September 12 Jersey City

Fintech 2018

Fintech 2018

About

This year’s 7th annual FinTech Conference will focus on the challenges and opportunities in this vibrant sector. 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 the trends and challenges facing tech and business leaders in this sector.

One of FinTech’s best known entrepreneurs globally, this year’s keynote, Ron Suber, has transitioned from his role as President of Prosper – an early leader in the consumer lending sector – to Investor, Advisor, Teacher and Advocate. Drawing from his industry experience, investment in 20+ FinTech firms and role advising 10, we’ll hear about lessons learned, the Golden Era of FinTech we live in today, views on FinTech winners and what comes next.

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.

Venue: 7th Floor, Harborside 3
210 Hudson St, Jersey City, NJ 07302

Parking: 7th Floor, Harborside 3
160 Greene St, Jersey City, NJ 07311

Once parked, exit the parking deck and access Hudson Street. Cross the street over the Light Rail tracks to access the Harborside Atrium and follow signs to the 7th floor where FinTech Conference will be held.

Online Registration is now closed. Walk-ins are welcome. 

Days
Hours
Minutes
Seconds

Schedule

 
 1:30 PM

Registration / Networking

 2:15 PM

Keynote - Ron Suber

Ron Suber, Prosper
 2:50 PM

Funding Panel

Eklavya Saraf, Nasdaq
Michael Kopelman, Edison Partners
Scott Cowan, DLA Piper
Chris Wallace, Greycroft
Sean Lippel, Fintech Collective

 3:35 PM

Break

 3:50 PM

Future of Payments Panel

Anna Irrera, Reuters
Mark Clifton, Princeton Identity
Wole Coaxum, Mocafi
Ramesh Babu, Consensys

 4:30 PM

Investing Panel

Milind Mehere, YieldStreet
Caroline Hofmann, Republic
Kevin Pianko, BDO
Dale Sperling, Stash

 5:10 PM

Lending Panel

Brett Baris, Credibility Capital
Anna Ashurov, Goldman Sachs
Jordy Albert, MoneyLion
Elena Mesropyan, Medici

 5:50 PM

Networking Reception

Speakers

Ron Suber

President Emeritus, Prosper

Part entrepreneur, executive, sales, marketing, branding, mentor and coach. Medium IQ, High EQ, High AQ (Adversity Quotient). Enjoys traveling, teaching, yoga, hanging out with friends and family. Shares observations and lessons from experience on Wall Street, fin-tech and online lending in presentations at conferences globally, at emerging companies, at universities and on white boards. History of creating and executing successful strategies, raising debt and equity for fin-tech ventures, collaborating and having fun on winning teams. Enjoys engaging with entrepreneurs to help with their marketing, product development, sales process, hiring, focus and execution of key metrics. President Emeritus and Senior Advisor to Prosper, Chairman of the board of directors of Credible. Advisory board member to Docusign, Juvo, Unison, Money360, Yield Street, House Canary, MoneyLion and eOriginal. Married 27 years, two grown children and living in San Francisco.

Eklavya Saraf

Managing Director, Nasdaq

Eklavya Saraf is a Managing Director of New Listings at NASDAQ. In this role, Eklavya is responsible for managing NASDAQ’s efforts to attract U.S. listings. He has over ten years of experience in the capital markets industry. He works with early stage companies to maximize financing and visibility opportunities afforded by NASDAQ’s resources for companies going public. Eklavya works very closely with venture capital and advisors to today’s private companies to educate them on the liquidity options NASDAQ can provide.

Caroline Hofmann

COO, Republic

Caroline is the Chief Operating Officer of Republic, an investment platform for startups to raise capital and for everyone to invest in startups. In this role, Caroline oversees the company's overall business operations and works alongside the CEO on all aspects of Republic's equity- and crypto-focused growth strategy. During her tenure, Hofmann has overseen and scaled operations for 3x investor base growth, 10x monthly transaction volume, and 10x monthly increase in startups raising on the platform. Hofmann is a former associate principal for McKinsey & Company in New York and holds an MBA from Harvard Business School.

Dale Sperling

CMO, Stash

Dale servers as CMO at Stash - the financial services platform that's revolutionizing the way millions of Americans invest and save for their future. She is responsible for driving the growth and acquisition channels for one of the fastest growing financial platforms in the U.S. STASH was highlighted by the Wall Street Journal as one of the "Top Tech Companies to Watch in 2018." Dale has more than 20 years of marketing experience across Fortune 500 brands, including Time Inc., AOL and The Walt Disney Company.

