Agenda
Day 1 Monday, October 2nd, 2017
8:00–8:45 am
Registration and Networking
8:45–10:45 am
Session One
8:45 am
Welcome Remarks Charles Jones Senior Vice Dean, Columbia Business School
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.
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
Interviewer Jason GreenCEO, The Cambridge Group
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.
Moderator Christopher AustinPartner, Capital Markets Technology Group, Orrick
Speaker Tommy MarshallFinTech Lead, North America Accenture
Speaker Jeff McMillanChief Analytics & Data Officer, Morgan Stanley Wealth Management
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.
Moderator Ramit AroraPresident and Co-Founder at Biz2Credit
Speaker Anjali DewanVice President Risk Management at American Express
Speaker Emma Loftus Managing Director, Global Payments and FX Product Executive J.P. Morgan Treasury Services
Speaker Frank T. Young Senior Vice President, Global Product and Innovation, Global Payments
12:00 pm
Keynote
Speaker David Siegel CEO, Investopedia
12:30-1:45 pm
Lunch
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?
Moderator R.A. FarrokhniaFaculty member, Columbia Business School & School of Engineering
Speaker Morgan DowneyCEO, Money.Net
Speaker Guillermo KoppWorldwide Financial Services Industry Director, Microsoft
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?
Moderator Catherine Brennan Partner, Hudson Cook
Speaker Robert McKenna Partner, Orrick, former Washington State Attorney General
Speaker Rishi Nangalia Managing Director and the Global Head of ETI Trading, Thomson Reuters
Speaker Gagan RaiManaging Director and CEO, NSDL e-Governance
3:15-3:45 pm
Networking Break
3:45–5:15 pm
Session Four
3:45 pm
Fireside Chat: Building a Bank Based on Service, Community and Empowerment
Interviewer Penny CrosmanEditor-at-Large, American Banker
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?
Moderator Eric Johnson Norman Eig Professor of Business, Columbia Business School
Speaker Aniko DeLaney Global Head of Corporate Marketing, BNY Mellon
Speaker Radhika DuggalVice President, Marketing, CommonBond
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.
MODERATOR Matthew QuintDirector, Center on Global Brand Leadership, Columbia Business School
Speaker Jesse ChenardCEO, MonetaGo
Speaker Tanmoy JadhavSenior Manager, Innovation, Co-Lead of the US Blockchain Lab, Deloitte
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?
MODERATOR Rohit AroraCo-Founder and CEO, Biz2Credit
Speaker Veetika DeorasCOO - Digital Vertical, Head - Brand Marketing and Corporate Communication, Tata Capital Limited
Speaker Peter EarlyGeneral Manager of Asset Management, SoFi
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.
Moderator John RolanderDirector, Marakon
Speaker Patrick BarnetCEO, Qumram
Speaker Atul KamraManaging Partner, SixThirty
Speaker Todd TaylorPartner, Heidrick & Struggles
Speaker Srini VenkateswaranDirector, Marakon
10:55–11:15 am
Networking Break
11:15–12:00 pm
Panel
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?
Moderator Stephen P. ZeldesBenjamin Rosen Professor of Finance & Economics, Columbia Business School
Speaker Gregory FlemingDistinguished Visiting Fellow, Yale University School of Law
Speaker Jason Jones LendIt, NSR Invest, & Lend Academy
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
Speaker Joshua SteinerHead of Industry Verticals Group, Bloomberg L.P.
12:45 pm
End of Conference
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For sponsorship opportunities/queries:
Melina Robbana
Program Director, Program for Financial Studies
- md2953@gsb.columbia.edu
- 1-212-851-9473
Venkatesh Bala
CDO Biz2Credit
- venkatesh.bala@biz2credit.com
- 646-275-9370