Matt Burton

Matt has spent his career creating technologies and businesses that have transformed industries. In digital advertising he helped build, scale and optimize the Internet’s top advertising exchanges at Google, Admeld and LiveRail, which handled collectively handled trillions of transactions. As employee number seven at Admeld (which was acquired by Google for $400M in 2011) Matt played a central role in all aspects of the company, from product development to sales to operations. After Google, Burton joined LiveRail (which was acquired by Facebook for $500M in 2014) where he continued to focus on programmatic exchanges.

After transforming Online Advertising Matt changed his focused to Lending. In 2013 he founded Orchard Platform, where he and his co-founders are combining their expertise in auction dynamics and bidding behaviors, extensive knowledge in credit risk and underwriting analytics to reimagine the future of credit.

Matt is also a three time Texas State Tennis Champion and loves racket sports and traveling the world.

Zach Perret

Zach Perret is Co-Founder and CEO of Plaid.

Ephraim (Jeff) Bander

N/ACRO Jeff (Jeff) Bander has been a leader of innovation in MR for more than 20 years. In 2000 Jeff invented content integration (now called native advertising) while more than tripling Cox Digital Media ad revenue by creating new products. In 2008, he was instrumental in helping Neurofocus with partnerships with P&G, and Coke, State Farm and Bank of America to build the first neuromarketing company up through Nielsen’s purchase of Neurofocus in 2011. Jeff then launched Sticky a Swedish biometric webcam eye tracking company from his basement in Brooklyn which was bought by Tobii in 2016.

The recipient of the ARF (Advertising Research Federation) Great Mind Award, and Next Gen Market Research Disruptive Innovation Award, Jeff has been recognized for his disruptive innovations in helping companies grow.

Currently, Ephraim is the CRO for eye-square a 19 year young market research consultancy with innovativetechnology solutions and brilliant people who care.

Jeffwrestled at the University of Georgia. He and his wife of 16 years Shoshana, live in Beautiful Brooklyn NY. If you’d like to reach Jeff, please email him at [email protected]

Kathryn Petralia

Technology has played a role in Kathryn Petralia’s life since her parents gave her a TRS-80 computer at age nine. When Rob Frohwein shared his idea for Kabbage with Kathryn, she immediately saw the value in using technology to reexamine lending. They founded Kabbage to automate funding decisions based on real-time data access rather than a lengthy, manual process.

Kabbage has since expanded to serve all types of small businesses throughout the U.S., providing billions of dollars to more than 130,000 customers. In addition, Kabbage licenses its technology to global banks. Kabbage has been recognized for its technology and innovation with awards from CNBC, Inc., Forbes and Fast Company and was named one of Glassdoor’s 2017 Best Places to Work for companies with fewer than 1,000 employees.

Before co-founding Kabbage, Kathryn spent nearly 15 years working with large and small companies focused on credit, payments and e-commerce. An English major (and Kabbage’s resident grammar expert), Kathryn returned to her interest in technology to launch a number of successful startups. As someone who camped her way down the west coast to launch an e-commerce startup in the mid-90s, Kathryn can appreciate the lengths to which small businesses have gone to access capital.

She also served as Vice President of Strategy for Revolution Money, an Internet-based credit card startup, and was a corporate development executive with CompuCredit Corporation, where she was responsible for entering new markets, developing products and establishing strategic alliances.

Kathryn’s favorite small business is Rebel Raw an Atlanta-based company that makes and delivers high-quality raw pet food.


Theresa Carey

Theresa W. Carey is directing the online broker reviews for Investopedia, and is working on the 2019 roundup. She was a contributing editor to Barron’s, the Dow Jones financial weekly, having founded the “Digital Investor” column in 1995, which covers technology for traders and investors. Theresa designed and authored all 23 online broker reviews in Barron’s, which was an in-depth, hands-on analysis of the industry, with a focus on services and technology for high net worth, frequent traders. Her work has appeared in publications ranging from PC Magazine to Money Magazine. Theresa is a graduate of the University of Santa Clara (M.S., Applied Economics) and the University of California (B.A., Economics).

Scott Ignall

Scott Ignall is theSenior Vice President and Head of Fidelity Investments’retail brokerage business.  In this role Mr. Ignall is responsible for the business performance and technology offerings in the brokerage division, spanning many flagship products such as Active Trader Pro, web and mobile trading ofequities, options, ETFs, mutual fundsas well asclient research and education.

Prior to this current role, Mr. Ignall was Fidelity’s Head ofOnline Brokerage Technology where he was responsible for the brokerage, FundsNetwork, life insurance, fixed income and marketing acquisitions technology.

Prior to joining Fidelity,Mr. Ignall was Chief Information Officer at Professional Trading Solutions, Inc.He also served as Chief Technology Officer at Lightspeed Trading, LLC. Mr. Ignall co-founded Lightspeed in 2006 as part of a management buyout from E*TRADE, where he served as Director of DMA Product Strategy for E*TRADE Capital Markets.

Previously, he was co-founder and Vice President of Technology Affairs at Tradescape, a developer of innovative trading tools, which was acquired by E*TRADE in 2002. Mr. Ignall began his career at Datek, the birthplace of the Island ECN.  He holds Series 7, 24 and 63 licenses.

Scott Ignall has a Bachelor’s Degree from the University of Pennsylvania.

John Hart

John Hart, Managing Director in TD Ameritrade’s Trading Group, responsible for business strategy and platforms including Desktop, Mobile, and Web trading technologies. John has been with TD Ameritrade for 10 years and came to the firm through the acquisition of thinkorswim. Formerly, John worked as an equity floor specialist focusing on ETF’s and Futures. John holds a Master in Computer Science and a BS in Computer Engineering from Tufts University.

Barry Metzger

Barry Metzger is the Senior Vice President of Trading Services at Charles Schwab, where he is responsible for the client experience, trading platforms, and education for Schwab’s active traders. He is also CEO for optionsXpress, a subsidiary of the Charles Schwab Corporation that provides brokerage services for options, stocks, futures, mutual funds, and fixed income investments in the United States and internationally. Metzger oversees all aspects of the firm including business strategy, client experience, etc.

Prior to his current role, Metzgerwas Chief Executive Officer of brokersXpress LLC, aformer subsidiary of optionsXpress Holdings, Inc. Before optionsXpress,Metzger was aVice President of Trading in the Learning and Development group at Morgan Stanley. He also served as a Vice President at Henry Crown Company, a manufacturing firm.

Metzgerearned a B.A. degree from the University of Illinois in Champaign-Urbanaand an M.B.A. degree from the Kellogg School of Management at Northwestern University. He holds FINRA Series 7, 24, 27, 31, 66 securities registrations.

Sunayna Tuteja

Sunayna Tuteja is Director of Emerging Technologies & Innovation at TD Ameritrade. She is an experienced leader at the nexus of finance and technology. With over ten years of diverse global experience, she has a proven record for building new franchises from scratch and leading change that is critical in shaping future of the business. At TD Ameritrade, Sunayna leads strategy to help the firm investigate, invest in and incubate the power of disruptive technologies including AI, iOT, AR, Messaging to make finance more personal and deliver frictionless, delightful experiences to consumers.

A life-long learner, Sunayna is working on her JD at Stanford Law with a focus on the impact and influence of disruptive technologies, and the future of jurisprudence. Partnering with the Stanford Innovation Lab she works closely with the start-up and VC community and helping to advance public and corporate innovation. You can stay connected on Twitter @Sunayna.

Dee Choubey

Dee Choubey is the Founder and CEO of MoneyLion, the award-winning Mobile Banking Experience, which is incentivizing millions of Americans to save, earn and invest. Mr. Choubey has spent the better part of the fintech revolution understanding and leading change by building products and teams with the sole mission of making powerful financial tools accessible to all consumers who are looking for a way to reach their life goals.

Prior to founding MoneyLion in 2013, Mr. Choubey began his career as an investment banker at leading Wall Street firms including Goldman Sachs, Citadel and Barclays Capital.

Nancy Selph

Nancy has more than 30 years of experience in financial services IT, recently joining Wells Fargo as a senior vice president in the Advanced Technology and Partnerships team. Nancy’s team is responsible for helping the bank validate and adopt capabilities from the technology ecosystem to address the bank’s needs, as well as providing banking services to this ecosystem.

Previously, Nancy spent three years at Deutsche Bank as the Chief Operating Officer for Innovation. In that role, she was responsible for the program management, organization, and optimization of Deutsche Bank Innovation Labs, the four global centers of innovation located in New York, Silicon Valley, London, and Berlin.

In earlier roles, she was Chief Operating Officer for Group CTO at UBS where she was responsible for enterprise architecture process management, risk management, business management, communications and the overall support of the CTOs for each of the businesses. She has also held the position of Global Head of Product Management for Enterprise Platform at Thomson Reuters, Global Manager for Market Data Operations at Credit Suisse and Merrill Lynch, and has held various leadership positions at TIBCO Financial, Sun Microsystems, Bear Sterns and

Nancy resides in Alameda, Calif., having recently moved from the New York area. She is an avid recreational tennis player and has competed in national tournaments.

Matt Wesche

Matt is Vice President of Product Management in E*TRADE’s Trader Strategy Group, responsible for active trading customer experience and platforms for E*TRADE. Matt came to E*TRADE through the 2014 acquisition of OptionsHouse.

Prior to joining OptionsHouse in 2014, Matt worked at Scottrade and AIG in a variety of product, strategy, and guidance roles. He holds FINRA Series 4, 7, 24, and 66 registrations.

Ron Suber

As President of Prosper Marketplace, Ron is responsible for developing and executing the business development strategy to attract borrowers to the site, as well as ensure a balance between institutional and retail investors on the Prosper platform. He brings more than 20 years experience in sales, marketing and business development across the hedge fund, broker dealer and registered investment advisor industries.

Before Prosper, Ron was Managing Director at Wells Fargo Securities. Prior to Wells Fargo, Ron served as the Head of Global Sales and Marketing and Senior Partner for Merlin Securities. Ron also served as President of Spectrum Global Fund Administration, and spent 14 years at Bear Stearns where he served as Senior Managing Director and Manager of Global Clearing Sales.

Bart Stephens

Bart Stephens is Co-founder and Managing Partner of Blockchain Capital, the most established VC firm in the Blockchain sector, the first VC firm to raise a venture fund through an ICO, and the most active VC investor in the sector, with 75 portfolio companies across four funds. The Blockchain Capitalteam’s focus and domain expertise give them early knowledge of upcoming ventures as they are sought after as a strategic partner, investor and brand, unlocking opportunities that aren’t otherwise available and resulting in outstanding returns. Prior to Blockchain Capital, Bart was Managing Partner and Co-founder of Stephens Investment Management, a family owned and operated hedge fund and venture capital firm. Bart has a background of 20 years as both an operating entrepreneur and a venture capitalist. Bart earned a B.A. in Political Science from Princeton University.

Cory Johnson

Cory is the Chief Market Strategist of Ripple. In his current role, Cory is focused on managing the company’s growth and telling Ripple’s story to regulators, Wall Street and global financial markets. Prior to Ripple, Cory worked as a hedge fund portfolio manager at Kingsford Capital Management and journalist at Bloomberg and CNBC covering high-growth technology companies. Earlier in his career Cory ushered in many startups, including, the Industry Standard, SLAM and Vibe magazines.

Adam Jiwan

Adam is a fin-tech pioneer, with more than 15 years of experience founding, investing in and growing companies in the space. Before Spring Labs, Adam was a seed investor and founding board member of Avant. He was also the Co-Founder and Chairman of Future Finance, a student loan platform that’s raised more than $325M. Adam also acted as the CEO of UK/Asia for TPG-Axon, and held roles at Goldman Sachs, Soros Fund Management, and the Blackstone Group. Adam is a graduate of Harvard University.

Logan Allin

Logan is the General Partner at Fin where he is responsible for management of the firm, sourcing/consummating investments, maintaining board responsibilities, and operating value at portfolio companies. Logan was most recently Vice President of SoFi Ventures, where he was tasked with investing in and working hands-on with FinTech companies, as well as running SoFi’s accelerator and corporate development efforts. Logan was formerly a Venture Partner at Light Street Capital where he was responsible for IR as well as sourcing, diligence, and finalizing late stage private TMT investments. Additionally, Logan was a Partner at Formation Group, focused on early-expansion stage cross-border TMT investments in the US and Asia. Prior to moving into venture capital, Logan was an entrepreneur and served as CFO and VP of Business Development for ONEHOPE, a social impact eCommerce platform. Logan has spent the vast majority of his career in FinTech, most recently as Head of Management Strategy, overseeing the enterprise FinTech strategy and execution, while serving as a member of the Operating Committee at Atlantic Trust, the Private Wealth Management arm of Invesco (and now CIBC). Previously, Logan was a Senior Vice President in City National Bank’s wealth management division (now part of RBC) where he led the technology strategy, open product architecture platform, and other strategic initiatives. He spent much of his career in management consulting, in leadership positions at Capgemini, EMC, and PwC, focused exclusively on the intersection of Financial Services and technology.  Logan earned Bachelor of Arts degrees in public policy and political science from Duke University and a M.S. in Management from Stanford University’s Graduate School of Business where he was a Sloan Fellow. Key firm/Angel holdings: Figure, SoFi, Zanbato, Abode, Jointly, BlockFi, Point Finance, Zenreach,, Dayli Financial, and Go-Jek.

