JOIN OVER 400 ATTENDEES FOR A FULL-DAY CONFERENCE SHOWCASING SILICON VALLEY FINTECH AT ITS BEST

2017 KEYNOTE SPEAKER
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Jennifer Tescher

President & CEO

Center For Financial Services Innovation (CFSI)

TICKETS

AGENDA
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8:00 am
Registration & Breakfast
9:00 am
Chairman's Welcome and Opening Keynote
Jennifer Tescher, CFSI
9:30 am
PANEL Moderator : Vivian Maese, Latham & WatkinsIs Stock Picking Dead?
What percentage of your portfolio should be composed of ETFs? The exact number is up for debate, but without question today's digital advisors are only scratching the surface of managing an entire portfolio. We check in with both the banks and FinTech's to get insight into the next gen of this exciting segment.
Ashley Johnson,
Wealthfront
Joel Dickson,
Vanguard
Hardeep Walia,
Motif
Max Grigoryev,
WhoTrades
10:10 am
Hot Startups Demo
11:10 am
PANEL Big Data Solving Big Problems for Underserved
Technology can both democratize access to information, services, and products while also serving to reinforce class barriers. How can FinTech and nascent big data technologies support the underserved and underbanked? For context, 56% of Americans have a credit score considered "subprime" while Pew suggests 34% now leverage a smartphone as their primary internet source.
Stefanie Schmidt,
DemystData
Shivani Siroya,
Tala
Steve Polsky,
Juvo
Jean Donnelly,
FinTech Sandbox
12:50 pm
Afternoon Keynote
Eric Poirier, Addepar
1:15 pm
PANEL Optimus Prime Broker - AI Disrupts Service
A look at how AI will disrupt traditional customer service and the overall consumer experience. Interacting with a robot, whether a virtual assistant or chat bot has shown promise in reducing response times and allowing greater personalization. What's next?
Rebecca Kaden,
Maveron
Nat Cartwright,
Finn.ai
Jason Mars,
Clinc
Diwaker Choubey,
MoneyLion
1:55 pm
Hot Startups Demo
2:55 pm
PANEL So Many Moving Parts - A 2018 Payments Forecast
Despite wide attention and significant funding, payments remain far from frictionless. Will 2018 bring instant payments, deep banking integration with FinTech, or reinforced security? We hope so.
Yinglian Xie,
DataVisor
Sam Halse,
Adyen
Rich Aberman,
WePay
Andy Lorentz,
DWT
3:35 pm
Hot Startups Demo
4:35 pm
PANEL Venture Out - Venture Flow Outside of the US
Who's the Venmo of China? What's the Wealthfront of India? We can be certain that the Venture Community is tracking these opportunities abroad. This panel will hone in on where venture money is flowing and receding and tackle whether or not access to capital is gating innovation in certain markets.
Edith Yeung,
500 Startups
Christine Loredo,
Envestnet Yodlee
Tahira Dosani,
Accion
Selina Wang,
Bloomberg
5:15 pm
Closing Remarks Presented By :
5:30 pm
Reception & Hors D’oeuvresHosted By :

2017 Conference Speakers
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PREVIOUS ATTENDING COMPANIES

200+ companies are attending

SEE WHAT WE ARE ALL ABOUT

Hear from those forging new trails in payments, blockchain, lending, robo-advisors, insurance tech, real estate and more. In addition to attracting hundreds of FinTech entrepreneurs, this conference also plays host to the investors and service providers that help accelerate startups. The audience can also look forward to keynotes, panels and demo updates from some of the top FinTech startups in the world.

Part crystal ball and part rearview-mirror - you don’t want to miss this.

VENUE

THE REGENCY BALLROOM

1300 Van Ness Avenue
San Francisco, CA 94109 (map)