Fintech Retreat
North America
TBA
TBA
The 6th annual Chatham House gathering for leaders and professionals in Fintech, will be announced later this year.
Fintech Retreat
Europe
TBA
TBA
Details about the Innaugural Chatham House gathering for Fintech leaders in Europe will be announced in the future.
What is Fintech Retreat?
The Fintech Retreats are a series of prominent international forums fostering critical collaboration between the Public and Private Sector in Traditional Finance.
The gatherings drive participation from: Government Agencies, Financial Institutions, Founders, Legal and Consulting Firms, Venture Firms, and Academics.
Limited attendance
Up to 150 Managing Directors, VPs, CxOs from: fintech startups, VCs, financial organizations, legal firms and Regulators.
Unique insights
Participate in off-the-record panel discussions. Hear honest conversations and opinions that aren't shared on a "mainstream" stage.
Intimate networking
A rare opprtunity to get to know speakers and guests over breakfast, lunch and evening reception (featuring open bar and appetizers).
Informal location
Join us at the Historic Golden Gate Club, located in San Francisco's Presidio Forest.
Financial Club members attend for free
Fintech Retreat 24 North America has ended
2024 Retreat Host
Aleksandra Teichman
An award winning & results driven leader, Aleks has 19 years’ experience across Fintech, Banking and Payments. She currently leads Pathward’s Business Development, Product Strategy and Marketing for the BaaS line of business. Prior to joining Pathward, Aleks was Head of U.S Acquiring at Cross River Bank and was responsible for global third party partnerships during her tenure at American Express.
Aleks is an advisory board member, notable speaker and coach in the Fintech community. She is a committee member of the American Banking Association Payments Systems Administration Committee. She was recognized by American Banker’s Most Influential Women in Banking in 2022 and Forty Under 40 Award by ETA Transact in 2020.
Aleks is an advisory board member, notable speaker and coach in the Fintech community. She is a committee member of the American Banking Association Payments Systems Administration Committee. She was recognized by American Banker’s Most Influential Women in Banking in 2022 and Forty Under 40 Award by ETA Transact in 2020.
2024 Speakers
more to be announced soon
2024 Attending Organizations
More to be announced soon.
Roles range from: Managing Directors and VPs to CxOs
Roles range from: Managing Directors and VPs to CxOs
Government Agencies
US White House
NCUA
FHFA
County of Santa Clara DA Office
FBI
CA DFPI
US Department of Commerce
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of San Francisco
District of Columbia DISB
Japanese Ministry of Finance
Private Sector
Fiat Ventures
This Week in Fintech
FT Partners
Khosla Ventures
Terranet Ventures
Stifel
Visa
Flintlock Capital
Elementus
Select
Core Innovation Capital
Grasshopper Bank
William S. Boyd School of Law, UNLV
Montage Ventures
Rimark
Orum
Ripple
Plaid
CMAND
Column
Money Forward America
Manaat
GMO Payment Gateway
Crystal
Berkeley Skydeck
Modern Treasury
Bank of America
US White House
NCUA
FHFA
County of Santa Clara DA Office
FBI
CA DFPI
US Department of Commerce
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of San Francisco
District of Columbia DISB
Japanese Ministry of Finance
Private Sector
Fiat Ventures
This Week in Fintech
FT Partners
Khosla Ventures
Terranet Ventures
Stifel
Visa
Flintlock Capital
Elementus
Select
Core Innovation Capital
Grasshopper Bank
William S. Boyd School of Law, UNLV
Montage Ventures
Rimark
Orum
Ripple
Plaid
CMAND
Column
Money Forward America
Manaat
GMO Payment Gateway
Crystal
Berkeley Skydeck
Modern Treasury
Bank of America
Klaros Group
The Financial Club
Kraken
Blockchain Coinvestors
FlemingMartin Executive Search
SixThirty Ventures
Vectr Fintech
Bain Capital Crypto
The Department of XYZ
Ribbit Capital
TaxBit
BitGo
Fiat Ventures
SVB Capital
Activant
Obvious Ventures
TaskSuite
Pathward
N26
Columbia University
Intel
Oportun
BankTech Ventures
Neural Payments
Vouch Insurance
Portal
8vdX
MASTIX Financial Technology
iDENTIFY
Tipalti
Victory Park Capital
Phelps Dunbar LLP
Outpost Ventures
Avant
Wedbush Ventures
Merkle Science
Cambr
Aries Fraud Solutions
Streetbeat.com
Bestow
CoreNest Capital Limited
The Financial Club
Kraken
Blockchain Coinvestors