Stephen Malinak

Stephen leads TruValue Labs’ quantitative research team in applying artificial intelligence and machine learning techniques to create new financial signals from unstructured data. An industry leader in quantitative analytics, Stephen joined TruValue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine, and developed over 15 quantitative models. He has an extensive track record of successful predictive models using widely varying techniques across numerous domains.

He attended college at the Massachusetts Institute of Technology where he received his B.S. in Electrical Engineering and Computer Science. Malinak went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.

Manning Field

At Acorns, Manning oversees Product, Marketing, UX, Customer Service and manages the Acorns P&L.  Prior to Acorns, Manning launched market-leading products and programs at JPMorgan Chase like Chase Sapphire, Chase Freedom and Chase Ultimate Rewards, and was named an Ad Age “40 Under 40.” He spent four years in Beijing, China, as CMO of JPMorgan Chase’s consumer team and while there, founded a local credit card business. During his 18 year tenure at Chase, Manning oversaw many departments including Branding, Advertising, Product Development, Marketing, Corporate Development, Innovation, Sales Strategy, and, lastly, as the Managing Director of Loyalty Innovation. He and his wife have three future Acorns investors.


Dan Kimerling

Dan Kimerling is the R&D Lead at Silicon Valley Bank. In this role he and his team are responsible for the ideation and development of new products, services, and offerings for the bank’s customers world wide. Previously he was Co-Director of the Bank’s API Banking program and led the bank’s release of the first public API banking platform in the United States.Dan joined Silicon Valley Bank in July of 2015 through the acquisition of Standard Treasury, which he was the co-founder and CEO of. Standard Treasury – a YCombinator company – was the leading provider of API solutions to the financial services community and was named one of the 10 technology companies to watch by The American Banker in 2014. Because of his work on bringing cutting edge technology to banks, Dan was named to the 2015 Forbes’ 30 under 30 list.Before starting Standard Treasury, Dan was the first employee and Chief Operating Officer of Giftly, a stored value technology company acquired by in May 2013. While leading the company, Business Insider named Giftly one of “The 20 Best Start of 2011” and Dan one of the “25 Hot Young Stars In Silicon Valley”. Giftly’s mobile app was also named by “Best of the App Store” by Apple in 2012. Before Giftly, Dan was a journalist and analyst at TechCrunch, the leading technology website on the Internet until it’s acquisition by AOL in 2010. He also ran their well-regarded conference business for two years. Earlier in his career he was an award winning policy scholar, being named the Anne Armstrong Policy Fellow at the Center for Strategic and International Studies and a Jeff Metcalf Fellow at the Hudson Institute.Dan holds an A.B. & A.M. with Honors from the University of Chicago and studied Analytic Finance at the University of Chicago Booth School of Business under a Booth Scholars scholarship. Outside of his work at Silicon Valley Bank he is the Co-Founder and Co-Managing Partner of Deciens Capital, an early stage investment partnership. He also sits on the executive committee of the University of Chicago Bay Club and is a member of the NextGen Advisory Board at the Computer History Museum. He lives with his wife and their dogs in San Francisco.


Gene Munster

In his 21-year career at Piper Jaffray, Gene Munster became one of Wall Street’s most respected and followed analysts for his coverage of Apple as it became the world’s largest company. Now, as managing partner of Loup Ventures, he’s seeking out companies building world-changing technologies.

Keith Krach

Keith Krach is Chairman of the Board of DocuSign, the global standard for Digital Transaction Management
(DTM) and eSignature. DocuSign empowers anyone to transact anything, anytime, anywhere, on any device.
Krach is a Silicon Valley veteran, best known for being a builder of innovative high-performance companies, a
disruptor of paper, and a creator of categories. Krach has led the creation of the categories of Business-toBusiness
(B2B) Electronic Commerce, Mechanical Design Synthesis, and Digital Transaction Management
(DTM), and is known as an early pioneer in the robotics industry.
Krach has served as the Chairman of DocuSign for 8 years and as the CEO for 6 years. Under his leadership,
DocuSign experienced 60x growth by building the DocuSign Global Trust Network, which includes 300,000
companies, strategic partnerships with many of the world’s most powerful technology companies, amassing
over 200 million unique users in 188 countries. He drove the global expansion from 75 employees to more
than 2,000 employees, including 4 acquisitions. During his tenure, DocuSign became the verb across real
estate, financial services, insurance and other industries and established the benchmark for trust in the industry
by facilitating the creation of the xDTM Standard.
Krach co-founded Ariba (ARBA on Nasdaq) in 1996, serving as Chairman & CEO for 7 years. Krach took
Ariba public in 2000, ultimately achieving a market capitalization of $34 billion and becoming one of the
fastest growing software companies in history. In honor of his accomplishments in e-business, Ernst & Young
named Krach the 2000 National Entrepreneur of the Year, the same year he was honored at the World
Economic Forum in Davos, Switzerland, with the Technology Pioneer Award. Today, nearly $1 trillion of
commerce is transacted annually through the Ariba network, which is more than Amazon, eBay and Alibaba
Krach started his career at General Motors and became the youngest-ever vice president at the age of 26. He
was also one of the founders of the joint venture between GM and Fanuc Robotics, the leading robotics
company in the world today. He then joined the founding team of Rasna Corporation, which created a new
methodology for optimizing mechanical designs. Rasna was sold to Parametric Technologies for $500 million
in 1995. Krach then became Benchmark Capital’s first Entrepreneur in Residence until founding Ariba.
Krach earned his B.S. degree in Engineering from Purdue University, his MBA from Harvard and holds an
Honorary Doctorate from Ohio Northern University. He has served as a member of the board of directors for
numerous companies ranging from software to clean technology. He is Chairman Emeritus of the Board of
Trustees at Purdue University, Chairman of the DocuSign Impact Foundation, former Chairman of the Board
at Angie’s List, former International President of Sigma Chi Fraternity, former Board of Governors of
Opportunity International, and former board member at XOJet.
Krach and his wife, Metta Krach (B.A. UCLA; J.D. Georgetown), have 5 children ranging from 30 to 5 years
old, and reside in San Francisco.

Chris Larsen

Chris Larsen is Executive Chairman of Ripple’s board of directors and former CEO and co-founder of Ripple. Prior to Ripple, Chris cofounded and served as CEO of Prosper, a peer-to-peer lending marketplace, and E-LOAN, a publicly traded online lender. During his tenure at E-LOAN, he pioneered the open access to credit scores movement by making E-LOAN the first company to show consumers their FICO scores.

Tess Hatch

Tess is an investor in Bessemer Venture Partners Menlo Park office. She is focused on frontier tech, specifically commercial space, machine/deep/reinforcement learning, blockchain, and quantum computing.

She holds a bachelor’s degree in aerospace engineering from the University of Michigan (go blue!) and a master’s degree in aeronautics and astronautics engineering from Stanford (go trees!). She was a mission manager at SpaceX where she worked with the government on integrating their payloads with the Falcon9 rocket. She also worked at Fictiv, a startup using 3D printing and CNC machining to democratize access to manufacturing.

Don’t be surprised if Tess asks you to go on a hike or walk rather than a typical coffee meeting – being a SoCal native she loves the sun.

Aaron Suplizio

Aaron is responsible for leading go-to-market strategy and operations for Experian’s Fintech and Insurance verticals.  He works closely with online lending startups, the venture capital community and Experian’s sales, product and marketing teams to fuel innovation and growth for companies building exciting new businesses within Financial Services.

Before joining Experian, Aaron spent 5 years at Line 6, a venture-backed music technology firm where he held various leadership positions in product and marketing. Prior to that, Aaron worked at Analysis Group, one of the largest privately-held economic consulting firms where he supported top academic experts in the areas of intellectual property, securities fraud, and antitrust litigation in the software and pharmaceutical industries.

Aaron is as passionate about music as he is about technology: an accomplished electric bassist of over 20 years, he has collaborated and recorded with a diverse range of professional songwriters and amazing musicians from Diane Warren to Victor Wooten to Weezer.

Aaron double-majored in Physics and Mathematics at the College of William and Mary, and received his MBA from the Anderson School at UCLA.

Gabe Dalporto

Gabe Dalporto joined LendingTree in April 2011 as Chief Marketing Officer for the company, and was named President of the Mortgage Division in February 2013. In June 2015, Gabe assumed the role of Chief Financial Officer for the company and is now leading the initiative to build the finance and analytics driven next phase of the company’s growth.

Gabe brings 18 years of primarily marketing and financial services experience to his role at LendingTree. He was most recently Chief Marketing and Strategy Officer of online brokerage Zecco Holdings, where he led integrated online and offline marketing, business development, and PR. While at Zecco, Gabe developed and launched the company’s cutting edge financial social networking platform. Other experience includes serving as a VP in marketing at E*Trade Financial, where he was part of the senior marketing leadership team that re-ignited the company’s growth following the dot-com bust; and a VP in marketing at JP Morgan Chase where he spearheaded cross-sell initiatives. Gabe also has experience in database marketing, strategy consulting, and nuclear engineering.

Gabe earned a BS in nuclear engineering from the University of Florida and an MS in nuclear engineering from the Massachusetts Institute of Technology. He is an avid Gators fan

Jim Riccitelli

Jim leads the product design, business development and operating platform teams responsible for the company’s flagship programs, Unison HomeBuyer and Unison HomeOwner. With over 20 years’ experience, Jim has developed operating platforms for several mortgage and investment firms. He was previously a Director at Nomura Securities where he held senior roles in the commercial lending business and managed a fund that supported the growth of financial service companies. He holds a Master’s degree in Computer Science from Iona College, an MBA from Columbia Business School with Beta Gamma Sigma honors and is a Chartered Financial Analyst.

Regis Hadiaris

Regis Hadiaris, Rocket Mortgage Product Lead, Quicken Loans


Regis Hadiaris is Rocket Mortgage Product Lead at Quicken Loans, the nation’s largest online home loan lender and second largest retail mortgage lender. He oversees all aspects of Rocket Mortgage, the first fully online and on-demand mortgage experience.


Since joining the company in 2004, Regis has been obsessed with making mortgages radically simple. Prior to leading Rocket Mortgage from concept through launch, Regis served as the Director of Internet Marketing at Quicken Loans, overseeing the company’s client-facing websites, mobile apps, and social networks.


Regis is a leading expert in financial technology and marketing, whose work empowering consumers and driving massive change in the mortgage industry has been recognized by The New York Times, TIME, Forbes, CNBC and many others.


Regis has 21 years of technology experience, including advising FORTUNE 500 companies and startups in financial services, education, retail (e-commerce), automotive, tourism, and consumer products for consulting firms in San Francisco, New York and Detroit.

Jaclyn Strife

Jaclyn is the Chief Operating Officer of Oceanic Partners. Jaclyn is an accomplished operational as well as sales and marketing leader with broad transactional experience in high-growth, diverse industries, including financial services, consumer brands, and high technology. She previously worked as a Managing Director at MicroVentures, accumulating a long and illustrious transactional record there. Jaclyn joined MicroVentures following her tenure at SharesPost Financial Corporation, where she was one of the lead producers, and a member of a small team of brokers that executed over $1B in private share transactions, and contributed to making the company one of the market leaders in the secondary market. Prior to SharesPost, Jaclyn worked at Merriman Capital, an investment banking firm, where she was a driving force in securing new client business, providing sales force management, and developing new products. Earlier in her career, Jaclyn served as the Western District Sales Manager for Bear Naked Granola Company, where she enjoyed considerable success in cultivating the competitive San Francisco market, overseeing a major product launch and introducing new product lines, ultimately contributing to the company’s successful sale to Kashi-Kellogg for $50M. Jaclyn holds a BA from Dartmouth College as well as Series 7 and 63 licenses. In her spare time she enjoys expanding the Dartmouth Entrepreneur Network on the West Coast and is an avid marathon runner.

Anatalio Ubalde

Anatalio Ubalde is CEO and Founder of SizeUp, a Software as a Service platform that helps banks and financial institutions better serve their small business customers. SizeUp delivers big data for small businesses. The service is expanding internationally. Mr. Ubalde works with banks, insurance, and large enterprises to implement SizeUp through their online services to empower their small business customers to make smarter decisions through data. This enables banks to have increased online conversation rates, product marketing, customer engagement, acquisition, and retention. Top executives from Google, Facebook, and selected SizeUp as the US DoC 1st place award winner for online tools to grow the economy (jury of Sheryl Sandberg, Vint Cerf, Tim O’Reilly). His professional work is featured in The Wall Street JournalBloomberg BusinessWeekForbesFortune, andThe New York Times. Along with gaining globally recognized corporate customers, SizeUp has quickly established itself as a leading Fintech startup, earning international attention as a finalist for the SWIFT Sibos fintech innovation challenge, TechCrunch Disrupt Battlefield finalist, winning startup at the Future of Money and Technology Summit, winner of Bank Innovation Demovation One, a perfect score from BankNXT, and winner of the Innotribe Startups Showcase. Prior to SizeUp he founded a SaaS company which was acquired by the Financial Times. He has a Masters degree from the University of California at Berkeley.

Jacob Sorensen

As interim Chief Information Officer (CIO), Jacob Sorensen is responsible for the bank’s technology platform, including: Infrastructure & Operations  Development; Solutions Delivery; Data Management; Technology Strategy; Architecture; and Technology Vendor Management.


Based in San Francisco, Sorensen joined Bank of the West in 2009. Prior to serving as interim CIO, he led the bank’s Technology Shared Services Solutions Delivery organization. In this role, he oversaw all aspects of the bank’s Technology Data Infrastructure; Data Analytics; Real-Time Integration; Customer Relationship Management; Master Data Management; Enterprise Testing (Quality Assurance); Regulatory & Compliance IT programs; Risk and Finance technologies; Business Process Management, and Automation.