Michael Kopelman

General Partner, Edison Partners

Michael Kopelman is a General Partner with Edison Partners, a growth equity firm that invests in rapidly growing technology companies. Since its founding in 1986, Edison has invested in over 200 companies and completed over 160 exits, including 13 IPOs. Michael leads Edison's Financial Technology segment, serves on the firm’s investment committee and leads the firm’s exit management process. Michael began his career as an investment banker with Credit Suisse First Boston where he advised clients on numerous M&A and financing transactions. In 1999, Michael left CSFB to launch E*OFFERING, a venture-backed online investment bank affiliated with E*TRADE. He launched several new online products, including the first web-based roadshow for retail investors. E*OFFERING was acquired by SoundView Technology Group, where he remained to lead the firm's internet & e-commerce investment banking franchise. Michael serves as Director of Bento for Business, provider of expense management solutions, iqMedia, a TV analytics company; GAN Integrity, a compliance management software company; The Neat Company, a digital organization tool for consumers and small businesses; and Scivantage, a provider of wealth management/tax solutions for financial institutions. He previously served on Board of TrueCommerce (acquired by HighJump), Uptivity (acquired by InContact), RewardsNOW (acquired by Augeo) and Sonicbids (acquired by BackStage). Michael serves on the investment advisory committee for Ben Franklin Technology Partners an early stage economic development program in Philadelphia and is a Board Member of the Pittsburgh Venture Capital Association. Philadelphia Business Journal identified Michael as one of forty individuals under the age of forty who have made the biggest impact on the Philadelphia region. Michael is past President of Wharton Private Equity Partners, the private equity organization serving over 2,000 Wharton alumni. He regularly guest lectures seminars on entrepreneurship and venture capital at The Wharton School. He holds a BA in Economics, cum laude, from the University of Pennsylvania and an MBA, with honors, from The Wharton School. He resides in the Philadelphia suburbs with his wife and two children.

Chris Wallace

Greycroft

Based in the New York office, Chris’ responsibilities include evaluating investment opportunities, sourcing new deals, and supporting existing portfolio companies. Prior to joining Greycroft, Chris worked in Product Management at Bank of America Merrill Lynch. While at Bank of America Merrill Lynch, Chris designed and built in-house analytics solutions and data visualization tools, and explored key strategic partnerships with FinTech startups. Chris holds a B.A. in Economics from Columbia University. He spent four months in Senegal where he studied Alternative Economies and Microfinancing Strategies. While in Senegal, Chris worked as an Entrepreneurial Analyst at the Chamber of Commerce of Industry and Agriculture in Kaolack, providing guidance to entrepreneurs in rural areas on their international growth strategies. He supports SMBs in his community in Harlem, NY, and has experience consulting restaurants in the area on their digital strategy and operations. Chris is passionate about mentoring, as he served as mentor for the Big Sibs Mentoring program at Columbia, and he continues to mentor his mentee of 6 years.

Brett Baris

CEO & Co-Founder, Credibility Capital

Brett is the chief executive officer and co-founder of Credibility Capital. Brett has been a venture capital investor for 17 years. As a partner at IA Capital, he has focused exclusively on the financial technology space and has followed the evolution of marketplace lending. Brett holds a B.A. in Economics, magna cum laude, from Tufts University and an M.B.A from Columbia Business School.

Anna Irrera

FinTech Correspondent, Reuters

Anna Irrera is a journalist at Reuters in New York where she covers the fintech sector and technology related developments at some of the world’s largest financial institutions, focusing on topics ranging from marketplace lending to blockchain. She joined Reuters in late 2016 having previously covered fintech for more than three years at Financial News, a Dow Jones newspaper in London, where she played a key role in the publication’s expanded fintech coverage. She joined Dow Jones in 2012 as an online reporter for Financial News, having moved to the UK from Rio de Janeiro, Brazil where she worked at Reuters’, English language international service. She holds M.S. degree (with honors) from the Columbia University Graduate School of Journalism in New York and a graduate degree in law from the Università Cattolica del Sacro Cuore in Milan. Between journalism and law school, Anna worked at the Italian national publication ItaliaOggi, covering law and taxes.

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.

Wole Coaxum

Founder & CEO, MoCaFi

Wole C. Coaxum is a Founder and Chief Executive Officer of Mobility Capital Finance, Inc. (“MoCaFi”). MoCaFi is a start-up financial technology company that leverages mobile technologies, data analytics and digital strategies to improve the financial behaviors of underbanked communities. Our goal is to move 1,000,000 people away from high cost alternative financial services products, e.g. payday lenders, check cashiers, pawn shops, etc., and into the financial mainstream, so communities can live healthy and productive financial lives. Prior to starting MoCaFi in 2016, Wole served as Managing Director at JPMorgan Chase where he held a series of leadership positions in Business Banking, Card Services, and Treasury & Securities Services. Prior to joining JPMorgan in 2007, Wole was a senior executive of Willis Towers Watson, where he served as Chief Financial Officer & Chief Operating Officer of Willis North America and Chief Executive Officer of Willis Canada. He started his career at Citigroup working in investment banking, asset management, insurance and corporate functions. Wole currently serves as a Trustee of Phillips Exeter Academy and a board member of the Roosevelt Institute. His former board participation includes a member of the board of the Williamstown Theatre Festival, Chairman of the Board for Phoenix House New York and member of the Phoenix House Foundation Board. He is the recipient of the Harlem YMCA – Black Achievers in Industry Award. He has a Masters of Business Administration degree with a concentration in Finance from New York University, a Bachelor of Arts degree with a major in History from Williams College and studied Politics, Philosophy and Economics at Exeter College, Oxford University. Wole lives in Westchester County, N.Y. with his wife Kim and their two daughters Quinn and Avery.

