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Fintech Retreat

by the Financial Club

February 3-4, 2025
Golden Gate Club, San Francisco
Fintech Retreat is a curated, intimate fintech gathering designed to facilitate meaningful, high-value connections and business opportunities among tech providers, financial institutions, and government entities

About Fintech Retreat

Fintech Retreat redefinse the essence of intimate gatherings, curating an exquisite experience for a limited audience of only 300 participants.

Top Regulators and Executives, including Managing Directors, VPs, CxOs from fintechs, venture capitalists, representatives from financial organizations, legal luminaries, and regulators are actively delving into business opportunities, establishing strategic partnerships, and dissecting solutions to the most complex Technology and Regulatory Challenges.

During the retreat, participants are immersed in off-the-record panel discussions offering a rare glimpse into the unfiltered opinions and perspectives of the industry leaders.

This is not just another conference, it's an all-encompassing, curated experience where the boundaries between the stage and the audience blur, creating an environment where relationships flourish. Participants gain exclusive access to heads of Regulatory Agencies and Private Sector leaders, engage in meaningful discussions, and foster connections during curated networking.

Fintech Retreat gatherings rethink the traditional conference setting. You will exit the confines of large conference halls and impersonal hotel rooms, and enter secluded, informal locations that offer an ambiance that encourages genuine connections to thrive.

Fintech Retreat is organized by the Financial Club. Learn more about The Financial Club here.

Alex Pelin
Founder, The Financial Club

Unique format

Quality over Quantity

Up to 300 participants:
  • Founders: Seed to Series A+
  • Fintechs: Series B+ (Roles: VPs to CxOs)
  • VC Firms: (Roles: Partners)
  • Banks: (Roles: MDs to VPs and CxOs)
  • Legal Professionals: (Roles: Partners)
  • Non-Bank Financial Institutions (FIs): (Roles: MDs, VPs and CxOs)
  • Government Agencies: Policy Makers, Regulators, Law Enforcement

Curated Experience

  • Interactive Content: Engaging panels and fireside chats, followed by in-depth breakout sessions
  • Premier and General Admission Areas: Maximizing impactful interactions with potential clients and partners
  • Curated Networking: Curated networking sessions over lunch, evening drinks, and appetizers in an intimate, in-person setting
  • Curated Dinners: leading industry organizations will be hosting curated dinners, all part of the Fintech Retreat program

Why Join

  • Intimate Networking Opportunities: Connect with regulators, financial services leaders, and VCs
  • Business and Investment Opportunities: Meet key decision-makers and potential clients
  • Brand Positioning: Establish your brand as a responsible innovator in fintech
  • Impactful Conversations: Participate in discussions with actionable outcomes to drive the industry forward

2025 Speakers will be announced soon

Passes

Passes will be made available based on the following schedule:

  • Financial Club Premier Members - 07/10/2024
  • Financial Club Plus Members - 07/17/2024
  • Financial Club Associate Members and General Admission - 08/01/2024
  • Can't see passes? Try here.

    Location

    Join 300 investors, founders, regulators and finance professionals 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.

    Attending Organizations

    Government Agencies (or similar):
    Federal Reserve

    Private Sector:
    The Financial Club
    Stifel
    Visa
    SVB
    TaxBit
    Crypto Council for Innovation
    Vectr Fintech
    Money Forward America
    Felicis Ventures

    Agenda

    February 3, 2025

    Official Fintech Retreat Reception
    6:00pm - 9:00pm
    All-Access Networking. Food and Drinks

    February 4, 2025

    09:00am - 10:00am
    Breakfast*

    *Reserved for:
    Financial Club Premier Members
    Speakers
    Special Guests

    10:00am - 11:00am
    General Admission Registration: Refreshments and snacks

    11:00am - 11:40am
    Panel Discussion: Fintech Trends

    Moderator

    TBA

    Panelist

    TBA

    Panelist

    TBA

    Panelist

    TBA

    11:40am - 12:20pm
    Panel Discussion: TBA

    Moderator

    TBA

    Panelist

    TBA

    Panelist

    TBA

    Panelist

    TBA

    12:20pm - 1:00pm
    Fireside Chat: TBA

    Moderator

    TBA

    Guest

    TBA

    1:00pm - 02:00pm
    Lunch. Curated Networking

    02:00pm - 03:00pm
    Breakout Session: TBA

    02:00pm - 03:00pm
    Breakout Session: TBA

    03:00pm - 04:00pm
    Breakout Session: TBA

    03:00pm - 04:00pm
    Breakout Session: TBA

    04:00pm - 06:00pm
    Drinks. All-Access Networking

    05:30pm
    Shuttles Arrive for Curated Dinners*

    *by invitation only

    06:00pm
    Fintech Retreat Ends