June 2, 2022
Now the Hard Part — Leading a Fintech Company 2022
The state of the modern workforce: Attracting and motivating top talent
Kausik Rajgopal, EVP, Chief People Officer at PayPal
Interviewed By: Leslie Crowe, Talent Partner at Bain Capital Ventures and Former Chief People Officer at TripActions, Mulesoft, and Dropbox
Are you the leader your company needs right now? How to evaluate yourself and evolve as a CEO
Jennifer Christie, Chief People Officer, DocuSign (as of June 6); former CPO of Bolt, Twitter and Global Consumer Services Group at American Express
Interviewed By: Alan Guarino, Vice Chairman, Korn Ferry
CEO open discussion on best practices and experiences to date on getting employees back to work and managing a distributed workforce.
Registration & Lunch
Welcome & Introductions
Hans Morris & Matt Harris
Keynote: The 2022 State of Fintech
Matt Harris, BCV
From start up to IPO CEO: who makes the transition and who doesn’t and why. Evolution of a start up CEO from early stage to growth.
Kevin Ryan, Founder and CEO of Alley Corp, and founder of more than 15 companies (including DoubleClick, Business Insider, and Gilt Groupe)
Interviewed By: Dev Subrata, CEO, Fidel API
“I wish I knew that” What is required to have an effective exit in 2022
Osama Bedier, President of GoDaddy Commerce and former CEO of Poynt; Mike Massaro, CEO at Flywire
Interviewed by: Scott Sanborn, CEO at Lending Club
A real life drama: How much worse can it get? Being a CEO through a social media storm
The ultimate financial services fireside chat
Jamie Dimon, Chairman and CEO, JPMorgan Chase
Interviewed By: Hans Morris
Hans Morris & Matt Harris
Dinner & Small Group Discussions
President at GoDaddy Commerce; CEO at Poynt
Osama leads GoDaddy’s rapidly growing commerce division in building seamless payments and commerce solution for GoDaddy’s millions of everyday entrepreneurs.
An Egyptian-American entrepreneur and investor with a deep passion for improving lives through technology, Osama has spent the last two decades pioneering consumer internet, digital commerce and better payments experiences.
Before joining GoDaddy in 2021, Osama founded and was the CEO of Poynt, an connected commerce operating system that enables small businesses with technology superpowers. Prior to founding Poynt, Osama served as Vice President of Payments and founder of Google Wallet. Prior to Google, he spent nine years running product and engineering at PayPal, building and scaling much of what made them a household name. He has also held engineering leadership roles at eBay, Gateway Computers and AT&T Wireless. Osama actively invests and advises many fintech start-ups mainly through his investment partnership at NYCA partners.
Chief People Officer
Jennifer Christie is joining DocuSign on June 6th as their Chief People Officer. In this role, she will oversee the HR function as well as play an active role in the product and go to market strategy for their HR vertical. Most recently, she served as Chief People Officer at Bolt, a fintech startup powering one-click checkout on the internet. She oversaw the Human Resources, Internal Communications, and Real Estate and Workplace teams. She also had responsibility for Bolt’s Conscious Culture organization which was focused on transforming corporate culture and defining the future of work. Prior to Bolt, Jennifer was the Chief Human Resources Officer at Twitter. She led both the global People and Real Estate and Workplace teams and worked with the executive management team as well as the board of directors to support the strategic direction of the company.
Prior to joining Twitter, Jennifer was the Senior Vice President and head of HR for the Global Consumer Services Group at American Express. In this role, she was responsible for developing and executing the talent, organizational, and leadership strategy for the business. Prior to this role, Jennifer was the Vice President and HR Business Partner for Enterprise Growth Group. In her first three years with American Express, she served as Chief Diversity Officer and VP, Global Executive Recruitment and was responsible for developing the company’s global diversity and inclusion strategy while leading executive level recruitment for all business and staff groups worldwide.
Before joining American Express, Jennifer was a consultant at a leading executive search firm and also spent two years as a Special Assistant to the President of the United States in the White House Office of Presidential Personnel. Earlier in her career, she was an associate at Booz Allen Hamilton in their organizational design and change management practice and worked for more than a decade at several federal government agencies to support community safety and security programs and implement offender reentry initiatives.
She is a member of the board of directors for Special Love, a nonprofit organization that supports children with cancer and their families. She has previously served as a member of the board of directors for both the Prevent Cancer Foundation and Compass Family Services. Jennifer received a master’s degree in criminal justice from The George Washington University and a bachelor’s degree in political science from the University of North Carolina at Chapel Hill.