Sean Lippel

Director, Fintech Collective

Sean is a Director on the Investments Team at FinTech Collective. A former entrepreneur and world-ranked poker player, Sean started his professional career as an investment banker at Credit Suisse in its Equity-Linked Origination group. As an Associate, he helped develop structured solutions for large financial services and technology companies, working on a number of high profile transactions including Intel’s $2b junior subordinated convertible offering in 2010 and KKR’s $1.25b private convertible investment in Legg Mason in 2008. Sean left Wall Street in the summer of 2012 to start MyGameFace, a SaaS start-up, focused on increasing fan engagement at stadiums and other sporting venues. The business was mobile-first and digitally connected sports viewers to a stadium’s concessions, entertainment, and social media assets. Sean graduated with an MBA from Columbia Business School and a BBA from the Stephen M. Ross School of Business at the University of Michigan.

Mark Clifton

CEO, Princeton Identity

Mark Clifton is the CEO and co-founder of Princeton Identity, the company making biometric identity management more convenient than ever before. Mark brings extensive experience in biometrics, security and surveillance, resulting in a deep understanding of the authentication technology and solutions the market needs. With Princeton Identity, Mark is bringing biometric identity management products to businesses, global organizations and borders, resulting in improved safety and protection for various industries and audiences. Princeton Identity’s iris recognition technology is featured in the Samsung Galaxy line of mobile smart phones, where tens of million phones have been sold to consumers. Additional deployments of Princeton Identities biometric authentication devices include Dubai airports as well as several Fortune 100 companies. Prior to founding Princeton Identity, Mark was President of the Products and Solutions division at SRI International, where he was responsible for technology development, strategic direction and moving technology out of the laboratory and into the market. Before SRI, Mark held leadership positions with C2 Systems for the Army, radar and sonar systems for the Navy and acoustic systems for submarines. He is an accomplished leader with over 30 years of experience in engineering, business management, and business development in both the commercial and government security and surveillance markets.

Jordy Albert

VP of Business Development, MoneyLion

Jordy serves as Vice President of Business Development at MoneyLion, an NYC-based digital finance platform that has built the world's most rewarding financial membership, providing credit, checking & investing solutions to more than 3M customers across the US. In this role, Jordy leads business development, partnerships, & non-lending revenue. Prior to joining MoneyLion, Jordy served on the FinTech investing team at Edison Parters, one of the longest standing venture investors in the US, with roughly $1.6B in capital under management. At Edison, Jordy participated in ten financings totaling more than $65M in invested capital, including MoneyLion's $22.5M Series A financing in 2016. Upon joining Edison, Jordy served as Chief of Staff of BFS Capital, an alternative SMB lender with nearly $2B in originations to date. Prior to Edison, Jordy was the Director of Corporate Strategy and Capital Markets at CFS2, a consumer finance business that raised more than $15M in equity capital. Jordy began his venture-investing career with The Oklahoma Life Science Fund and Sevin Rosen Funds, where he participated in nearly a dozen financings, totaling more than $35M in invested capital.

Scott Cowan

Partner, DLA Piper

Scott 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.

Ramesh Babu

Managing Director, ConsenSys

Accomplished Senior IT & Business Leader with 20+ years of demonstrated experience in Analytics, Blockchain, Big Data, Data Science, Information Systems, Project Management, Business Intelligence, Business Solutions and Techno Business Consulting. Valued contributor to the business strategy, new initiatives right from conceptualization to facilitating closure for multiple new initiatives. Exceptional solution providing strengths in the space of Analytics, AI, Blockchain, Cognitive, Big Data, BI & Information Management space which includes communication, collaboration & team building skills with proficiency at grasping new concepts quickly and utilize the same in a productive manner. Specialties: Technology Strategy, Analytics Solutions, Enterprise Information Management, Blockchain, Big Data, Data Science, Focused Sales Strategy, Go to Market, Global Delivery, Strategic Consulting, Client Relationship, Key Account Acquisition, Global Alliances & Partnerships, Omni-Channel, Digital Transformation, Startups

Elena Mesropyan

Global Head of Content, MEDICI

Elena started her FinTech journey as a Market Research Analyst at MEDICI (formerly LTP – Let's Talk Payments), and soon was appointed as the Global Head of Content, in which capacity she directs and coordinates all content published on MEDICI’s website (gomedici.com), newsletters, and social media platforms. Elena utilizes MEDICI data, industry-specific media sources, white papers, and public and private company research and data to enhance content for clients and website readers. Elena has extensive experience working with international teams across borders to continuously improve the quality of research, and build a strong loyal community of MEDICI advocates. During her time at MEDICI, Elena has written 250+ insights pieces and has been widely published across the top FinTech-focused sources and by the world’s largest institutions, research & consulting companies, and associations. Destinations where Elena’s content has been published and cited, as well as used as a source of information, include American Express, ISACA, the Federal Reserve Bank of Atlanta, Moody’s Analytics, Capgemini, Irish Tech News, Network Branded Prepaid Card Association (NBPCA), UN Blockchain, The National Money Transmitters Organization (NMTA), StarSe, Citibank, BankDirector.com, FinXTech.com, edX, Finextra, Computerworld HK, Cognizant, and dozens of company blogs. Elena Mesropyan is an international research professional with a BA degree in Social Sciences from NSU, one of the top three research universities in Russia and the leading institution preparing world-class, award-winning professionals in IT, Research, and Physics. Elena completed her education with an MA degree in International Marketing obtained from Hult International Business School (San Francisco), the 13th best school ranked for Masters in Management Worldwide (The Economist). In November 2017, Elena Mesropyan was shortlisted for ‘Women in FinTech Powerlist 2017’ by Innovate Finance.

