Day 1 Monday, October 2nd, 2017

8:00–8:45 am


Registration and Networking

8:45–10:45 am


Session One

8:45 am

Charles Jones
Welcome Remarks Charles Jones Senior Vice Dean, Columbia Business School
Rohit Arora
Welcome Remarks Rohit Arora Co-Founder and CEO, Biz2Credit

9:00 am


Transient Advantage in Digitizing Finance: Strategy in a Digitizing World The holy grail of traditional strategy was to find an attractive position in a high-growth industry and fiercely protect it with traditional entry barriers such as cost of entry. But the nature of a long-lived competitive advantage has changed, with new entry conditions, such as network effects, taking over from traditional ones. We'll discuss the new sources of advantage and how firms should be thinking about them in a more transient society.

Rita Gunther McGrath
Speaker Rita Gunther McGrathAuthor, The End of Competitive Advantage, faculty, Columbia Business School

9:30 am


Fireside Chat: Goldman Sachs Begins Consumer Lending with Marcus

Jason Green
Interviewer Jason GreenCEO, The Cambridge Group

Harit Talwar
Speaker Harit Talwar Head of Digital Finance, Goldman Sachs

10:00 am


New Business Models and Organizational Transformation in Financial Services Vast areas of financial services are being transformed, such as how credit is obtained, risk is managed, payments and collections are made and financial advice dispensed. This panel will address key questions of how businesses will be compensated in the emerging financial services environment, as well as the organizational and resource allocation challenges to accomplish a successful transition to newer business models in the industry.

Christopher Austin
Moderator Christopher AustinPartner, Capital Markets Technology Group, Orrick

Tommy Marshall
Speaker Tommy MarshallFinTech Lead, North America Accenture

Jeff McMillan
Speaker Jeff McMillanChief Analytics & Data Officer, Morgan Stanley Wealth Management

Val Srinivas
Speaker Val SrinivasResearch Leader, Banking & Securities, Deloitte

10:45-11:15 am


Networking Break

11:15-12:30 pm


Session Two

11:15 pm


The Future of Payments and Convergence with Lending The coming launch of the 10th anniversary edition of the Apple iPhone and new payments innovations are poised to transform the field. B2B and cross-border payments will be revolutionized as well through blockchain, AI and other advances. An important trend is how payments are coming together with lending. This session will discuss what we can expect to see over the next 3 to 5 years.

Ramit Arora
Moderator Ramit AroraPresident and Co-Founder at Biz2Credit

Anjali Dewan
Speaker Anjali DewanVice President Risk Management at American Express

Emma Loftus
Speaker Emma Loftus Managing Director, Global Payments and FX Product Executive J.P. Morgan Treasury Services

Frank T. Young
Speaker Frank T. Young Senior Vice President, Global Product and Innovation, Global Payments

12:00 pm



David Siegel
Speaker David Siegel CEO, Investopedia

12:30-1:45 pm



1:45-3:15 pm


Session Three

1:45 pm


Key Technology Trends and Issues As smartphones become commonplace in the hands of consumers, and financial services businesses migrate to the cloud, how can technology enhance the customer experience while maintaining the security and privacy of customers? What is technology's potential to streamline banks' and non-banks' operations and enable them to innovate for the consumer?

R.A. Farrokhnia
Moderator R.A. FarrokhniaFaculty member, Columbia Business School & School of Engineering

Morgan Downey
Speaker Morgan DowneyCEO, Money.Net

Guillermo Kopp
Speaker Guillermo KoppWorldwide Financial Services Industry Director, Microsoft

Sahar Zaheer
Speaker Sahar ZaheerHead of Small Business Fintech Product, TD Bank

2:30 pm


Will Regulation Slow Financial Services Innovation? AirBnB and Uber have already shown that there are many regulatory challenges with digital technologies. Within financial services, there is both regulatory uncertainty and a looming trade-off between innovations that benefit the customer while ensuring greater safety for them. How can financial services companies best adapt to evolving regulatory circumstances while competitively serving the customer?

Catherine Brennan
Moderator Catherine Brennan Partner, Hudson Cook

Robert McKenna
Speaker Robert McKenna Partner, Orrick, former Washington State Attorney General

Rishi Nangalia
Speaker Rishi Nangalia Managing Director and the Global Head of ETI Trading, Thomson Reuters

Gagan Rai
Speaker Gagan RaiManaging Director and CEO, NSDL e-Governance

3:15-3:45 pm

Networking Break

Networking Break

3:45–5:15 pm


Session Four

3:45 pm


Fireside Chat: Building a Bank Based on Service, Community and Empowerment

Penny Crosman
Interviewer Penny CrosmanEditor-at-Large, American Banker

Cort O'Haver
Speaker Cort O'HaverPresident and CEO, Umpqua Holdings Corporation

4:15 pm


Staying Ahead of the Consumer – Exceeding Expectations and Creating Breakthrough Experiences Within online retailing, Amazon has set a high bar for the customer experience and customer service by consistently innovating new products and services, and, with their acquisition of Whole Foods, are taking steps to become an omni-channel retailer.. What will it take for banks and other financial services providers to delight their customers and outshine their competitors online, on mobile, within branches and across other channels?