Before coming to Bank of the West, Sorensen held positions at J.P. Morgan Chase, Washington Mutual, Providian Financial, and NextCard. An active volunteer in Year Up Bay Area since 2008, Sorensen is the co-chair of their Leadership Council.


Sorensen received his BA in Economics from the University of California, Santa Barbara, graduating with Highest Honors.

Raj Neervannan

Raj Neervannan is the CTO and co-founder of AlphaSense, a software technology startup serving the global financial services industry. He developed the AlphaSense platform, an intuitive and scalable product, as well as the infrastructure and technology supporting the unique search engine. He continues to drive AlphaSense to leverage leading edge machine and deep learning technology approaches to address information overload problems. Before AlphaSense, he was the CTO at the ePolicy Division of ChoicePoint and later the CTO at MajescoMastek.


Mr. Neervannan holds an MBA with a major in finance from the Wharton School of the University of Pennsylvania. He also holds a master’s degree in Computer Science (CS) and Operations Research from the Bowling Green University, Ohio and a master’s degree in Mathematics and bachelors in CS from the Birla Institute of Technology and Science (BITS), Pilani, India.

Brian Faux

Brian Faux is Co-Founder & CEO of Morty, a fully-automated mortgage marketplace. Focused on empowering homeowners to make smarter decisions about their mortgages, Morty is the only mortgage company offering homebuyers the ability to complete one, simple application and then shop, compare — and close — any loan option from among its network of lenders. Brian is a 17-year housing finance veteran who has operated at almost every level and corner of the industry. Prior to Morty, Brian was COO of 1st Alliance Lending. Brian also worked as a Senior Advisor at HUD during the housing crisis and has also held positions at Long & Foster, Wells Fargo and Freddie Mac. Brian studied Economics at N.C. State.

Paul Wehrley

Paul is a seasoned Internet executive who has both built companies from scratch and grown established ones to be top global properties. He has a demonstrated ability to create, lead, and grow high performing organizations by creating innovative products, marketing them efficiently, managing headcount and cost to hit financial targets, and implementing impactful strategic partnerships and acquisitions. He has managed user bases as large as 80 million, P&Ls as large as $400 million, teams as large as 75, and M&A transactions as large as $1.9 billion.

Mazy Dar

Mazy is CEO of OpenFin. Prior to OpenFin, he led credit derivative strategy at the Intercontinental Exchange and served on ICE’s executive committee. Before ICE, Mazy was Chief Strategy Officer of Creditex which was backed by JPMorgan, Deutsche Bank and TA Associates and acquired by ICE in 2008. Mazy started his career at UBS as a software programmer. He earned a degree in Computer Science and French Literature from Cornell University.

Rob Pfeifer

Rob began his career in financial services at UBS Investment Bank and has since served in senior leadership roles at several startups. Most recently he led marketing analytics and forecasting at, and before that held a similar role at Provide Commerce.

Gabriele Columbro

Gabriele Columbro – Executive Director, Symphony Software Foundation

Grown in the flourishing open source enterprise ecosystem of the last decade, Gabriele Columbro brings a wealth of expertise on open source communities, enterprise collaboration, developer platforms and APIs, SaaS and cloud architectures, both in terms of product and people leadership. With a Masters thesis on business process re-engineering on a fully open source stack and 10+ years in the technology business in executive, services, sales, engineering and product management roles, he developed a full-spectrum technical and business expertise, in the context of large scale projects for key government and Fortune 500 global customers.

Michael Sidgmore

Michael Sidgmore is a Venture Partner at Broadhaven Capital Partners, where he invests in early-stage FinTech companies. He is on the Board of Liveoak Technologies and Credijusto and on the Advisory Board at Trizic.

Michael is also the Founder of Let’s Humanize Finance, a podcast that interviews FinTech innovators who are changing how we interact with money.

Prior to Broadhaven, Michael was a pre-product employee and a Senior Vice President at iCapital Network, a financial technology company that provides simplified and tech-enabled access to alternative investments at lower costs and lower minimums. Michael helped build the family office and RIA networks and helped grow the platform to over $2.1 billion of assets.

Prior to iCapital Network, Michael was the first sales hire and the Director of Institutional Investments at Mosaic, a financing platform for affordable home solar loans that has surpassed $1 billion of loans originated and has received a $200 million equity investment from Warburg Pincus. Michael started his career as an Analyst at Goldman Sachs’ Principal Strategic Investments team in London, a direct investing team focused on market structure and FinTech investing.

Michael is an Advisory Board Member for Village Capital’s US FinTech Program and a Special Advisor to Panorama Point Partners.

Adam Carson

Adam Carson

Managing Director

Global Technology Strategy & Partnerships
JPMorgan Chase & Co.


As part of the Global Technology Strategy & Partnerships Team, Adam is focused on assisting with digital strategy and facilitating strategic and emerging technology relationships.  Areas where he is currently focused include digital customer experience, digital marketing, digital payments, partnerships with Digital companies and engagement with the FinTech ecosystem


Adam joined JPMC in 2012 from eBay, where he led strategy and business development on the Global Shipping Team.  Prior to eBay, Adam worked with Bain & Company as a Consultant focused on the internet and ecommerce sector.  Adam started his career as an investment banker with Morgan Stanley and transitioned into a technology role leading the firm’s internet strategy


Adam has an MBA from Tuck School of Business where he was a Tuck Scholar and a Center for Digital Strategies Fellow, and a B.S.E. in mechanical engineering from Duke University.

Victoria Cheng

Victoria invests in startups developing new technologies that improve the way we do things today. She covers
commerce, financial technology, marketing technologies, data and enterprise IT. Victoria is particularly fascinated by companies leveraging mobile to create the next generation of financial services experiences.

Victoria was previously with Core VC investing in Fintech. Prior to that, Victoria consulted for NYCSeed and Foundation Capital. While in grad school, she worked at NimbleTV, a startup streaming live television to any screen.
Victoria was previously a Private Equity investor at HIG Capital, and worked at Citi, advising companies on capital raises, M&A, JVs, and IPOs.

Victoria has an MBA from Columbia University, where she graduated with honors, and a BS from Georgetown
University, where she graduated magna cum laude. Victoria has traveled to >35 countries and loves discovering
new cultures, foods, and tech innovations. Victoria is a Kauffman Fellow, a mentor to various incubators, and an  advisor to the InSITE Fellowship.

Erika Lunceford

Erika is a versatile technology and business leader who delivers change through technology solutions and strategies. She joined BNY Mellon in 2004 and has held a variety of leadership roles leveraging her breadth and depth of experience to digitally transform the bank, including Head of Client Technology Relationship Management and Client Engagement Technology Services. Erika was previously technology Program Manager for BNYM’s Tri-Party Repo Reform program where she played a pivotal role in creating technology solutions to support BNYM’s risk reduction. She also managed projects for Government Securities Clearance, Prime Brokerage Services and Global Collateral Management.

Before joining the bank, Erika held a variety of technology and business roles including working as a developer, business analyst, product manager, technology solutions engineer, project/program manager & software business manager for both large companies and startups.

Erika is a passionate champion for increasing the representation of women in technology and leadership, and previously co-chaired the BNYM’s Women In Technology (WIT) Sponsorship Committee and worked as part of the core team for WIT.  She continues to be an active participant of WIT and WIN through local engagement.

Lauren Abendschein

Lauren is a Manager in the Coinbase Institutional Coverage Group, based in San Francisco. Prior to joining Coinbase, Lauren spent more than 8 years at Credit Suisse, rising to the role of director in its Prime Services group. During her time at Credit Suisse she also served in the firm’s Hong Kong-based Capital Services group where she connected hedge funds with institutional allocators. Lauren has an MBA from Haas School of Business at UC Berkeley.

Julian Hebron

Julian Hebron is founder and CEO of The Basis Point, a brand strategy consultancy for fintech and real estate companies, and a personal finance media site. He’s held executive sales and marketing positions with UBS, Wells Fargo, loanDepot, and LendUS/RPM Mortgage over the last 20 years, and is a prolific speaker and writer whose work regularly appears on or is cited by CNBC, The Wall Street Journal, Zillow, and other mainstream media. Read his full background on LinkedIn and his daily commentary on twitter @thebasispoint.

Joanna Lambert

Joanna Lambert is General Manager of Finance and Tech at Oath. Ms. Lambert is a proven leader with over twenty years of experience in the financial services industry, having previously served as VP of Consumer Financial Services at PayPal and SVP Product and Operational Excellence at American Express.

At Oath, Ms. Lambert leads the strategy and operations of Oath’s Finance and Tech brands, including Yahoo Finance, Tanda, TechCrunch, and Engadget. Yahoo Finance is one of the largest business and financial news sites in the world, with unrivaled access to finance data, insights and original editorial content.


Jeffrey Cruttenden

Jeffrey Cruttenden is the CEO of SAY and the co-founder of Acorns who is currently working on the launch of his next vision. Jeff co-founded Acorns with his father, Walter, to radically simplify and democratize investing. While in college, Jeff realized that most of his classmates were not able to come up with the lump sum needed to meet minimum balance requirements. Acorns was hatched as an investment application to allow people to easily invest their spare change into diversified portfolios. Jeff graduated Magna cum Laude and Phi Beta Kappa with a B.A. in Mathematics from Lewis & Clark College, and was recently featured as a Forbes “30 Under 30.”

Walter Cruttenden

Walter Cruttenden is a financial services innovator. He founded Roth Capital, a leader in funding emerging growth companies, before founding E*Trade’s iBank, which became the number one provider of online IPOs prior to it’s sale. Walter then invented micro-investing, founding Acorns, with his son Jeff. On the side, he founded and took public SRS Labs, an acoustic technology, before its sale, and authored the books Lost Star of Myth and Time and The Great Year Adventures with Tommy the Time-Traveling Turtle, and wrote and produced the award winning documentary The Great Year. Cruttenden currently serves as Chairman of Acorns, sits on its Investment Committee, acts as Director of the Binary Research Institute, and is CEO of Blast, an app that turns games into micro-savings tools.

Asael Meir

Asael Meir, CPA, is a partner at CohnReznick’s New York office and leads the Firm’s Technology Practice. With more than 15 years of experience in providing assurance and financial reporting services, Asael developed expertise in serving technology companies, as well as hospitality and retail and consumer products companies. With deep industry specialization in FinTech, AI, data analytics and Cybersecurity he is able to provide solutions to his clients’ complex needs. Meir works closely with business owners and management teams of both privately held and publicly listed companies who are seeking guidance regarding acquisitions, divestitures, and capital formation transactions.

Prior to joining the Firm, Asael worked in the Middle East, Asia, Europe, and the United States, enabling him to provide unique and global business insight to his clients. His private industry experience included multiple international consulting assignments and a management position for a start-up telecommunications company, where he re-engineered finance operations to establish companywide internal controls over financial reporting.

Ravi Koka

Former Founder & CEO SEEC Inc. which had a successful IPO in 1997. Subsequently merged with Polaris Financial technology in 2008 and was CTO & Partner. 35 years of technology and R&D experience with current focus is in AI and Natural Language processing. Ravi has a Master’s Degree in Computer Science and has authored several articles on Enterprise architecture and Application Modernization.

Michelle Arbov

As Vice President, Mergers & Acquisitions, Michelle Arbov leads both large and small-scale investments made by the leading media and internet company IAC. Michelle played a pivotal role in helping IAC build a category killer in the digital home services marketplace by leading the acquisitions of HomeStars, myHammer, and myBuilder for IAC’s HomeAdvisor business. She followed this with last year’s $500 million purchase of Angie’s List, resulting in a subsequent merger to create ANGI Homeservices, IAC’s 10th public company. In 2016, Michelle ran point on IAC’s strategic divestment of Shoebuy to for $70 million. As IAC continues its legacy in investing in early-stage businesses disrupting traditional industries through technology, Michelle is at the forefront of building the next generation of industry leaders. This year, she has already led IAC’s investments in innovative car leasing app Honcker (of which she was named to the Board of Directors), and JoyRun, a peer to peer delivery app.

Before joining IAC, Michelle held a role in Private Equity at Och Ziff Capital Management, focused on a diverse Real Estate portfolio. Prior to Och-Ziff, Michelle was an investment banker at Goldman Sachs where she was part of the IPO of Empire State Realty Trust. Michelle graduated with University Honors and received a Bachelor of Business Administration from the Business Honors Program at the McCombs School of Business at The University of Texas at Austin. On a volunteer-basis, she consults with technology companies of various sizes, aiding them in financial analysis, which ensures key revenue drivers are front and center. Michelle is also on the leadership team and board of Chabad Young Professionals.

Steve Kirsch

Steve Kirsch is the CEO of Token and is an established entrepreneur and Silicon Valley heavyweight. He has a legacy as an inventor of ground-breaking technologies, including the optical mouse and the pioneering internet search engine, Infoseek. As the founder of 7 high tech companies, two with billion-dollar market caps, Steve is now dedicating his talents, energy and expertise to state-of-the-art payment infrastructure. In 2015, he launched Token; an open banking platform that allows a global ecosystem of banks and their customers to move money and information securely, without friction and instantly worldwide. Steve has a BS/MS in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and is a regular speaker at leading industry events.

Matin Kamali

Matin founded Quantxt in 2013 specializing in Search and Natural Language Processing offering solutions for advanced discovery in unstructured content for financial, legal and healthcare clients.