Kevin Pianko

Assurance Partner, BDO

Kevin Pianko performs audits of public and private companies and assists them with the financial and operational aspects of their business. Kevin helps clients obtain sources of capital and provides merger and acquisition (M&A) and strategic alliance analysis. He has experience in numerous industry sectors, including technology, private equity and venture capital, life sciences, manufacturing and distribution, professional services, and financial services. He has extensive experience with Securities Act of 1933 and Securities and Exchange Act of 1934 filings, including initial public offerings (IPOs). Kevin has worked extensively with private equity and venture capital entities at the fund level and the portfolio company level. He has also worked with numerous earlier-stage companies, assisting them in dealing with issues they face as they reach new stages of development. He is also actively involved in many technology-focused organizations. Kevin has been quoted in numerous business publications, including Crain’s New York Business, Fortune Small Business, Commerce and NJBIZ. He has also been a speaker at events held by the New York State Bar Association and the New Jersey Bar Association. Kevin has appeared on Bloomberg Radio, CNBC and NBC. Kevin’s also has 10 years of professional experience with two of the Big Four and other national accounting firms.

Anna Ashurov

Vice President, Financing Group, Goldman Sachs

Array
(
    [0] => WP_Post Object
        (
            [ID] => 13
            [post_author] => 1
            [post_date] => 2018-07-18 12:49:27
            [post_date_gmt] => 2018-07-18 12:49:27
            [post_content] => 
            [post_title] => Ron Suber
            [post_excerpt] => Part entrepreneur, executive, sales, marketing, branding, mentor and coach. Medium IQ, High EQ, High AQ (Adversity Quotient). 

Enjoys traveling, teaching, yoga, hanging out with friends and family. Shares observations and lessons from experience on Wall Street, 
fin-tech and online lending in presentations at conferences globally, at emerging companies, at universities and on white boards. 

History of creating and executing successful strategies, raising debt and equity for fin-tech ventures, collaborating and having fun on winning teams. Enjoys engaging with entrepreneurs to help with their marketing, product development, sales process, hiring, focus and execution of key metrics. 

President Emeritus and Senior Advisor to Prosper, Chairman of the board of directors of Credible. Advisory board member to Docusign, Juvo, Unison, Money360, Yield Street, House Canary, MoneyLion and eOriginal. 

Married 27 years, two grown children and living in San Francisco. 

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => ron-suber
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-13 17:15:28
            [post_modified_gmt] => 2018-08-13 17:15:28
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=13
            [menu_order] => 0
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [1] => WP_Post Object
        (
            [ID] => 74
            [post_author] => 1
            [post_date] => 2018-08-21 17:06:07
            [post_date_gmt] => 2018-08-21 17:06:07
            [post_content] => 
            [post_title] => Eklavya Saraf
            [post_excerpt] => Eklavya Saraf is a Managing Director of New Listings at NASDAQ. In this role, Eklavya is responsible for managing NASDAQ’s efforts to attract U.S. listings. He has over ten years of experience in the capital markets industry. He works with early stage companies to maximize financing and visibility opportunities afforded by NASDAQ’s resources for companies going public. Eklavya works very closely with venture capital and advisors to today’s private companies to educate them on the liquidity options NASDAQ can provide.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => eklavya-saraf
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-28 15:20:35
            [post_modified_gmt] => 2018-08-28 15:20:35
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=74
            [menu_order] => 2
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [2] => WP_Post Object
        (
            [ID] => 63
            [post_author] => 1
            [post_date] => 2018-08-17 12:16:49
            [post_date_gmt] => 2018-08-17 12:16:49
            [post_content] => 
            [post_title] => Caroline Hofmann
            [post_excerpt] => Caroline is the Chief Operating Officer of Republic, an investment platform for startups to raise capital and for everyone to invest in startups. In this role, Caroline oversees the company's overall business operations and works alongside the CEO on all aspects of Republic's equity- and crypto-focused growth strategy. During her tenure, Hofmann has overseen and scaled operations for 3x investor base growth, 10x monthly transaction volume, and 10x monthly increase in startups raising on the platform. Hofmann is a former associate principal for McKinsey & Company in New York and holds an MBA from Harvard Business School.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => caroline-hoffman
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-28 15:21:23
            [post_modified_gmt] => 2018-08-28 15:21:23
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=63
            [menu_order] => 3
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [3] => WP_Post Object
        (
            [ID] => 90
            [post_author] => 1
            [post_date] => 2018-08-29 17:09:55
            [post_date_gmt] => 2018-08-29 17:09:55
            [post_content] => 
            [post_title] => Dale Sperling
            [post_excerpt] => Dale servers as CMO at Stash -  the financial services platform that's revolutionizing the way millions of Americans invest and save for their future. She is responsible for driving the growth and acquisition channels for one of the fastest growing financial platforms in the U.S. STASH was highlighted by the Wall Street Journal as one of the "Top Tech Companies to Watch in 2018." Dale has more than 20 years of marketing experience across Fortune 500 brands, including Time Inc., AOL and The Walt Disney Company.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => dale-sperling
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-29 22:42:52
            [post_modified_gmt] => 2018-08-29 22:42:52
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=90
            [menu_order] => 4
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [4] => WP_Post Object
        (
            [ID] => 71
            [post_author] => 1
            [post_date] => 2018-08-21 14:12:01
            [post_date_gmt] => 2018-08-21 14:12:01
            [post_content] => 
            [post_title] => Michael Kopelman
            [post_excerpt] => Michael Kopelman is a General Partner with Edison Partners, a growth equity firm that invests in rapidly growing technology companies. Since its founding in 1986, Edison has invested in over 200 companies and completed over 160 exits, including 13 IPOs. Michael leads Edison's Financial Technology segment, serves on the firm’s investment committee and leads the firm’s exit management process. 

