breast Cancer. She is a mother of two and also plays an active role in the public-school system in Montclair, NJ.

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => shayne-mullen
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2017-09-26 12:29:35
            [post_modified_gmt] => 2017-09-26 12:29:35
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech/?post_type=events_speakers&p=165
            [menu_order] => 15
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

)

Schedule

 
 1:30 pm

Registration / Networking

 2:15 pm

Keynote - Blockchain Trends

Ron Quaranta, Wall Street Blockchain Alliance
 2:50 PM

Funding Panel

Scott Cowan, DLA Piper
Brooks Gibbins, Fintech Collective
Rick Kushel, DealCloud
Bruce Luehrs, Rittenhouse Ventures

 3:35 PM

Fintech Startup pitches

 3:45 pm

Break

 4:00 PM

Lending Panel

Kevin Pianko, BDO
Deepesh Jain, Kabbage
Pam Cytron, Pendo Systems
Farnk Dombrowski, Flexwage

 4:35 pm

Payments Fireside Chat

Ruby Awalia, TD Bank

 5:00 pm

Investing Panel

John Michel, Circle Black
Mansi Singhal, qPlum
Milind Mehere, YieldStreet
Jesse Podel, Citi

 5:35 PM

Fintech Startup pitches

 5:45 PM

Networking Reception

Sponsors

Gold

Conference Sponsors

Media Sponsors

Registration


Tickets - Members: $150; Future Members: $300

IF YOUR EMAIL IS FROM A MEMBER COMPANY, YOU AUTOMATICALLY TAKE ADVANTAGE OF DISCOUNTED MEMBER RATES