Fintech Retreat

January 29-30th, 2023
The 4th annual gathering will be hosted at the historic Golden Gate Club in the Presidio Forest (San Francisco, CA).
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The Official Reception (hosted by Oportun) will take place on January 29th. Details TBA.

The only Chatham House gathering in Fintech

designed for: Founders, VCs, Regulators, Legal and Finance experts.

Limited attendance

Up to 175 Managing Directors, VPs, CxOs from: fintech startups, VCs, financial organizations, legal firms and Regulators.

Unique insights

Participate in 6 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.

Fintech Retreat is sold-out
Join the waitlist for a chance to get a last minute pass

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Attending Organizations

Roles range from: Managing Directors and VPs to CxOs
FBI
Fort Ross Ventures
Blockdaemon
Au10tix
BAM Elevate
Thomvest Ventures
Upfront Ventures
Department of Commerce
Andreessen Horowitz
Oportun
Cambrian
Ionia
Zest AI
B Generous
Founders Circle Capital
Green Dot Corp
Neural Payments
Twisp
Linker Finance
SixThirty Ventures
TransUnion
Finwise Bank
Sunrise Banks
OCC
Credit Suisse
Mastercard
Terranet Ventures, Inc.
CIM
Paul Hastings LLP
Richman Center for Business, Law and Public Policy, Columbia University
Blockstream
Cutter
Spring Labs
Backd Business Funding
NinjaEdge
Maast
Obvious Ventures
Cushion
SouthState Bank
Verituity
Techstars
Nium
Victory Park Capital
Airwallex
Provenir
Qure.finance
Kraken
Finclusive
Office of the DA, Santa Clara, CA
Commerce Ventures
Keep
TTV Capital
Hummingbird Regtech
Emerson Collective
Keep Financial
BANYAN
Fidelity Investments
FintechForce, Inc.
Visa
Nav.it Inc.
Activant
FlemingMartin Exec Search
Innovius Capital
Checkout.com
Innovius Capital
Ingo Money
Crypto Council For Innovation
Association for Women in Crypto
Tallied
Invisible Technologies
William S. Boyd School of Law, UNLV
EY
AnChain.AI
IC Payments
BSAS
Synapse
Bolt Financial
Restive Ventures
ICONIQ
Cboe Global Markets
Money Forward America
ATDC
Primary Venture Partners
Legend Bank
Aidaly
Plaid
Clocktower Ventures
ZeroEx Inc.
Synctera
Gateway Technolabs
Broad Sky Partners
Airdropd Inc.
iLEX Consulting Group
March Capital
Upfront Ventures
Cravath, Swaine & Moore
Kora
U.S. House of Representatives
Moov Financial
Effectiv
TaxBit
Tipalti
Blockchain Coinvestors
Protiviti
California DFPI
LoanPro
Pathward N.A.
Remynt
Experian
MobileCoin
Bluevine Inc.
Nyca
i3strategies®️
Pathward
Emprise Bank
Ankura Consulting
Pantera Capital
Hello Iconic
Safeheron
Cyvatar
BairesDev
Synechron, Inc.
Scalo
Bevel
True Finance
Crypto Valley Association
Boston Consulting Group
Cognizant
Outpost Ventures
Credit Suisse
IBM
Sardine
SoftBank Vision Fund
The FinTech Interactive
M13
Khosla
Streetbeat.com
more coming...

Location

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

Travel Information

Nearby Airports
- San Francisco International Airport (SFO): 36 min (16.9 miles)
- Oakland International Airport (OAK): 55 min (22.7 miles)

Transportation
We recommend using a rideshare service. Parking will be extremely limited.

Partners

more coming soon

January 29th, 2023

Official Reception (Hosted by Oportun)
6:00PM - 9:00PM

January 30th, 2023

Agenda

10:00AM
Doors open. Lite Breakfast. Networking


11:00AM
Panel Discussion: Fintech Trends

Moderator

Aditi Maliwal
Partner, Upfront Ventures

Panelist

Dan Rosen
Founding Partner, Commerce Ventures

Panelist

Lindsey Argalas
COO, TaxBit

Panelist

Mike de Vere
CEO, Zest AI

11:40AM
Panel Discussion: Fraud

Moderator

Ron Atzmon
Chairman, Au10tix

Panelist

Ritesh Arora
COO, Effectiv

Panelist

Soups Ranjan
Founder & CEO, Sardine

Panelist

Lester Kwok
SF Division’s Private Sector Coordinator, FBI

12:20PM
A Discussion About Responsible Innovation

Moderator

Chris Brummer
Professor, Georgetown University
Faculty Director, Institute of International Economic Law

Panelist

Amanda Wick
Founder, The Association for Women In Crypto

1:00PM
Lunch break. Networking


2:20PM
Panel Discussion: Payments

Moderator

Lizzie Guynn
Partner, TTV Capital

Panelist

Wade Arnold
CEO, Moov Financial

Panelist

Robin Gandhi
Chief Product Officer, Nium

Panelist

Marie-Elise Droga
SVP, Head of Fintech Partnerships, Global & North America, Visa

3:00PM
Panel Discussion: Regulation

Moderator

Chris Brummer
Professor, Georgetown University Faculty Director, Institute of International Economic Law

Panelist

Michael J. Hsu
Acting Comptroller of the Currency, OCC

3:40PM
Panel Discussion: Banking

Moderator

Jelena McWilliams
Managing Partner, Cravath, Swaine & Moore LLP

Panelist

Gilles Gade
Founder & CEO, Cross River

Panelist

Angela Strange
General Partner, Andreessen Horowitz

Panelist

Zach Perret
CEO, Plaid

4:20PM
Open Bar. Appetizers. Networking


6:00PM
Retreat Ends


Interested in joining us as a speaker, partner or other opportunities?