Matin started his career in as a scientist at BBN Technologies (also known as Raytheon BBN Technologies) where top world scientists in the fields of Speech Recognition and Machine Translation were pushing the boundaries of the technology on DARPA funded projects. He moved into finance and joined BlackRock, working on high-performance analytics systems used by traders and asset managers, and after that Thomson Reuters building advanced systems for analysis of financial content using Machine Learning techniques.

Matin holds an MS in Electrical Engineering from Northeastern University.

Bruce Cook

Bruce Cook is responsible for creating corporate value by leveraging the LendingTree brand to grow existing and create new revenue streams through strategic partnerships, new products, investments and acquisitions. Includes research, planning and execution of a wide range of strategies towards alignment with the broader diversification business goals and identifying and negotiating partnerships as well as assessing and executing on potential M&A opportunities.

Bruce is a twenty-year veteran of personal finance consumer acquisition with strong knowledge of the digital marketing ecosystem and passion and in-depth understanding for online media and technology.


Patrick Beaudan

Dr. Patrick Beaudan is the CEO of Belvedere Advisors.

  • Emotomy® is a division of Belvedere Advisors LLC, a SEC-registered investment advisor headquartered in San Francisco. Emotomy provides must-have technology for portfolio construction, marketing, trading, and reporting for financial firms. Emotomy offers affordable, easy to use, yet powerful online tools that make financial firms effective and efficient.
  • Previously, Patrick was CEO of Equity Capital Network, a venture capital firm. He served as Head of European Strategy at Lehman Brothers working on M&A deals for the firm’s investment banking and equity research franchises. He started his career at McKinsey & Company working primarily with financial institutions.
  • Patrick is the author of several scientific and financial papers, and participated in research projects with NASA. He holds a Ph.D. in mechanical engineering from Stanford University, and an M.S and B.Sc. Summa Cum Laude in aeronautical engineering from the State University of New York.

Sanjay Saraf

Sanjay Saraf leads YapStone’s technology organization and is responsible for Product Engineering, Infrastructure and Operations, Information Security, R&D, and Product Innovation. In his role, Sanjay is focused on all YapStone product platforms, including global pay-in and pay-out payments platforms, fraud management systems, partner API platforms, and big data and analytics. Prior to YapStone, Sanjay was Chief Technology Officer at Western Union’s Digital Ventures where he led product engineering focused on digital transformation. In his tenure, he led development of an advanced fraud management system, digital payments platform with support for all major global funding methods, global payout platform that connected over 2 billion bank accounts and digital wallets, a massive Hadoop big data platform, and consumer facing web and mobile apps in over 50 countries. Prior to Western Union, Sanjay was VP of eBusiness at Symantec, leading a global eCommerce platform that generated over $2B in revenue. Sanjay holds a Bachelor’s and Master’s degree in Engineering and has authored several patents in digital payments and fraud management.

Kamran Ansari

Kamran is a Venture Partner at Greycroft, where he has led a number of deals for the firm in the areas of mobile platforms, payments & commerce, and financial technology.

At Greycroft, Kamran has led the fund’s core investments in Azimo, Boxed Wholesale, Fortumo, and Recurly, and driven the firm’s seed investments in Bread (fka Lon), Highlight, Cord, and Dasher. He also led Greycroft’s prior investment in Venmo (acquired by Braintree), Braintree (acquired by PayPal), and BalconyTV (acquired by Orchard).

Before Greycroft, Kamran was Head of Corporate & Business Development at MyYearbook/MeetMe, a social networking platform with 70MM users, bought by for $100 million in 2011 (now publicly traded, NYSE AMEX: ‘MEET’). Before MyYearbook, Kamran was at Tenaya Capital, where he worked on investments including Palo Alto Networks (NYSE: ‘PANW’), Zuora, Funny Or Die, jaxtr (acquired by Sabse Technologies), Wintegra (acquired by PMC-Sierra), and supported Tenaya’s investments in Kayak (NASD: ‘KYAK’), Zappos (acquired by Amazon), MarkLogic, and Composite Software. Kamran was also a private direct investor in Facebook, Inc and spent time as a Strategic Advisor to / Washington Post Digital. Kamran began his career at McKinsey & Company, and then was Director of Business Development at online advertising network, WhenU.

Igor Telyatnikov

Igor has over 15 years of experience in building, operating, and investing in financial services, security, and media technology firms. Prior to AlphaPoint, Igor served as Managing Director of Cvetlo, an early stage venture firm making investments in fintech, adtech, and online media. Prior to Cvetlo, Igor led West Coast Business Development for LiftDNA, a digital ad exchange platform focused on managing online publisher ad revenue by making real-time pricing predictions for over 10 billion Ads Per Month. LiftDNA was acquired by OpenX, a global leader in digital and mobile advertising, in 2012. Previously, he held multiple roles over 5 years in the Security Technologies and Systems Integration divisions of Ingersoll Rand (TICKER: IR) / Allegion (TICKER: ALLE), where he drove adoption of new security technologies.

Cale Johnston

Cale Johnston Founder and CEO of ClickSWITCH, is responsible for global business strategy with focus on innovation, growth, investor and customer relations.

Cale is an entrepreneur who believes banking should be easy, for this reason he founded ClickSWITCH in 2014 and has been leading the charge since, spearheading impressive growth, projecting to serve over 400 financial institutions in 2018. He has a strong reputation as a visionary who takes pride in his company and is focused on providing exceptional customer service. ClickSWITCH was honored by BAI and American Banker under Cale’s guidance as a 2016 Company to Watch for the revolutionary automated switch solution and its impressive adoption by financial institutions.

Cale’s extensive experience in financial services technology enables ClickSWITCH to be a superior provider of financial services. Highly respected in the industry, Cale has experience serving financial institutions large and small, domestic and global. Prior to forming ClickSWITCH, Cale was Vice President of Sales for Cachet Financial Solutions, Inc. In this position, he was responsible for the sales and marketing of their Mobile Check Capture solution. It was in this role, Cale recognized the need for easy-to-implement, consumer friendly financial services and set out with intent to create an outstanding solution.

Alana Levine

Alana is a business development and marketing executive with experience across multiple niche verticals and 50+ markets worldwide. Her expertise lies in the growth of B2B technology companies, having held active roles as General Manager of an affiliate marketing company and as an investor in the British Columbia technology market. Her previous role was most recently at Income Access, Paysafe, where she ran the corporate marketing and digital agency arm of the business. Alana holds bachelors’ degrees in economics and psychology and a post-graduate degree in finance, from McGill University.

Ed Kaim

Ed Kaim is the founder of Quantcha, a leading independent options trading platform. Prior to founding Quantcha, he was the principal or technical co-founder of a variety of technology startups spanning industries such as virtual events, developer tools, advertising technology, and more. He also enjoys consulting for technical startups and established companies designing and launching developer platforms. Ed began his career at Microsoft as a product manager for the team that launched the original .NET line of products. By the age of 24 he was responsible for the Windows developer platform and had delivered keynotes in seven countries across four continents, including launch demos alongside Bill Gates and Steve Ballmer.

Anton Honikman

Anton Honikman is CEO of MyVest, a leading enterprise wealth management technology company, where he drives strategic vision, culture, and business development.

His career has focused on the confluence of investments and technology. This includes being President of Ada Investments, a startup money manager, establishing the Strategic Ventures Group for Barclays Global Investors (now BlackRock), and leading the team at Barra, Inc. (now MSCI) that created BarraOne.

Anton holds a BS in financial economics and applied statistics from the University of Cape Town, South Africa.

Jamie Armistead

Jamie Armistead joined Early Warning Services in July of 2018 as Vice President, Business Line Leader for Zelle®. In this capacity, Jamie helps set the strategic direction for Zelle and directly oversees Product Management and User Experience.

Prior to joining Early Warning, Jamie was the Head of Digital Channels at Bank of the West. Under his leadership, Bank of the West transformed its mobile and online capabilities and brought to market a number of award-winning services. In 2015, he was named one of American Banker’s Digital Bankers of the Year. Prior to joining Bank of the West, Jamie spent eleven years in Digital Channels at Bank of America.

Sunaina Swaminathan

Sunaina heads Data Acquisition at M Science where she is responsible for sourcing global alternative data, identifying use cases, onboarding data partners and is integral to executing the firm’s data strategy.

She has had the opportunity to work in multiple industries – food, retail & technology – and around the globe including China, Hong Kong and India. Her combination of sales experience, an MBA degree from Syracuse University and a certificate in negotiation mastery from Harvard University gives her all the tools to be successful in this fast-paced industry.

Satya Bajpai

Satya Bajpai currently leads the Blockchain and Digital Assets Investment Banking at JMP Securities. Satya is a Banking executive with 15+ years of experience in advising CEOs, CFOs and Board members on Strategic Advisory, IPO and M&A for Technology and related sectors. His past experience includes Technology Investment Banking at Credit Suisse, where he announced transactions over $60Bn. Satya is MBA from NYU (Dean’s List) and has an Electrical Engineering degree from IIT Mumbai. Satya is also an Adjunct Professor at USF School of Management.

Murray Indick

Murray Indick is a partner in the firm’s Corporate Department and Co-chair of the Emerging Companies and Venture Capital practice.

Mr. Indick has more than thirty years of corporate law, investment fund and related experience, both in private practice and as partner and general counsel to Blum Capital Partners (1997-2004), and partner and general counsel to Prides Capital Partners (2004-2010). In aggregate, those firms raised and deployed approximately $6 billion during his tenure, and made investments around the world. In 2015, Murray was one of just 12 attorneys from the Bay Area named to BTI Consulting Group’s list of “Client Service All-Stars.” In 2017, both Chambers USA and Legal 500 recognized Murray as a national leading lawyer for Startups and Emerging Companies. In 2017,Legal 500 US also recognized Murray for his M&A/Corporate work.

Mr. Indick’s transactional experience covers a wide variety of corporate matters including venture financings, acquisitions, mergers, leveraged buyouts, private equity financings, fund formation, PIPE investments, corporate restructurings, corporate governance, and compliance programs. He works intensively with early-stage businesses, as they form, seek growth capital and develop their business plans. The work typically involves more than simple legal advice on financing terms; instead, he holistically addresses the key needs of the business for the founders and investors.

He also devotes a substantial portion of his practice to forming investment funds, particularly hedge funds and private equity funds, and to transactional and counseling work for these funds, frequently as outside general counsel. The investment businesses he advises range in size from “startup” money managers to a global investment firm with assets under management in excess of $20 billion.

Mr. Indick routinely works closely with the senior management team, and board of directors of businesses. He has served on corporate boards in the past, including public companies Legacy Education, Tigrent, Ameritrans Capital Corporation and QC Holdings. He also serves and has served on boards of directors of start-up companies and private businesses.

In 2014, Murray became outside counsel to the Los Angeles Clippers, following the NBA’s suspension of their owner Donald Sterling, and assisted the team in its transition to new ownership.

Murray received his law degree, magna cum laude, in 1984 from Georgetown University Law Center and his undergraduate degree in 1981 from the University of Pennsylvania where he studied history and English and graduated magna cum laude. Following law school, Murray clerked for Judge Walter E. Black, Jr., in the U.S. District Court in Baltimore, Maryland.


Karla Allen

Karla is responsible for leading innovation for Walmart in the emerging payments and FinTech space as well as driving mobile payment innovation in Walmart’s international markets with a focus on the omni-channel customer experience.

Prior to Walmart, Karla advised some of the world’s largest brands and retailers including Best Buy, General Mills, P&G, and The Gap on their mobile strategies in commerce, advertising and payments. Earlier in her career, Karla led product marketing at Sprint and Qualcomm.

Each week, Walmart serves nearly 265 million customers who visit its more than 11,200 stores under 55 banners in 27 countries and eCommerce websites. With fiscal year 2018 revenue of $500.3 billion, Walmart employs over 2.2 million associates worldwide.

Beatrice O’Carroll

Beatrice O’Carroll is Head of Institutional Sales at Circle, a global crypto finance company. Based in New York, she focuses on the institutional client base for the Circle Trade OTC trading desk and Poloniex crypto exchange.

Beatrice has over 20 years of experience in financial services, holding senior positions at Citibank, Deutsche Bank and BNP Paribas Investment Partners. She entered the crypto space in 2015, joining itBit Trust Company (now Paxos) in a Senior Business Development role for their regulated crypto exchange and blockchain post-trade clearing and settlement product.

Beatrice holds a BA from St. John’s University and is an active volunteer with Hour Children, an organization based in Queens, NY that helps incarcerated and formerly incarcerated women and their children successfully rejoin the community.

German Soto-Sanchez

Germán A. Soto Sanchez is the President of Cloud9 Technologies. Cloud9 Technologies is the leading purpose-built, end-to-end voice communications solution for institutional traders. Its technology handles millions of voice trader communications per day from a network of over 5,000 institutional users. By digitizing the entire institutional trader voice lifecycle and providing innovative, secure and compliant means of delivering the associated conversation metadata, Cloud9 enables next generation analytics that allows traders to uncover and seize the value present within their voice trading conversations. The company was founded in 2014. In 2016, it received a $30M capital investment from leading firms, including JPMorgan Chase, Barclays, NEX Group and Point72 Ventures.

Prior to Cloud9, Germán was an Executive Director and leader of JPMorgan’s Corporate and Investment Bank (CIB) FinTech Team, where he was responsible for setting the broader FinTech agenda for the CIB and identifying how JP Morgan can partner with startups and innovators to address wholesale banking industry problems.Prior to his role leading the CIB FinTech Team, Germán was a member of the JPMorgan Chase Strategic Investments team, where he focused on the sourcing, diligence and execution of early-stage investments in businesses whose solutions were of strategic importance to JPMC. German has executed investments in areas including market infrastructure, cybersecurity, trader communications, peer to peer payments, credit underwriting, big data analytics and trade operations.