Michael began his career as an investment banker with Credit Suisse First Boston where he advised clients on numerous M&A and financing transactions. In 1999, Michael left CSFB to launch E*OFFERING, a venture-backed online investment bank affiliated with E*TRADE. He launched several new online products, including the first web-based roadshow for retail investors. E*OFFERING was acquired by SoundView Technology Group, where he remained to lead the firm's internet & e-commerce investment banking franchise. 

Michael serves as Director of Bento for Business, provider of expense management solutions, iqMedia, a TV analytics company; GAN Integrity, a compliance management software company; The Neat Company, a digital organization tool for consumers and small businesses; and Scivantage, a provider of wealth management/tax solutions for financial institutions. He previously served on Board of TrueCommerce (acquired by HighJump), Uptivity (acquired by InContact), RewardsNOW (acquired by Augeo) and Sonicbids (acquired by BackStage). 

Michael serves on the investment advisory committee for Ben Franklin Technology Partners an early stage economic development program in Philadelphia and is a Board Member of the Pittsburgh Venture Capital Association. Philadelphia Business Journal identified Michael as one of forty individuals under the age of forty who have made the biggest impact on the Philadelphia region. 

Michael is past President of Wharton Private Equity Partners, the private equity organization serving over 2,000 Wharton alumni. He regularly guest lectures seminars on entrepreneurship and venture capital at The Wharton School. 

