Top FinTech Startup Pitfalls And How to Avoid Them

Hi Everyone!

We hope you all had a fantastic summer. We've put together another great event based on your questions and feedback. Check out the agenda below and be sure to get you RSVP in!

AGENDA

6:00 - 6:25: Arrivals, Refreshments and Networking

6:25 - 6:30: Welcome Remarks: Rio Slaven, Wall Streeter turned FinTechie and Head of Marketing and Community at Tradier.

6:30 – 7:15: Top FinTech Startup Pitfalls And How to Avoid Them, Bob Bishop and Derek Steingarten, partners at Goodwin Procter.

Bob Bishop is a partner in Goodwin Procter’s Technology Companies Group and is co-leader of the firm's FinTech Practice. He has more than 18 years’ experience representing emerging companies and venture capital and private equity firms. Bob is a key contributor to Goodwin Procter’s Founders Workbench (http://www.foundersworkbench.com/about-us/), an online resource for start-ups, emerging companies and the entrepreneurial community, and is a co-leader of the firm’s FinTech practice initiative. Bob is also a member of the Board of Directors of the Fintech Sandbox, a Boston-based nonprofit whose mission is to promote entrepreneurship and innovation globally in the financial technology sector, as well as a member of the Board of Advisors of The Capital Network, a nonprofit that provides extensive educational programming and an engaged community to help early-stage entrepreneurs.

Derek Steingarten is a partner in Goodwin Procter’s Financial Institutions Group and is a member of the firm’s Investment Management and FinTech practices. He focuses his practice on a sophisticated international client base comprised mainly of mid-sized asset management firms and the asset management divisions of large, diversified financial services companies. He has deep experience and a broad range in managing legal issues and regulatory risks for his clients, including investment adviser issues, and actively teams with the firm’s tax, ERISA and other specialty groups to bring clients best-in-class service.

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7:15 - 8:00 -- FEATURED PLATFORMS:

7:15 - 7:30: StockTouch (http://stocktouch.com), created by Visible Market, is changing the way investors understand stocks and companies through the power of bringing data visualization and financial information together, Jennifer Johnson, Founder & CEO.

7:30 - 7:45: Inovance (https://www.inovancetech.com), an innovative trading platform that makes analyzing financial data easy and actionable, Tad Slaff, Co-founder and CEO.

7:45 – 8:00 Featured Platform: Wealthbot.io (http://wealthbot.io), an open source wealth management platform that helps Advisors profitably serve mass affluent investors, Gene Kobilansky, Co-founder.

8:00 - 8:30: Drinks and Networking

Please include first and last name in your RSVP for building security

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