# FinTech Conference Agenda

**FinTech Conference Agenda**

**The Transformative Potential and Regulatory Challenges of FinTech
Friday November 3, 2017**

**Check in and coffee**
08:00-08:30

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**Welcome**
08:30-08:45

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**Opening Keynote: Matt Harris, Managing Director, Bain Capital Ventures**
08:45-9:15

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**Research Session 1: Automation and Financial Services**
09:15-10:00

- *Michael Kearns*, University of Pennsylvania, National Center Chair and Computer Science Professor
- *Vasant Dhar*, Professor, Stern School of Business and Center for Data Science
- *Arun Sundararajan*, Professor Stern School of Business, and author of “The Sharing Economy: the End of Employment and the Rise of Crowd-based Capitalism”

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**Coffee Break**
10:00-10:30

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**Research Session 2: Responses to Automation: Disruption or Adaptation?**
10:30-11:15

- *Francesco D’Acunto*, University of Maryland
- *Boris Vallee*, Harvard Business School
- *David Yermack*, Chair, Finance Department, Stern School of Business
- *Matthew Plosser*, Federal Reserve Bank of New York

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**Morning Fireside Chat: Regulation and Financial Access, The Amazing Story of Prize-Linked Savings in the U.S.**
11:15-11:45

*Timothy Flacke*, Executive Director, CommonWealth

Moderator: *Kathleen DeRose*

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**Luncheon “Brain Dates” (Breakout Sessions)**
12:00-13:45

- **Student Lending:** *Phil DeGisi,* CMO, CommonBond
- **P2P Lending:** *David Snitkof*, Co-founder and Chief Analytics Officer, Orchard
- **FinTech Accelerators and Incubators:** *Adrian Johnson*, Startup Bootcamp
- **FinTech Angel Funding:** *Brian Cohen*, Chairman, Managing Partner New York Angels
- **VC-Startup Partnerships:** *Michael Sidgmore,* Venture Partner, Broadhaven and CEO *Alex Hardy*, LiveOak Technologies
- **Software-Startup Partnerships:** *Margaret Hartigan*, CEO and founder, Marstone
- **B2B Global Robo:** *Drew Sievers*, CEO of Trizic and *Andreas Ruflin*, Head Product, Evolute
- **FinTech and the Retirement Market:** *Grant Easterbrook*, CEO and Founder, Dream Forward Financial (and client company)
- **The Evolution and Electronificiation of Bond Trading:** *Josh Hershman*, COO, and *Dan Siracuse*, CFO, Trumid
- **Blockchain FinTech Applications:** *Tom Jessop*, President, Chain
- **FinTech Data Aggregation:** *Lowell Putnam*, CEO and founder, Quovo
- **FinTech Platforms:** *Adam Broun*, COO, and *Patrick Wood*, Head of Academic Research, Kensho
- **FinTech Data Management Tools:** *Jake Perlman-Garr*, CEO and founder, Datavore
- **Reg Tech:** *Jennifer Lee*, Investment Team, Edison Partners and *Jean-Marc Levy*, CEO, ComplySci, portfolio company

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**Panel 1: The Global Regulatory Sandbox: How is Regulation Shaping FinTech Globally?**
14:00-15:00

Panelists - *Jeffrey M. Bandman*, Former CFTC FinTech Advisor and LabCFTC Founding Director
- *David Geale*, FCA Director of Policy
- *Ryan van Grack*, Special Counsel and Advisor, Head of SEC’s FinTech Working Group, SEC

Moderator: *Gillian Tett*

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**Demo Sessions: Entrepreneurship in FinTech**
15:00-16:00

- *Derek Brown*, CEO, and Isaac Kassin, co-founder and Head of Marketing, Exeq
- *Vishal Garg*, CEO and founder of Better Mortgage
- *Marie Wieck*, General Manager, IBM Blockchain

Moderator: *Professor Sabrina Howell*---

**Coffee Break**
16:00-16:30

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**Panel 2: The End of Cash?: How is the FinTech Payments and Investment “Stack” Developing Globally?**
16:30-17:30

- *Prashant Gandhi*, Managing Director and Head of Digital Payments, JPMorgan
- *David Ronick*, former CEO, Stash, serial entrepreneur
- *Sharad Sharma*, Co-founder and Governing Council Member, iSPIRT Foundation
- *James Anderson*, Executive Vice President for Digital Payments Products, Mastercard

Moderator: *Leslie Picker*, Reporter, CNBC ---

**Evening Keynote**
17:30-18:15

*Scott Mullins*, Amazon Web Services Worldwide Financial Services with AWS Client company on running Fintech platform businesses