Talent Partner at Bain Capital Ventures and Former Chief People Officer at TripAdvisor, Mulesoft, and Dropbox
Leslie has spent her career in Silicon Valley dedicated to building talent and culture at companies during periods of hypergrowth. Most recently, Leslie was the chief people officer for TripActions, building and scaling the human resources and talent functions. Previously, she was the global vice president of talent for MuleSoft. As a member of the executive team, she helped lead the company through a successful IPO in 2017 and acquisition by Salesforce in 2018. Prior to MuleSoft, Leslie ran sales operations and strategy at Dropbox, scaling the sales team more than 3x during a period of hypergrowth. She also led the Dropbox rotation program and leadership development initiatives, focusing on growing all levels of talent throughout the company.
Leslie has a Master of Business Administration from Harvard Business School and a Bachelor of Arts in law, letters, and society from the University of Chicago. She grew up in San Francisco and when she’s not working, you can find her either traveling the world with her family or exploring all the great restaurants and hiking trails the Bay Area has to offer.
Chairman and Chief Executive Officer at JPMorgan Chase & Co.
Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase & Co., a global financial services firm with assets of $3.2 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers, small business, commercial banking, financial transaction processing and asset management.
Dimon became CEO on January 1, 2006 and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Dimon joined Bank One as Chairman and CEO in 2000.
Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp.
Dimon earned his bachelor’s degree from Tufts University and holds an MBA from Harvard Business School. He serves on the boards of directors of a number of non-profit institutions including the Business Roundtable, Bank Policy Institute and Harvard Business School. Additionally, he serves on the executive committee of the Business Council and the Partnership for New York City, and is a member of the Financial Services Forum and Council on Foreign Relations.
Vice Chairman, Board & CEO Services at Kornferry
Alan Guarino graduated from the United States Military Academy at West Point and earned his master’s degree in business administration from Embry Riddle University while on active duty in the United States Army. After commanding an Armor Troop as a Captain, Alan left the U.S. Army to pursue a career in financial markets.
Currently, as Vice Chairman in Korn Ferry’s CEO and Board Services practice, he brings a unique perspective to the firm as a former chief executive officer and experienced consultant, working with corporate boards and executive teams to drive business and talent strategies.
In 2010 he co-founded Korn Ferry’s CEO Succession Practice – an industry leading model that transformed the approach to CEO succession management. He also launched Korn Ferry’s Execution Accelerator initiative, helping business leaders better execute their strategies by optimizing talent. In 2020, Alan launched the firm’s SPAC Solutions Center of Excellence.
He leads major consulting initiatives across industries with deep expertise in FinTech/Payments, financial markets, digital assets, digital transformation, and disruptive technology. He also leads senior executive search and C-suite succession assignments for large Fortune 500 companies as well as smaller growth companies.
As a public company board member, he currently chairs the Compensation Committee of The Chef’s Warehouse (NASDAQ: CHEF). He also Chairs the Saint Pio Foundation. He is an advisor to NYCA, Axoni, R4, Censia, Sustainable Holdings, FinTech TV, and FTV Capital. Alan was appointed by the Secretary of the Army to serve on the Army Science Board to advise on talent strategy for the U.S. Army.
Mr. Guarino has also served as founding chairman of the board of Boy’s and Girl’s Town of New York, president of the West Point Society of New York, and as finance chairman of the Capuchin Youth and Family Ministries.
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 https://medium.com/@mattcharris.
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.
CEO at Flywire
As CEO of Flywire (Nasdaq: FLYW), Mike Massaro has grown the business from a concept into a leading payments enablement and software company. He has overseen Flywire’s expansion into new regions while aligning Flywire’s global team with the company’s strategic direction, including the company’s Initial Public Offering (IPO) in May of 2021. His background spans global payments, mobile software and hardware, and e-billing at high-growth technology companies, including Carrier IQ and edocs, Inc. He earned his Bachelor of Science degree in Management Information Systems from Babson College. Mike is also a 2019 recipient of the Ernst & Young Entrepreneur of the Year Award in Financial Services, which recognizes unstoppable entrepreneurs who redefine the way we live, work and play.
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.
EVP, Chief People Officer at PayPal
Kausik Rajgopal is PayPal’s Executive Vice President and Chief People Officer, leading the company’s global Human Resources (HR), Procurement and Real Estate teams. The Human Resources team is responsible for global workforce planning, talent acquisition and evaluation, compensation, benefits, payroll, learning and development, culture, diversity and inclusion initiatives. The Procurement team stewards global supplier relationships and manages spend across all categories, ranging from technology to marketing. In partnership with the HR and Procurement teams, the Real Estate team helps shape PayPal’s approach to the future of work, including optimization of real estate footprints and formats to support an inclusive work culture and flexible work models.
