MIT FinTech Conference 2018

Saturday, March 10th, 2018

Boston Marriott Cambridge

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About

 

Join us for the 2018 MIT Fintech Conference on March 10th at the Boston Marriott Cambridge Hotel. The event will bring together Fintech startups, established financial service and technology firms, VCs, investors, and regulators to share their ideas about recent innovations in the Financial Technology space. Hear the best ideas, examine the latest technologies, and ask the big question at the MIT Fintech Club’s biggest event of the year!

 

A Special Thank You to our Sponsors!

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Agenda


Keynote Speakers

Gary Gensler, Former Chair OF CFTC

Ashley Johnson, WEALTHFRONT

Kevin O'Leary, SHARK TANK


Topics & Events

Start-up Pitch Competition

Fintech Investing

Payments

Blockchain and Cryptocurrency

Banking Innovation

Financial Inclusion

The Future of Insurance

Fintech in Emerging Markets

 

Speakers

 
 

Keynote Speakers

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Gary Gensler, Former Chair of CFTC

Gary Gensler served as Chairman of the Commodity Futures Trading Commission (2009 – 2014) leading the Obama Administration’s post crisis reform efforts of the $400 trillion over-the-counter derivatives, or swaps, market.  He currently is Chairman of the Maryland Financial Consumer Protection Commission.

He previously had been Senior Advisor to US Senator Paul Sarbanes in writing the Sarbanes-Oxley Act (2002), was Under Secretary of the Treasury for Domestic Finance, (1999-2001) and Assistant Secretary of the Treasury (1997-1999).  He co-authored ‘The Great Mutual Fund Trap’ a book on personal finance (2002 by Random House).  Gensler has worked on various political campaigns, most recently as CFO for Hillary Clinton's 2016 presidential campaign.

Prior to his public service career, Gensler worked at Goldman Sachs (1979-1997), having become a partner in the Mergers & Acquisition department, headed up fixed income & currency trading in Asia and lastly was Co-head of Finance worldwide.  Gensler earned his undergraduate degree in economics, summa cum laude, and his MBA from the Wharton School, University of Pennsylvania.  He is a recipient of the 2014 Tamar Frankel Fiduciary Prize.

 

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Ashley Fieglein Johnson, Wealthfront CFO and COO

Ashley Johnson serves as Wealthfront's Chief Operating Officer and Chief Financial Officer. Prior to joining Wealthfront, Ashley held a range of senior leadership positions within ServiceSource that included Executive Vice President, Chief Customer Officer, Interim CEO and Chief Financial Officer. Additionally, Ashley has held roles at General Atlantic and Morgan Stanley. She earned a Bachelor of Arts in International Relations and a Masters in International Policy from Stanford University.

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Kevin O'Leary, Shark Tank Co-host

Kevin O’Leary is the co-host of Shark Tank and a serial entrepreneur and investor. In 1986, O'Leary founded SoftKey Software Products (later called The Learning Company), the first software company to apply the principles of consumer goods marketing to the software industry. SoftKey grew quickly, raising over $1 billion in financing and completing a series of aggressive acquisitions. By 1998 O'Leary's company was the world's second-largest consumer software company and it was acquired by Mattel. In 2003, O'Leary co-founded Storage Now, a leading developer of climate controlled storage facilities, later acquired by In Storage REIT. Today, O'Leary leads the O'Leary Financial Group – a group of companies that includes O'Shares ETFs, O'Leary Publishing and a growing roster of other businesses. He is also the founder and Chief Sommelier of O'Leary Fine Wines, an award-winning wine label, as well as a member of Boston's 107-year old Hamilton Trust.

 

 
 

Panelists

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Eric Archer

Eric Acher is Co-Founder and Managing Partner at Monashees Capital, a technology Venture Capital firm founded in 2005 and based in São Paulo, Brazil. Eric serves on the boards of Conta Azul, Neoway, Enjoei, Oppa, VivaReal, EduK and Bidu, among other portfolio companies. Prior to founding Monashees Capital, Eric did VC investing in the U.S. and Latin America with General Atlantic, and strategy consultancy with McKinsey & Company. Eric received an MBA from Northwestern University's Kellogg School of Management, a Diploma in Business Administration from Fundação Getulio Vargas and a BA in Communications from ESPM.

