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.

Sponsorship Opportunities

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
Andrew Gilbert, DLA Piper

 3:35 PM

ICO Talk

 3:45 PM

Break

 4:00 PM

Payments Panel

Mark Clifton, Princeton Identity
First Data

 4:35 PM

Investing Panel

Milind Mehere, YieldStreet
Caroline Hofmann, Republic

 5:10 PM

Lending Panel

Deepesh Jain, Kabbage
Brett Baris, Credibility Capital
MoneyLion
BDO

 5:45 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.

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.

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.

Deepesh Jain

Head of Capital Markets, Kabbage

Deepesh has over 16 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.

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.

Eklavya Saraf

Managing Director, Nasdaq

Eklavya Saraf leads Nasdaq’s new listings efforts in the southeastern U.S. In his role, he advises companies on the process and benefits of listing on Nasdaq, as well as the liquidity options Nasdaq can provide. Eklavya helps develop Nasdaq’s relationships with venture capital, law firms, and other capital markets constituents. He earned his B.S. in Finance from Boston University.

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.

Michael Kopelman

General Partner, Edison Partners

Michael has nearly 20 years of venture investing, corporate finance and entrepreneurship with software, e-commerce and financial services organizations. Michael leads Edison's Fintech practice. He also guides the investment team in Pennsylvania and Delaware. Michael is a frequent speaker at entrepreneurial events, technology conferences and financing seminars. Michael began his career as an investment banker with Credit Suisse First Boston where he advised large retail and consumer products companies 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 one year after its launch by SoundView Technology Group, where he remained to lead the firm's internet & e-commerce investment banking franchise. Michael is active in regional venture, entrepreneurial and technology organizations, including PACT, ACG and Early Stage East. He is currently Co-President of Wharton Private Equity Partners and past Co-Chair of the Wharton Private Equity Conference. NOTABLE EXITS: Archive Systems; FolioDynamix; TrueCommerce. OTHER INVESTMENT EXPERIENCE: Billtrust; Correctnet; Fishbowl; RewardsNOW; Sonicbids. EDUCATION: BA, Economics, University of Pennsylvania, cum laude; MBA, The Wharton School, with honors.

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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. 

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identity management products to businesses, global organizations and borders, resulting in
improved safety and protection for various industries and audiences. Princeton Identity’s iris
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