FinTech Series: Investing in FinTech
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4/12/2018
When: Thursday, April 12th
4:30 - 7:00 PM
Where: The Commonwealth Club
110 The Embarcadero
San Francisco, California  94105
United States
Contact: Tracy Canning


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FinTech Series: Investing in FinTech


Financial Technology continues to be one of the hottest sectors to invest in. VC funding remains robust, corporate acquisitions are on the rise and publicly traded FinTechs are outperforming global benchmarks. Join our panel of VC, institutional and corporate experts to discuss the latest Fintech trends, what valuations are like and how the industry may evolve. Find out which startups are best positioned to take share and how legacy financial institutions are responding. Our panel will debate the best places for asset managers, wealth managers and individual investors to invest across Digital Payments, Digital Lending, Wealthtech, InsurTech, Real Estate tech and Blockchain.

 

Speakers

Ryan Falvey, Senior Advisor, Center for Financial Services Innovation

Ryan Galvey is a Senior Advisor at Center for Financial Services Innovation where he launched and led the Financial Solutions Lab. The Lab is a partnership between CFSI and JPMorgan Chase and was designed to support entrepreneurs who are building transformative technologies that improve consumer financial health. Ryan oversaw the Lab's first 26 investments, deploying $6.1M in investment capital across 3 classes of companies.

He received a M.A. in International Relations from Yale University.

 

Jay Reinemann, Partner, Propel Venture Partners

Jay Reinemann is a General Partner at Propel Venture Partners. He invests in early-stage companies that are leveraging technology to transform financial services. Prior to Propel Venture Partners, he founded and led BBVA Ventures through its spin-out into Propel. While at BBVA he was also responsible for emerging technology strategy and corporate development, including investments such as Ribbit Capital, 500 Start-ups, DocuSign, Coinbase, Personal Capital and the acquisition of Simple. Jay previously held several investment and operational roles at Visa, ultimately heading the Corporate Ventures and Strategic Alliances group. His background includes launching a start-up challenged by the financial crisis, as well as positions at Old Kent Financial Corporation (Fifth Third), and Andersen Consulting.

He attended University of Wisconsin - Madison.

 

Wingee Sin, CAIA, CFA, Investment Committee Member, Next Wave Ventures

Wingee Sin is a capital markets executive with over 15 years of design, strategy, and execution experience. Her passion in FinTech focuses on financial wellness, aging, financial inclusion and security, and social enterprise business models. Currently, she is on the investment committee of Next Wave Ventures, a micro VC fund focusing on engaging more women to make social impact investments; her focus has been on FinTech investments. Previously, Ms. Sin led the Global Product Strategy team within State Street Global Advisors' retirement business. Throughout her career, Ms. Sin advised central banks, sovereign wealth funds, and pensions in non-Japan Asia, consulted advised institutional clients on alternative investments for Barclays Global Investors, and authored equity derivatives research at Goldman Sachs & Co. Ms. Sin was a board member for Foundation for Sustainable Development for eight years, focusing on micro grants and grassroots development work. She is a Pipeline Fellow and was one of the LPs in the inaugural US Rising Tide Program. Ms. Sin co-authored “Impact with Wings: Stories to Inspire and Mobilize Women Angel Investors and Entrepreneurs.” Her chapter, “Angel Investing as Self-Empowerment,” aims to inspire women to use their wealth to create social impact. Ms. Sin received her BA in economics and East Asian developmental studies from the University of California at Berkeley. She holds the Chartered Alternative Investment Analyst and Chartered Financial Analyst designations.  

Victoria Cheng, SVP Venture Investing, Citi Ventures

Victoria Cheng invests in startups, developing new technologies that improve the way we do things today. She covers commerve, FinTech, marketing techniques, data, and enterprise IT. Ms. Cheng was preciously with Core VC investing in FinTech. Prior to that, she consulted for NYCSeed and Foundation Capital. She was previously a Private Equity investor at HIG Capital and worked at Citi advising companies on capital raises, M&A, JVs, and IPOs. When in grad school, she worked at NimbleTV, a startup streaming live television to any screen. Ms. Cheng has an MBA from Columbia University, where she graduated with honors, and a BS from Georgetown University, where she graduated magna cum laude. She is a Kauffman Fellow, a mentor to various incubators, and an advisor to the InSITE Fellowship.

 

Moderator

Herbert Weiss, CFA, Principal, BlueHawk Capital

Herbert Weiss, CFA manages BlueHawk Capital. BlueHawk is a long/short equity fund focusing on financial services, particularly in regards to FinTech. Bluehawk invests in both privately held and publicly traded companies. Previously, Mr. Weiss was an analyst covering financial services and internet companies at Avalon Global Management. Earlier in his career, Mr. Weiss covered financial technology names at American Technology Research, an independent research provider. Mr. Weiss holds a BS in Applied Mathematics from Stony Brook University and is a CFA charterholder.

 

Agenda

4:30 p.m. - 5:00 p.m. -  Networking
5:00 p.m. - 6:30 p.m. -  Panel Discussion and Q&A
6:30 p.m. - 7:00 p.m. -  Networking

 

Pricing

$25/ Member

$40/ Non- Member

 

Sponsored By


This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.


Cancellation Policy: Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.