He holds a BA in Economics, cum laude, from the University of Pennsylvania and an MBA, with honors, from The Wharton School.  He resides in the Philadelphia suburbs with his wife and two children. 
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => michael-kopelman
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-29 22:43:38
            [post_modified_gmt] => 2018-08-29 22:43:38
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=71
            [menu_order] => 5
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [5] => WP_Post Object
        (
            [ID] => 85
            [post_author] => 1
            [post_date] => 2018-08-28 15:18:28
            [post_date_gmt] => 2018-08-28 15:18:28
            [post_content] => 
            [post_title] => Chris Wallace
            [post_excerpt] => Based in the New York office, Chris’ responsibilities include evaluating investment opportunities, sourcing new deals, and supporting existing portfolio companies.
Prior to joining Greycroft, Chris worked in Product Management at Bank of America Merrill Lynch. While at Bank of America Merrill Lynch, Chris designed and built in-house analytics solutions and data visualization tools, and explored key strategic partnerships with FinTech startups.
Chris holds a B.A. in Economics from Columbia University. He spent four months in Senegal where he studied Alternative Economies and Microfinancing Strategies. While in Senegal, Chris worked as an Entrepreneurial Analyst at the Chamber of Commerce of Industry and Agriculture in Kaolack, providing guidance to entrepreneurs in rural areas on their international growth strategies. He supports SMBs in his community in Harlem, NY, and has experience consulting restaurants in the area on their digital strategy and operations. Chris is passionate about mentoring, as he served as mentor for the Big Sibs Mentoring program at Columbia, and he continues to mentor his mentee of 6 years.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => chris-wallace
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-28 15:22:01
            [post_modified_gmt] => 2018-08-28 15:22:01
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=85
            [menu_order] => 6
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [6] => WP_Post Object
        (
            [ID] => 55
            [post_author] => 1
            [post_date] => 2018-08-15 18:57:33
            [post_date_gmt] => 2018-08-15 18:57:33
            [post_content] => 
            [post_title] => Brett Baris
            [post_excerpt] => Brett is the chief executive officer and co-founder of Credibility Capital. Brett has been a venture capital investor for 17 years. As a partner at IA Capital, he has focused exclusively on the financial technology space and has followed the evolution of marketplace lending. Brett holds a B.A. in Economics, magna cum laude, from Tufts University and an M.B.A from Columbia Business School.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => brett-baris
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-29 22:43:56
            [post_modified_gmt] => 2018-08-29 22:43:56
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=55
            [menu_order] => 7
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [7] => WP_Post Object
        (
            [ID] => 83
            [post_author] => 1
            [post_date] => 2018-08-28 13:45:43
            [post_date_gmt] => 2018-08-28 13:45:43
            [post_content] => 
            [post_title] => Anna Irrera
            [post_excerpt] => Anna Irrera is a journalist at Reuters in New York where she covers the fintech sector and technology related developments at some of the world’s largest financial institutions, focusing on topics ranging from marketplace lending to blockchain. She joined Reuters in late 2016 having previously covered fintech for more than three years at Financial News, a Dow Jones newspaper in London, where she played a key role in the publication’s expanded fintech coverage. She joined Dow Jones in 2012 as an online reporter for Financial News, having moved to the UK from Rio de Janeiro, Brazil where she worked at Reuters’, English language international service. She holds M.S. degree (with honors) from the Columbia University Graduate School of Journalism in New York and a graduate degree in law from the Università Cattolica del Sacro Cuore in Milan. Between journalism and law school, Anna worked at the Italian national publication ItaliaOggi, covering law and taxes.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => anna-irrera
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-09-05 21:05:04
            [post_modified_gmt] => 2018-09-05 21:05:04
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=83
            [menu_order] => 9
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [8] => WP_Post Object
        (
            [ID] => 64
            [post_author] => 1
            [post_date] => 2018-08-17 12:20:37
            [post_date_gmt] => 2018-08-17 12:20:37
            [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] => 2018-08-17 15:51:16
            [post_modified_gmt] => 2018-08-17 15:51:16
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=64
            [menu_order] => 10
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [9] => WP_Post Object
        (
            [ID] => 95
            [post_author] => 1
            [post_date] => 2018-09-05 13:11:56
            [post_date_gmt] => 2018-09-05 13:11:56
            [post_content] => 
            [post_title] => Wole Coaxum
            [post_excerpt] => Wole C. Coaxum is a Founder and Chief Executive Officer of Mobility Capital Finance, Inc. (“MoCaFi”).  MoCaFi is a start-up financial technology company that leverages mobile technologies, data analytics and digital strategies to improve the financial behaviors of underbanked communities.  Our goal is to move 1,000,000 people away from high cost alternative financial services products, e.g. payday lenders, check cashiers, pawn shops, etc., and into the financial mainstream, so communities can live healthy and productive financial lives.

Prior to starting MoCaFi in 2016, Wole served as Managing Director at JPMorgan Chase where he held a series of leadership positions in Business Banking, Card Services, and Treasury & Securities Services.
 
Prior to joining JPMorgan in 2007, Wole was a senior executive of Willis Towers Watson, where he served as Chief Financial Officer & Chief Operating Officer of Willis North America and Chief Executive Officer of Willis Canada.  He started his career at Citigroup working in investment banking, asset management, insurance and corporate functions.

Wole currently serves as a Trustee of Phillips Exeter Academy and a board member of the Roosevelt Institute.  His former board participation includes a member of the board of the Williamstown Theatre Festival, Chairman of the Board for Phoenix House New York and member of the Phoenix House Foundation Board.   He is the recipient of the Harlem YMCA – Black Achievers in Industry Award.

He has a Masters of Business Administration degree with a concentration in Finance from New York University, a Bachelor of Arts degree with a major in History from Williams College and studied Politics, Philosophy and Economics at Exeter College, Oxford University. 

Wole lives in Westchester County, N.Y. with his wife Kim and their two daughters Quinn and Avery.