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Steve Dorval

Steve Dorval is President of John Hancock Personal Financial Services LLC and Head of Innovation and Advice for John Hancock, the U.S. division of Toronto-based Manulife.

Based in Boston, Mr. Dorval is responsible for leading the strategic effort to leverage emerging digital services to enhance John Hancock’s ability to deliver investment advice and financial planning to customers. The goal is to help individuals reach financial independence by delivering sophisticated solutions in a simplified way.

Mr. Dorval, who joined John Hancock in 2015 when the company acquired New York Life’s Retirement Plan business, played a lead role in integrating the two businesses. He held a number of roles in New York Life’s retirement and investment business during his more than 15 years there. Previously, he worked at Dewey Square Investors and State Street Bank.

Mr. Dorval graduated with a B.A. in English from Providence College and is a CFA charterholder. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc.

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Angela Galardi

Angela Galardi has 10+ years of financial services experience.  Currently the COO of Climb Credit, a student lending company focused on making affordable loans to students attending high ROI educational programs.  Angela is responsible for the operations of the company.  Prior to Climb, she co-founded and was COO/CFO of Orchard Platform.  Prior to Orchard, Angela spent 8 years running various credit risk analytics teams at American Express and Citibank. During this time, she made billions of dollars' worth of data-driven credit decisions.  She has a Bachelors' and Masters' in Industrial Engineering from the University of Michigan.

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Sandeep Malhotra

Sandeep Malhotra is senior vice president, ACH Systems for Mastercard. In this role, he is responsible for defining and executing the ACH strategy and new business models with a focus on both card and interbank payment network infrastructures, schemes and applications that provide consumers a choice of payments. He also served as the business lead for the acquisition of a UK-based ACH infrastructure provider.

Prior to his current role, Mr. Malhotra was responsible for global commercialization, growth, operations, integration and expansion of M/Chip, Contactless, In Control and other innovative products at Mastercard. In addition, he was the global lead for the Emerging Payments Product Architecture, Strategy and Pricing groups.

Mr. Malhotra has a proven talent for bringing innovative technologies to market in a business-focused way by applying a broad set of knowledge and expertise gained from working in various areas including solutions engineering, network products, mobile payments. He also provides technology leadership, execution know-how and enterprise architect vision, having spent several years in the software development area at Mastercard. As an avid inventor, he has contributed to many enhancements to Mastercard's core systems and network.  

Mr. Malhotra earned a Bachelor of Science from the Indian Institute of Technology Kanpur, Master of Science from University of Missouri-Rolla, Masters of Science from University of Missouri-St. Louis and a Master of Business Administration from Washington University in St. Louis.

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RASHMI  MELGIRI

Rashmi Melgiri is co-founder of CoverWallet, a tech startup reinventing insurance for small businesses.

Rashmi has over ten years of experience in the technology and media sector. Before founding CoverWallet, Rashmi was a strategy consultant at the largest North American TMT consulting group, Altman and Vilandrie & Co. A frequent speaker at insurtech conferences and outspoken champion for women’s leadership, she was the first licensed insurance advisor at CoverWallet.

Rashmi holds a bachelor’s degree in Economics from the Massachusetts Institute of Technology (MIT), and an MBA from MIT Sloan.

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Vijay Sankaran

As Chief Information Officer of TD Ameritrade, Vijay Sankaran is responsible for incubating, introducing and managing new capabilities, as well as implementing the company’s data and analytics ecosystem. He also serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization. Prior to TD Ameritrade, Sankaran held several senior leadership roles at Ford Motor company, including IT Chief Technology Officer, Director of Application Development, and Director of Infrastructure Operations. Before joining Ford, he served in consultancy roles with Ernst & Young LLP and Headstrong, where he focused heavily on analytical systems. Sankaran holds a Bachelor’s Degree in Computer Science from the Massachusetts Institute of Technology, and a Master’s of Business Administration from Duke University’s Fuqua School of Business. Sankaran can be followed on Twitter at @VijayS_TDA.

