May 31, 2023





Today’s Theme: Navigating Risk Amid the Fog of War

CEO Sessions

9:30 am
10:00 am

Hans Morris, Managing Partner at Nyca Partners
Matt Harris,
Partner at Bain Capital Ventures

10:10 am
Building a Risk Framework

John Caplan, CEO at Payoneer
Annie Armstrong, CRO at Lending Club

This year has demonstrated the urgent need for risk preparedness for every fintech company. In this session we will discuss everything you need to know to get started: real-life examples of risks you need to be prepared for, demystify what enterprise risk means exactly, and sort out what internal talent and processes you need to help govern your risk profile.

10:40 am
Fintech Dungeon & Dragons

Tom Brown, Partner and General Counsel at Nyca Partners
Noah Breslow, Partner at Bain Capital Ventures

Get ready to roll some 20-sided dice.

11:15 am
Sagacity from the Secretary

Larry Summers, Charles W. Elliot University Professor at Harvard and 21st United States Secretary of the Treasury
Hans Morris, Managing Partner at Nyca Partners

Perhaps no other person is more qualified to assess current and future risks for fintech CEOs, from his time serving in the most senior policy positions, and from his role on the board and advisor to Block, Lending Club and other fintech companies.

CEO & Industry Sessions

12:00 pm
Registration & Lunch
1:00 pm
Welcome & Introductions

Hans Morris, Managing Partner at Nyca Partners
Matt Harris,
Partner at Bain Capital Ventures

1:25 pm
The 2023 State of Fintech

Matt Harris, Partner at Bain Capital Ventures

1:50 pm
What you should focus on NOW to leverage generative AI in your company

Kartik Raghavan, multiple founder, head of strategy at Two Sigma, Senior Advisor at the Bill & Melinda Gates Foundation, and TA to BOTH Ray Ozzie and Jeff Raikes.
Allen Weinberg, Senior Partner at McKinsey & Company

It can be hard to separate the truly exciting opportunities with generative AI from the hype, but we’ll guide you through what your fellow fintech CEOs are already doing and minefields to avoid, along with some bonus insights from the leading technology companies and their views on LLM.

2:35 pm
3:00 pm
How to be a manager of a financial services company in a complex, protean financial ecosystem

Jane Fraser, CEO at Citi
Hans Morris, Managing Partner at Nyca Partners

Jane Fraser is leading the transformation of one of the world’s leading global financial companies. What are the key skills she uses and lessons learned throughout her career, and how does she manage the many constituencies of a CEO? And what technology ecosystem can Citi create with fintech companies?   

3:30 pm
How to create a Financial Design for your company from seed to IPO

Jimmy Chen, CEO and Founder at Propel
Doug Scott, CEO and Co-founder at Ethic
Steffen Parratt, Former CFO of KCG Holdings, Former Head of FP&A at Citigroup and BAML Wealth Management

This session will explain the importance of having a clear financial model, and how it results in an overall stronger company, better communication and happier life.


4:00 pm
What really happened at SVB, and what should we learn from it?

Tim Mayopoulos, CEO of Silicon Valley Bridge Bank; Former President of Blend and CEO of Fannie Mae
Jeremy Solomon, Partner at Nyca

We all experienced the fallout of Silicon Valley Bank’s failure to some extent, but none of us experienced it the same way as Mayopoulos, the man the FDIC put in charge of its bridge successor.

4:30 pm
How incumbents and startups can get along

Anna Marrs, Group President, Global Commercial Services and Credit & Fraud Risk at American Express
Matt Harris, Partner at Bain Capital Ventures

Harris may have once likened financial giants to the ancient Romans and fintech startups to barbarians, but that doesn’t necessarily mean a bad thing. Marrs will share her Amex perspective on the dynamic.

5:00 pm
Closing remarks

Hans Morris, Managing Partner at Nyca Partners
Matt Harris, Partner at Bain Capital Ventures

5:10 pm


Allen Weinberg

Allen is a Senior Partner at McKinsey with deep expertise in FinTech, Enterprise Software, Digital Transformation and Technology/Operations. In addition to his 26 years of consulting focused on rapid performance improvement, he has operational and leadership experience in running fast growing practices in banking tech/ops, data and cybersecurity at McKinsey. He has served as a Board Member for more than 10 years. His industry client service has been in capital markets, retail banking, wealth/asset management and insurance; he has current expertise in software sales and delivery, fintech product/market fit and growth, and performance transformation.

