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April
 
20th
 at 
7:00pm
 

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Summer Trading Network

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#FinTech 2015

Thank you for attending our 6th Annual Summer Trading Network! 

We look forward to seeing you again next year.

 

Mohan Virdee, CEO, Markets Media


Check out our #fintech coverage on MarketsMedia.com.

#FinTech 2015

Markets Media’s Summer Trading Network has a history of putting forth innovative, thought-provoking and timely concepts, while generating ample ‘buzz’ in the process.

 

In the inaugural 2010 STN, Manoj Narang, then of Tradeworx, talked high- frequency trading to a packed house. In 2012, STN featured a ‘thought experiment’ of determining the optimal equity market structure. Just last year, debates about social media’s applications in trading and institutional-investment trends captured delegates’ attention.

 

This year will be different, but in that sense no different from previous STNs. We’ll focus on the most cutting-edge, forward-looking financial technology topics that are shaping the future of electronic trading — spanning pre-trade, execution, and post-trade, including mobile, co- location, connectivity, transparency, and trade reporting, over the front, middle and back office. We’re taking a panoramic view of trading, and the technology that underpins the process.

 

We’ll hear from CEOs of Fintech heavyweights as they take the stage at Carnegie Hall. We’ll learn about the latest ideas from startups and emerging players in the space, and get the critical perspectives from end users and venture capitalists.

 

Enjoy the event.


Mohan Virdee, CEO, Markets Media

When

April
 
20th
 at 
7:00pm
 

Agenda

1:00pm

Registration & Networking

Registration on the 9th floor.

1:45pm

Opening Remarks

Mohan Virdee, CEO, Founder, Markets Media

1:50pm

Opening Keynote

Blythe Masters, CEO, Digital Asset Holdings

2:05pm

Fintech Leaders

CEOs and founders of leading financial technology providers take the stage. What is the secret of their success? How can leaders of emerging fintech companies follow their path?

Alfred Eskandar, CEO, Portware

Jock Percy, CEO, Perseus

James Chrystal, Co-Founder, Traiana

Neil DeSena, Managing Partner, SenaHill

2:45pm

Social Media: Finding the Needle

How can technology mine Twitter, Facebook and other ubiquitous social media platforms for true value-add in the trading and investing process? What are the obstacles to broader adoption of such strategies? Which business models are gaining the most traction in a competitive and fragmented landscape?

Moderator:

Terry Flanagan, Managing Editor, Markets Media

Panelists:

Sally Baldauf, Enterprise PreSales, Northeast, Tableau Software

Chris Camillo, CEO & Co-Founder, TickerTags

Gautham Sastri, CEO, iSentium

Jason Raznick, CEO, Benzinga

3:15pm

Choosing the Right Partner

Fintech startups and emerging companies need outside capital, but the best backers offer more than a check. How can a Fintech company choose the right partner to help see it through to the next level?

Moderator:

Vivian Maese, Partner, Latham & Watkins

Panelists:

Gideon Agar, Founder and CEO, TradeLegs

Ed Donner, Co-Founder and CEO, untapt

Mark S. Smith, Co-Founder and CEO, Symbiont

3:45pm


Startup/emerging fintech providers take the stage – and venture capitalists are their audience. Which aspiring firms have the right formula? Who will the VCs want to meet with to learn more?

Judges:

Christina Bechhold, Co-Founder and Managing Director, Empire Angels

Michael Kopelman, General Partner, Edison Partners

Mircea Mihaescu, General Partner, SBT Venture Capital

Victoria Vysotina, CEO, VV Strategic LLC

Catherine Wood, CEO, CIO, ARK Investment Management

 

Presenting FinTech Firms:

SizeUp

RemitMas

EESAT

SheetKraft

4:45pm

Rooftop Networking

Courtesy of Wall Street Life.. where luxury meets life.

Featuring:

Boyd & Blair Vodka

Carefree Lifestyle

Caviar Junk

Club Macanudo

Dietrich

Eredi Pisano

The Flatiron Room

Mr. K's

Sky Auction

Snyper

Uncle Jack's Steakhouse




#FINTECHSTN





#FINTECHSTN


speakers

chief executive officer | digital asset holdings

blythe masters

Blythe Masters is CEO of Digital Asset Holdings, a start-up company officially launched in March 2015, which is using digital technology to enhance settlement and recording of both digital and mainstream financial assets.

Blythe was previously a senior executive at J.P. Morgan which she left in 2014 after a career spanning 27 years, following the successful sale of the bank’s physical commodities business which she built.

chief executive officer | PORTWARE

alfred eskandar

Alfred Eskandar is a proven business leader and technology entrepreneur who has dedicated almost 20 years to introducing new levels of innovation and customer value to the global capital markets community. As CEO of Portware, Eskandar has passionately worked to fundamentally change the trading technology landscape. Prior to Portware, Eskandar ran the US trading business for Liquidnet, where he was an executive team member and founding employee. 

