Fintech Retreat

January 11th, 2022

The 3rd annual, intimate gathering for leaders and professionals in Fintech.

Less than 75 passes available

Limited attendance

Only 175 participants will attend the retreat. Managing Directors, VPs, CxOs from: fintech startups, VCs, financial organizations, legal firms and Regulators.

Unique insights

Participate in 7 off-the-record panel discussions. Hear honest conversations and opinions that aren't shared on a "mainstream" stage.

Intimate networking

Get to know speakers and guests over breakfast, lunch and evening reception (featuring open bar and appetizers). Grow your network and explore new business opportunities.

Informal location

Joins us at the Historic Golden Gate Club, in San Francisco's Presidio Forest.

Attending Organizations

Roles range from: Managing Directors and VPs to CxOs

- OCC
- FDIC
- Mastercard
- TransUnion
- Fin VC
- Afterpay
- World Economic Forum
- Brightside
- KreditForce
- Sardine
- Checkout.com
- Mouro Capital
- Community Investment Management
- Kabbage
- Emerson Collective
- LoanPro
- Silicon Prairie Capital Partners
- Apple
- Fort Ross Ventures
- Cambrian
- Cushion
- Atomic
- Xspaced
- Micruity
- iLEX Consulting Group
- TifiPay
- Hummingbird Regtech
- Nyca Partners
- Arizona Department of Insurance & Financial Institutions
- Basis Theory
- SME Credit Pro
- Global Payments Experts
- Nav Technologies
- Thomvest Ventures
- SaasIQ
- Patreon
- FBI
- Rapyd
- AnChain.AI
- FinGoal
- Gr4vy
- Blend
- BKAassets.com
- GDS Link
- BillGO
- Polsinelli
- ValueStream Ventures
- Cedar, Inc
- HF.Capital
- Sila
- FlemingMartin Executive Search

Location


San Francisco, California

Joins us at the Golden Gate Club in the Presidio forest in San Francisco. Built in 1949, it features views of the San Francisco Bay, the Golden Gate Bridge and Alcatraz.

Partners


Agenda

January 11th, 2022

10:00AM
Doors open. Lite Breakfast. Networking


11:00AM
Panel Discussion: Fintech Trends

Moderator

Rex Salisbury
TBA

Panelist

Kathryn Petralia
Co-founder, Kabbage

Panelist

David Galvan
VP, Business Development and Strategic Alliances - US Markets, Mastercard

Panelist

TBA

11:40AM
Panel Discussion: Regulation

Moderator

Tom Brown
Partner, Nyca Partners

Panelist

Michael J. Hsu
Acting Comptroller of the Currency

Panelist

Raul Vazquez
CEO, Oportun

Panelist

TBA

12:20PM
Panel Discussion: Lending

Moderator

John Wirth
VP of FinTech, TransUnion

Panelist

Kevin Moss
FMR Chief Risk Officer, SoFi & Wells Fargo

Panelist

TBA

Panelist

TBA

1:00PM
Lunch break. Networking


2:20PM
Panel Discussion: Social Impact

Moderator

Jillian Cohn
Partner, Mouro Capital

Panelist

Michael Schlein
President & CEO, Accion

Panelist

Sheila Warren
Deputy Head of the Centre for the Fourth Industrial Revolution, Member of the Executive Committee, World Economic Forum

Panelist

TBA

3:00PM
Panel Discussion: Fraud

Moderator

TBA

Panelist

Kyle Armstrong
Unit Chief - Counterterrorism Finance, FBI

Panelist

Soups Ranjan
Founder & CEO, Sardine

Panelist

TBA

3:40PM
Panel Discussion: Payments

Moderator

Bradley Riss
Chief Commercial Officer, Checkout.com

Panelist

Eric Rosenthal
VP, Business Development and Strategic Alliances - US Markets, Rapyd

Panelist

Cindy O'Neill
President, BillGO

Panelist

TBA

4:20PM
Panel Discussion: Banking

Moderator

Logan Allin
Managing General Partner & Founder, Fin VC

Panelist

Jelena McWilliams
Chairman, FDIC

Panelist

TBA

Panelist

TBA

5:00PM
Open Bar. Appetizers. Networking


Past Retreats


Fintech Retreat 2021

January 19-20th, 2021.
Online

Fintech Retreat 2020

January 22nd, 2020.
Sand Hill Road, Menlo Park, California.
Interested in joining us as a speaker, partner or volunteer? get in touch ✌️