Anna Marrs

Group President, Global Commercial Services and Credit & Fraud Risk
American Express Company

Anna Marrs is Group President of Global Commercial Services and Credit & Fraud Risk at American Express. She is responsible for the company’s B2B payments, working capital, AP automation and spend management businesses serving millions of small, mid-sized, large, and global companies around the world. Anna is also responsible for leading the team that oversees risk management capabilities and strategies, helping to drive growth for the company by delivering best-in-industry fraud protection and controls for the company’s entire portfolio of cards, both business and consumer.

Anna is a member of American Express’ Executive Committee, which is responsible for developing the company’s strategic direction and driving business performance, and an Officer of American Express National Bank. She joined American Express in September 2018.

Prior to American Express, Anna was based in Singapore, where she was Standard Chartered’s Regional CEO for ASEAN and South Asia, and the head of the bank’s Commercial and Private Banking divisions globally. She joined Standard Chartered as Group Head of Strategy and Corporate Development in 2012.

Before Standard Chartered, Anna was a Partner in McKinsey & Company’s Banking Practice, based in London. Prior to McKinsey, she was the CEO of a financial information company. She started her career at D. E. Shaw, a New York-based investment firm.

Anna was named to Barron’s 100 Most Influential Women in U.S. Finance list for the past three years. She serves as co-chair of the International Advisory Board for the non-profit organization BritishAmerican Business and sits on London Business School’s Governing Body, responsible for the school’s financing, property, business, academic, and non-academic affairs.

Anna holds an MBA from London Business School and an undergraduate degree from Northwestern University in Chicago. She lives in New York with her husband and two children.

Annie Armstrong

Chief Risk Officer, Lending Club

As Chief Risk Officer at LendingClub, Annie is responsible for oversight of all risk categories and compliance activities. She served as CRO during the transition from Fintech marketplace lender with a bank partner, to nationally (OCC and FRB) regulated bank. Annie has spent almost 25 years building, defending, and auditing risk management structures for companies in a broad range of industries, including Financial Services. Prior to joining LendingClub, she served as Global Head of Financial Risk for Uber where she built the risk management function for the then largest pre-IPO company in the Bay Area. Prior to Uber, she was a KPMG Partner serving as the Global Leader for Marketplace Lending as well as co-leading the FinTech practice in the United States. She is a frequent speaker on risk management and compliance within the FinTech industry.

Doug Scott

Doug Scott is CEO and co-founder at Ethic, a personalized sustainable investment platform for advisors and institutions. Ethic manages over $3 Billion in assets as of 3/31/23, and is backed by venture investors including Nyca, Oak HC/FT, Fidelity, UBS, and Sound Ventures. Previously he worked in M&A investment banking at Deutsche Bank AG. Doug was listed on the Forbes 30 Under 30 and Business Insider’s Rising Star of Wall Street.

Hans Morris

Managing Partner at NYCA Partners

Hans Morris is managing partner of Nyca Partners, a fintech VC in New York and San Francisco founded in 2014, which has invested in approximately 90 companies and is currently investing from its fourth fund. He is the chairman of the board of Lending Club, and a board member of public companies AvidXchange and Payoneer, as well as private companies SigFig, Thought Machine, Fidel, and Propel. From 2010 to 2014 he was managing director at General Atlantic, a global growth equity firm. From 2007 until 2010 he served as president of Visa Inc., and from 1980 until 2007, he worked at Citigroup in several operating and management roles, including CFO and head of finance, technology, and operations for Citi’s institutional businesses, COO of the investment bank, and head of the financial services group at Salomon Smith Barney. He is a trustee of the Public Theater in New York and a former chairman of the boards of MASS MoCA and the Hopkins Center for the Arts at Dartmouth. He graduated from Dartmouth College.

Jane Fraser

Jane Fraser is the Chief Executive Officer of Citi, the world’s most global bank, which serves millions of consumers, businesses and institutions across 160 countries and jurisdictions. She is the first female CEO in the firm’s history.

Since becoming CEO in March 2021, Jane has launched a multi-year strategy to increase Citi’s profitability and better position the firm for the speed and complexities of the digital age. This effort includes the transformation of Citi’s risk and control environment by modernizing infrastructure, striving for operational excellence and investing in Citi’s culture. Jane is committed to making Citi the preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the U.S.

