Dissecting the career of a 3xOlympic Athlete and translating sports performance principles to unlock business success.
Future of Fintech
Think Tank
November 16, 2023 - New York, NY
Visionaries


Justin Hosie
Partner - FinTech
Hudson Cook LLC


Andrew Endicott
Founding Partner
Gilgamesh VC


Grant Butler
Partner
K&L Gates LLP
Think Tank Speaker
Grant Butler is a partner in the Boston office of K&L Gates LLP. Grant represents financial institutions, fintech companies, and asset managers on a variety of regulatory and transactional matters, with particular emphasis on financial services regulatory matters, financial industry mergers and acquisitions, and other financial services-related corporate transactions. He advises clients on regulatory issues related to the Dodd-Frank Act, the structuring of domestic and foreign investments and activities in compliance with the Bank Holding Company Act, transactions between banks and affiliates, capital raising initiatives, securities and insurance activities of banks, consumer financial product offerings, fiduciary activities, and structuring and operating pooled investment vehicles. He also counsels clients with respect to corporate governance, operational matters, risk management, consumer financial regulatory matters, bank partnerships, collective investment funds, financial institution formation and reorganization transactions, and choosing and structuring appropriate charters or license structures for their business needs. He represents a variety of financial services companies before federal and state regulatory agencies, with respect to licensing, business combination, and enforcement matters. Grant’s practice also includes advising non-depository trust companies on regulatory, corporate, and fiduciary matters.


Amresh Mathur
SVP Digital Transformation
Citi


Denise Thomas
CEO & Co-Founder
ApplePie Capital Inc


Erik Stamell
CRO
MileStone Bank


Peter Bassey
SVP Technology Portfolio Manager/Cyber SME
Credit Suisse


Blair Cohen
Founder and President
AuthenticID


Vas Kodali
Former EVP
Wells Fargo


Tal Sigura
Director of Investments
FIS Global
Think Tank Speaker
Tal is a seasoned professional currently spearheading sourcing and pre-diligence endeavors at FIS Ventures, the official ventures arm of FIS Global. Drawing upon a diverse career, Tal has excelled both as a consultant and operator within the realm of early-stage startups. Notably, Tal played a pivotal role as part of the founding team at Aquant, contributing to the development of an innovative AI service platform tailored for the field service industry. Before making significant strides in the dynamic startup landscape, Tal served two years of service in the intelligence unit of the IDF, showcasing a commitment to excellence and strategic thinking. This foundation laid the groundwork for a seamless transition to the vibrant business landscape of New York, where Tal pursued a finance education at the Zicklin School of Business at Baruch College. During this period, Tal further enriched her skill set by contributing to the operations of the Israeli Consulate in New York. Tal's journey reflects a unique blend of hands-on experience, strategic insight, and a commitment to innovation, positioning them as a key player in the venture activities arena and the broader startup ecosystem.


Barbara Negron
Senior Director of Product Management BAAS
FIS Global
Think Tank Speaker
Barbara Negron is a Senior Director of Embedded Finance at FIS, responsible for go to market activities and delivery for FIS Embedded Finance Platform including BaaS. Barbara is a seasoned business leader who brings a level of expertise across multiple areas of development including implementation, sales, and delivery. She is responsible for driving growth across cross-functional teams. With over 15+ years’ experience in financial technology, Barbara joined FIS in 2019 as a Sr. Product Manager. She is certified in Pragmatic Marketing and SAFe Product Management. She helped develop and chairs the Hispanic/Latinx Inclusion Network in FIS. On a personal note, her passion is in mentoring and working with the next generation of talent.


Jeff Zinn
Managing Director, Private Credit
Vida Capital
Think Tank Speaker
Jeffrey Zinn brings a broad set of experience and expertise to our conversation. A veteran of two-decades on Wall Street where he focused on securitized products, Jeffrey brings deep understanding of debt markets, issuers, and investor appetite to his work with fintechs and specialty finance companies. He has worked on all sides of the ecosystem; as an operator, investor, consultant and advisor for several fintech firms, and is passionate about the fintech space and helping early stage entrepreneurs maximize the opportunities before them.


Dan McSherry
CFO
Bankers Healthcare Group
Think Tank Speaker
Prior to joining BHG, Dan spent four years at Lockheed Martin Corporation. He has significant experience in the financial services industry, having spent time with CIBC World Markets Inc, UBS Financial and Charles Schwab & Co.


Ryan Rosett
CEO
Credibly
Think Tank Speaker
Ryan Rosett is a Founder and Co-Chief Executive Officer of Credibly. Previously, Ryan was the Founder of IDEA Real Estate Group, a real estate development and distressed debt joint venture with Fortress Investment Group. Prior to IDEA, he co-founded Diversified Property Group, LLC, a real estate finance, home building, and development firm working with companies such as GM, WalMart, Centex, Pulte, and Toll Brothers. He started his career as an Associate/Partner at Real Estate Interest Group, Inc., a regional real estate development firm. Ryan received his B.A. from the University of Michigan and his J.D. from the University of Detroit School of Law.


