CFA's The Future of FinTech 2017

When:  Dec 6, 2017 from 12:30 PM to 6:30 PM (ET)
Associated with  CFA Conferences


Jones Day
250 Vesey Street
New York, NY 10281


FinTech2017Bank partnerships, Investor Opportunities, State of the FinTech Market
December 6, 2017 - Jones Day Offices, NYC

Now in its third year, discussions will focus on the progress of partnerships between Banks and Fintech players, the evolution and acceptance of the FinTech way of doing business. The impact of origination aggregators and how this might be changing. We will hear the PE firms perspective on FinTechs as investments and FinTechs that view their future as providers of new solutions to traditional players. We will also discuss the OCC FinTech Charter.

*NEW THIS YEAR* - we are partnering with LendIt - one of the largest FinTech Conference hosts in the world! The CFA and LendIt are committed to keeping our community up-to-date on important developments impacting our industry. This is a can't-miss event for all existing small business loan providers, banks, commercial finance companies, factoring companies, etc. Join us on December 6 at the Jones Day NYC Offices, located at 250 Vesey Street, New York, NY 10281 for this powerhouse event!


All this and more will be discussed at CFA’s 3rd Annual FinTech Event on December 6, 2017.

Panel I:

Fintech players and Banks have kept a keen eye on each other since they began competing after the fiscal crisis. We will discuss how Fintech companies are working with Banks to provide a seamless digital experience, what led to this change and how the collaborations of today are helping to shape the future of financial services tomorrow.

Moderator: Richard Palmieri, Managing Partner, ANR Partners, LLC 


  • Sam Graziano, CEO, Fundation
  • Jay DesMarteau, Head of Regional Commercial Specialty Segments, TD Bank
  • Andrew Bertolina, CEO of Finvoice
  • Todd Anderson, Content Manager & Journalist, LendIt & Lend Academy


Panel II:

Opportunities for FinTech investors continue to grow: franchise financing, crowd funded asset backed financing, Solar financing and SASS partnerships and the evolution of the FinTech way of doing business.

Moderator: Richard Palmieri, Managing Partner, ANR Partners, LLC 


  • Larry Marsiello, Managing Director Pine Brook Partners
  • Michael Weisz, Founder & President, YieldStreet
  • Denise Thomas, CEO & Co-founder, ApplePie Capital
  • Amir Friedman, Head of Bank Partnerships, Mosaic


Panel III:

 “The state of the FinTech market”, the Haves and the Have Nots, does Financial Technology creates better investments, New Business Origination what’s working, what’s not, Regulatory update.

Moderator: Richard Palmieri, Managing Partner, ANR Partners, LLC 


  • Sam Graziano, CEO Fundation
  • Jared Hecht, CEO, Fundera
  • Rohit Arora, CEO & Co-Founder, Biz2Credit
  • Stephen J. Obie, Partner, Technology, Jones Day


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