During her 18-year career at Citi, Jane has held leadership roles across Citi’s consumer and institutional businesses. Before becoming CEO, she was President of Citi and CEO of the Global Consumer Bank, responsible for all of Citi’s consumer businesses in 19 markets. She also spearheaded the firm’s efforts to navigate the COVID-19 pandemic, which she carried into her position as CEO.

Jane joined Citi in 2004 in the Corporate and Investment Banking division. Jane served as Citi’s Global Head of Strategy and Mergers & Acquisitions from 2007 to 2009, as the CEO of Citi’s Global Private Bank from 2009 to 2013, as the CEO of Citi Mortgage from 2013 to 2014, as the CEO of the U.S. Consumer and Commercial Bank and Global Mortgages from 2014 to 2015 and as the CEO of Citigroup Latin America from 2015 to 2019.

Before joining Citi, Jane was a Partner at McKinsey & Company. She started her career at Goldman Sachs in the Mergers & Acquisitions department in London and then worked for Asesores Bursátiles in Madrid.

Jane serves on the Board of Directors of the Business Roundtable and the Council on Foreign Relations. She is Vice Chair of the Partnership for New York City as well as the Financial Services Forum and a member of the Monetary Authority of Singapore’s International Advisory Panel, Harvard Business School’s Board of Dean’s Advisors, the Stanford Global Advisory Board, the Economic Club of New York and President Biden’s Export Council. Jane has an M.B.A. from Harvard Business School and an M.A. in economics from Cambridge University. She is married with two children.

Jeremy Solomon

Jeremy Solomon is a Partner at Nyca Partners. Prior to joining Nyca in 2020, Jeremy Solomon was Cofounder and CFO of Aven Inc., a Nyca Fund III portfolio company. Before Aven, Mr. Solomon was the Chief Capital Officer at Affirm in addition to leadership roles at Lending Club and SoFi. Mr. Solomon received his MBA from Harvard Business School and undergraduate degree from Indiana University.

Jimmy Chen

Jimmy Chen is the founder and CEO of Propel, creators of the award-winning Providers app, used by over 5 million low-income households to manage their government benefits and money. Providers is among the most widely used apps built specifically for the needs of low-income Americans. Its users have saved tens of millions of dollars on regular bills and bank fees, applied for over a million jobs, and received hundreds of millions in cash grants. Providers has over 500,000 five-star reviews and has been recognized by the White House.

In addition to his work at Propel, Jimmy serves on the Board of Directors of Share Our Strength, a national anti-hunger nonprofit, and he serves as the Vice Chair of Technology for the EBT Community Council, an industry trade group focused on government payments. Jimmy holds a B.S. in Symbolic Systems from Stanford University, where he was an inaugural winner of the President’s Award for the Advancement of the Common Good.

John Caplan

CEO at Payoneer

John Caplan is Chief Executive Officer and Director of Payoneer. Caplan is a seasoned executive, investor, and entrepreneur with a track record of scaling companies in the digital economy. Most recently, he was President of North America and Europe at, the cross-border B2B business unit of Alibaba Group. In this role, he helped lead its transformation into one of Alibaba Group’s fastest-growing and most profitable business units. Caplan joined Alibaba’s team in 2017 following its acquisition of OpenSky, an SMB software platform he founded in 2009, which empowered ecommerce SMBs to optimize their distribution across marketplaces.

Kartik Raghavan

Kartik Raghavan is a former Managing Director at Two Sigma. At Two Sigma from 2014-2020, he created and led the Product Management, Business Innovation and Growth (BIG), and Strategy teams. Previously, he held technology, investing, and strategy leadership roles at the Gates Foundation and Microsoft. Kartik was a member of the Foundation Leadership Team at the Gates Foundation. He served on the Gates Foundation’s Program Related Investments Committee and worked across all of the Foundation’s Strategies with a particular focus on Financial Services for the Poor and US Education. At Microsoft, Kartik worked directly for the President of Microsoft’s Business Division and Microsoft’s Chief Software Architect. He started his career in the Windows Division where he led and built product teams. Kartik was a member of the 2008 Obama-Biden Transition project where he worked on a variety of technology and policy issues. He graduated from Dartmouth College with a double major in Engineering Sciences/Computer Science and Economics/Math.