Previously, Germán was the Head of M&A for a financial vehicle acquiring failed/distressed financial institutions. He was also a Principal at AIC Private Equity, where he specialized in control investments in Financial Services and Telecommunications companies andwas at McKinsey & Co. Inc. where he was a member of the Financial Institutions Group. German received his MBA from Stanford Graduate School of Business and a Bachelor’s Degree in Mechanical Engineering from MIT.

Kapil Mohindra

Kapil has spent 20+ years working in various facets of institutional trading technology and currently serves as MD, Head of Business Development for Cloud9 Technologies. Prior to Cloud9, Kapil founded and lead Skystream Markets, a pioneer in electronic trading for energy and environmental commodities. In addition, Kapil helped grow and exit two successful financial technology companies, Creditex (now a subsidiary of the Intercontinental Exchange) and Tradescape (now a subsidiary of E*Trade). These firms’​ products spanned energy, fixed income, equities, and derivatives. Prior to his operational involvement in entrepreneurial technology companies, Kapil worked as a private equity investor at Advent International and as an investment banker in the New York and London offices of Salomon Brothers. Kapil holds a dual BS/BA in Economics and Finance from Boston University where he graduated Phi Beta Kappa and was a Brookline Scholar.

Ana Sirbu

Ana leads finance, strategy and capital markets. She was previously an investor with Google Capital, where she led FinTech efforts. She has worked at the intersection of finance and technology for the last decade, including at Silver Lake Partners and Skrill. Ana holds a BA degree from Harvard University.

Jim Bunting

Jim Bunting is the Product Director for Finsemble, ChartIQ’s integration platform for capital markets. Highly skilled in all things product management, Jim plays an integral role in getting ChartIQ’s customers engaged and up and running with Finsemble. In his free time he enjoys video games and running up steep Virginia mountains… doesn’t seem like they go together, but he’ll assure you they do. You can follow his intelligent banter @omnijim

Catherine Clay

Catherine Clay is Vice President, Global Head of Information Solutions, at Cboe Global Markets, and oversees three business lines: index services, enhanced market data and analytics, and execution services. She came to Cboe through the 2015 acquisition of the San Francisco fintech company, LiveVol, where she was CEO. LiveVol transforms multi-asset market data into actionable information through unique analytics. Prior to LiveVol, Catherine was a market-maker in equity and index options on the NYSE Arca floor from 1994-2010, starting her career with Interactive Broker’s market-making division before co-founding her own proprietary trading firm.

Brandon Tepper

Brandon Tepper, Head of Americas Sales (New York, NY)
Brandon has been with Nasdaq since 2000, joining the Global Information Services team in 2008. Leveraging more than 15 years of fin-tech industry experience, Brandon serves as the head of sales for global market data and investment analytics data in the Americas. Brandon’s team works directly with a wide spectrum of clients ranging from Wall Street firms to startups using data to power new mobile fin-tech applications. Previously, he was a Director for the Nasdaq Market Intelligence Desk (MID) and Nasdaq Online.
Brandon holds a B.S. from the University of Maryland.

Lisa Kimball

At Finicity, Lisa works with customers, partners, and industry innovators to advance the use of and creative thought around consumer-permissioned financial data.  Lisa and her team are creating next gen customer experiences to streamline lending processes, expand credit access, and improve consumer financial awareness. Lisa leverages broad expertise in strategic planning, business transformation, program management, bank operations and finance gained during the past 15 years in financial services.

Aaron Klein

Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Today, over 180 Riskalyzers serve thousands of advisors who have aligned the world’s investments with millions of investors’ Risk Numbers®. In his spare time, Aaron co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

David Aferiat

David brings more than 20 years of experience in trading, consulting, software, utilities, capital markets, and consumer product industries. Working with senior officers and key decision makers in the boardroom, finance, HR, marketing and trading functions, he has advised both public and privately held companies with revenues ranging from $20 million to $14 billion. Work at Trade-Ideas taps experience in business development, customer acquisition and retention, corporate strategy as well as energy trading and marketing.  David holds dual Bachelor of Arts degrees in Economics and French from the University of Texas at Austin and a Masters of Business Administration degree from the Cox School of Business at Southern Methodist University.

As a SaaS Fintech innovator servicing self-directed investors, financial advisors, and fund managers for over 14 years in 19 different countires, Trade Ideas leverages algorithms derived from recursive, Machine Learning, Artificial Intelligence to develop fully formed trade plans and ideas with statistically tested, optimized performance results. Trade Ideas has earned its reputation as a premier FinTech innovator for idea generation, risk management, and decision support.

Kevin O’Brien

Kevin O’Brien, Chief Business Officer, Orbital Insight
Kevin leads all commercialization strategy and activities for Orbital Insight, as well as leading financial oversight, reporting and strategy. Prior to his role at Orbital Insight, Kevin was the Regional Director for the Americas, Global Banking & Brokerage, for FactSet Research Systems. Kevin joined FactSet in conjunction with the acquisition of Revere Data, LLC, where he was President and CEO. Originally trained as a software engineer, Kevin earned a BBA in Management Information Systems from James Madison University. He earned an MBA in Innovation, Strategy & Information Technology from the EDHEC Business School in Nice, France.

Andy Ambrose

Andy is the co-founder and CEO of Liveoak Technologies, a leading SaaS provider of remote on-boarding & identity verification tools that leverage human expertise & interaction in the digital customer experience. Andy has 20+ years experience as a financial services executive with a focus on sales, customer success, and technology within the insurance and wealth management industry. He has worked for notable firms such as Hartford Financial, John Hancock, and MassMutual throughout his career.

Matt Amberson

Matt Amberson, Principal and Founder. ORATS was born out of a need by traders to get access to more accurate and realistic option research. Matt started ORATS to support his options trading firm on the CBOE. Matt had the foresight to hire and train statistically minded individuals, put them on the floor and develop research to aid in trading options. He is heavily involved with product design and quantitative research. Matt has a CPA, level I CFA and a Masters degree from Kellogg School of Business.

Kevin Kirn

Kevin Kirn is the Head of Product for Mint, the leading personal finance app that more than 10 million people love, from Intuit Inc. Mint delivers intelligent, easy-to-use tools to help customers solve every day financial challenges with information, insights & action. Kevin’s passion for helping consumers and small businesses improve their financial lives brought him to intuit seven years ago. Kevin joined Mint in early 2016 after five years leading the reinvention of QuickBooks Online, Intuit’s flagship small business product. Prior to Intuit, Kevin held several product leadership roles at Microsoft, financed startups with a venture capital firm and advised business leaders with McKinsey.

Travis Dulaney

Travis Dulaney is Co-Founder and CTO of Push Payments. He has been responsible for directing and building Push Payments’ Real-Time payments capabilities, as well as establishing Push Payments’ South Florida office. Mr. Dulaney has over 25 years of Financial Services experience, specializing in Payments, Processing, & Banking across vertical markets providing vision, insights and creative solutions.

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Travis Dulaney has held executive positions with, FIS the #1 FinTech company as Senior Vice President and General Manager of Government Services; VP of Product Development for eFunds Systems a payments switching and card processor; VP of IT for Interliant, a ASP. Travis’ experience ranges from software development to Six Sigma process engineering, Product Design and Operational Management providing him a unique ability to have vision across corporate functions.

He spent the last two years building what is probably the only, fully compliant, scalable, secure, easy to use, intelligent and true real-time payments platform in the world. He has over 20 years of professional experience in the financial services industry focusing primarily on banking, core financial processing, and card mobile payments, using his expertise to improve efficiency in financial systems while creating and building new innovative payment systems and products. He has worked with a wide array of clientele, both in financial services and other industry sectors providing guidance and management as they deal with the ever-changing financial-services landscape. His clients have included international and regional commercial banking institutions, payment processors and government agencies, including the FDIC, the Federal Reserve, and OCFI.

Bill Emerson

Bill Emerson is Vice Chairman of Rock Holdings Inc., the parent company of Quicken Loans, the nation’s second largest mortgage lender, and several other FinTech businesses. He is responsible for leadership, growth and culture development across the entire Rock Holdings portfolio.

Most recently, Bill was Chief Executive Officer of Quicken Loans, a position he held for 15 years. Under his leadership, Quicken Loans became the second largest retail mortgage lender and has closed nearly $300 billion in home loan volume across all 50 states since 2013.

Bill joined Quicken Loans in 1993 as a Mortgage Banker. His passion and commitment for learning and growing, as well as his zeal for taking care of clients, helped him take on many roles at the company.

J.D. Power has ranked Quicken Loans “Highest in Customer Satisfaction for Primary Mortgage Origination” in the United States for the past seven years, 2010–2016. The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for three consecutive years, 2014 through 2016, each year the company was eligible.

Detroit-based Quicken Loans employs 16,000 team members. The company was ranked No. 10 on FORTUNE magazine’s annual “100 Best Companies to Work For” list in 2017, and has been among the top-30 companies for the last 14 years. Computerworld Magazine also recognized Quicken Loans as one of the “100 Best Places to Work in IT” for the past 12 years, ranking the company No. 1 in 2016, 2015, 2014, 2013, 2007, 2006 and 2005.

Bill is an active spokesman for the housing industry and has testified before the United States Senate Committee on Banking, Housing and Urban Affairs and the House Financial Services Subcommittee on Financial Institutions and Consumer Credit. He served as Chairman of the Mortgage Bankers Association (MBA) for the 2015-2016 term and is the former Vice-Chairman of the MBA’s Residential Board of Governors. He is also a board member of the Financial Services Roundtable’s Housing Policy Council (HPC) and the HPC’s Executive Council.

Bill is a member of the Board of Directors of Xenith, Inc., a football helmet company dedicated to advancing safety through innovation and education; the Detroit Economic Club; The Parade Company and the Skillman Foundation.

Dedicated to his community, Bill has been the recipient of the ALS Association’s Iron Horse Award and the Salvation Army’s prestigious William Booth Award, the nonprofit’s highest honor. He also supports the Alzheimer’s Association Greater Michigan Chapter.

Bill earned a bachelor’s degree in business from Penn State, where he was a member of the University’s 1982 National Championship football team.

Bill and his wife reside in the Detroit area with their two children.

David Rukshin

Mr. Rukshin oversees WorldQuant’s technology and operations function. Prior to WorldQuant, Mr. Rukshin held numerous positions at D. E. Shaw group, including global head of IT infrastructure engineering and operations. Prior to that, he worked at Chase Manhattan Bank supporting Equities, FX, and Fixed Income trading desks, and began his career as a systems programmer at AT&T Labs Research. Mr. Rukshin holds a MS in Technology Management from Columbia University and a BS in Management Science and Information Systems from Rutgers University.

Brandon Tepper

Brandon Tepper is Vice President of Americas Sales for Nasdaq Global Information Services. Leveraging more than 15 years of fin-tech industry experience, Brandon serves as the head of sales for global market data clients in the Americas. Previously, he was a Director for the Nasdaq Market Intelligence Desk (MID), providing timely trading analysis and market information for Healthcare and Consumer Discretionary companies on The Nasdaq Stock Market. As one of the first MID staff, he lead all MID technical aspects including software development, telephony, data support and third party vendor relationships. He began his career with Nasdaq as the Business Operations Manager for Nasdaq Online, the web portal for C-level executives at Nasdaq-listed companies. Under his direction, NOL was rated number one Investor Relations Website by the National Investor Relations Institute.

Kathleen Murphy

Kathleen Murphy is president of Fidelity Personal investing, which provides a full range of investment and financial planning services to millions of individual investors including wealth management, retirement planning, and brokerage. Ms. Murphy is also responsible for Fidelity’s life insurance and annuities business,its workplace savings business for tax-exempt organizations, all of the firm’s brand and advertising programs,and Fidelity’s digital programs.

Ms. Murphy oversees a business with $2.0 trillion in assets under administration, more than 18 million client accounts and over 15,000 employees (as of Jan. 2017).
Her business is the nation’s retirement leader — #1 in individual retirement accounts (IRAs) a leading U.S. broker, and one of the largest providers of investment advisory services and college savings plans.

Prior to joining Fidelity, Ms. Murphy was CEO of ING U.S. Wealth Management, leading the Defined Contribution, Defined Benefit, Retirement Solutions, Annuities, and ING Advisors Network businesses. Ms.Murphy began her career with Aetna, spending 15 years in a variety of legal and government affairs positions, eventually serving as general counsel and chief compliance officer, Aetna Financial Services.

Ms. Murphy received her Bachelor of Arts degree, summa cum laude, in economics and political science from Fairfield University in 1984. She earned her juris doctorate with highest honors from the University of Connecticut in 1987.

Ms. Murphy sits on the Board of Governors of the Financial Industry Regulatory Authority (FINRA), the Board of Directors of the Markle Foundation, and the Board of Directors and Vice Chair of the National Football Foundation. Ms. Murphy has repeatedly been named one of the “50 Most Powerful Women in American Business” by Fortune magazine, one of the “Wall Street Top 50” and “Business 100” by Irish America magazine and named as one of the “25 Most Powerful Women in Finance” by US Banker, among other honors.

Eric Rosenbach

As the Chief of Staff to Secretary of Defense Ash Carter, Eric Rosenbach was one of the senior-most leaders of an organization with 2.8 million personnel, a $585 billion annual budget and ongoing military operations in multiple locations around the world.