Chief executive officer | PERSEUS

jock percy

Dr Jock Percy is an economist and Chief Executive of Perseus. He leads a privately held, award winning, global high precision network and technology firm for financial trading, gaming and multi-media. Perseus serves top tier market makers, banks, exchanges and Fortune500 companies.

co-founder | TRAIANA

james chrystal

James’ responsibilities at Traiana include market development and sales for new products. In this role, he is responsible for driving the company’s business growth and profitability in emerging lines of business.

As a co-founder of the firm in 2000, James has served in a variety of roles focused on market development and revenue generation, including global head of sales and business development. He has more than 20 years of marketing and sales experience in the financial marketplace.

Managing Partner | SENAHILL

Neil desena

Neil started SenaHill after an impressive career at Goldman Sachs, where he led the creation of a pioneering, institutional trading technology system used worldwide for over twenty years.

He was the Managing Director, Global Head of REDI Products at Goldman Sachs from 2000-2006. His leadership built REDI into the industry leading global multi-asset trading system—expanding data centers and global networking through Europe and Asia with full interdependency/redundancy, creating a fully 24×7 global institutional trading platform.

Managing editor | markets media

Terry flanagan

Terry Flanagan joined Markets Media in 2010. Previously, Terry spent five years as an analyst at FridsonVision LLC, an independent research firm focusing on high yield bonds, and more than eight years as a reporter and editor at Bloomberg News, where he covered energy companies and U.S. corporate bonds.

enterprise presales, northeast | tableau

sally w. baldauf

Sally’s career spans over two decades in the Financial Services industry.   She has worked at three financial intuitions – Credit Suisse, Merrill Lynch and Drexel Burham, as well as a Financial Services Industry lead at Microsoft. She joined Tableau about one year ago and has been leading our Enterprise PreSales Team in the Northeast.

Prior to joining Tableau, Sally was a Director with Credit Suisse working in their Shared Services Technology Group, TIS, helping clients adopt new technologies in their Capital Markets, Private Banking and Wealth Management Groups. 

CEO & Co-Founder | Tickertags

Chris camillo

A pioneer in social arbitrage investing, Chris is one of the world’s top performing self-directed investors with an audited 8-yr track record of 84% annual portfolio returns. Chris and his social arbitrage investment methodology have been featured on Fox Business Network, Bloomberg TV, CNBC.com, Forbes.com, and Business Week. Chris is a regular public speaker on the real and perceived predictive effectiveness of social media chatter on public securities markets and it’s role in investment analysis.

president & ceo | isentium

gautham sastri

Gautham Sastri has been the President and CEO of iSentium since 2010. He is a seasoned technology entrepreneur and investor, having previously founded Terrascale Technologies (acquired by Rackable Systems, now SGI Corp [NASDAQ:SGI], and Maximum Throughput (acquired by Avid Technology [NASDAQ:AVID]). Subsequent to the acquisition of Terrascale by Rackable, Gautham was elevated to the position of COO, overseeing a revenue stream of $500MM/annum.

Partner | latham & watkins

vivian maese

Vivian Maese is a partner in the New York office of Latham & Watkins and a key member of the Financial Institutions Industry Group. She advises Tier 1 Banks, global fund complexes and FinTech companies on strategic transactions and regulatory advisory work at the intersection of financial services, technology, and regulation. Ms. Maese’s expertise relates to electronic trading and market structure, broker dealer and exchange regulation, market data, crowdfunding, cybersecurity, disaster recovery, privacy, cryptocurrencies, payments systems, and intellectual property.

 Founder & CEO | tradelegs

gideon agar

Gideon has worked in the tech industry since 1988. In addition to management positions at Oracle and Cisco, he has served as President/CEO at four companies and as an executive director on the boards of seven others.

Gideon’s business experience encompasses a broad range of markets, geographies and company sizes, and all phases of the technology company cycle: startup, recruit management teams, develop and implement new technologies and markets, raise funds, acquire/invest, day-to-day operations (including turnarounds), and exit.

co-Founder & CEO | UNTAPT

ed donner

Ed is Co-Founder and CEO of untapt, the automated hiring platform that connects talented software engineers with leading FinTech companies. Before starting untapt, Ed had an 18 year career in financial services as a software developer and technology leader in New York, London and Tokyo. He worked at a FinTech startup and most recently as a Managing Director at JPMorgan in Risk Technology. At JPMorgan, Ed found it incredibly difficult to hire engineers, discovered that engineers were also frustrated, and had an idea. He teamed up with top influencers and entrepreneurs in FinTech, recruiting and technology to transform the hiring process for companies and engineers alike.

FOUNDER & CEO | BENZINGA

JASON RAZNICK

Jason Raznick is the founder and CEO of Benzinga, a financial media platform helping millions of people improve their trading and investing each month. By providing superior data, news and actionable insights, Benzinga empowers individuals with the edge needed to profit in today’s financial markets. Benzinga most recently launched the industry-leading verified financial marketplace, Marketfy, to help traders and investors find the best financial products, tools and education.