            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => wole-coaxum
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-09-05 13:11:56
            [post_modified_gmt] => 2018-09-05 13:11:56
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=95
            [menu_order] => 11
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [10] => WP_Post Object
        (
            [ID] => 97
            [post_author] => 1
            [post_date] => 2018-09-05 21:03:56
            [post_date_gmt] => 2018-09-05 21:03:56
            [post_content] => 
            [post_title] => Sean Lippel
            [post_excerpt] => Sean is a Director on the Investments Team at FinTech Collective. A former entrepreneur and world-ranked poker player, Sean started his professional career as an investment banker at Credit Suisse in its Equity-Linked Origination group. As an Associate, he helped develop structured solutions for large financial services and technology companies, working on a number of high profile transactions including Intel’s $2b junior subordinated convertible offering in 2010 and KKR’s $1.25b private convertible investment in Legg Mason in 2008.
Sean left Wall Street in the summer of 2012 to start MyGameFace, a SaaS start-up, focused on increasing fan engagement at stadiums and other sporting venues. The business was mobile-first and digitally connected sports viewers to a stadium’s concessions, entertainment, and social media assets. Sean graduated with an MBA from Columbia Business School and a BBA from the Stephen M. Ross School of Business at the University of Michigan.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => sean-lippel
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-09-05 21:04:13
            [post_modified_gmt] => 2018-09-05 21:04:13
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=97
            [menu_order] => 12
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [11] => WP_Post Object
        (
            [ID] => 62
            [post_author] => 1
            [post_date] => 2018-08-16 22:58:35
            [post_date_gmt] => 2018-08-16 22:58:35
            [post_content] => 
            [post_title] => Mark Clifton
            [post_excerpt] => Mark Clifton is the CEO and co-founder of Princeton Identity, the company making biometric
identity management more convenient than ever before. Mark brings extensive experience in
biometrics, security and surveillance, resulting in a deep understanding of the authentication
technology and solutions the market needs. With Princeton Identity, Mark is bringing biometric
identity management products to businesses, global organizations and borders, resulting in
improved safety and protection for various industries and audiences. Princeton Identity’s iris
recognition technology is featured in the Samsung Galaxy line of mobile smart phones, where
tens of million phones have been sold to consumers. Additional deployments of Princeton
Identities biometric authentication devices include Dubai airports as well as several Fortune 100
companies.
Prior to founding Princeton Identity, Mark was President of the Products and Solutions division
at SRI International, where he was responsible for technology development, strategic direction
and moving technology out of the laboratory and into the market. Before SRI, Mark held
leadership positions with C2 Systems for the Army, radar and sonar systems for the Navy and
acoustic systems for submarines. He is an accomplished leader with over 30 years of experience
in engineering, business management, and business development in both the commercial and
government security and surveillance markets.
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => mark-clifton
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-21 17:06:35
            [post_modified_gmt] => 2018-08-21 17:06:35
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=62
            [menu_order] => 13
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [12] => WP_Post Object
        (
            [ID] => 81
            [post_author] => 1
            [post_date] => 2018-08-28 13:34:22
            [post_date_gmt] => 2018-08-28 13:34:22
            [post_content] => 
            [post_title] => Jordy Albert
            [post_excerpt] => Jordy serves as Vice President of Business Development at MoneyLion, an NYC-based digital finance platform that has built the world's most rewarding financial membership, providing credit, checking & investing solutions to more than 3M customers across the US. In this role, Jordy leads business development, partnerships, & non-lending revenue. Prior to joining MoneyLion, Jordy served on the FinTech investing team at Edison Parters, one of the longest standing venture investors in the US, with roughly $1.6B in capital under management. At Edison, Jordy participated in ten financings totaling more than $65M in invested capital, including MoneyLion's $22.5M Series A financing in 2016. Upon joining Edison, Jordy served as Chief of Staff of BFS Capital, an alternative SMB lender with nearly $2B in originations to date. Prior to Edison, Jordy was the Director of Corporate Strategy and Capital Markets at CFS2, a consumer finance business that raised more than $15M in equity capital. Jordy began his venture-investing career with The Oklahoma Life Science Fund and Sevin Rosen Funds, where he participated in nearly a dozen financings, totaling more than $35M in invested capital. 
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => jordy-albert
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2018-08-28 13:34:22
            [post_modified_gmt] => 2018-08-28 13:34:22
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=81
            [menu_order] => 14
            [post_type] => events_speakers
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [13] => WP_Post Object
        (
            [ID] => 101
            [post_author] => 1
            [post_date] => 2018-09-10 19:46:31
            [post_date_gmt] => 2018-09-10 19:46:31
            [post_content] => 
            [post_title] => Scott Cowan