Rahul Bhardwaj
Deputy CISO
Kroll


Keith Donnelly
VP, Global Head of Risk & Compliance
Broadridge


Tony Parrillo
VP, Enterprise IT Global Head of Security
Schneider Electric
Think Tank Speaker
Experienced and passionate cybersecurity leader. Responsible for all facets of cyber security to Schneider Electric's enterprise IT, encompassing approximately 140,000 employees in 100 countries, including 220 factories, 35 distribution centers, and 1,200 sites


Prabha Jha
Asc Director Cyber
Verizon


Peter Tse
Information Security Officer
CTBC Bank
November 16, 2023
Attend this event
Agenda
All times Eastern Time
8:00 AM-8:30 AM
Welcome & Registration
8:30 AM-9:00 AM
Morning Networking
9:00 AM-9:15 AM
Opening Remarks
9:35 AM-10:00 AM
Keynote
Testing the Limits of Possibility
We are at the ground floor of a new innovation curve—the breakthrough of modern AI—that blows past previous limits of what’s possible to build with software. This, coupled with its overlap with the mobile revolution, create an unprecedented moment, and software leaders must build a new set of practices around software development to embrace exponential increases in innovation, but without sacrificing the quality of customer experience that’s table stakes in a post-mobile world.
In this session Sauce Labs will leverage their expertise leading companies and research programs at the forefront of these two overlapping innovation cycles to document and explore the convergence of consumer expectations, digital transformation, and innovation in artificial intelligence.
10:05 AM-10:40 AM
Fireside Chat
Synergy of Leadership, Athlete Mindset, Cybersecurity, and Technology for Business Success
In today's dynamic business landscape, the fusion of leadership principles and the athlete mindset, combined with a strong focus on cybersecurity and technology, offers a potent approach to meet evolving demands. Leadership qualities like adaptability, resilience, and vision complement the discipline, determination, and performance focus inherent in athletes. This connection is particularly relevant in the realm of cybersecurity and technology, where leaders must navigate constant change and cyber threats. Integrating athlete mental skills into technology leadership roles and fostering a culture of cybersecurity resilience is essential. By recognizing this synergy, businesses can equip their leaders to thrive in the face of technological disruptions and security challenges, ultimately ensuring sustainable success in the digital age.
10:40 AM-10:50 AM
Coffee Break
10:50 AM-11:30 AM
Panel
The Promising Future of Artificial Intelligence (AI): Opportunities and Challenges Ahead
The integration of Artificial Intelligence (AI) into IT landscapes has reshaped operational paradigms across diverse industries. AI, combined with machine learning, has not only transformed cybersecurity but also revolutionized IT functionalities. Within IT, automated processes powered by AI, such as natural language processing, facial recognition, and automated threat detection, have streamlined operations and enhanced efficiency. Despite the immense potential, there are challenges, including the development of intelligent malware and attacks leveraging AI capabilities. This double-edged sword necessitates IT professionals to stay ahead of the curve. AI-driven threat detection systems, a crucial facet of modern IT, empower predictive analysis, enabling proactive measures in the event of new attacks. How is your IT department harnessing AI's potential to optimize operations, innovate processes, and foster a tech-forward organizational culture?
Chair


Vas Kodali
Former EVP
Wells Fargo
Panelists


Peter Bassey
SVP Technology Portfolio Manager/Cyber SME
Credit Suisse


Jim Rutt
CIO/CISO
The Dana Foundation

Chris Manteria
CTO
Coldwell Banker American Heritage Real Estate (Anywhere Real Estate)


Rohit Agrawal
Global Head of Hybrid Cloud
Siemens Healthineers
11:35 AM-12:05 PM
Fireside Chat
Revolutionizing Fintech: The Transformative Power of Banking as a Service for Businesses
Banking as a Service (BaaS) has emerged as a game-changer for fintech businesses, offering the integration of financial services directly into their platforms. This abstract explores the strategic implications of BaaS for businesses, driven by technological advancements, evolving customer preferences, and the open banking framework. It underscores how BaaS can expedite innovation, enhance customer engagement, and broaden financial access. However, the abstract also underscores the need for businesses to address security, regulatory compliance, and heightened competition. Through real-world examples and industry insights, this abstract underscores BaaS's pivotal role in reshaping fintech business models, fostering greater connectivity, and customer-centricity.
12:15 PM-1:15 PM
Networking Lunch
1:15 PM-1:50 PM
Fireside Chat
Enhance And Optimize The Customer Experience
As the world continues to recover from the COVID-19 pandemic, it is crucial for CIOs to prioritize enhancing and optimizing the customer experience. With customers relying heavily on digital channels and remote interactions, the customer experience has become even more critical in driving engagement, loyalty, and ultimately, business growth. CIOs must leverage data analytics, digital technologies, and cross-functional collaboration to develop and execute customer-centric strategies that address evolving customer needs and preferences. By providing a seamless and personalized customer experience across all touchpoints, CIOs can build brand loyalty and trust in a post-pandemic world, driving long-term business success. In today's competitive landscape, the CIOs who successfully prioritize and enhance the customer experience will be the ones who thrive.
Chair


