Event Profile

CAIA New York presents What's Next for Fintech?

August 11, 2020
All times listed are in local time
Free Event

CAIA New York presents: What's Next in Fintech?

With increasing numbers of firms operating at the intersection of finance and technology, it’s increasingly difficult to tell who’s driving the conversation – and the flows. In this session we explore some of the business models that have seen the most traction, understand how each speaker looks at the due diligence process, and
discuss how regulatory changes may (or may not) shift the landscape.

Panel Moderator:
Colleen HsiaSenior Managing Director and Head of Americas
Financial Services, FTI Strategic Communications

Tuesday, August 11th
5:00 PM to 6:00 PM EST

Zoom Webinar
When entering the webinar, you will be asked to provide a password.
The password will be provided to you on the day of the event via email.

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Documents to share:
Tom Fortin
Organization: iCapital Network

iCapital is the dominant digital platform for private funds investing now with $58 billion. He is responsible for the Administration, Investor Services, Enterprise Implementation and Technology departments. Tom is also co-chair of the firm’s Corporate Risk Management Committee. Prior to joining iCapital, Tom was a Managing Director at BlackRock from 2001 to 2017. Tom earned a BS in Electrical Engineering from Columbia University and a BS in engineering from Providence College, and an MBA degree in Finance from New York University.

Colleen Hsia
Organization: FTI Consulting

Colleen Hsia is a Senior Managing Director and serves as Head of Financial Services for the Americas in the FTI Strategic Communications segment. In this role, she leads a multidisciplinary team advising financial services clients on matters of corporate reputation, public affairs, financial communications and crisis communications.

Arjun Sethi
Organization: Tribe Capital

Arjun was a Partner at Social Capital where he led the Venture Team (six full time GPs) with a broad focus on early stage investing in the consumer and enterprise sector. Investments at Social Capital include Front, Slack, Carta, Cloud Kitchens and Relativity Space. Previously, he served as an executive at Yahoo! where he launched Yahoo! Livetext. Before that, he was co-founder and CEO of MessageMe (acquired by Yahoo!) and he was CEO of Lolapps, the developer behind Ravenwood Fair. He is considered one of the top 100 angel investors in the Valley with advisory, direct and secondary investments across stages including Snapchat, Lyft, OpenDoor, Gusto, Truecaller, and Rubrik.

Wan Li Zhu
Organization: Fairhaven Capital

Wan Li Zhu is an experienced technology VC at Fairhaven Capital and corporate venture investor at Suffolk Construction. He also founded and runs MIT Alumni Angels, the alumni-based startup investment network of MIT with presence in Boston, NYC, SF and DC. Prior to startup investing, Wan Li was a product leader at Microsoft in Dynamics CRM. Wan Li holds an MBA from Harvard Business School, and Master’s and Bachelor’s degrees in Electrical Engineering and Computer Science from MIT.