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17
Apr

"The Future of Finance"

Breakfast

Summary

FCS SF will stage a breakfast panel discussion on crypto-currencies and other emerging trends in finance, primarily driven by technology.

We'll look at how traditional financial institutions are adapting to these trends -- or whether they're ignoring them.  We'll gauge the impact of these business strategies on the supporting marketing strategies.  Our panel of experts will explain what it means for consumers and companies to begin using currencies like Zcash and Bitcoin, and what processes and behaviors will be affected.

Speakers

Monica LongPanelist

Vice President of Marketing

Ripple

Monica is VP of Marketing for Ripple. She previously managed PR for QuickBooks at Intuit. Prior to that, she worked at a global tech PR agency. There she supported startup clients in various B2B and B2C sectors, including a number in fintech, such as Prosper.

Matt QuinnModerator

Technology Editor

Quartz

Matt Quinn is Quartz’s technology editor. Prior to joining Quartz in June 2015, he was the executive editor of Advertising Age. Before that, he was the editor of CFO Journal, an online edition of The Wall Street Journal for corporate-finance professionals. Matt has held writing and editing positions with Crain’s Financial Week, Inc. magazine and American Banker. Prior to journalism, he was a financial analyst with Wenner Media, publisher of Rolling Stone, Us Weekly and Men’s Journal.

Josh SteinPanelist

President & General Counsel

Harbor, Inc.

As president and general counsel, Josh Stein is leading Harbor's efforts to build a compliance-focused technology platform for tokenizing private securities. He was previously general counsel and chief compliance officer at Zenefits, served as general counsel at OptumRx (a subsidiary of UnitedHealth Group), was an Assistant U.S. Attorney, a federal judicial clerk and an Intelligence Officer for the U.S. Army.

Ben MorrisPanelist

Investor and Financial Engineer

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Ben Morris is a financial professional investing in public and private markets and focuses much of his attention on the emerging cryptoasset capital markets ecosystem. Ben previously developed an option hedging product for real assets, managed a proprietary portfolio as VP for Wells Fargo, and advised banks and insurance companies.  An engineer by training, Ben began his capital markets career structuring and marketing financial instruments to help institutions raise capital before and during the last financial crisis. He joined Wells Fargo’s Principal Investing division in 2009 and increased managed assets by over 4x during his tenure while generating above-market returns.  Ben left regulated banking in 2015 to focus on financial innovation in new markets, including cryptoassets / blockchain projects, real asset securitization and Reg A/A+ equity crowdfunding.  Areas of interest include decentralized credit and derivative markets, distributed asset ownership and the creation of new standards and protocols for cryptoassets that will serve both retail and institutional investors.

Become a sponsor

Sponsors

  • FCS West Diamond Sponsor:

    Oath
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS West Gold Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal
  • Raffle Sponsor:

    Realtor.com

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00
Become a member to get member's price.
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April 17, 08:00AM PDT
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Address:

Omni San Francisco Hotel, 500 California Street, San Francisco