The Great Reorg: FinTech Opportunities Post-Quarantine (Webinar)
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The Great Reorg: FinTech Opportunities Post-Quarantine (Webinar)

 Export to Your Calendar 7/14/2020
When: Tuesday, July, 14, 2020
4:30 p.m. - 6:30 p.m.
Where: Live Webinar
United States

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The Great Reorg: FinTech Opportunities Post-Quarantine

If history is any guide, financial technologies will bolster the recovery. But how? What digital opportunities for investment might be emerging to solve today’s problems that were not in focus before? What will fintech address coming out of the pandemic disruptions?

The word “FinTech” was coined in the early 1990s to define technologies that went into building the back-office of banking and finance operations. However, it wasn’t until the 2008 financial crash that the word “FinTech” picked up momentum outside the finance world as VC firms investing heavily in FinTech startups that would serve as an alternative to the failed financial system.

We take up this question from multiple perspectives. Our speakers will provide views from consumer behavior, business strategy, venture capital and blockchain investing. They will present and discuss implications for fintech investing from this unprecedented social and economic reset.

The FinTech Advisory Council of CFA Society Los Angeles fosters opportunities for learning, idea sharing, and networking among our membership and the FinTech community. Our members are distinguished practitioners with comprehensive expertise in every corner of finance. We want to share our collective knowledge and practice experience and connect with similarly curious and passionate members of the FinTech community.

This event is offered in partnership with CFA Society Los Angeles.


CFA Society San Francisco Members - Click here to request a discount code prior to registering!


Ryan Falvey- Co-Founder, Managing Partner, Financial Venture Studio

Ryan Falvey is Co-Founder and Managing Partner of Financial Venture Studio. Prior to founding Venture Studio, Ryan led the development of the Financial Solutions Lab, a partnership between JPMorgan Chase and the Financial Health Network. Before managing the Lab, Ryan worked with leading tech firms to develop payment solutions at Silicon Valley Bank. He also served as Strategy Group Lead at Enclude Solutions, overseeing global strategy consulting work around mobile-enabled financial products. 

Hal Hershfield- Associate Professor of Marketing, Behavioral Decision Making, and Psychology, UCLA

Hal Hershfield is an Associate Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA. Hershfield publishes in top academic journals and also contributes op-eds to the New York Times, the Wall Street Journal, and other outlets. He consults with the Consumer Financial Protection Bureau, many financial services firms such as Fidelity, Prudential, and Merrill Lynch, and marketing agencies such as Droga5. The recipient of numerous teaching awards, Hershfield was recently named one of “The 40 Most Outstanding B-School Profs Under 40 In The World” by business education website Poets & Quants. He earned his PhD in psychology from Stanford University.

Jules Miller- Partner, US Lead, Mindset Ventures

 Jules Miller is an investor, 3-time entrepreneur, corporate executive and ‘intrapreneur.’ She is Partner and US Lead for Mindset Ventures, investing in seed - Series B enterprise tech startups. Previously she co-founded IBM Blockchain Ventures, ran the IBM Blockchain Accelerator and was head of the IBM Blockchain Garage for North America. Prior to that she was a partner at LunaCap Ventures, a venture debt fund investing in diverse founders, and was COO of gender lens investing pioneer BRAVA Investments. She also founded Carbonado Group, where she helped companies including and Tiffany & Co. to launch and grow new business units around environmental and social responsibility. Jules earned her BA from UCLA and her MSc from The London School of Economics and is a Kauffman Fellow.

Alaina Sparks- Managing Director, Deloitte

Alaina Sparks is a managing director and leads both Deloitte’s US Fintech practice and its Global Financial Services Ecosystem & Alliances program. Before joining Deloitte, she worked for several advisory firms developing business across Asia and the US. She began her career advising US multinationals on their China business strategy. Alaina graduated from Indiana University with bachelor’s degrees in management and marketing, and Chinese language and literature.


Karyn L. Williams, Ph.D. -  Founder, Managing Partner, Hightree Advisors

Karyn Williams is the founder and managing partner of Hightree Advisors. Prior to establishing Hightree, Karyn was the chief investment officer of Farmers Group Inc., head of client solutions at Two Sigma Advisers, and a partner and managing director at Wilshire Associates. Karyn is an independent public company director, NACD Governance Fellow, and serves as finance chair, treasurer and trustee for public and private foundations. She is an industry leader, author, innovator and educator. Karyn graduated from Arizona State University, where she earned a B.S. in Economics and a Ph.D. in Finance. 






CFA Society San Francisco Members - Click here to request a discount code prior to registering!

This event qualifies for 1 hour of continuing education credit for CFA charterholders.

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