Rob Koyfman Fireside Chat with Stan Synko
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Rob founded Koyfin because he was frustrated with the lack of functional investment tools that were available when he didn’t have access to Bloomberg.
FinTech Panel with Wazi
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Understand the opportunities and difficulties in the fast-changing FinTech Ecosystem.
$2B of private investment in 2010 to over $20B in last 12 months, FinTech is arguably the arena where the most will change in the next 3 years - yet has many uncertainties along the way. Â Come for an evening with FinTech experts as we lay out the opportunities and pitfalls and address your particular problems. Â End the evening with a Fireside Chat learning from a founder who is making his way through. Â
This is the first of the 4 FinTech Ecosystem events in 2017 that will help you find and exploit some of the biggest opportunities whether you are a FinTech player or a Professional looking to transition into entrepreneurship or want to pick up some FinTelligence to plan your next move.
Rob founded Koyfin in 2016 because he was frustrated with the lack of functional investment tools that were available when he didn’t have access to Bloomberg.  Rob has been an investment analyst on Wall Street since 2002 with research and strategy roles at Goldman Sachs, Citigroup and most recently, Tekne Capital. Throughout his career he has focused on analyzing equity and macro investments using Bloomberg, Reuters, Factset and Capital IQ. He graduated from Rutgers University with a degree in Finance and Mathematics and is a CFA charterholder.
Stan has been building dev teams for nearly a decade. He has experience managing product on the vendor side, as well as consulting with the client to clarify the relationship between product development the business case. After relocating to Silicon Alley and launching Ezetech in 2015, Stan has championed an MVP methodology as an effective means of solving business problems of all shapes and sizes.
Born in a corrugated iron hut in Bangladesh with no running water, Wazi came to America to study Electrical Engineering (Univ of Pennsylvania), Finance (Wharton), and an MBA (Stanford University). Working as an Investment Banker, Venture Capitalist and Management Consultant (The Boston Consulting Group) gave Wazi the tools to become an Entrepreneur – starting companies he has sold, run or folded. Â
David Sorin, Partner, Co-Chair - Venture Capital & Emerging Growth Company Practice, McCarter & English
Dave Sorin is an office managing partner of McCarter & English and Co-Chair of the Venture Capital & Emerging Growth Companies practice. He focuses primarily on privately- and publicly-owned startup, early stage, emerging growth, and middle market technology, tech-enabled and life science enterprises, as well as the investors, executives, and boards of directors who support and lead them. Dave has a long track record of successful representation of growth companies, having been repeatedly recognized by well-known periodicals for a unique combination of legal acumen and sound business judgment. He also brings to bear his broad range of knowledge and experience in counseling enterprises and investors in diverse emerging growth markets, technology industries (including software, information technology, e-commerce, cybersecurity and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region.
Thejas is a Director with WallachBeth Capital and leads the firm's Strategist Consulting (SCOUT) group, providing institutional investors regular guidance on portfolio construction and trading optimization techniques.
Prior to joining WallachBeth, Thejas spent several years at Goldman Sachs, where he was a Vice President on the Macro Trading desk within the Securities division. He was responsible for trade execution and risk management surrounding large index rebalance strategies and sensitive liquidity events.
Thejas holds an MBA in Quantitative Finance from the NYU Stern School of Business and a BA in Economics from Rutgers University. When he's not working, Thejas can be found running in Brooklyn or memorizing hip hop lyrics.
Narmi provides superior financial technology to the 12,000 financial institutions in the United States. Narmi's core product is a white-labeled mobile and online banking platform that helps financial institutions better attract, retain and engage their end-users.
Nikhil previously served as CEO of a $18mm credit union. He discovered first-hand how painful and antiquated technology is at financial institutions and co-founded Narmi to do something about it. Prior to Narmi, he spent three years in Citigroup's Investment Banking Division focusing on M&A and equity / debt capital raises.
Nikhil graduated from Georgetown University.
Venue Sponsor -Â
Workville is an upscale, boutique, co-working space with a talented community of disruptive startups, small businesses, and foreign companies expanding into the NYC market. Members are very loyal, professional, and friendly. Our space is sundrenched and perks include lounge space plus 3 outdoor terraces! Location is central, steps from Times Square, Bryant Park, and major transportation hubs.Â
Ezetech has been serving NYC's FinTech community, handling everything from validating blockchain use-cases for P2P lending to iterating MVCPs for seasoned technical analysts/traders (plus a few other projects that are in stealth-mode for their clients)
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StrtupBoost is a 30,000 strong community of the best and brightest who come together for startup presentations, investor nights, business development networking and learning.