Fintech Retreat

January 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.

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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
Ionia
Zest AI
B Generous
Founders Circle Capital
Green Dot Corp
Neural Payments
Twisp
Linker Finance
Launchpad Capital
SixThirty Ventures
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
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
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

Official Reception

January 29th, 2023

6:00PM - 9:00PM
The Official Fintech Retreat Reception (Hosted by Oportun)
Location TBA


Agenda

January 30th, 2023

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

COO, Au10tix
Guy Mordoch

Panelist

Ritesh Arora
COO, Effectiv

Panelist

TBA

Panelist

TBA

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

Paco Suro
GM, Global Partner Payments, Tipalti

Panelist

Vanessa Colella
Head of Innovation and Digital Partnerships, 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

Raul Vazquez
CEO, Oportun

4:20PM
Open Bar. Appetizers. Networking


6:00PM
Retreat Ends


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