 

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Ken Shichiano

Ken is co-head of TA Associates North America Technology Group and focuses on investments in software, infrastructure and financial technology companies. He serves on the Board of Directors of Arxan Technologies, Insurity, and TierPoint.  Ken formerly served on the Boards of Cosentry, CyOptics, Datek Online Holdings, Fractal Analytics, FTP Software, ION Investment Group, MetroPCS Communications, NetScout Systems and The Island ECN. Ken is also an active angel investor in the financial technology sector.  His angel investments include trueEX, Digital Asset Holdings, Noble Bank International, ripe.io, Finix, Clearmatics and firstAI.  Prior to joining TA in 1988, he was a member of the technical staff of AT&T Bell Laboratories, as a Systems Engineer in the switching systems area. Ken received a BS degree, summa cum laude, in Electrical Engineering and Computer Science from Duke University, an MS degree in Electrical Engineering from Stanford University and an SM degree in Management from the Massachusetts Institute of Technology Sloan School of Management.

Location

The Conference will take place in the Kendall Square Marriott, located only a few short steps from MIT's campus and the MBTA Red Line.

 
 
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Meet Our Team

 

The Executive Committee 

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Devin Walsh, Co-Managing Director

Devin is one of the Co-MDs of the 2018 MIT Fintech Conference. She is also currently interning for uPort, a self-sovereign identity platform, which is housed within Consensys, the Ethereum venture production studio. She is in the Entrepreneurship and Innovation Track, and in addition to her work in the Fintech Club has spent time working with the Digital Currency Initiative (DCI) within the MIT Media Lab. Prior to Sloan, she worked as an internal strategist and project manager at BlackRock. She is from New Jersey. 

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Marisa DeAngelis, co-Managing Director

Marisa is a second year MBA candidate in the Finance Track. She is also co-directing the MIT Bitcoin Expo and leads the Emerging Technology and Government Club. This past summer, she worked for a venture capital fund investing in hi-tech startups. From 2014-2016, Marisa was based in Myanmar with the International Finance Corporation investing in financial institutions. Prior to that, she was in Washington, DC with Albright Stonebridge Group. Marisa earned her Bachelor degree at Georgetown University and is passionate about using technology to increase access to finance in emerging markets.

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Taylor Newell, SPONSORSHIP CHAIR

Taylor is a second year MBA candidate at MIT Sloan and Co-President of the MIT FinTech Club. Prior to MIT, he worked as a product manager at Credit Suisse, where he helped design new client solutions in the firm’s private banking division. This past summer, he worked as an investment associate at Riot Ventures, a seed-stage venture capital fund focused on emerging technology. At Sloan, Taylor is primarily focused on FinTech and its applications in asset management and capital markets.

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Kashif Qadeer, Content CHAIR

Kashif is a Sloan Fellow at MIT. Prior to MIT, he was heading financial planning & analysis for Alghanim Industries, Kuwait, where he helped streamline the annual planning process as well as drive innovation efforts across the finance function. Prior to Alghanim, he worked as a corporate finance advisor with EY Canada for 8 years.

A native of Toronto, Kashif is focusing at MIT on innovation in finance and its repercussions for the CFOs of the future.

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Andrew Geraghty, Startups and Partnerships CHAIR

Andrew is a second year MBA candidate. This past summer, he worked for Stash Invest, a FinTech startup in New York City focused on making investing more accessible to Millennials. Prior to starting at Sloan, he was a risk analyst for Eaton Vance Management in Boston where he focused on modeling risk for investment teams and implementing new processes for investment teams, compliance, and corporate reporting requirements. Andrew earned his Bachelor of Science in Finance at the University of Massachusetts Amherst and is interested in investing and the impact of technology on investment management.

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Emily LeStrange, OPERATIONS CHAIR

Emily is a first-year MBA student at MIT Sloan. Prior to coming to Sloan, Emily worked at The Vanguard Group in Malvern, PA. While at Vanguard, Emily was a Corporate Strategy analyst and worked on a number of initiatives focused on expanding Vanguard’s global presence and deepening relationships with Vanguard’s retail clients. After Corporate Strategy, Emily led a team of program managers in Vanguard’s high-net-worth retail business and was responsible for setting and executing against the strategic agenda for the division. Emily attended the University of Notre Dame in South Bend, IN, where she received a B.A. in Political Science and American Studies. While not in class, Emily enjoys exploring her new city of Boston and meeting up with her new classmates for coffee.

