Fintech Rising

The 2015 event attracted a wide cross section of the financial services community, both locally and nationally. Held at the Microsoft Technology Center on June 10th, 2015, Fintech Rising 2015 attracted over 200 attendees, including emerging company founders and management, venture capital and corporate/strategic investors, key industry press and analysts, and the most connected financial services executives.
Wednesday, June 10th, 2015
1:00pm

Opening Remarks

1:10

Company Pitch Sessions

 Presenting Companies:
P2P Cash
bMobilized
Tactile Finance
STASH
ChartIQ
Tienda Pago
MightyCloud
Open Capital Exchange
 2:00

Roundtable – Which Startups are Corporate America Watching?

Speakers:

  • Joe Proto, Chairman & CEO, Transactis
  • Steve Abbott, CEO, Ionic Security
  • Eli Broverman, Co-founder & COO, Betterment
  • Justin Rockefeller, Special Relations, Addepar
  • David Teten, Partner, ff Venture Capital (Moderator)
3:00

Networking Break

3:15

 Company Pitch Sessions

Presenting Companies:
Refundo
Cashpath Financial
Socure
Inovance
SmarterAgent
Sensai
AllWebID
ClearFactr
SAFE
 4:00

Roundtable – Strategic and VC Funding for NYC Fintech: Investors Weigh In

Speakers:

  • Mariano Belinky, Managing Partner, Santander InnoVentures
  • Michael Kopelman, General Partner, Edison Partners
  • David Sorin, Partner, McCarter & English (Moderator)
  • Cristina Kim, Executive Director, J.P. Morgan Chase
  • Howard Katzenberg, CFO, OnDeck
 5:00

Fireside Chat –

David Klein, Co-founder & CEO, CommonBond
David Teten, Partner, ff Venture Capital (Moderator)

5:30

Cocktails, Hors d’Oeuvres & Networking – Sponsored by The Macallan Scotch

eli

Eli Broverman is a Co-Founder of Betterment LLC and serves as its Chief Operating Officer. An expert in securities and financial institutions law, Mr. Broverman also serves as Betterment’s General Counsel. He has designed a wide range of structuring and compliance initiatives for broker-dealers and investment advisors. Prior to forming Betterment, he practiced law at the international law firm Proskauer Rose LLP, where he advised Fortune 500 companies and their senior management on securities, tax, and compensation matters. Mr. Broverman is a graduate of Brown University and New York University School of Law.

2

Mariano Belinky joined Santander InnoVentures from McKinsey & Co. in December 2014, where he was an Associate Principal in the Corporate and Investment Banking and Global Risk Management practice, based in New York. There he spent six years advising global banks, asset managers and private equity firms across North America, Europe and Latin America on multiple strategic topics.

Prior to joining McKinsey Mariano spent three years at Bridgewater Associates, and also was an equities and equity derivatives trader for a private financial firm in Argentina.

Mariano holds a BA in Computer Science and Philosophy from New York University, and conducted doctoral studies in Artificial Intelligence at Universitat Politecnica de Catalunya, focusing on complex networks, and specifically on syndication patterns in venture capital networks.

michael

Michael Kopelman has over 12 years of venture investing, corporate finance and entrepreneurship with software, e-commerce and financial services organizations. Michael leads Edison’s e-commerce and consumer investment sector, and is a member of the financial services team. He also guides the investment team in Pennsylvania and Delaware. Michael is a frequent speaker at entrepreneurial events, technology conferences and financing seminars. 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. Investments include Archive Systems; Billtrust; Correctnet; Fishbowl Marketing; FolioDynamix; RewardsNOW; Sonicbids; TrueCommerce.

3

Joe Proto is Chairman and CEO of Transactis, part of his three decades in the billing and payments industry as a senior executive and successful entrepreneur. Prior to Transactis, he launched REMITCO, a payments company acquired in 2000 by First Data, as well as Financial Telesis (CashFlex) which was acquired in 1992 by CoreStates, now part of Wells Fargo. Joe co-founded Windham Ventures (an innovation leader in healthcare and med tech), and is a limited partner at Metamorphic Ventures (digital media and e-commerce) and ff Venture Capital (technology). Joe is Chairman of SpendSmart Payments Company (SSPC: OTC) a fast growing mobile loyalty platform with 3.5 million digital subscribers. Joe is a member of various financial services organizations including the Association for Financial Professionals (AFP), he is Co-Chair of the Consumer Payments Advisory Committee of the Payments Innovation Council as well as serving on the Board of Advisors at the National Automated Clearinghouse Association (NACHA), and is a frequent speaker at conferences in the financial technology industry.

