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8:00am - 8:50am 50 mins
Blockchain Fintech Summit
Registration, Breakfast & Networking
8:00am - 8:50am 50 mins
AI Fintech Summit
Registration, Breakfast & Networking
8:50am - 9:00am 10 mins
Blockchain Fintech Summit
Chairman's Welcome Address
  • Chair Alex Koles - CEO / Founder / Managing Director, Evolve Capital Partners
8:50am - 9:00am 10 mins
AI Fintech Summit
Chairman's welcome address
  • Chair Steven Ramirez - CEO, Beyond the Arc
9:00am - 9:30am 30 mins
Blockchain Fintech Summit
Kick Off Keynote Address
  • Daniel Gorfine - Director, LabCFTC and Chief Innovation Officer, CFTC (U.S. Commodity Futures Trading Commission)
9:00am - 9:30am 30 mins
AI Fintech Summit
Kick Off Keynote Address: Driving Organizational Transformation with AI
  • Brad Stewart - Senior Vice President, Artificial Intelligence Enterprise Solutions, Innovation Group, Wells Fargo & Company
9:30am - 10:00am 30 mins
Info
Blockchain Fintech Summit
Panel Discussion: Evolution and Reality of Blockchain: Demystifying the Myth
  • Moderator Boris Spremo - Head of Operations, Trustology
  • Ian Putter - Head: Unified Finance Development, Innovation and CA Training, Standard Bank Group
  • Joyce Shen - Investment Director, Tenfore Holdings; Faculty, UC Berkeley, UC Berkeley
  • Ron Quaranta - Chairman, Wall Street Blockchain Alliance
  • Helen Altshuler - Engineering Leader, Google/SafeChain
  • Where are we now? Blockchain’s state of play in today’s competitive market. How Blockchain is restructuring the financial industry and opportunities it offers
  • How financial firms are leveraging Distributed Ledger Technology to cut cost, improve transparency, speed and efficiency of financial offerings and services
  • Opportunities created by FinTechs
  • The ways banks and financial institutions are using DLT and transforming their businesses
  • Identity application, applications for documentations to simplify supply chain, payments area, smart contracts, trade finance, improving efficiency of clearance and settlement/post-trade applications : which main areas of banking and other financial firms is transforming by blockchain and the financial industry most likely to see an effect on?
  •  From concept to proofing: current products in production 
9:30am - 10:00am 30 mins
Info
AI Fintech Summit
Case Study : Mastering Adoption of Advanced Analytics and AI
  • Emil Matsakh - Chief Analytics Officer, Commonwealth Bank of Australia
  • What business changes are required in order to integrate AI on the business side- how to get started?
  • How can your firm prepare for and embrace the rise of automation. Key steps to consider
  • How can an organisation capitalise on the deployment of a smart, AI/ML solution?
  • Addressing organizational, political and cultural readiness before and during AI implementation
  • Practical examples of journeys of the implementation process: how can we truly adopt data analytics and gain from it?
10:00am - 10:30am 30 mins
Info
Blockchain Fintech Summit
Debate: Running Blockchain Projects by Banks, Insurance and Investment firms – How It Should Be Done: Views From the Boardroom
  • Moderator Alex Koles - CEO / Founder / Managing Director, Evolve Capital Partners
  • Demetrio Migliorati - Head of Blockchain Program, Department of Innovation, Sustainability and Value Strategy, Banca Mediolanum
  • Anindya Sengupta - VP Strategy, Prudential
  • John Evans - Head of Blockchain Strategy, Vanguard
  • Arijit Das - Senior Vice President, FinTech Solutions and Enterprise Messaging, Northern Trust
  • Gomathy Subramanian - Director - TCS Financial Solutions, Tata Consultancy Services
  • How and what to address in an enterprise blockchain project to make it a success?
  • What is the real process for designing and developing your strategy in this environment?
  • How do you structure your company and ingrain innovation into your financial organizations’ culture?
  • What is needed to be effective in your communication about blockchain projects to move the needle and work through organizational dynamics?
  •  How are the projects getting pushed through and integrated? Best practices of blockchain projects: opportunities and challenges?
10:00am - 10:30am 30 mins
Info
AI Fintech Summit
Panel Discussion: FinTechs and Corporates towards a Productive Partnership in AI
  • Moderator Neeraj Arora - Global Head of Decision Science and Data Automation - Personal Insurance, AIG
  • Veronica Osinski - Founding Managing Partner, Trifecta Capital
  • Max Chee - Head of Aquiline Technology Growth, Aquiline Capital Partners
  • Dan Dall'Asta - Partner, Route 66 Ventures
  • How should financial firms engage with FinTech start-ups
  • What start-ups need to improve the way they interact with large firms?
  • Choosing a reliable partner to source the technology
  • How to accommodate the cost of new technology and demonstrate it into value?
  • Recent practical examples and lessons learnt
10:30am - 11:10am 40 mins
Blockchain Fintech Summit
Morning Networking Break
10:30am - 11:00am 30 mins
AI Fintech Summit
Morning Networking Break
11:00am - 11:15am 15 mins
Info
AI Fintech Summit
Case Study: Mastering the Art of Conversational AI in Banking with BMO
  • Jake Tyler - Founder & CEO, Finn AI
  • Sumit Sarkar - Head, Customer Experience & Strategy, Personal Banking, BMO

