Venue Key Boston FinTech Week 2019 Federal Reserve Powered ...

[Pages:1]Venue Key

Federal Reserve 600 Atlantic Ave

Babson Boston 100 High St

Partner Venues

Monday, September 9th Capital Markets

"10-4 Lounge" @ Boston FinTech Week Open Daily from 10:00am - 4:00pm Babson Boston Campus | 12th Floor

Tuesday, September 10th Insurance & Entrepreneurship

"10-4 Lounge" @ Boston FinTech Week Open Daily from 10:00am - 4:00pm Babson Boston Campus | 12th Floor

Boston FinTech Week 2019

Powered by FinTech Sandbox

Wednesday, September 11th Banking & Wealth Management

"10-4 Lounge" @ Boston FinTech Week Open Daily from 10:00am - 4:00pm Babson Boston Campus | 12th Floor

Thursday, September 12th Payments & Lending

"10-4 Lounge" @ Boston FinTech Week Open Daily from 10:00am - 4:00pm Babson Boston Campus | 12th Floor

8:30 AM 9:00 AM 9:30 AM 10:00 AM 10:30 AM 11:00 AM

11:30 AM

12:00 PM 12:30 PM 1:00 PM 1:30 PM 2:00 PM 2:30 PM

3:00 PM

3:30 PM

4:00 PM

4:30 PM

5:00 PM

5:30 PM

6:00 PM 6:30 PM 7:00 PM 7:30 PM 8:00 PM 8:30 PM 9:00 PM

8:30 - 9:00am Welcome + Opening Keynotes: Sarah Biller @ FinTech Sandbox Jim Cunha @ Federal Reserve

9:00 - 10:00am Fireside Chat: Marianne Harrison @ John Hancock + Matt Hatch @ EY

10:00 - 11:00am Fireside Chat:

Jelena McWilliams @ FDIC + Paul Sweeney @ Bloomberg

10:00 - 11:00am Lab @ The Lounge

Babson

"Implications for the Financial Services of Blockchain Technologies"

"The Role of Humans vs Machines in Adaptive Markets"

11:30am - 12:00pm Thought Leader Spotlight: Andrew Lo @ MIT Sloan

12:00 - 1:00pm Fireside Chat: Nadine Chakar @ State Street + Adam Broun @ Kensho + Lisa Abramowicz @ Bloomberg

11:30am - 1:00pm

Quant University

FinTech Bootcamp: Capital Markets and Investing + Blockchain

1:30 - 2:30pm

"What impact do we want to make?

Unpacking the future of ESG

investing"

1:30 - 3:00pm

Lauren Stevens @ FactSet + Joshua Levin @ OpenInvest +

"Mission Possible: Nonprofits Leading Fintech Innovation"

Aubre Clemens @ JPMorgan + Katherine Collins @ Putnam +

Janet Wu @ Bloomberg

Timothy Flacke @ Commonwealth + Mae Watson Grote @ The Financial

Clinic + Justine Zinkin @

Neighborhood Trust + Ida

2:30 - 3:30pm

Rademacher @ Aspen Institute

"in?for?ma?tion : Veracity, Variety,

Velocity, Volume"

1:30 - 2:30pm Lab @ The Lounge

IHS Markit

"Demystifying Alternative Data to Drive Investment Strategies"

Niranjan Thomas @ Dow Jones + Nate Storch @ Amenity Analytics +

Rachel Carpenter @ Intrinio + Clayton Feick @ NASDAQ + Jack

Klinck @ Hyperplane VC

3:00 - 4:00pm Lab @ The Lounge

Verizon

"Out with the Old, In with the Alt"

"Co-Innovate the Future: Verizon Applications Enablement"

3:30 - 4:00pm Though Leader Spotlight: Scott Mullins @ AWS + Sarah Biller

@ FinTech Sandbox

4:00 - 5:00pm Mazy Dar @ OpenFin + Rob Krugman @ Broadridge + Hanna Helin @ Refinitiv + Brad Levy @ IHS Markit + Michael McDonald @