            [post_excerpt] => Scott 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] => 2018-09-10 19:47:48 [post_modified_gmt] => 2018-09-10 19:47:48 [post_content_filtered] => [post_parent] => 0 [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=101 [menu_order] => 15 [post_type] => events_speakers [post_mime_type] => [comment_count] => 0 [filter] => raw ) [14] => WP_Post Object ( [ID] => 105 [post_author] => 1 [post_date] => 2018-09-11 14:05:37 [post_date_gmt] => 2018-09-11 14:05:37 [post_content] => [post_title] => Ramesh Babu [post_excerpt] => Accomplished Senior IT & Business Leader with 20+ years of demonstrated experience in Analytics, Blockchain, Big Data, Data Science, Information Systems, Project Management, Business Intelligence, Business Solutions and Techno Business Consulting. Valued contributor to the business strategy, new initiatives right from conceptualization to facilitating closure for multiple new initiatives. Exceptional solution providing strengths in the space of Analytics, AI, Blockchain, Cognitive, Big Data, BI & Information Management space which includes communication, collaboration & team building skills with proficiency at grasping new concepts quickly and utilize the same in a productive manner. Specialties: Technology Strategy, Analytics Solutions, Enterprise Information Management, Blockchain, Big Data, Data Science, Focused Sales Strategy, Go to Market, Global Delivery, Strategic Consulting, Client Relationship, Key Account Acquisition, Global Alliances & Partnerships, Omni-Channel, Digital Transformation, Startups [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => vanessa-grellet [to_ping] => [pinged] => [post_modified] => 2018-09-11 20:01:46 [post_modified_gmt] => 2018-09-11 20:01:46 [post_content_filtered] => [post_parent] => 0 [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=105 [menu_order] => 16 [post_type] => events_speakers [post_mime_type] => [comment_count] => 0 [filter] => raw ) [15] => WP_Post Object ( [ID] => 77 [post_author] => 1 [post_date] => 2018-08-22 13:56:26 [post_date_gmt] => 2018-08-22 13:56:26 [post_content] => [post_title] => Elena Mesropyan [post_excerpt] => Elena started her FinTech journey as a Market Research Analyst at MEDICI (formerly LTP – Let's Talk Payments), and soon was appointed as the Global Head of Content, in which capacity she directs and coordinates all content published on MEDICI’s website (gomedici.com), newsletters, and social media platforms. Elena utilizes MEDICI data, industry-specific media sources, white papers, and public and private company research and data to enhance content for clients and website readers. Elena has extensive experience working with international teams across borders to continuously improve the quality of research, and build a strong loyal community of MEDICI advocates. During her time at MEDICI, Elena has written 250+ insights pieces and has been widely published across the top FinTech-focused sources and by the world’s largest institutions, research & consulting companies, and associations. Destinations where Elena’s content has been published and cited, as well as used as a source of information, include American Express, ISACA, the Federal Reserve Bank of Atlanta, Moody’s Analytics, Capgemini, Irish Tech News, Network Branded Prepaid Card Association (NBPCA), UN Blockchain, The National Money Transmitters Organization (NMTA), StarSe, Citibank, BankDirector.com, FinXTech.com, edX, Finextra, Computerworld HK, Cognizant, and dozens of company blogs. Elena Mesropyan is an international research professional with a BA degree in Social Sciences from NSU, one of the top three research universities in Russia and the leading institution preparing world-class, award-winning professionals in IT, Research, and Physics. Elena completed her education with an MA degree in International Marketing obtained from Hult International Business School (San Francisco), the 13th best school ranked for Masters in Management Worldwide (The Economist). In November 2017, Elena Mesropyan was shortlisted for ‘Women in FinTech Powerlist 2017’ by Innovate Finance. [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => elena-mesropyan [to_ping] => [pinged] => [post_modified] => 2018-08-22 19:28:45 [post_modified_gmt] => 2018-08-22 19:28:45 [post_content_filtered] => [post_parent] => 0 [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=77 [menu_order] => 17 [post_type] => events_speakers [post_mime_type] => [comment_count] => 0 [filter] => raw ) [16] => WP_Post Object ( [ID] => 103 [post_author] => 1 [post_date] => 2018-09-11 14:02:57 [post_date_gmt] => 2018-09-11 14:02:57 [post_content] => [post_title] => Kevin Pianko [post_excerpt] => Kevin Pianko performs audits of public and private companies and assists them with the financial and operational aspects of their business. Kevin helps clients obtain sources of capital and provides merger and acquisition (M&A) and strategic alliance analysis. He has experience in numerous industry sectors, including technology, private equity and venture capital, life sciences, manufacturing and distribution, professional services, and financial services. He has extensive experience with Securities Act of 1933 and Securities and Exchange Act of 1934 filings, including initial public offerings (IPOs). Kevin has worked extensively with private equity and venture capital entities at the fund level and the portfolio company level. He has also worked with numerous earlier-stage companies, assisting them in dealing with issues they face as they reach new stages of development. He is also actively involved in many technology-focused organizations. Kevin has been quoted in numerous business publications, including Crain’s New York Business, Fortune Small Business, Commerce and NJBIZ. He has also been a speaker at events held by the New York State Bar Association and the New Jersey Bar Association. Kevin has appeared on Bloomberg Radio, CNBC and NBC. Kevin’s also has 10 years of professional experience with two of the Big Four and other national accounting firms. [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => kevin-pianko [to_ping] => [pinged] => [post_modified] => 2018-09-11 14:02:57 [post_modified_gmt] => 2018-09-11 14:02:57 [post_content_filtered] => [post_parent] => 0 [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=103 [menu_order] => 18 [post_type] => events_speakers [post_mime_type] => [comment_count] => 0 [filter] => raw ) [17] => WP_Post Object ( [ID] => 109 [post_author] => 1 [post_date] => 2018-09-11 20:11:56 [post_date_gmt] => 2018-09-11 20:11:56 [post_content] => [post_title] => Anna Ashurov [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => anna-ashurov [to_ping] => [pinged] => [post_modified] => 2018-09-11 20:12:30 [post_modified_gmt] => 2018-09-11 20:12:30 [post_content_filtered] => [post_parent] => 0 [guid] => https://events.njtc.org/fintech18/?post_type=events_speakers&p=109 [menu_order] => 19 [post_type] => events_speakers [post_mime_type] => [comment_count] => 0 [filter] => raw ) )

Sponsors

Sponsors

Knowledge Partner

Supporting Org

Registration

  • Members: $150
  • Future Members: $300

ONLINE REGISTRATION IS NOW CLOSED; WALK-INS WELCOME