Fintech Retreat
by the Financial Club
February 3-4, 2025
Golden Gate Club, San Francisco
Fintech Retreat is a curated, intimate fintech gathering designed to facilitate meaningful, high-value connections and business opportunities among tech providers, financial institutions, and government entities
About Fintech Retreat
Fintech Retreat redefines the essence of intimate gatherings, curating an exquisite experience for a limited audience of only 300 participants.
Top Regulators and Executives, including Managing Directors, VPs, CxOs from fintechs, venture capitalists, representatives from financial organizations, legal luminaries, and regulators are actively delving into business opportunities, establishing strategic partnerships, and dissecting solutions to the most complex Technology and Regulatory Challenges.
During the retreat, participants are immersed in off-the-record panel discussions offering a rare glimpse into the unfiltered opinions and perspectives of the industry leaders.
This is not just another conference, it's an all-encompassing, curated experience where the boundaries between the stage and the audience blur, creating an environment where relationships flourish. Participants gain exclusive access to heads of Regulatory Agencies and Private Sector leaders, engage in meaningful discussions, and foster connections during curated networking.
Fintech Retreat gatherings rethink the traditional conference setting. You will exit the confines of large conference halls and impersonal hotel rooms, and enter secluded, informal locations that offer an ambiance that encourages genuine connections to thrive.
Fintech Retreat is organized by the Financial Club. Learn more about The Financial Club here.
Alex Pelin
Founder, The Financial Club
Top Regulators and Executives, including Managing Directors, VPs, CxOs from fintechs, venture capitalists, representatives from financial organizations, legal luminaries, and regulators are actively delving into business opportunities, establishing strategic partnerships, and dissecting solutions to the most complex Technology and Regulatory Challenges.
During the retreat, participants are immersed in off-the-record panel discussions offering a rare glimpse into the unfiltered opinions and perspectives of the industry leaders.
This is not just another conference, it's an all-encompassing, curated experience where the boundaries between the stage and the audience blur, creating an environment where relationships flourish. Participants gain exclusive access to heads of Regulatory Agencies and Private Sector leaders, engage in meaningful discussions, and foster connections during curated networking.
Fintech Retreat gatherings rethink the traditional conference setting. You will exit the confines of large conference halls and impersonal hotel rooms, and enter secluded, informal locations that offer an ambiance that encourages genuine connections to thrive.
Fintech Retreat is organized by the Financial Club. Learn more about The Financial Club here.
Alex Pelin
Founder, The Financial Club
Unique format
Quality over Quantity
Up to 300 participants:
- Founders: Seed to Series A+
- Fintechs: Series B+ (Roles: VPs to CxOs)
- VC Firms: (Roles: Partners)
- Banks: (Roles: MDs to VPs and CxOs)
- Legal Professionals: (Roles: Partners)
- Non-Bank Financial Institutions (FIs): (Roles: MDs, VPs and CxOs)
- Government Agencies: Policy Makers, Regulators, Law Enforcement
Curated Experience
- Interactive Content: Engaging panels and fireside chats, followed by in-depth breakout sessions
- Premier and General Admission Areas: Maximizing impactful interactions with potential clients and partners
- Curated Networking: Curated networking sessions over lunch, evening drinks, and appetizers in an intimate, in-person setting
- Curated Dinners: leading industry organizations will be hosting curated dinners, all part of the Fintech Retreat program
Why Join
- Intimate Networking Opportunities: Connect with regulators, financial services leaders, and VCs
- Business and Investment Opportunities: Meet key decision-makers and potential clients
- Brand Positioning: Establish your brand as a responsible innovator in fintech
- Impactful Conversations: Participate in discussions with actionable outcomes to drive the industry forward
2025 Speakers (more coming soon)
Passes
Ticket prices are tiered based on the Financial Club membership. You can review Financial Club memberships here.
Can't see passes? Try here.
Location
Join 300 investors, founders, regulators and finance professionals at the Golden Gate Club 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.
Attending Organizations
Government Agencies (or similar):
Federal Reserve
Private Sector:
The Financial Club
Pathward
Federal Reserve
Private Sector:
The Financial Club
Pathward
Stifel
Visa
SVB
FS Vector
FT Partners
Moov
Visa
SVB
FS Vector
FT Partners
Moov
Crypto Council for Innovation
Vectr Fintech
Money Forward America
Felicis Ventures
Brex
Vectr Fintech
Money Forward America
Felicis Ventures
Brex
Agenda
February 3, 2025
Official Fintech Retreat Reception
6:00pm - 9:00pm
All-Access Networking. Food and Drinks
February 4, 2025
09:00am - 10:00am
Breakfast*
*Reserved for:
Financial Club Premier Members
Speakers
Special Guests
10:00am - 11:00am
General Admission Registration: Refreshments and snacks
11:00am - 11:40am
Panel Discussion: Fintech Trends
Moderator
TBA
Panelist
Victoria Treyger
General Partner, Felicis Ventures
Panelist
Greg Smith
Managing Director, FT Partners
Panelist
TBA
11:40am - 12:20pm
Panel Discussion: Payments
Moderator
TBA
Panelist
Wade Arnold
CEO, Moov
Panelist
TBA
Panelist
TBA
12:20pm - 1:00pm
Panel Discussion: Banking On-Chain
Moderator
TBA
Guest
Glendy Kam
Chief Product Officer, Tassat
Guest
TBA
Guest
TBA
1:00pm - 02:00pm
Lunch. Curated Networking
02:00pm - 03:00pm
Interactive Session: Creating Financial Ecosystem Standards
Sima Gandhi
Sr. Advisor, FS Vector, Founder, Alton Strategies
Camilla Matias Morais
Chief Operations Officer, Brex