Bloomberg

4:00 - 5:00pm "Whole Token: Introduction to International Wholesale Tokens"

Jim Cunha @ Federal Reserve + Dan Matusewski @ Circle + Swen

Werner @ State Street

5:30 - 7:30pm

"Loosening the Grip: The

5:30 - 8:00pm

Consequences of Digitizing Trust in "Strategies to Bring FinTech

Capital Markets"

Products Efficiently and Effectively

to Market"

Cathy Cobey @ EY + Shari

Noonan @ Rialto Markets + David

Sam Taussig @ Kabbage +

Fragale @ Arwen + Dan New @ EY Thomas Curry @ Nutter + David

Cotney @ FS Vector + John Beccia

**Hosted @ Ernst & Young**

@ FS Vector

**Hosted @ Nutter, McClennen & Fish**

"Empowering the Entrepreneur In All of Us"

9:00 - 9:30am Thought Leader Spotlignt: Victor Hwang @ Kauffman Foundation + Sarah Biller @

FinTech Sandbox

9:30 - 10:30am Fireside Chat: Stephanie Cohen @ Goldman Sachs + Victor Hwang @ Kauffman

Foundation

10:30 - 11:30am "Data Science in Insurance ? Diverse Perspectives from the

Insiders "

10:30 - 11:30am "How RegTech is Revolutionizing

the Future of Regulation and Compliance"

Frank Neugebauer @ Capco + Jeff Robert Bench @ Federal Reserve +

Myers @ State Farm + Ellen Carney Thomas Hook @ Circle + Meredith

@ Forrester + Robert Earle @ Moss @ Finomial + Mona Vernon

Verizon + Jamie Yoder @

@ Fidelity + Chuck Senatore @

Snapsheet

Fidelity

11:30am - 12:30pm "Peace of Mind for All: Fintechs Transforming the Insurance Market"

Nick Maynard @ Commonwealth + Kate Terry @ Surround Insurance +

Kristen Tyrell @ Catch + Jake Tamarkin @ Everyday Life

11:30am - 1:00pm "Our Money Where Our Mouths Are: Creating Capital Access for

Women in FinTech"

Jennifer Bender @ State Street Global Advisors + Kate Anderson @ iFundWomen + Christina Qi @

Domeyard + Janet Wu @ Bloomberg

11:00am - 12:00pm "Insurance Innovation in Life,

Health and Benefits"

Steven Brandt @ Vitech Systems Group + Vinay Gidwaney @

Maxwell Health + Eric Sondergeld @ LIMRA + Patricia Bean @

Eastern Benefits Group + Charlie Sidioti @ Innovation Underwriters

**Hosted @ GSV Labs**

10:00 - 11:00am Lab @ The Lounge

Data Republic

"Data Republic ? The Secure Innovation Sandbox"

9:00am - 5:00pm

Boston FastTrack - Hartford InsurTech Hub powered by

Startupbootcamp

11:00am - 12:00pm "The Future of FinTech: The Future

of Work and the Hollow Middle"

Jon Neitzell @ Andruil Partners + Matt Taylor @ OHMense

**Hosted @ DCU Innovation Center**

11:30am - 1:00pm

Quant University

FinTech Bootcamp: Insurance + Big Data and Analytics

12:00 - 2:00pm "FinTech Speed Mentoring with

DCU"

12:00 - 5:00pm Sandbox Summit

**Hosted @ DCU Innovation Center**

1:30 - 3:00pm "The Future of InsurTech: Innovations in the Insurance

Landscape" Jim Urquhart @ The Bowdoin Group + Snejina Zacharia @ Insurify + Dushyant Shahrawat @ Rosenblatt Securities + Jay Grayson @ Surround Insurance +