- Why BMO is following a phased approach in their launch of BMO Bolt™

- How following best practices allowed BMO to launch their chatbot successfully within ten months of project kick-off

- Key metrics and first phase results

- What’s next for BMO Bolt™

11:10am - 11:50am 40 mins
Info
Blockchain Fintech Summit
Panel Discussion: Fintechs as Enablers of Change: Collaboration and Partnership- How to Do it Right?
  • Moderator Peter Sexton - Director, Global Financial Services Team,Senior International Trade Specialist, U.S. Commercial Service New York City; U.S. Department of Commerce, International Trade Administration
  • Roy Sebag - Founder & Chief Executive Officer, Goldmoney Inc. (TSX:XAU) & Menē Inc. (TSXV:MENE), Goldmoney Inc.
  • David Friedman - Principal, Yang Ventures
  • Joyce Shen - Investment Director, Tenfore Holdings; Faculty, UC Berkeley, UC Berkeley
  • Building an efficient and productive relationship with start-ups: partnership and collaboration models
  • How to partner and who to partner with? How to insure that the relationship is beneficial to both parties?
  • What are the expectations from a blockchain start-up company, corporate investor and a VC?
  • Real world applications and journey by financial firms
11:15am - 11:45am 30 mins
Info
AI Fintech Summit
Debate: Data – Oxygen for AI: Latest Data Management Strategies for Successful AI
  • Moderator Ian Hartman-O'Connell - Senior Policy Liaison, AARP
  • Sears Merritt - VP & Chief Data Scientist, MassMutual
  • Katie Meyers - SVP & Chief Data Officer, Farmers Insurance
  • Tom Tiefenworth - Assistant Vice President, Chief Technologist Compliance Analytics, Legg Mason
  • Chris Merz - Vice President Security and Decision Products - Decision Sciences, Mastercard
  • Neeraj Arora - Global Head of Decision Science and Data Automation - Personal Insurance, AIG
  • Maximizing and optimizing the potential of data within your firm
  • Data management issues and barriers to be considered ahead of the implementation of new AI technology
  • Ways to access, cleanse the data, measuring the level of confidence in your data and making it available for AI integration
  • When and where is it possible to apply ML and AI to data?
11:45am - 12:15pm 30 mins
Info
AI Fintech Summit
Debate: Leveraging Robotics in Financial Services & AI – Building a Foundation for Success
  • Imir Arifi - Head of Artificial Intelligence & Machine Learning, HCSC
  • Moderator Ellen Carney - Principal, Forrester
  • Real insights into robotics and automation of the processes
  • How banks build on RPA to increase the sophistication of their AI approaches?
  • Which aspects of the back offices of banks are well suited to RPA implementation, and is it delivering on its promise ?
  • Impact on current roles
  • What collaboration between banks and market infrastructures does robot-powered back office and post-trade automation require - and how can the market successfully put that collaboration in place?
  • What innovations are there that would touch the front?
  • Learn how one large enterprise has organized for success in the AI space and some key lessons learned in the journey to transform the business.