Founder & CEO | Symbiont

mark s. smith

Mark Shelby Smith is CEO and Founder of Symbiont.io, Inc. Symbiont is the merger of MathMoney f(x) which was founded by Mr. Smith in September of 2013 and the founding team of Bitcoin 2.0 project Counterparty.io. As CEO Mark brings two decades of global experience in FinTech. He is a pioneer in creating and deploying disruptive technology to the foreign exchange ecosystem for both institutional and non-institutional customer segments. During his career Mark has been a founder of 4 FinTech companies that have gone from start-up to exit including The NexTrade ECN, MatchBook FX, Lava Trading, and Anderen Bank of Tampa Bay.

Co-founder and managing director | empire angels

christina bechHold

Christina is Co-Founder and Managing Director of Empire Angels, focused on sourcing and leading group investments as well as supporting portfolio companies. She is also responsible for all content, communications and group events. She is a Regular Contributor on the Accelerators, the Wall Street Journal’s startup blog, as well as a Venture for America mentor.

General partner | edison partners

michael kopelman

Michael has over 12 years of venture investing, corporate finance and entrepreneurship with software, e-commerce and financial services organizations. Michael leads Edison's e-commerce and consumer investment sector, and is a member of the financial services team. He also guides the investment team in Pennsylvania and Delaware. Michael is a frequent speaker at entrepreneurial events, technology conferences and financing seminars.

general partner | sbt venture capital

mircea mihaescu

General Partner at SBT Venture Capital. Dr. Mircea Mihaescu is managing a $100mill fintech venture investment fund, investing world-wide in the most promising start-ups of the financial industry. Before that, he was the Managing Director of Sberbank Digital Ventures, Director of IT Strategy, and Director of the Technology Research Center at Sberbank, responsible for the bank long term IT roadmap and technology innovation pilots.

chief executive officer | vv strategic llc

victoria vysotina

Victoria Vysotina has 20 years of experience in capital markets and investment management. She founded V V Strategic Group, a boutique investment firm, in 2011 to bring her institutional investment experience to family offices. The firm offers advisory services that range from full outsourced CIO function, portfolio diagnostic and risk assessment to specific direct deal-driven engagements.

chief executive officer, chief investment officer | Ark investment management

Catherine wood

Having completed twelve years at AllianceBernstein, Cathie founded ARK Investment Management in January 2014. At AllianceBernstein, she was Chief Investment Officer of Global Thematic Strategies, with $5 billion in assets under management and superior long term investment returns. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies.

Presenting FinTech Firms

SizeUp

www.sizeup.com

SizeUp helps financial institutions empower their small business customers to make smarter decisions through data. Using data synthesized from 100s of public and private sources, small businesses can benchmark themselves against competitors, find customers and suppliers, and optimize advertising dollars via informed

geographic targeting. SizeUp is big data for small businesses.

RemitMas

www.remitmas.com

RemitMas is a digital money transfer service that allows Latino immigrants in the U.S. to send money home into dedicated savings wallets and better plan for their family’s finances.

EESAT

www.eesat.com

As the only independent provider of a single-feed, data normalization solution of the seven Complex Order Books (COBs), EESAT delivers transparency to your traders’ desktops. OptEx provides a clean view of exchange order data with minimum effort required by you. OptEx puts relevant, tradable spread orders at your traders’ fingertips.

SheetKraft

www.sheetkraft.com

Financial institutions have an ever increasing need to manage large volumes of data, analyze data in real-time & generate reports for internal/external stakeholders. Ability to setup any new report/analysis with a least amount of effort and in the shortest possible time is a stated goal of every business team. SheetKraft is an

innovative business reporting tool that is designed to precisely serve this business need for firms, especially those which cannot support large operations/technology teams.

The day we've all been waiting for

"We had the opportunity to participate in several Markets Media events and are never disappointed. The collaborative format brings together some of the top people in our industry to share insights on what really matters in today's environment."

MOHIT BAJAJ

DIRECTOR, ETF TRADING SOLUTIONS

WALLACHBETH CAPITAL

 

"I always leave Markets Media conferences knowing more than I knew – and that’s the true value of attending."

LIDA PREYMA

Director, Global AML Compliance

BMO Capital Markets

Lead Sponsors

Co-Sponsors

Media Partnerships

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Carnegie Hall

Adjacent to the Roof Terrace on the ninth floor, this elegantly appointed event space features skyline views, polished hardwood floors, and classic architectural details perfect for social celebrations and corporate gatherings.

 

Located on the 9th and 10th floors, this stunning event space features grand windows with skyline views of New York City and Central Park. Soaring ceilings and a unique catwalk overlooking the main floor make this a truly memorable space.

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