Larry Summers

Lawrence H. Summers is the Charles W. Eliot University Professor and President Emeritus of Harvard University. During the past two decades, he has served in a series of senior policy positions in Washington, D.C., including the 71st Secretary of the Treasury for President Clinton, Director of the National Economic Council for President Obama and Vice President of Development Economics and Chief Economist of the World Bank. He received a bachelor of science degree from the Massachusetts Institute of Technology in 1975 and was awarded a Ph.D. from Harvard in 1982. In 1983, he became one of the youngest individuals in recent history to be named as a tenured member of the Harvard University faculty. In 1987, Mr. Summers became the first social scientist ever to receive the annual Alan T. Waterman Award of the National Science Foundation (NSF), and in 1993 he was awarded the John Bates Clark Medal, given every two years to the outstanding American economist under the age of 40. He is currently the Charles W. Eliot University Professor at Harvard University and the Weil Director of the Mossavar-Rahmani Center for Business & Government at Harvard’s Kennedy School. He and his wife Elisa New, a professor of English at Harvard, reside in Brookline with their six children.

Matt Harris

Partner at Bain Capital Ventures

Matt is a Partner at Bain Capital Ventures in New York City and focuses on investments in financial
technology. He sees a huge amount of revenue, profit and market cap shifting from regulated financial
institutions to entrepreneur-led insurgents, across payments, lending, capital markets, real estate and
insurance. More ramblings on these topics can be found at

Matt started his investing career at Bain Capital private equity in 1995, having worked previously at Bain
& Company, and attended Williams College, where he majored in political economy (with a minor in
rugby). In 2000, Matt founded Village Ventures, which he ran for 12 years and where he focused on
early-stage fintech investing. In 2012 he rejoined Bain Capital Ventures.

Outside of work, Matt enjoys spending any free moments with his wife, Jessica, and their six children.
Matt is the former Chair of the Board of the Williamstown Theatre Festival, a regional theater associated
with Williams College. He is also a board member at Endeavor, an organization leading the global
movement to catalyze long-term economic growth by selecting, mentoring and accelerating the best
high-impact entrepreneurs around the world, as well as the boards of Greater NY and the Partnership
Fund for New York City. He is obsessed with military history, and some day will write a book connecting
the strategy and tactics of insurgency with what he has learned about entrepreneurship.

Steffen Parratt

Steffen is an independent advisor to companies. He has spent the past twenty years in financial services, at Citigroup, Bank of America Merrill Lynch, and most recently he was the CFO of KCG Holdings, an electronic market maker. Earlier in his career he was an engineer in aerospace and national security. He earned his BSME and MSEE from the University of Rochester, a PhD in engineering from Cornell University, and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Tim Mayopoulos

Tim Mayopoulos is a highly respected executive, board member, fintech investor, advisor, and lawyer. Following the FDIC’s seizure of Silicon Valley Bank, the second largest bank failure in U.S. history, Tim was appointed President and CEO of the Silicon Valley bridge bank to stabilize the institution while the FDIC pursued various paths for resolution.

Tim has had a long career in financial services. He previously served as President and CEO of Fannie Mae from 2012 to 2018, during which time the company returned to sustained profitability and delivered $167 billion in dividends to the U.S. Treasury. Tim served as the General Counsel of Bank of America for five years, and held senior roles at Deutsche Bank, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette. From 2019 to his appointment at Silicon Valley Bridge Bank, Tim was President of Blend Labs, a leading software platform in mortgage and consumer banking.

Tim sits on the boards of LendingClub (NYSE: LC), the leading digital marketplace bank; Science Applications International Corporation (NYSE: SAIC), a technology integrator for the civilian, defense and national security agencies of the federal government; and Blend Labs (NYSE: BLND). Tim has advised and served on the boards of multiple early-stage VC-backed companies, including Bilt Technologies and Valon Technologies. He also serves on the FDIC’s Systemic Resolution Advisory Committee.

We started this event in 2016 with the goal of bringing together the brightest group of entrepreneurs, innovators and leaders in financial services and technology. Each year the challenges and opportunities evolve (and think about this year!), and we’ve consistently received strong feedback from the CEOs about the timely value of the conference, in helping them understand the fintech market in which they compete, how to navigate both private and public markets, and how to improve themselves as leaders.

For the 2023 conference we believe we have a truly extraordinary group of experts, including both experienced entrepreneurs and senior operators of major financial institutions, who can help you and your company meet these challenges. We encourage you to listen, share your ideas and connect with your peers and all the other participants gathered here.