Rosenbach was charged with managing some of the Department’s most sensitive decisions and ensuring implementation of transformative changes in the Department’s technology, budget, and talent management. He served as the Secretary’s closest strategic advisor on the war strategy and global coalition to defeat ISIS, the “rebalance” to Asia and the effort to check Russian aggression. Rosenbach also led the Department’s efforts to improve innovation by forging and managing key initiatives such as the Defense Digital Service, the Silicon Valley-based Defense Innovation Unit and the Defense Innovation Board.

Before serving as Chief of Staff, Rosenbach was the Assistant Secretary of Defense, confirmed by the U.S. Senate, responsible for leading all aspects of the Department’s cyber strategy, policy and operations. His diverse portfolio as Assistant Secretary also included countering the proliferation of weapons of mass destruction, space operations, antiterrorism, continuity of government and defense support to civil authorities. Rosenbach led the Department’s efforts to counter cyberattacks by Iran and North Korea on US critical infrastructure and deter Chinese theft of American firms’ intellectual property.

Earlier, Rosenbach worked at the Harvard Kennedy School as the Executive Director for Research at the Belfer Center for Science and International Affairs. In additional to running the Center, Rosenbach taught graduate-level classes on cyber and counterterrorism. Prior to his work at Harvard, he served as national security advisor for then-Senator Chuck Hagel and as a professional staff member on the Senate Select Committee on Intelligence where he led oversight of Intelligence Community counterterrorism programs.

Rosenbach also has significant experience in the private sector, where led the cybersecurity practice of a global management consulting firm that advised the executives of Fortune 500 companies on strategic risk mitigation strategies. Earlier in his career, he worked as the Chief Security Officer for Tiscali, the largest pan-European internet service provider, where he was responsible for all aspects of the firm’s cybersecurity.

A former Army intelligence officer and Commander of a telecommunications intelligence unit, Rosenbach led a team that worked closely with NSA to provide strategic intelligence in direct support of commanders in Bosnia and Kosovo. The Director of Central Intelligence named his unit as the top intelligence organization in the U.S. military for two consecutive years.

Rosenbach has authored many books and contributed articles on national security issues to the New York Times, Washington Post, and Boston Globe. The LA Times called his book Find, Fix, Finish, co-authored with Aki Peritz, “an important volume in the secret history of a nasty war.” He was a Fulbright Scholar and holds a Juris Doctor from Georgetown, Masters of Public Policy from the Harvard Kennedy School, and Bachelor of Arts from Davidson College.

Vicki Walia

Vicki A. Walia is a Senior Vice President and Head of Digital Investment Solutions. She is leading a firm wide initiative to develop business strategies that harness recent trends in technology, regulation, and the delivery of investment services to enhance and differentiate our existing service array. She was previously Director of Talent Management & Diversity, responsible for the implementation of talent development initiatives and for leading the firm’s diversity initiatives. She joined AB in 2007 from Development Dimensions International (DDI), where she worked with clients on projects related to assessment, selection and leadership/executive development. Walia has made a number of professional and scientific presentations at the annual meetings of the Society for Industrial and Organizational Psychology, Academy of Management and Global Business Forum. She has been an adjunct professor at Montclair State University, where she taught courses on organizational behavior, and research methodology. Walia holds a BFA in music from York University and an MS and PhD in industrial and organizational psychology from Alliant International University.

Kimberly Trautmann

Kimberly joined DRW Venture Capital in 2015. DRW VC, an arm of principal trading firm DRW, is a private investor in financial and enterprise technology. The team focuses on revenue generating and growing businesses that will derive value from DRW beyond capital: as a client, as a product advisor, and through our deep trading industry expertise. The current portfolio holds more than 25 investments, including OpenFin, Droit, RedSeal, Solarflare and Pico.
Prior to DRW, Kimberly was an investor at Goldman Sachs on the Principal Strategic Investments team for nine years. She holds a BS from Wagner College and an MBA from Columbia Business School.

Kelli Keough

Dr. Kelli Keough is the Global Head of Digital Wealth Management at JPMorgan Chase. She is responsible for designing and executing a digital strategy that is integrated into all aspects of the Wealth Management business, complementing the personal service of the firm’s advisors by delivering advice and capabilities digitally, and making it easier for clients to choose how to engage with the firm.

Based in New York, Dr. Keough is a member of the Wealth Management & Investment Solutions Operating Committee, the senior leadership group responsible for strategic matters within J.P. Morgan Private Bank, J.P. Morgan Securities, and Chase Wealth Management.

Before joining J.P. Morgan in 2015, Dr. Keough was the Senior Vice President of Trading Services at Charles Schwab, where she was responsible for the client experience, digital platforms and education for Schwab’s active trading, self-directed and global trading clients. She was also responsible for optionsXpress, a leading retail derivatives firm. Prior to leading the trading business at Schwab, Dr. Keough served as the Chief Marketing Officer at CyberTrader, where she led the merger of CyberTrader into Schwab.

Before coming to Schwab, Dr. Keough worked with a variety of startup and financial service companies. Dr. Keough was a Professor of Psychology at the University of Texas at Austin before starting her 18-year career in financial services.

After growing up in Northern Idaho, Dr. Keough received her bachelor’s degree with honors from Yale, and her master’s degree and doctorate in Social Psychology from Stanford.

Alexander Wong

Alexander Wong is a managing director of D. E. Shaw & Co., L.P. and head of venture capital at the D. E. Shaw group. Dr. Wong has more than 20 years of operating, technical, private equity, and venture capital experience in the technology industry. His investment interests span a wide range of areas including financial and emerging technologies. Prior to joining the firm in 2005, Dr. Wong was a partner at Apax Partners, a global private equity firm. Before that, he served as a managing director at Intel Capital, the venture capital unit of Intel Corporation. Dr. Wong holds a Ph.D. degree in electrical engineering from the University of California, Berkeley.

Suzanne Livingston

Suzanne Livingston delivers software growth through agile product management. Having held lead roles in development, design, and user research, she currently leads offering management strategy and operations for Watson Financial Services newest offering, the IBM Cloud for Financial Services. Working with a global team, Suzanne brings together IBM’s Financial Services solutions in banking, wealth management, insurance, and risk, emerging capabilities in AI, and a growing fintech ecosystem to deliver innovative solutions to financial services clients. Follow her on Twitter @suzielivingston or learn more at

Nikhil Lele

Nikhil is a Principal in EY’s Financial Services Organization, and is the Americas Strategy and FinTech Advisory practice leader. He has a proven track record of effectively collaborating with executive management teams to drive a wide array of strategy formulation, operating model transformation, technology blueprint and roadmap, and performance improvement initiatives that yield measurable and sustainable operating results. Nikhil has worked extensively across the Banking, Capital Markets, Asset Management and Insurance sectors solving issues pertaining to improving operational efficiency, driving competitive advantage, and optimizing the business value of technology. Nikhil also has significant international experience leading large global transformation initiatives in LATAM, Europe, and Asia. Nikhil earned his B.S. in Computer Science and MIS from The College of New Jersey and his MBA in Strategy from The Wharton School of the University of Pennsylvania.

Tricia Rothschild

Tricia Rothschild, CFA, is chief product officer for Morningstar. She is responsible for product strategy, innovation, development, and execution for the solutions delivered to clients.

Most recently, Rothschild was head of global advisor solutions, setting the strategic direction for the company’s wealth management and online brokerage business and overseeing priorities for this segment across Morningstar’s investment management, software, data, and research capabilities.

She previously led Morningstar’s Advisor Software business unit. In her 20 years at Morningstar, she has led aspects of the firm’s business serving each of its three core audiences: individuals, advisors, and institutions. Rothschild began her career at Morningstar as a closed-end fund analyst and later became the international editor of Morningstar Mutual Funds. She also created the firm’s initial 529 college-savings plan database and corresponding advisor tools, served as the e-commerce manager of, and led the content management for that site for several years. She previously developed the firm’s equity research business, leading its growth from 2003 through 2012.

Rothschild holds a bachelor’s degree from Northwestern University and a master’s degree in Russian and Central European economics from Indiana University. She also holds the Chartered Financial Analyst® (CFA) designation. She was a contributor to the book Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary (CreateSpace Independent Publishing Platform, 2016). She sits on the board of directors of Y-Charts, a financial terminal provider based in Chicago.

Adam Dell

Adam Dell is the founder and CEO of Clarity Money. Previously Adam founded:, which was acquired by AutoDesk; MessageOne, which was acquired
by Dell Technologies; and Civitas Learning. In addition to his entrepreneurial
endeavors, he has invested in a number of early stage companies, including
OpenTable, HotJobs and GreenPlum. Prior to getting into the startup world, Adam
worked as a corporate attorney with the law firm of Winstead, Sechrest & Minick. He
received a degree in political economy from Tulane University and a law degree from
the University of Texas School of Law. He has served as an adjunct professor at both
the Business School at Columbia University and the University of Texas School of
law. He loves big ideas, Chinese food and being a father

Ed Skolarus

Edward Skolarus is Chief Digital Officer at Investor’s Business Daily (IBD) & where he leads the strategy, distribution and operations of global digital products and customer engagement. A member of the Executive Leadership Team, he is responsible for the long-term vision of the company’s digital commerce efforts and influences corporate strategy and planning, especially within business innovation.

Mr. Skolarus is also co-founder and board advisor of the marketing and operations intelligence cloud platform Openversa, which analyzes big data from connected devices for the purpose of understanding the consumer experience through machine learning.

Prior to IBD, Mr. Skolarus spent 11 years at Fox Networks Group (FNG) and News Corp. in executive management within corporate development creating and executing visionary digital transformation strategies combined with driving innovation for future growth. He created the framework of innovation through acquisitions of new advertising engagement technologies including TrueX and joint ventures such as Hulu and Mobile Content Ventures, to name a few.

Before Fox, Mr. Skolarus founded, developed and patented products and cloud technologies while serving as Chief Executive Officer of several venture funded start-ups with successful exits.

Jennifer Samalis

Jennifer Samalis is senior vice president, Brokerage Products and Customer Experience, for Fidelity® Personal, Workplace and Institutional Services, a unit of Fidelity Investments®. Ms. Samalis is responsible for the cross-platform strategy, development and management of trading solutions that meet the needs of the retail brokerage investors and active trader clients. She joined Fidelity in 1992 as part of the brokerage product and marketing team. Ms. Samalis held positions at Scudder Kemper Investments in the Brokerage Services group in the late 1990’s, where she was responsible for the marketing and product development of retirement and non-retirement solutions. She returned to Fidelity in 2000 and focused on the active trader offering. Ms. Samalis received her bachelor’s degree in business and economics from Mount Saint Mary’s University in Maryland and her MBA from Suffolk University in Massachusetts.

Mani Mahjouri

Mani Mahjouri is the CIO and Chief Strategist of Tradeworx, Inc., responsible for research and implementation of investment strategies. Mr. Mahjouri has over 18 years’ experience in hedge funds. Prior to Tradeworx, he was Global Head of Foreign Exchange at Sun Trading LLC. Mr.Mahjouri began his career at AQR Capital Management in 1999, where he was a senior member of the Global Asset Allocation team. Mr. Mahjouri completed a triple major from MIT with a BS in Physics, BS in Mathematics and BS in Finance.

Adam Boyden

Adam Boyden is a five-time entrepreneur who has provided leadership for venture capital backed companies that have disrupted multi-billion dollar industries and generated more than $2 billion in exit value. He was the co-founder and CEO of RPM portfolio company Openlane, an online wholesale automotive marketplace, which was acquired by KAR Auction Services (NYSE: KAR). He went on to serve as VP of Business Development and Marketing at Xfire, an early social networking company focused on gamers, which was acquired by MTV Networks (NASDAQ: VIA). Boyden was President of Conduit, a cloud-based user engagement platform, early in its lifecycle and built it into the most successful Internet company in Israeli history. During this period Boyden was a Venture Advisor for RPM, led RPM’s investment in Social Finance (SoFi), and ultimately joined SoFi’s team as Chief Operating Officer as the company began to scale.

Adam currently sits on the board of several of RPM’s portfolio companies, including: Able Lending, the world’s first collaborative lender, specializing in small business financing; DailyPay, who is reinventing pay-day lending by offering hourly workers rapid access to earnings for a small fixed fee; Roost, a manufacturer of connected IoT devices and sensors; and Hippo, an insurance company who offers binding homeowners insurance quotes in minutes.

Additionally, Adam was the founder and former general manager of the China Consultancy, an advisory firm to companies entering the Chinese market. Boyden holds a 1st Class Honors BSc in Engineering Science from Exeter University, and an MBA from Stanford University.

Matt Hatch

Matt Hatch, Partner & Americas FinTech Leader, Ernst & Young LLP

As a partner and the Americas FinTech leader at EY, Matt has over 18 years of experience serving clients in the financial services and technology industries. He’s passionate about helping my clients succeed in a rapidly changing technology and financial services environment. Matt is committed to uncovering opportunities and empowering EY clients as they improve technologies and customer experiences, lower costs, increase scale and manage risk.

Matt has a breadth and depth of experience leading complex advisory and assurance projects, including internal audit co-sourcing and outsourcing, financial audit, FinTech innovation, payment processing, governance risk & compliance implementations, IT risk management, and controls optimization efforts. He has served Fortune 500 companies and high-growth startups in the financial services and technology sectors throughout his career, most recently working on engagements focused on improving and scaling processes, systems integration, internal audit assessments and large transformation initiatives.