 

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Pete Salas, Marketing Chair

Pete is a first year MBA student at MIT Sloan. Prior to Sloan, he worked for five years at PriceStats, a Fintech startup in Cambridge which collects billions of price records from retailer websites to measure online price inflation in real-time. Here he was responsible for developing new inflation models and developing new processes to ensure the highest standard of data quality. Pete earned his Bachelor’s in Economics at MIT and wants to continue working on innovative products in the Financial Technology sector.

 

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Sam Barnsley

Sam is currently at MIT as part of the Sloan Fellows program. Prior to his time here, he spent 10 years working for Citi in their European Healthcare Investment Banking team, focused on M&A advisory services for clients in the Pharmaceutical sector. He has held a long interest in FinTech, both from an investing and an entrepreneurial perspective, and is currently spending time in the Insurance market.

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Daniel Covre

Daniel’s worked in several areas at Itau Unibanco for the last 20 years, mostly functioning as a Corporate Entrepreneur. In 2011, he was responsible for creating the Financial Sponsor coverage effort for Commercial Banking. In 2004, he moved to Shanghai to establish and run the Bank’s operation in China. In 1999 he was part of the small team that established the Project Finance division. In parallel, in 2013, he co-found Jack the Barber, a menswear brand start-up based on an online platform, after raising $1M in funding. He's also mentored some projects and seed-invested in others. He is currently engaged at MIT Sloan Fellows Program, where is part of the leadership of MIT FinTech Club.

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Neel Ganu

Neel is a second year MBA candidate at MIT Sloan and a VP of the MIT FinTech Club.  With undergraduate degrees in Computer Science and Finance, he also is a CFA charter holder.  Prior to MIT, he worked leading a strategy team at one of Australia’s largest banks after a seven-year stint as a consultant focussing on financial services across Asia Pacific and Europe.  Over summer, he worked at N26, a European mobile bank backed by Valar ventures and New Horizons.  Neel is passionate about improving financial services and is focussed on exploring entrepreneurial pursuits within a corporation after he completes his MBA at the MIT Sloan School of Management.

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Aline Oliveira Pezente

Aline is a MBA candidate at Sloan Fellows Program, member of MIT FinTech Club. Before MIT, Aline was Head of Business Development and M&A for Latin America for Louis Dreyfus Company. At MIT she is part of the Digital Currency Initiative (DCI) within MIT Media Lab, leading a working group focused on the application of Blockchain and Smart Contracts to improve efficiency in the financing of commodities supply chain. She is also working on an interesting Startup Fintech project that utilizes technology to improve the financial services in Agriculture market.

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Fabricio Pezente

Fabricio is an MBA candidate in the MIT Sloan Fellows Program and member of the MIT FinTech Club. Prior to MIT, he worked for 13 years in Credit Suisse Brazil where he led the mathematical modeling group, traded fixed income derivatives, structured hedges for corporate and financial institutions, and distributed credit assets worldwide. In the MIT, he founded and is developing a Fintech startup, which aims to unlock credit to small and medium farmers by connecting them directly to lenders. Besides, he is working for the Digital Currency Initiative (DCI) in the Media Lab.

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Rajeet Sampat

Rajeet is a Sloan Fellow at MIT Sloan. Prior to joining MIT, Rajeet worked in Corporate Banking at HSBC Bank Middle East covering the MENA region and working mainly on cross-border project finance for large corporations. He also spent three years as a Director within his family business based out of the Sultanate of Oman, managing the Chemicals Sales division and working closely with multinational oil and gas producers as well as government entities. At MIT, Rajeet is currently engaged in a FinTech startup and is working on a blockchain project under MIT’s Digital Currency Initiative. 

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Jasmine Shah

Jasmine is a first-year MBA student at MIT Sloan. Prior to business school, Jasmine worked at a number of software companies in the software-as-a-service and e-commerce spaces. Her latest project was at IBM, using Watson to help innovate the shopping experience for clients like The North Face and 1-800-Flowers.com. While at Sloan, she is interested in learning more about FinTech, cybersecurity, and entrepreneurship. Jasmine attended the University of California, Los Angeles where she received a B.S. in Applied Mathematics and a minor in English language. Outside of school, Jasmine enjoys salsa dancing, finding new dessert places, and exploring Boston with friends.

 
 
 
 

Contact Us

We would love to hear from you! If you have any questions or thoughts about the conference, please complete the form below and we will get back to you as soon as possible.

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