Kausik brings a unique blend of senior leadership experience and expertise in human resources, technology and payments to his role. Prior to joining PayPal, he spent nearly 15 years as a Partner and Senior Partner with McKinsey & Company leading the development of high-performing HR, Procurement and other functions for global companies across industries and sectors. Most recently, he served as the firm’s co-Managing Partner for the United States office where he was responsible for client service across all industry sectors, as well as HR-related priorities and initiatives. Kausik also helped advance and scale McKinsey’s Fintech efforts in his time with the firm. He co-founded the Digital Payments Practice in 2005, led the firm’s global Payments Practice for five years from 2011 to 2016, and served as McKinsey’s global Fintech co-lead.
He serves as Chair of the Board and Executive Committee of the Bay Area Council and is on the Leadership Council of California Forward. He was previously a board member for the World Affairs Council, the San Francisco Symphony and the Center for Comparative Studies in Race and Ethnicity at Stanford University.
Kausik earned his MBA from Stanford’s Graduate School of Business, where he was an Arjay Miller Scholar and now serves as Vice Chair of the Advisory Council. He holds a Bachelor of Arts and Science in Political Science and Industrial Engineering from Stanford University.
Founder and CEO at AllyCorp
Kevin P. Ryan is one of the leading Internet entrepreneurs in New York, having founded and is Chairman of several businesses, including AlleyCorp, Zola and Nomad Health. Previously he founded and was Chairman of MongoDB, Business Insider and GILT. Combined, these companies have raised more than $700 million in venture capital funding and currently employ almost 2,000 people. Previously, Kevin helped build DoubleClick from 1996 to 2005, first as President and later as CEO. He led DoubleClick’s growth from a 20-person startup to a publicly traded global leader with over 1,500 employees. In 2013, Kevin was named one of “The 100 Most Influential New Yorkers of the Past 25 Years” by the Observer.
Aside from his professional responsibilities, Kevin serves on the board of Mercy Corps, is Vice Chairman of The Partnership for New York City, is a member of the CFR Committee on Foreign Affairs, is on the Board of TECH:NYC and is Director Emeritus for Human Right Watch. He previously served on the boards of Yale Corporation, INSEAD, the Direct Marketing Association, The Ad Council, HotJobs and the advisory board of Doctors Without Borders. He holds a B.A. from Yale University and an M.B.A. from INSEAD.
CEO at Lending Club
Scott is the CEO of LendingClub, the only full-spectrum fintech marketplace bank at scale, which has helped more than 3 million Americans save billions of dollars since it was founded in 2007.
Appointed CEO in 2016, he is responsible for leading 1,000+ employees to achieve the company’s vision to put members on a path to financial success, as the business evolves beyond its personal loan heritage to serve a broader set of customers’ needs by taking advantage of its technology and data-driven marketplace.
Scott joined LendingClub in 2010 and has been a driving force in the management and development of the organization. With executive roles as Chief Marketing Officer, Chief Operations Officer, and President, he helped steer the company through a prolonged period of triple-digit growth running up to its 2014 IPO, the largest tech IPO that year. Prior to LendingClub, Scott held leadership positions as the Chief Revenue Officer for publicly-traded eHealth Insurance, President of RedEnvelope, Inc., and SVP at the Home Shopping Network.
He holds a BA from Tufts University.
CEO at Fidel API
Dev Subrata is the founder and CEO of Fidel API, a global financial infrastructure platform that allows users to link their payment cards to an app. Since its launch in 2018, Fidel API has been on a mission to accelerate the future of ‘programmable money’. Today, thousands of developers around the world are using the platform to build event-driven experiences on top of real-time payment flows. Startups through global enterprises, including Google, British Airways and Royal Bank of Canada, are leveraging Fidel API’s tools to power a range of solutions including digital receipts, customer attribution, loyalty and rewards, expense management and personal financial management.
In 2021, Fidel API was named one of the 50 fastest-growing technology companies in the UK by Deloitte, which is awarded based on revenue growth rates. Fidel API was also named one of the Best Places to Work by Built in NYC.
Dev is a seasoned entrepreneur and has been part of building startups ranging from travel to social networks. Prior to founding Fidel API, he was part of the early team at Badoo and played a key part in helping to grow its revenue by hundreds of millions and monthly users from zero to over 200 million, in just four years.
Dev was born in Stockholm, Sweden, to Indian parents and graduated from Queen Mary, University of London. He currently spends his time working between the Fidel API offices in London, Lisbon and New York.
We started this seven years ago with the goal of bringing together the brightest group of entrepreneurs, innovators and leaders in financial services and technology. We’ve received excellent feedback from all of the CEOs and other fintech experts about the 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.
Given the dramatic changes in the workforce and market environment, this is a particularly timely moment to meet. We have organized the sessions to help CEOs address how they should evolve as leaders. We believe we have a truly extraordinary group of experts, including both experienced entrepreneurs and senior operators of major financial institutions who have walked in your shoes. We encourage you to listen, share your ideas and connect with your peers and all the other participants gathered here.