Latest Innovations in FinTech

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"Financial technology, also known as FinTech, is a line of business based on using software to provide financial services. Financial technology companies are generally startups founded with the purpose of disrupting incumbent financial systems and corporations that rely less on software." 

-Wikipedia

Our distinguished  panel will hold a lively discussion on the latest innovations in FinTech. 

 Please come with questions and comments.

If you are a FinTech startup and would like space on a demo table for the networking portion of the event, please send an email message to:

idea.to.ipo@gmail.com

Put this in the subject header:

W 7/19    FinTech Demo Table

Agenda

6:00 pm to 7:00 pm  Check In, Dinner, Networking Reception

7:00 pm to  8:30 pm  Panel Discussion, Audience Q & A

8:30 pm to  9:00 pm  More Networking

About the Panelists

(More panelists TBA.)

Stephanie Louis is an Ecosystem Business Development Manager on the IBM Channels Team for North America. She covers the IBM Cloud portfolio and cultivates OEM technology partnerships with insurtechs and fintechs, traditional clients like banks and insurance companies, and business partners. Stephanie's experience spans IoT, adtech, pharmaceutical finance, and healthcare IT. She received an MBA from the University of Cambridge Judge Business School and a B.A. from Harvard University. 

Hu Liang is a Senior Managing Director and founder of the Emerging Technologies Center (ETC) at State Street Bank & Trust. ETC focused on the prototyping of emerging technologies, such as machine learning, blockchain, augmented reality and others.

A long time Silicon Valley veteran, Hu joined State Street as part of the Currenex acquisition in 2007, where he was one of its earliest members. He led numerous technology and business initiatives within Currenex including the design of its algorithmic trading engine as well as starting the global margin FX business. Prior to Currenex, Hu founded the technology service provider Forion in 2000 that provided managed authentication and authorization services to the then newly emerging ASP and SaaS industries. Earlier still, he was a principal member of an e-Commerce management-consulting firm focused on secure online transaction services for the financial service industry. Hu started his career performing software development for IBM Almaden Research Center in San Jose, California.

Hu holds a B.S. degree in Electrical Engineering from Rutgers University in New Jersey and received his MBA from the Haas School of Business, University of California, Berkeley.

Matthew Chagan has been working in Silicon Valley as a VC and executive for almost two decades. He is the co-founder of Synapse Partners, a venture capital firm focused on investing in data driven software applications.  Within the financial services sector he is focused on sectors where new sources of data and the maturation of AI offer new opportunities (Regtech, Alternative Data for Lending, Trade Finance, etc.).  Matthew led Synapse’s investment in Kountable, a trade finance company focused on emerging markets and Synapse’s most recent investment in Fintech. 

Before founding Synapse, Matthew was VP of Corporate Development at Opera Software where he helped drive corporate strategy by evaluating new markets for Opera Software to enter through partnerships, investments and acquisitions. During his tenure he led four acquisitions and a divestiture prior to the Company’s acquisition for $1.2B.  Prior to Opera, Matthew was a Principal at Trident Capital, a Palo Alto based venture capital firm. While at Trident, he served as board member or board observer at AccountNow (sold to GreenDot), Merchant e-Solutions (sold to Cielo), Advanced Payment Solutions, Appia (sold to Digital Turbine), Bytemobile (sold to Citrix) and mBlox and was actively involved with Trident’s investments in BrightRoll (sold to Yahoo), NinthDecimal, Sojern and Teladoc (IPO).

Earlier in his career, Matthew was the Director of Finance at SOMA Networks, a wireless broadband systems company. Before joining SOMA, he was part of the Technology Investment Banking Group at Banc of America Securities.

Deepak Shah is a Silicon Valley based industry leader and an expert in financial domains like payments, FinTech, International Money Transfers, Options Trading Platforms and strategy consulting. He is passionate about mentoring FinTech startup teams and helping them shape their business model, get connected to clients.

Deepak works with Envestnet | Yodlee as Engineering Director and has been instrumental in building Yodlee Payments and ACH transfer platform. Lately Deepak has been deeply involved in FinTech world helping shape developer experience at Yodlee. Deepak represents Yodlee as  Developer Advocate in various conferences, hackathons and FinTech events.

https://www.linkedin.com/in/dshah/

About the Moderator 

Christopher M. Forrester is a partner at Shearman & Sterling, LLP.  His practice focuses on the representation of public and private companies and investment banks in general corporate and finance matters, with an emphasis on mergers, acquisitions and strategic transactions, public and private securities offerings and corporate governance and compliance.  Mr. Forrester’s experience includes transactions in multiple industries, including, technology, telecommunications, action sports, transportation, life sciences, clean energy/renewables, project finance and development, industrial, insurance and financial/banking. 

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