FlemingMartin Executive Search
SixThirty Ventures
Vectr Fintech
Bain Capital Crypto
The Department of XYZ
Ribbit Capital
TaxBit
BitGo
Fiat Ventures
SVB Capital
Activant
Obvious Ventures
TaskSuite
Pathward
N26
Columbia University
Intel
Oportun
BankTech Ventures
Neural Payments
Vouch Insurance
Portal
8vdX
MASTIX Financial Technology
iDENTIFY
Tipalti
Victory Park Capital
Phelps Dunbar LLP
Outpost Ventures
Avant
Wedbush Ventures
Merkle Science
Cambr
Aries Fraud Solutions
Streetbeat.com
Bestow
CoreNest Capital Limited
Lightspeed Venture Partners
BMG Money
Portfolia
Hello Iconic
Function Ventures
Kevin Moss Consulting
Association for Women In Cryptocurrency
Deloitte
Richman Center Columbia Business and Law Schools
Crypto Council for Innovation
Ingo Money
Mesh
Altari Ventures
Capitol Peak
Ionia
Brico
Taktile
EarnIn
Energia
Velocity Clearing
Pave.dev
ATDC
FFB Bank
B4B Payments
The FinTech Interactive
0x Labs
Paul Hastings
Dash Solutions
Zelis
American Fintech Council
Credo AI
POSconnect
Chia Network
Matrix
Baker McKenzie
Fin Capital
BPM
BrightCheck
Founders Circle Capital
BMG Money
Portfolia
Hello Iconic
Function Ventures
Kevin Moss Consulting
Association for Women In Cryptocurrency
Deloitte
Richman Center Columbia Business and Law Schools
Crypto Council for Innovation
Ingo Money
Mesh
Altari Ventures
Capitol Peak
Ionia
Brico
Taktile
EarnIn
Energia
Velocity Clearing
Pave.dev
ATDC
FFB Bank
B4B Payments
The FinTech Interactive
0x Labs
Paul Hastings
Dash Solutions
Zelis
American Fintech Council
Credo AI
POSconnect
Chia Network
Matrix
Baker McKenzie
Fin Capital
BPM
BrightCheck
Founders Circle Capital
Location
Joins us at the Historic Golden Gate Club, located in the Presidio forest in San Francisco.
Built in 1949, it features views of the San Francisco Bay, the Golden Gate Bridge and Alcatraz.
Built in 1949, it features views of the San Francisco Bay, the Golden Gate Bridge and Alcatraz.
Travel Information
Nearby Airports
- San Francisco International Airport (SFO): 36 min (16.9 miles)
- Oakland International Airport (OAK): 55 min (22.7 miles)
Transportation
We recommend using a rideshare service. Parking will be extremely limited.
- San Francisco International Airport (SFO): 36 min (16.9 miles)
- Oakland International Airport (OAK): 55 min (22.7 miles)
Transportation
We recommend using a rideshare service. Parking will be extremely limited.
February 5th, 2024
Official Reception at Madarae
6:00PM - 9:00PM
6:00PM - 9:00PM
Hosted by
February 6th, 2024
Agenda
11:00am - 11:40am
Panel Discussion: Fintech Trends
Moderator
Drew Glover
GP, Fiat Ventures & Co-Founder, Fiat Growth
Panelist
Mercedes Bent
Partner, Lightspeed Venture Partners
Panelist
Steve McLaughlin
Managing Partner, FT Partners
Panelist
Charles Shannon
Partner, Founders Circle Capital
11:40am - 12:20pm
Panel Discussion: Financial Crimes
Moderator
Erin West
Deputy District Attorney Santa Clara County
Panelist
Jessi Brooks
Chief Compliance and Legal Officer, Ribbit Capital
Panelist
Agustin Lopez
ASAC, FBI, San Francisco Field Office
Panelist
Perla Stoeckert
Chief Compliance Officer, Tipalti
12:20pm - 1:00pm
Panel Discussion: Payments
Moderator
Nik Milanović
Founder, This Week in Fintech
Panelist
Yanilsa Gonzalez-Ore
Head of North America, Global Ecosystem, Visa Direct
Panelist
Ravi Adusumilli
Executive General Manager Americas, Airwallex
Panelist
Stephany Kirkpatrick
Founder & CEO, Orum
2:20pm - 3:00pm
Panel Discussion: Regulation
Moderator
Michele Alt
Partner & Co-Founder, Klaros Group
Panelist
Will Sowell
Divisional President, BaaS, Pathward
Panelist
Eric Sibbitt
Co-Chair Fintech and Vice Chair Capital Markets, Paul Hastings
Panelist
Julapa Jagtiani
Senior Economic Advisor and Economist, Federal Reserve Bank of Philadelphia
3:00pm - 3:40pm
Panel Discussion: Banking
Moderator
Todd H. Baker
Senior fellow at the Richman Center for Business, Law & Public Policy at Columbia University
Panelist
Mike Butler
President & CEO Grasshopper Bank
Panelist
Aleksandra Teichman
SVP, BD & Product Strategy, BaaS, Pathward
Panelist
Carey Ransom
Managing Director, BankTech Ventures
3:40pm - 4:20pm
Fireside chat: Generative AI
Moderator
Ezra Garrett
SVP,Public Affairs & Impact, Oportun
Panelist
Elizabeth Kelly
Special Assistant to the President for Economic Policy, White House
Panelist
Anne Marie Pippin
Acting Deputy Director, Division of Conservatorship Oversight and Readiness, FHFA
Panelist
Navrina Singh
Founder & CEO, Credo AI