pic

David Teten (teten.com) is a Partner with ff Venture Capital (ffvc.com).  ffVC has made 245 investments in 76 companies since 2008.  David has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), Birch Hill Equity Partners (C$2B fund), and other institutional investors.  David led or co-led the first studies on disruption in the investing industry, private equity and venture capital deal origination, and how VCs create portfolio company value.  He is a published author and frequent keynote speaker. He is also Founder and Chairman Emeritus of Harvard Business School Alumni Angels of Greater New York, the largest angel network in New York.

david

Dave Sorin is the managing partner of McCarter’s East Brunswick office and the head of the Venture Capital & Emerging Growth Companies practice. He focuses his practice primarily on privately- and publicly-owned startup, early stage, emerging growth, and middle market technology, tech-enabled and life science enterprises, as well as the investors, executives, and boards of directors who support and lead them. Dave has a long track record of successful representation of growth companies, having been repeatedly recognized by well-known periodicals for a unique combination of legal acumen and sound business judgment. He also brings to bear his broad range of knowledge and experience in counseling enterprises and investors in diverse emerging growth markets, technology industries (including software, information technology, e-commerce, and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region.

peter

David Klein is the CEO and Co-Founder of CommonBond, a leading marketplace student lending platform that lowers the cost of education for borrowers and provides financial returns for investors. Featured in publications such as Inc., The Wall Street Journal and The Economist, David is responsible for setting strategy on creating a superior borrower experience, ensuring capital growth and building a world-class team. Prior to CommonBond, David worked in consumer finance at American Express, as Director of Strategic Planning and Business Development, where he led a $250M annual business. David started his professional career as a consultant at McKinsey & Company, where he advised clients in the financial services industry. David graduated from Brandeis University with a BA in Politics, Economics and International Business, and attended the Wharton School at the University of Pennsylvania. David is also a former Board Member of the Bronx Charter School for the Arts in New York.

4

Steve Abbott is CEO of Ionic Security. Steve started his career at Symantec. After 6 great years he left to join PGP Inc. staying on through an acquisition by Network Associates, where he built the OEM business that later led to the IPO of mcafee.com.

Mr. Abbott’s carreer includes executive roles at Vantive and the PortAuthority. In both cases leading to successful strategic acquisitions by Peoplesoft and Websense respectively.The PortAuthority had the distinction of being the World’s first DLP solution.

Mr. Abbott’s dedication to true Internet privacy led him to be a founding member of the team that acquired PGP back from Mcafee, where he ran global sales for 6 years, helping to make PGP a gold standard.

“I’ve been focused on Internet privacy & trust for many years and to this point the industry hasn’t really made enough progress to allow companies to truly Be Fearless when it comes to how they use and share their information and data.

hwang

K. Calvin Hwang is the Chief Experience Officer and a Board Member of CityMD, the largest urgent care provider in NY Tri-State with 40 locations and counting. As CXO, Calvin overseas patient experience, brand, HR and marketing at CityMD.
Raised as a child of a diplomat who lived in 7 countries before an impressionable age of 18, Calvin’s 20+ years of professional experience is just as diverse. Trained as an architect, worked in Traditional Advertising, Interactive Marketing, Internet Start-ups, Telecom, Business Process Outsourcing, High Tech and now Healthcare (CityMD is the first).

penn

Howard Katzenberg has served as OnDeck’s Chief Financial Officer since June 2012 and has led our finance department since 2009. From March 2008 to October 2009, he served in various other financial and strategic roles for the Company. Prior to joining OnDeck, Mr. Katzenberg was a consultant for Swift Financial Corporation, a small business lending firm, from December 2006 to January 2008. In addition, Mr. Katzenberg worked at American Express Company, where he worked in OPEN, its small business division, as well as the company’s venture capital group from 2000 to 2004. Mr. Katzenberg holds a B.S. in Business from Cornell University—Dyson School of Applied Economics and Management and an M.B.A. from the Wharton School of the University of Pennsylvania.

penn

Cristina Kim has been an Executive Director within J.P. Morgan Chase’s Strategic Investments group since 2007. Prior to joining Strategic Investments, she was an Associate in J.P. Morgan’s Investment Banking group in Hong Kong and an Analyst in the Direct Investment Group at Merrill Lynch working in both the New York and Sao Paulo offices.

Cristina holds a BA in Political Science from Yale University and an MBA from Columbia Business School.