Jason Griswold @ REIN **Hosted @ General Assembly**

3:30 - 5:30pm "How Emerging Digital Operating Models are Redefining the Way We Market, Sell, Distribute and Service

Insurance Customers" Adam Demos @ TowerIQ + Bill Keogh @ Ingenium + Chip Manozzi @ Locton + Martha Notaras @ XL

Innovate

1:00 - 2:30pm "Innovation Through Design

Thinking"

Jason Goodwin @ Manulife

**Hosted @ District Hall**

Welcome: Sarah Biller @ FinTech Sandbox David Jegen @ F-Prime Capital

John Fawcett @ Quantopian

Keynote: Serhad Doken @ Verizon

1:30 - 2:30pm Lab @ The Lounge

Ideometry

"Content Marketing for the Savvy FinTech Entrepreneur"

Panel Discussion: Mona Vernon @ Fidelity Labs +

Rob Hegarty @ DataRobot + Kathryn Van Nuys @ AWS + Bob Suh @ OnCorps + Megan Kelley @

Fidelity

Breakouts: Jay Leopold @ Columbia Threadneedle + Greg Woolf @ Coalesce + David Stiffler @ Equifax Foundation + Wole Coaxum @ MoCaFi + Steve Prestige @ Data

Republic + Karan Jain

3:00 - 4:00pm Lab @ The Lounge

AWS

2:30 - 3:30pm "Universities Empowering FinTech"

Daniel Bergstresser @ Brandeis Int'l Business School + Antoinette Schoar @ MIT + Karen G. Mills @ HBS + Debarshi Nandy @ Brandeis

Int'l Business School

**Hosted @ DCU Innovation Center**

Startup Pitches: MoCaFi Coalesce

Diligence Vault Elsen

Rialto Markets Stratyfy

Amenity Analytics WalletFi Cognism

"Beyond Technology: Growing your Business with AWS"

9:00am - 5:00pm Boston FastTrack - Hartford InsurTech Hub powered by

Startupbootcamp

**Hosted @ General Assembly**

6:00 - 8:30pm

MassChallenge FinTech 2020 Application Launch

**Hosted @ John Joseph Moakley United States Courthouse**

6:00 - 9:00pm "Blockchain Talks: Intro to Blockchain & Cryptocurrencies and Scaling Enterprise Blockchain to a $23 Billion Industry with Multi-Party

Computation"

Derek Yoo @ PureStake Inc + Allan Konar @ Unbound Tech

**Hosted @ Z-Park Innovation Center**

5:30 - 7:00pm "Tour of Greenway Augmented

Reality Art Exhibit"

No morning sessions in honor of 9/11 First events begin at 10:00am

10:00 - 11:30am "Rainy Day to Riches: Moving Beyond Short-Term Financial

Security"

Callum King @ Brightside + Nick Maynard @ Commonwealth +

Jordan Wimmer @ Thrive Savings + Roshni Chowdhry @ SafetyNet + Pedro Moura @ Flourish

10:00 - 11:00am Lab @ The Lounge

Equifax

"Inside Ignite: Data & Analytics to Power Your Fintech Innovations"

"The Potential of AI in Financial Services: Uncovering the

Technology's Hidden Impact"

12:00 - 1:00pm "Moonshot for Wealth: Envisioning

an Ecosystem Where Wealth is Possible for All"

Timothy Flacke @ Commonwealth + Aparna Ramesh @ Federal

Reserve + Sarah Willis @ MetLife Foundation + Sydney Atkins @

Ellevest

11:30am - 12:00pm Thought Leader Spotlight:

Jess Stauth @ Fidelity

12:00 - 1:00pm Jennifer Jordan + Laura Kornhauser @ Stratyfy + Anthony Habayeb @ Monitaur + Rob Guilfoyle @ Abe.ai + Deniz Johnson @ Pera-Partners

1:00 - 2:00pm "The Unicorn: Building and Scaling

a Billion Dollar FinTech"