11:50am - 12:30pm 40 mins
Info
Blockchain Fintech Summit
In the Spotlight Panel: Cryptocurrency, ICOs and Tokenization
  • Moderator Morgan Polotan - Principal, Genacast Ventures | Formed in partnership with Comcast Ventures
  • Jeff Koyen - President, 360 Blockchain USA
  • Ron Quaranta - Chairman, Wall Street Blockchain Alliance
  • Rob Nance - Managing Partner, CityBlock Capital
  • Raphael Ouzan - Entepreuner in Residence, Thrive Capital
  • What is the value of crytocurrency and bitcoin? Monetization of the asset. Will Cryptocurrency replace gold or challenge the dollar? Is this a bubble or a lasting change in financial assets?
  • The current ICOs landscape : the rise of coin base offerings and what it means for market participants
  • Which corporates are finding success with Blockchain?
  • Do we need blockchain as a tool for an ICO?
  • Dealing with fraud and risk management of cryptocurrency
  • Tokenization/ Tokens: Blockchain, Token Types, and Business Models - A walk through the token design space and explain token business models. A view on what's happening in the world of ICOs and tokens today.
12:15pm - 12:30pm 15 mins
AI Fintech Summit
How Science Builds Relationships
  • Pini Yakuel - CEO and Founder, Optimove
12:30pm - 1:30pm 60 mins
Blockchain Fintech Summit
Networking Luncheon
12:30pm - 1:30pm 60 mins
AI Fintech Summit
Networking Luncheon
1:30pm - 2:00pm 30 mins
Blockchain Fintech Summit
Leveraging Blockchain for Private Equity Fund Management
  • Arijit Das - Senior Vice President, FinTech Solutions and Enterprise Messaging, Northern Trust
1:30pm - 2:00pm 30 mins
Info
AI Fintech Summit
Debate: AI in Customer Experience: Adding Value to Customer Experience with AI
  • Moderator Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Jerry Gupta - SVP Group Strategy, Swiss Re Management (US) Corporation
  • Steven Ramirez - CEO, Beyond the Arc
  • Ryan Miller - Senior Vice President, Design & Delivery Leader, Innovation Group, Wells Fargo
  • Darrius Jones - VP Enterprise Innovation, USAA
  • Aravind Rajasekaran - CIO - Digital Channel Technology, Ally Financial Inc.
  • What are the practical challenges and key learning points of using AI to improve customer experience in financial markets?
  • What are the main areas the industry can benefit from data analytics and AI and how?
  • Does AI deployment result from the direct customer need? Do customers expect AI-driven experiences in their interactions with businesses?
  • What are the key advantages of using AI (eg. offering chatbots interaction? Do customers consider communication with chatbots as a 2-way communication channel?)
  • Does AI contribute to true engagement and loyalty?  
  • Will AI make or break customer experience? What needs to be done in order to achieve the balance between the human touch and technology in customer experience. What does the future hold?
2:00pm - 3:00pm 60 mins
Info
Blockchain Fintech Summit
Real Application Showcase: Enterprise Current and Future Opportunities with Blockchain - From Proof of Concept to Real Production
  • Ian Putter - Head: Unified Finance Development, Innovation and CA Training, Standard Bank Group
  • Dohyung "DH" Kim - Chief Executive Officer, Finhaven

Real life cases of the blockchain that can be modified and used in business scenarios:

  • Identity application
  • Blockchain applications for for securing document flows
  • Payments area
  • Smart contracts
  • Trade finance
  • Clearance and settlement/post-trade applications 
2:00pm - 3:00pm 60 mins
Info
AI Fintech Summit
Real Applications Showcases
  • Hari Ramamurthy - CTO & Technical Architect, Kuflink
  • Agnes Tourin - Industry Assistant Professor, Department of Finance and Risk Engineering, New York University
  • Julia Romero - Actuarial Data Scientist, Haven Life
  • ShanShan Li - Senior Data Scientist, MassMutual
  • Andrew Chin - Chief Risk Officer and Head of Quantitative Research, Alliance Bernstein

Business Applications and Actual Case Studies within the following areas: Investing/Asset Management, Fraud Detection, Credit Scoring-Underwriting, Customer Support, Market Research, etc,

3:00pm - 3:05pm 5 mins
Blockchain Fintech Summit
Chairman's Close Remarks & End of the Event
3:00pm - 3:05pm 5 mins
AI Fintech Summit
Chairman's Close Remarks & End of the Event
Showing of Streams