Rahul Bhardwaj
Deputy CISO
Kroll
Panelists


Ivan Durbak
CIO
BronxCare Health System


Kathleen Hurley
CIO
Sage Inc
1:55 PM-2:40 PM
Panel
Navigating the Future of Trust in Fintech and Banking: Building Confidence in a Digital Financial Landscape
In an era marked by rapid technological advancements, the future of trust in fintech and banking hinges upon the crucial task of building confidence in a digital financial landscape. As digitalization continues to transform the financial sector, ensuring security, transparency, and reliability becomes paramount. Fintech innovations such as mobile payments, blockchain, and artificial intelligence hold immense potential for greater efficiency and accessibility, but they also expose users to new vulnerabilities. Therefore, financial institutions must adopt robust cybersecurity measures and stringent regulatory frameworks to safeguard customer data and transactions. Additionally, educating consumers about the benefits and risks of digital finance can empower them to make informed decisions and foster trust in these emerging technologies. By proactively addressing these challenges, the fintech and banking industries can forge a path towards a future where trust is the bedrock of a seamless and trustworthy digital financial ecosystem.
Chair


Justin Hosie
Partner - FinTech
Hudson Cook LLC
Panelists


Blair Cohen
Founder and President
AuthenticID


Tal Sigura
Director of Investments
FIS Global


Andrew Endicott
Founding Partner
Gilgamesh VC


Keith Donnelly
VP, Global Head of Risk & Compliance
Broadridge
2:40 PM-3:05 PM
Networking Break
3:05 PM-3:20 PM
Is Tanium Right? Let’s Fix security.
Tanium’s series of full page Wall Street Journal ads led with headlines such as WE WILL SPEND $160B THIS YEAR ON SECURITY SOLUTIONS THAT ARE FAILING TO PROTECT US and WHY IS CYBERSECURITY GETTING WORSE? The fact is, most security technology is built on one flawed assumption that dates back to the seventies. Meanwhile, a technology and methodology built on a different assumption has been hiding in plain sight ever since it was invented around the same time. Learn how accountability-based security will restore security in your organization.
3:20 PM-4:05 PM
Panel
Fintech-Bank Innovation: Transforming Finance Through Alignment and Collaboration
Over the past decade we’ve witnessed a dynamic shift in the fintech-bank relationship, from rivals to allies. Discover how this evolution has been made possible through focused alignment of interests, enhanced transparency, and maintaining a clear line that ensures fintech product offerings remain outside the traditional banking realm while at the same time adhering to the risk and regulatory needs of banking. We'll delve into the intricate balance of serving customer needs without disrupting each other's business models. Learn about who truly owns the customer in this new financial landscape and how fintechs and banks can innovate new product offerings together to capture greater market share. This session promises an in-depth look at the ever-evolving fintech-bank partnership and how it's reshaping the future of finance.
Panelists


Denise Thomas
CEO & Co-Founder
ApplePie Capital Inc


Erik Stamell
CRO
MileStone Bank


Ryan Rosett
CEO
Credibly


Dan McSherry
CFO
Bankers Healthcare Group
4:20 PM-4:45 PM
Networking Break
4:45 PM-5:00 PM
Building a Cyber Resilient Culture
The ability of an organization to prepare for, respond to, and recover from cyber threats. A cyber-resilient organization can adapt to known and unknown crises, threats, adversities, and challenges.
5:05 PM-5:50 PM
Panel
Internet of Things
The Internet of Things (IoT) is a network of physical devices that communicate and exchange data, creating new opportunities for businesses and consumers alike. However, in 2023, the increasing adoption of IoT devices will pose new security risks. Cybercriminals are becoming more adept at exploiting vulnerabilities in IoT devices, which can result in data breaches, unauthorized access, and privacy violations. It's essential for businesses to prioritize security measures such as strong authentication protocols, regular software updates, and network segmentation to minimize the risk of an IoT-related security incident. Additionally, businesses should implement comprehensive incident response plans to quickly and effectively respond to a potential IoT-related attack.


Edmond Mack
CISO
Cencora


Tony Parrillo
VP, Enterprise IT Global Head of Security
Schneider Electric


Prabha Jha
Asc Director Cyber
Verizon