Michael Tannenbaum @ Brex + Travis Skelly @ Citi Ventures + Mike

McKay @ Bain & Company

1:00 - 2:00pm "New Modes and Means for Real

Estate Investment"

Hannah Arnold @ F-Prime Capital + Gregor Watson @ Roofstock + Sara Shank @ Beacon Capital

Partners + Ben Abrams @ Moodys Analytics

2:00 - 2:30pm Thought Leader Spotlight: Chris Thomas & Sarrah Bang @

Moodys Analytics

11:30am - 1:00pm Quant University

FinTech Bootcamp: Wealth Management and Banking

1:30 - 2:30pm Lab @ The Lounge

Yodlee "API FinTech Jedi Training"

1:00 - 3:00pm "Building a Next-Generation Bank"

**Hosted @ DCU Innovation Center**

2:30 - 3:30pm "FinTech & Digital Currencies"

Stephen Cecchetti @ Brandeis Int'l Business School + Richard Dulude

@ Underscore VC + Sharon Goldberg @ Arwen

3:00 - 4:00pm "Breaking the Mold, the Future of

Community Banking"

Lisa Gold Schier @ ABA + Kyle Costello @ Radius Bank + Julieann

Thurlow @ Reading Cooperative Bank + Robert Conery @ Avidia Bank + Cathie Mahon @ Inclusiv +

Kim Holzel @ Goodwin

3:00 - 4:00pm Lab @ The Lounge

EY

"EY - FinTech International Tax and Transfer Pricing Trends and

Considerations"

3:00 - 4:00 pm "Your Swiss Army Knife for Startup

Success"

Harvey Hudes @ Financial Revolutionist + Jim Urquhart @ Bowdoin Group + Grace Keith Rodriguez @ Caliber Corporate Advisors + Michael Maxworthy @ Marlin & Associates + Jeff Hendren

@ Private Client Resources

4:00 - 5:00pm

4:00 - 5:00pm

"How financial data and technology "The New Financial Health: How AI

are changing the rules of

and Platforms Are Revolutionizing

engagement in financial

How We Manage and Measure

engineering, risk modeling and

Financial Health"

compliance"

Ron Shevlin @ Cornerstone

Lawrence Johnson @ Morningstar Advisors + Ramy Serageldin @

+ Anthony Termini @ Morningstar

HoneyFi + Laura Barger @

+ Robert Edwards, CFA @

Financial Health Network + Sarah

Morningstar + Dr. Tom Wadden, Morgenstern @ Flourish VC + Guy

Ph.D. @ Jam Labs

Assad @ Clerkie

**Hosted @ General Assembly**

5:00 - 6:00pm "Push for Personalization"

Christine Loredo @ Yodlee + Oscar Weis @ Petal + Sean Belka @

Fidelity + Jeff Sporn @ Equifax + Elisa O'Donnell @ C Space

5:30 - 8:00pm "Women. Fintech. Career

Pathways."

6:30 - 8:30pm "FinTech for Good Trivia

Fundraiser"

6:30 - 8:30pm "Putting Consumers First: Leveraging AI to Deliver a Best in Class User Experience in Financial

Services"

Eastern Bank + Build in Boston + Asya Bradley @ Socure + Greg

Invest in Girls + Roxbury Innovation Manship @ Socure + Vikas Dua @

Center

Ocrolus + Justin Davis @ Digital

Federal Credit Union + Aimee

**Hosted @ CIC Boston - 20th Goodwin @ Flywire + Greg Woolf @

Floor**

Coalesce.ai

**Hosted @ General Assembly**

Solel Partners + Snow & Blair + Transformational Strategies, LLC + Goodwin Procter LLP + BlockTest + Federal Reserve Bank of Boston +

Prudential Financial + FinTech Women + Deloitte + Hult

International Business School

6:30 - 8:30pm "Leveraging Distributed Ledger Technology in (global) Financial

Services"