Eric Johnson
Moderator Eric Johnson Norman Eig Professor of Business, Columbia Business School

Aniko DeLaney
Speaker Aniko DeLaney Global Head of Corporate Marketing, BNY Mellon

Radhika Duggal
Speaker Radhika DuggalVice President, Marketing, CommonBond

Daniel Egan
Speaker Daniel Egan Vice President, Behavioral Finance, Betterment

5:15–6:15 pm


SCHMOOZE Wine and Beer Reception

Day 2 Tuesday, October 3nd, 2017

8:00–8:45 am


Registration and Networking

8:45–9:45 am


Opening Panel

8:45 am


Blockchain Technology & Its Implications Bitcoin is only one early manifestation of the potential of blockchain and other distributed ledger technologies have within financial services. Understanding blockchain's evolution, parallels with earlier technological advances and its applications will be critical for applying it within and across organizational boundaries in financial services.

Matthew Quint
MODERATOR Matthew QuintDirector, Center on Global Brand Leadership, Columbia Business School

Jesse Chenard
Speaker Jesse ChenardCEO, MonetaGo

Tanmoy Jadhav
Speaker Tanmoy JadhavSenior Manager, Innovation, Co-Lead of the US Blockchain Lab, Deloitte

Matt Marelius
Speaker Matt MareliusBlockchain Subject Matter Expert, IBM

9:45–10:00 am


Networking Break

10:00–10:55 am


Parallel Break-Outs


Presidential Ballroom Digital Transformation-Credit Markets Increasingly, banks and other financial services companies are partnering with some of the early fintech pioneers and adopting their technology platforms. At the same time, the platforms themselves are innovating rapidly and offering financial institutions improved solutions for managing risk, meeting regulatory requirements and expanding growth horizons. How will the industry landscape shift in relation to these and other trends?

Rohit Arora
MODERATOR Rohit AroraCo-Founder and CEO, Biz2Credit

Speaker Veetika DeorasCOO - Digital Vertical, Head - Brand Marketing and Corporate Communication, Tata Capital Limited

Peter Early
Speaker Peter EarlyGeneral Manager of Asset Management, SoFi

Val Katayev
Speaker Val KatayevManaging Partner, Prime Meridian Capital Management


Garden Room 2 – 1st Floor New Partnerships in the FinTech Landscape As the impacts of digital connectivity and data affect the financial industry, a new landscape is taking place between traditional financial institutions and the start-up players built during the age of the Internet. This session will examine strategies and case studies that look at how start-ups are connecting with incumbents in vendor-buyer relationships and also joint go-to market approaches, in areas such as wealth management, lending, payments, and others.

John Rolander
Moderator John RolanderDirector, Marakon

Patrick Barnet
Speaker Patrick BarnetCEO, Qumram

Atul Kamra
Speaker Atul KamraManaging Partner, SixThirty

Todd Taylor
Speaker Todd TaylorPartner, Heidrick & Struggles

Srini Venkateswaran
Speaker Srini VenkateswaranDirector, Marakon

10:55–11:15 am


Networking Break

11:15–12:00 pm



11:20 am

Presidential Ballroom

Successfully Investing in Emerging Financial Services Businesses Financial services firms investing or looking to invest in fintech startups typically look for a strong strategic rationale prior to making an investment. Investing or partnering with a startup can potentially create significant shareholder value but at the same time carry risks. What are some of the effective approaches to create economic value and reduce the risk from using externally created financial technology?

Stephen P. Zeldes
Moderator Stephen P. ZeldesBenjamin Rosen Professor of Finance & Economics, Columbia Business School

Gregory Fleming
Speaker Gregory FlemingDistinguished Visiting Fellow, Yale University School of Law

Jason Jones
Speaker Jason Jones LendIt, NSR Invest, & Lend Academy

Stephen Stout
Speaker Stephen StoutManaging Director at FT Partners, New York

12:00–12:30 pm


Closing Plenary


Fireside Chat: Digital Financial in the Overall Economic Spectrum


Joshua Steiner
Speaker Joshua SteinerHead of Industry Verticals Group, Bloomberg L.P.

12:45 pm


End of Conference

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Melina Robbana

Program Director, Program for Financial Studies

  • 1-212-851-9473

Venkatesh Bala

CDO Biz2Credit

  • 646-275-9370