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Fintech Retreat

North America
February 10-11, 2025
Location TBA
The 6th annual Chatham House gathering for leaders and professionals in Fintech, will be announced soon.

Fintech Retreat

Europe
TBA
Details about the Innaugural Chatham House gathering for Fintech leaders in Europe will be announced in the future.

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

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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.

2024 Speakers

more to be announced soon

2024 Attending Organizations

More to be announced soon.
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
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
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

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.

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.

February 5th, 2024

Official Reception at Madarae
6:00PM - 9:00PM

Hosted by


February 6th, 2024

Agenda

10:00am - 11:00am
Doors open. Lite Breakfast. Networking

Hosted by


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

1:00pm - 2:20pm
Lunch break. Networking

Hosted by


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

4:20pm - 6:00pm
Open Bars. Appetizers. Networking

Hosted by