**Hosted @ Suffolk University/Sargent Hall**

Nathaniel Rand @ State Street + Havell Rodrigues @ Adjoint + Eric

Roux @ Newport LLC + Frank Makrides @ Tunnel + Jared Favole

@ Circle

**Hosted @ DCU Innovation Center**

8:30 - 10:00am Fireside Chat: Peter Hazlehurst @ Uber + Sarah Biller @ FinTech Sandbox

**Hosted @ Boston Public Library**

10:00 - 11:00am "FinTech Coming to a Doctor Near

You"

David Jegen @ F-Prime Capital + John Talaga @ Flywire + Rajesh

Vodiiraju @ Health iPASS

**Hosted @ Boston Public Library**

11:30am - 12:30pm "The Hidden Costs of Eldercare"

11:30am - 1:00pm

"Financial Services Shakedown: A

Future Full of New and Persistent

Cybersecurity Risks"

12:00 - 1:00pm

Peter Kowenhoven @ FBI + Sam "Personalization of Payments in a

Bisbee @ Threat Stack + Bill Power

Purpose-Driven Market"

@ Citi + Karan Jain

Mike Massaro @ Flywire + Michelle

Ziolkowski @ Wells Fargo

11:30am - 1:00pm

Quant University

FinTech Bootcamp: Payments + Lending

Danielle Duplin @ Agency + Eileen Tell @ ET Consulting + Hannah Wolfe @ UBS + Mark DiRienzo @ Lincoln Financial Distributors

**Hosted @ CIC Boston - 20th Floor**

1:00 - 3:00pm "Emerging Technology and Financial Security: Is it the Right

Tool for the Job?"

Tim Duncan @ ai Financial Commons + Nick Maynard @ Commonwealth + Sara Sable @ Neighborhood Trust Financial

Partners

1:00 - 2:30pm "Bills, Bills, Bills: How FinTech Is Transforming Business Payments"

12:30 - 3:00pm "FinTech & the Intelligent

Enterprise"

Rebecca Morrison @ + Mahati Mukkamala @ Piaggio Fast Forward + Micah Remley @ Mineral

Tree

**Hosted @ DCU Innovation Center**

Vestigo Ventures + Glasswing Ventures + Financial Building Blocks + Jobble + Long Game + Cushion + Allure Security + Talla +

Windrose Advisors

**Hosted @ WPI Innovation Center**

3:30 - 4:30pm "Why is Boston the City of Champions for FinTech?"

Ralph Dangelmaier @ BlueSnap +

Micah Remley @ Mineral Tree +

Allison MacLeod @ Flywire + Chris

Grosse @ Bank of America

4:00 - 5:00pm

**Hosted @ Downtown Harvard Club of Boston**

"The $1,500,000,000,000 Problem and FinTech Solutions to Help Tackle Student Debt"

4:00 - 5:30pm "Regulatory Revolution? Government and FinTechs Are Collaborating for Change"

Lowell Putnam @ Plaid + Bobby

Matson @ Payitoff + Laurel Taylor Albert Chang @ CFPB + Mona

@ FutureFuel + Janet Wu @

Vernon @ Fidelity Labs + Greg

Bloomberg

Woolf @ Coalesce + Haimera

Workie @ FINRA + Chuck Senatore

@ Fidelity + Congressman Trey

Hollingsworth @ US House of

Representatives

**Hosted @ Fidelity Investments**

5:00 - 6:00pm "Solving the $400 Problem: An

Industry Call to Action"

Julieann Thurlow @ Reading Cooperative Bank + Colby Ross @ Project Finance + Vasilios Roussos @ DCU + Brian Clarke @ Federal

Reserve + Joe Casali @ NEACH

**Hosted @ DCU Innovation Center**

6:00 - 8:00pm "FinTech After Dark"

F-Prime Capital + OAK HC/FT

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