David Jegen

David Jegen is a Partner with F Prime Capital, the venture capital firm affiliated with Fidelity Investments. He has led investments in Cloudant (acquired by IBM), Kensho, FutureAdvisor (acquired by BlackRock), Flywire, Even Financial and Eris Exchange. David was a co-founder of Sensoria, Inc. and VP of Product at Into Networks, a Venrock-backed company acquired by Softricity, now part of Microsoft. Most recently, David was a senior executive with Cisco Systems. He held early positions with J.P. Morgan & Co. and The Boston Consulting Group. In 2014 David co-founded FinTech Sandbox, a nonprofit that serves FinTech entrepreneurs by aggregating data and infrastructure for free during a startup’s development phase, backed by leading institutions like ThomsonReuters, FactSet, Yodlee, Amazon, S&PCapitalIQ and Fidelity Investments.

Charlie Hartel

Charlie has 12 years of experience in FinTech, most recently as Director of Product Management at Yahoo where he is responsible for all product offerings at Yahoo Finance, the largest online business news site. Previous to Yahoo, he had product management and engineering roles at Liquidnet and SecondMarket. He started his career as an embedded software engineer at Hewlett-Packard.

Ken Schiciano

Ken is co-head of TA Associates North America Technology Group and focuses on investments in software, infrastructure and financial technology companies. He serves on the Board of Directors of Arxan Technologies, Insurity, RGM Advisors and TierPoint; and led TA’s investment in BATS Global Markets. Ken formerly served on the Boards of Cosentry, CyOptics, Datek Online Holdings, Fractal Analytics, FTP Software, ION Investment Group, MetroPCS Communications, NetScout Systems and The Island ECN. Ken is also an active angel investor with current or prior investments in Virtu Financial, trueEX, Digital Asset Holdings, Callsign, Noble Markets, iSentium, Syndicated Loan Direct and Clearmatics. Prior to joining TA in 1988, he was a member of the technical staff of AT&T Bell Laboratories, as a Systems Engineer in the switching systems area. Ken received a BS degree, summa cum laude, in Electrical Engineering and Computer Science from Duke University, an MS degree in Electrical Engineering from Stanford University and an SM degree in Management from the Massachusetts Institute of Technology Sloan School of Management.

Hans Stimming

Hans Stimming serves as Vice President of Product Strategy of TradeStation Group, Inc. and TradeStation Securities, Inc., where he is responsible for shaping the product vision and user experience for the active trader market. Over the years he has served in several senior product management roles at TradeStation in areas covering order execution trading technology and the TradeStation trading platform generally.

Mr. Stimming received a master’s degree in Business Administration from Florida International University in 1998, a Master of Science degree in Economics from Florida Atlantic University in 2009, and a bachelor’s degree in Electrical Engineering from Pontificia Universidad Javeriana in Bogota, Colombia, in 1994.

Michael Marrale

Michael is the CEO of M Science, leader of the executive team and sits on the company’s board. Prior to M Science, Michael was an Executive Committee Member and Head of Research, Sales & Trading at Investment Technology Group where he led one of the world’s largest and most respected data-driven research teams and was instrumental in the divestiture and sale of its Energy research business to Warburg Pincus for over $120mm in late 2015. Previously, he has held senior roles at RBC Capital Markets and Lehman Brothers. Michael currently serves on the Boards of the City Parks Foundation and the Ronald McDonald House of NY. He is also a member of the Young Presidents’ Organization and previously served as a Trustee of the Nature Conservancy on Long Island. He enjoys spending time on the east end of Long Island with his 3 children.

Sonny Singh

Sonny is one of the leading FinTech executives in Silicon Valley and is currently the Chief Commercial Officer at BitPay. BitPay is the largest processor of bitcoin in the world and has raised over $30M in funding from top investors like Founders Fund, Richard Branson, and Index Ventures. Previously, Sonny was the Vice President of Sales and Business Development at Jumio, which has raised over $40M from Andreessen Horowitz, and Citibank.

Sonny has spoken at numerous FinTech conferences throughout the world and has published several articles in TechCrunch and Finance Magnates. He is a Venture Advisor for Lumia Capital and is also an angel investor in several companies including TubeMogul (IPO), Estate Assist (acquired by DocuSign), Getaround, Jumio, Civic Technologies, Sendhub (acquired by Cameo Global), and Naritiv. Sonny has an MBA from Thunderbird, is a graduate of Binghamton University (NY) where he played collegiate tennis.

Michael Curry

Michael Curry is VP of Engineering for IBM Watson Financial Services. With twenty years of experience in the software and systems integration industries, his career has focused on building software products, defining software product strategy and implementing large-scale systems within Fortune 500 companies. Michael joined IBM through the Ascential Software acquisition in 2005, and has held leadership positions driving strategy and execution for data integration, cloud, internet of things, analytics, and cognitive solutions. Prior to Ascential, Michael held management positions at Altio, Level (3) Communications and Seer Technologies. He is a prominent public speaker in Internet of Things, Cloud, Data, Analytics, and API technologies, and a frequent contributor to industry articles and publications. His blog can be found at his twitter handle is @mikecurr55.

Lee Linden

Lee is an entrepreneur and early stage investor who works with startup founders to help them find product/market fit and grow to become impactful businesses.

Previously, he lead Facebook’s emerging initiatives in commerce and mobile ads. Lee joined Facebook via the acquisition of Karma, a breakthrough commerce company he founded which allowed smartphone users to instantly send physical products to others without mailing addresses.

Prior to Karma, Lee founded Tapjoy and piloted the company to its position as a leading mobile advertising platform which today touches more than 1 billion devices and generates hundreds of millions of dollars in advertising revenue. He began Tapjoy by co-creating multiple top mobile games for iOS/Android and subsequently unraveling the potential of mobile advertising and app distribution at scale.

Earlier, Lee worked for venture capital firm Kleiner Perkins and helped launch the iFund, a $100M investment vehicle focused on smartphone application platforms. Lee originally began his career working in product development at Microsoft, where he co-created the Windows Home Server division and shipped the first version of that product to market.

Lee holds a MBA from Stanford’s Graduate School of Business and a BA in Computer Engineering from the University of Michigan. He grew up in the suburbs of Detroit, Michigan and today lives and works in New York City

Lee has been a featured speaker at universities, conferences, and panels worldwide and has received numerous awards for his work including 30 under 30 Best Young Tech Entrepreneur by Bloomberg Businessweek, 100 Most Creative People in Business by Fast Company, and The Silicon Valley 100 by Business Insider.

Dan Schleifer

Dan has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and financial technology markets. With a huge passion for data visualization, he founded ChartIQ to bring data viz and modern design to capital markets technology.

Nicholas Britz

Nick has over a decade and a half of operating experience in Tech, Fintech and management consulting.  He currently works for Google Fiber and has previously overseen finance for products such as Google Wallet, Offers and Google Express. Prior to joining the Google, Nick was VP of Corporate Development and FP&A for Zecco (now Tradeking). Nick holds MS in Mechanical Engineering from Stanford University and a BS in Engineering Mechanics from The Johns Hopkins University.

Philip Brittan

Philip Brittan is a business and technology leader who has contributed to the FinTech space for nearly 30 years, with a mix of entrepreneurial and big company experience—from making angel investments and establishing software start-ups to managing large-scale globally-distributed teams with multibillion-dollar budgeting and revenue.

Philip began his career as a serial entrepreneur CEO, founding and running three start-up companies beginning with Fenics, a software for pricing and risk analytics of Foreign Exchange Options. Next, he created Spheresoft, which developed software apps and products for financial institutions and FinTech vendors. Philip’s third start-up, Droplets, was a pioneer in the Rich Internet Applications segment holding patents to a number of foundational features of the interactive web, which it licenses to brand-name technology firms.

The second half of Philip’s career has been geared toward larger FinTech efforts and situation turnaround. He led the growth of Bloomberg’s Foreign Exchange business from entering the FX market to establishing a leadership position. He then oversaw Google Finance and a portion of Google Local Search.

In 2011, Philip joined Thomson Reuters, where he successfully turned around the flagship financial desktop, Eikon. He then went on to unite a fragmented software development and operations effort as Chief Technology Officer and Global Head of Platform of the Financial and Risk Division at Thomson Reuters.

Today, Philip is the General Partner of Crazy Peak LLC, an early technology business investment and advisory firm. Philip holds an A.B. cum laude in Computer Science from Harvard University. He is an accredited Financial Risk Manager, a member of the Global Association of Risk Professionals and PathNorth, and a former member of the Young Entrepreneurs Organization.

Philip grew up on a ranch in Montana and now lives in the suburbs of New York City. He enjoys outdoor sports and composing music.

Sue Britton

As CEO & Founder, Sue and the Syndicate team bring a depth and breadth of corporate and start-up experience and passion in FinTech, InsurTech and innovation to their clients.

The FinTech Growth Syndicate provides corporate innovators and start-up company leaders the tools and expertise they need to grow their businesses and accelerate their response to the changing needs of their clients. We specialize in 2 things – engaging you with the ecosystem outside your organization, and working with startups to master B2B sales and partnering.

Our model is designed to provide you with agile, on the ground experts in Toronto and Kitchener/Waterloo – talent that has deep experience in corporate innovation, design thinking, commercialization, B2B market expansion and partnering. We are truly deep in innovation and disruption, are plugged into every corner of the ecosystem, and can leverage our relationships and knowledge of the global FinTech ecosystem to accelerate innovation.

Prior to starting the company, Sue was Vice President & Head of Global Innovation for D+H. the 21st largest FinTech globally. She was also responsible for distribution and marketing strategies through partners and channels, and is an expert in influencer relations and how to sell through strategic partners in global financial markets.

She was SVP and General Manager of a start-up business unit she created for Broadridge, where she invented and launched award winning solutions for brokers and dealers in Canada, that grew to $40 Million in revenue in 24 months. Sue has spent 25 years in various corporate executive positions.

Sue is a thought leader, speaks at numerous events, and holds many advisory roles that help to drive awareness and progress in Canada around innovation and FinTech, including the ICT Advisory Board for Global Affairs Canada, FinTech Advisory Committee for the OSC Launch Pad, Advisor for the Digital Finance Institute, and mentor to the HK FinTech SuperCharger.

Sue has a Bachelor of Commerce from Ryerson University, has 3 children, and lives in Toronto with her husband and youngest son.

Travis Skelly

Travis is an SVP at Citi Ventures; he is responsible for sourcing and executing venture investments in companies that sit at the intersection of financial services and technology.

Travis started his career as a financial services consultant at Accenture, before moving to a strategy role at HSBC. During graduate school he cofounded an ecommerce marketplace. After his MBA, he joined Nomura’s Leverage Finance Group where he executed debt transactions for financial sponsors and corporate clients. Most recently, Travis was an investor at FinTech Collective, a fintech-focused venture fund where he made over 20 early stage investments.

Travis received his MBA from the University of Texas and his BS in Finance and International Business from Georgetown University.

Jeff Chiappetta

Jeff Chiappetta is the Vice President of Trading Services Client Experience and Education at Charles Schwab and Co. He is responsible for business strategy, offer management, and the distribution of online education and live events. Jeff has worked in the financial services industry for over 20 years and has focused primarily on trading, derivatives, and trading platforms for retail and institutional active traders.

David Sorin

Dave Sorin is an office managing partner of McCarter & English and Co-Chair of the Venture Capital & Emerging Growth Companies practice. He focuses 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, cybersecurity and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region.

One industry-leading publication has recognized Dave as one of New Jersey’s top 100 business people, categorizing him within an “elite group” of executives who “are the voices of their industries.” He was later identified by another industry publication as one of the region’s “top deal makers.” Chambers USA, an international guide to lawyers and law firms, called Dave the State’s top corporate lawyer. Most recently, SmartCEO Magazine named McCarter the large law firm of the year in the tech and tech-enabled industry sector and named Dave the leading lawyer in the industry. In addition, In addition, Dave Sorin received the Star Influencer Award at SmartCEO’s Centers of Influence Event.

Dave co-founded the law firm of SorinRand in 2009, was Managing Partner of the New Jersey and New York law offices of Buchanan Ingersoll Professional Corporation and of the Princeton office of Hale & Dorr LLP (now WilmerHale LLP), as well as a corporate practice area Vice-Chair. In addition, he serves as an adjunct professor, teaching a course on high-growth corporate transactions at the Cornell Law School Technology Law LLM Program. Previously, Dave served as a Clinical Associate Professor of Law at Drexel University, teaching Entrepreneurial Law, Legal Issues for Start-Ups, Venture Capital and Corporate Governance. He also served as an Adjunct Professor of Law at Seton Hall University School of Law, teaching Accounting for Lawyers and Mergers & Acquisitions. He began his legal career at Davis Polk & Wardwell.

The realities of the 21st century economy and rigorous analysis of the business and legal marketplace convinced Dave that service to startup, early stage, emerging growth and middle market enterprises is largely incompatible with the cost infrastructure, high leverage, and fee schedules generally associated with today’s law firm model. He and his partners founded SorinRand to meet the new business realities head-on, reinventing law firm practice to help clients achieve their goals, sensibly. Together, they joined McCarter & English to leverage McCarter’s geographical scale, size, and breadth of services to provide clients the many disciplines they require throughout their business lifecycles, while retaining the unique delivery model and value proposition offered by SorinRand.

Dave, who is a frequent speaker, panelist, and author on issues of interest to the emerging growth and middle market sectors, also is a Certified Public Accountant.

In 2016, he co-founded entreprenYOURS, Inc., a new accelerator program for startup tech and tech-enabled companies in New York and New Jersey, characterized by a unique system of cross-equity ownership designed to foster collaboration and community among the accelerator’s portfolio companies. In addition, he helped to co-found a new venture capital fund focused on investing in early-stage and emerging growth companies in New Jersey and the surrounding region that have demonstrated early traction in consumer-facing technologies and Internet-of-Things (IoT) verticals, among other tech and tech-enabled industry sectors.

Michael Babushkin

Michael is the founder & CEO of Devexperts, a highly specialized software development company in the online trading industry.

Michael founded Devexperts in 2002 and has grown the company to the leading IT house in the online trading space with over 400 people doing sophisticated online trading, mobile, back office, order- and risk-management systems and online electronic exchanges. The company has won numerous awards from among others Barron’s, Deloitte,, for many of its achievements, including Ameritrade’s (NASDAQ: AMTD) thinkorswim® platform and Gain Capital, DealBook® 360.

Michael holds an MSc in Math, Physics and Computer Science and an MBA from Stockholm School of Economics.

Nikesh Desai

Nikesh Desai is co-founder and CEO of InvestingChannel, an innovative and scalable financial marketing platform reaching more than 25 million people each month. We are an exclusive publisher group that utilizes a mix of data, technology, creative and content to facilitate the connection between brands and the right people in the financial ecosystem: investors, traders and financial professionals. Prior to InvestingChannel, Nikesh co-founded the consultancy Giant Step Strategies and served as VP of Business Development at He was also instrumental during PeoplePC’s startup and acquisition by EarthLink, and began his career as an investment banker at Robertson Stephens, involved in public offerings and M&A

Peter Hans

Peter Hans is the CEO and co-founder of Harvest Exchange, a communication software and behavioral data platform serving the financial services sector. As CEO of Harvest, Peter is responsible for executing on the company’s mission of empowering financial organizations and professionals by helping them to build stronger relationships with their clients through cutting edge technology.

Prior to launching Harvest in 2013, Peter was on the founding team of Registered Investment Advisor, Height Analytics. While serving as Height’s Head of Sales, and later Director of Research, Peter helped to grow Height from initial launch to a market leader within regulated industries advisory services.

Prior to growing new businesses, Peter’s Wall Street experience included both capital markets and asset management, where he focused on interest rate derivatives.

Peter holds an MBA in Finance from Vanderbilt University and a BA in Psychology from Colby College. Peter lives in Houston, TX with his wife and three children, is a foolishly hopeful New York Knicks fan and a marginally competitive Crossfitter.

Patrick Culleton

Patrick Culleton joined Edward Jones in 1991 as an intern. Three years later, he was hired an as associate and served as a programmer/analyst responsible for the development and support of the firm’s pay roll system.

Culleton was named a team leader in 2001 and a department leader in 2004. In that role, he led the development and support of such systems as JonesLink, Portfolio, AccountLink and Request/Respond. In 2009, he became a director in the Enterprise Content Services areas with overall responsibility for the systems that support JonesLink content, Imaging and the Online File Cabinet, and application database design.

He was named a principal with the firm in 2011 and today is responsible for several Information Systems infrastructure areas, including Network Services, Data Center Operations and Distributed Computing Services.

Culleton earned a degree in business administration from Missouri State University and an MBA from Washington University.

Leigh Drogen

Leigh is the founder and CEO of Estimize. Prior to founding Estimize, Leigh ran Surfview Capital, a New York based quantitative investment management firm trading medium frequency momentum strategies. He was also an early member of the team at StockTwits where he worked on product and business development. When he’s not staring at rectangular lightboxes, Leigh can be found on the ice rink playing hockey, behind a grill, or off in search of waves to surf around the world.

Mark Gerson

Mark Gerson is the co-founder and Chairman of the Gerson Lehrman Group and the co-founder and co-Chairman of Thuzio.

He is also the co-founder and United Hatzalah and of United Rescue (the crowd-sourced system of volunteer first response, enabling victims of pre-hospital trauma to be treated in the moments that separate life from death) in Israel and the United States.  He is also the co-founder and Chairman of the African Mission Healthcare Foundation, which supports the work of Christian medical missionaries who provide much of the consistent clinical care in Africa.

Mark Gerson’s work on subjects from the biblical Jonah to the meaning of Frank Sinatra have been published in The Wall Street Journal, Commentary, USA Today and many other publications.  The author of books on intellectual history and education, he is a summa cum laude graduate of Williams College and is a graduate of Yale Law School.

Tiki Barber

Tiki Barber is co-founder and co-chairman of Thuzio Executive Club, a company which provides members and their guests with the most memorable business events of the year through sophisticated storytelling. He followed a successful on-field football career – highlighted by three Pro Bowl appearances and his spot atop the all-time rushing list for the New York Giants – with notable forays into media, including his current duties as host of a nationally syndicated midday show on CBS Sports Radio. Barber is a graduate of the University of Virginia with a concentration in Management Information Systems.

Jud Pyle

As the Head of Retail, Jud is responsible for delivering forward-thinking, technological solutions that will streamline operations and drive growth for introducing brokers and registered investment advisors.

Prior to his role at Apex, Jud was a Partner at PEAK6 Investments, where he worked with the team to build a technology driven asset management business that specialized in the trading of equity options.

Jud has deep functional expertise with risk management and the equity markets, with a particular emphasis on using technology solutions to drive process improvements. He received a B.A. in Economics and History from Colgate University.

Eli Broverman

Eli Broverman is Co-Founder and President of Betterment. Eli co-founded Betterment with a vision that smarter technology will help people better plan for their financial needs and reach their goals. Through his work at Betterment, Eli aims to make personal finance one of the first fields to reach the age of automation. Eli oversees the company’s business operations, strategic initiatives, and legal matters. Eli is a frequent guest on CNBC, FOX, and Bloomberg TV, and regular speaker  at leading industry events.

Prior to forming Betterment, Eli 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.

Elan Zivotofsky

Elan Zivotofsky has over 18 years of extensive, on-the-ground experience, focused on researching, raising capital for, and investing in Israeli companies. Elan has deep knowledge of the Israeli investment landscape, startup scene and the overall Israeli capital markets. Before joining OurCrowd as one of the founding partners, Elan was the Managing Partner of the Prelude Israel Fund, which was a hedge fund focused on Israeli companies. Elan was a Senior Vice President and the Head of Technology investment banking at Lehman Brothers in Israel from 2004-2008. Prior to that position, Elan was a portfolio manager at a global $1.5 billion hedge fund with a focus on long/short, catalyst driven and special situation investing. Between 1997-2002, Elan was a top-ranked Israeli technology research analyst at Goldman Sachs. Elan started his career as a technology research analyst at Morgan Stanley in New York (1994-1997). Elan received a BA from the University of Pennsylvania (magna cum laude).

Ryan Feit

Ryan Feit is the CEO and Co-Founder of SeedInvest. SeedInvest is a leading startup investment platform with 17,000 accredited investors that has funded 60 companies. Prior to founding SeedInvest, Ryan worked in private equity at Wellspring Capital Management and in investment banking at Lehman Brothers.

Ryan was instrumental in the passage of the 2012 JOBS Act, which changed 80-year-old U.S. securities laws to make it possible for entrepreneurs to raise capital over the Internet. Since then, Ryan has been highly involved in the implementation of the JOBS Act and frequently serves as a subject matter expert on startup investing and the JOBS Act for the Wall Street Journal, the Economist, the New York Times, the Washington Post, CNN, Bloomberg, Forbes, Entrepreneur Magazine, CNBC and Fox Business. Ryan also serves as a columnist for Fortune, TheStreet and Inc.

Ryan received an MBA in Entrepreneurial Management from The Wharton School of the University of Pennsylvania.

Glenn Goldman

Glenn Goldman is the CEO of Credibly, driving the company’s vision of offering a comprehensive suite of financing products to a broad range of small businesses. Formerly the CEO of CAN Capital for 12 years, Glenn helped create the alternative lending market, building and growing a leading financial technology platform that revolutionized the availability of capital to small businesses. Under Glenn’s leadership, CAN produced record growth, making the company the largest non-bank provider of access to capital for small businesses in the U.S. Glenn sits on the advisory board for Orchard Platform, is a former advisory board member of DemystData, and was formerly an Entrepreneur-in-Residence at Flexpoint Ford.

Glenn received his B.S. in Accounting from University of Maryland and his M.B.A. in Finance from Columbia University.

Carey Kolaja

Carey Kolaja is currently Global Product Officer at Citi FinTech, an organization charged with designing and delivering the ‘Bank of Tomorrow’.

Prior to Citi FinTech, Carey spent 13 years at PayPal, most recently as Vice President of Global Consumer Products at PayPal, responsible for establishing PayPal’s global product vision in service to hundreds of millions of consumers around the world.

At PayPal, Carey led an international team charged with designing, deploying, and operating global products and commercial strategies for all of PayPal’s consumer products to effectively serve the local needs and interests of customers in each of the 203 markets that PayPal serves. These products included digital wallet, Person to Person Payments, Financial Services, Buying Experiences, Loyalty, Identity Management, and Social Impact.

She is also a keynote speaker at many outside conferences including, SXSW, TED talks, Quartz Next Billion, MITA Institute, New Economy Summit Japan and Card Forum. Carey serves on the Board of King Streets Kings a local non-profit dedicated to the development of young adults, through basketball and social opportunities; she is an active Board member of WavesForWater a non-profit with the mission to get clean water to every single person who needs it; and an active Board member of a start up aiming to disrupt the global transportation sector. Carey previously serviced on the boards for and Nearbuy Systems.

Carey has more than 20 years of diverse experience in financial services and technology and consulting at companies such as UBS Warburg, Waterstone Consulting, Windomar Financial with over a decade of experience in global leadership roles. Carey is regularly featured on FOX Business and CNBC, and she is often quotes in leading publications like The New York Times, The Wall Street Journal, TechCrunch, Mashable, Fast Company and more.

In 2015, Carey was named “Most Influential Women in Payments” by PaymentSource. She also won PYMNTS’ “Woman in Payments to Watch” Innovator award that honors those who have shaped the payments industry. Carey earned a B.S. from the University of Indiana Business School, and is a graduate from the Executive Program at Stanford University.

Manoj Narang

MANOJ NARANG: Founder, CEO, Chief Investment Strategist Manoj Narang is the founder and CEO Mana Partners LLC. Mr. Narang was previously the founder, CEO, and Chief Investment Strategist of Tradeworx, Inc, where he created and managed the firm’s HFT and quant hedge fund businesses. At Tradeworx, Mr. Narang spearheaded the sale of the firm’s market access platform to Bank of America Merrill Lynch and the sale of the MIDAS system to the Securities and Exchange Commission. He also directed the firm’s participation in the bidding for high-profile industry projects such as CAT (Consolidated Audit Trail), OPRA, and SIP. Mr. Narang’s accomplishments were recognized by Institutional Investor magazine, where he was named one of the top 40 trading technology executives worldwide for three consecutive years in 2014, 2015, and 2016. He was also named one of “Seven Major Players in High Frequency Trading” by CNBC. An internationally recognized expert in algorithmic and quantitative trading, Mr. Narang has frequently been invited by numerous major Wall Street firms to address and advise their top buy-side clients on the topics of market structure and trading technology. He has provided expert testimony on market structure and regulation before the US Senate, and has met with dozens of Commissioners, Division heads, and other high-ranking officials of regulatory and policy-making agencies worldwide. In 2016, Mr. Narang and his brother Rishi co-moderated a large gathering of industry experts at DARPA’s Workshop on Financial Terrorism. Mr. Narang has also guest lectured classes on quantitative trading at many of the nation’s leading universities and business schools, including MIT (Sloan), NYU (Stern), and Yale. Mr. Narang has been a frequent guest on CNBC and Bloomberg TV, has been quoted and interviewed hundreds of times in the financial press, including several front-page articles in the NY Times, Wall Street Journal, and Washington Post. He has been featured on the covers of Traders Magazine (May 2014 issue) and Institutional Investor magazine (June 2010 issue), for whom he has also guest-authored several articles. Notable broadcast appearances included feature stories on 60 Minutes, Nova, and RadioLab, and a widely-cited debate with best-selling author Michael Lewis in May 2014 on Bloomberg TV. Prior to founding Tradeworx, Mr. Narang worked in quantitative trading at Goldman Sachs, Citibank, and Credit Suisse. He received his BS in Math and Computer Science from MIT in 1991.

Barry Silbert

Barry Silbert is the Founder & CEO of Digital Currency Group (DCG), which builds and supports bitcoin and blockchain companies through its insights, network, and access to capital. Starting in 2012, Barry was introduced to bitcoin and became fascinated by the myriad of disruptive opportunities to build a better financial system. Barry became one of the first and most active investors in the bitcoin space, providing seed funding for Coinbase, Ripple, BitPay, and a number of other companies who have gone on to define the industry. Building off this impressive portfolio of angel investments, Barry also created the Bitcoin Investment Trust, the first publicly-quoted security (symbol: GBTC) that is solely invested in and deriving its value from the price of bitcoin. Today, DCG is comprised of Grayscale Investments, Genesis Trading, CoinDesk, and a portfolio of over 60 investments in 20 countries.

Prior to founding Digital Currency Group, Barry founded SecondMarket, a platform that enables private companies and investment funds to more efficiently raise capital and provide liquidity to their stakeholders, which was sold to Nasdaq in 2015. Prior to founding SecondMarket in 2004, Barry was an investment banker at Houlihan Lokey and graduated with honors from the Goizueta Business School of Emory University. Barry has received several honors including being named Entrepreneur of the Year by Ernst & Young and Crain’s, and being selected to Fortune’s prestigious “40 Under 40” list.