The FinTech Summit 2014
A FinTech conference organised by City & Financial Global in consultation with UKTI’s Financial Services Organisation, Level 39 and our own initiative, FintechCity, the Summit will celebrate the huge interest in FinTech, and London’s emergence as its European Capital. Andrea Leadsom MP, Economic Secretary to the Treasury, will give the keynote and the one-day event will feature presentations by leading and emerging FinTechs across Europe, as well as discussions on these key themes:
- How the Government can help the UK FinTech industry achieve its full potential
- Presentations by FinTech companies illustrating the potential impact of FinTech on originating, transacting and distributing financial services in retail banking, asset management, insurance and securities trading
- How to overcome barriers to the successful development of FinTech ideas, including the required adjustment of the regulatory regime
- Access to finance and accelerating growth
- Case studies of successful FinTech businesses
Confirmed panellists and presenters include: HM Treasury, The FCA, UKTI, Level39, Zopa, Meniga, Megatransfert, SynerScope, Santander, StartUpBootCamp and ICON Corporate Finance.
The Summit will bring FinTechs together with investors, senior representatives from financial services, and Government – and demand for places is likely to be high.
8:30 AM – 8:55 AM - Registration, morning coffee and networking
8:55 AM – 9:00 AM
Morning chairman’s opening remarks
Eric Van Der Kleij, Head of Level 39
UK GOVERNMENT SUPPORT FOR THE FINTECH INDUSTRY
9:00 AM – 9:30 AM - Keynote address
9:30 AM – 10:15 AM - How can the UK make the most of the potential of its FinTech industry?
Speakers: Louise Beaumont, William Brandon, Mark Boleat, Gordon Innes
POTENTIAL IMPACT ON TRADITIONAL FINANCIAL SERVICES
10:15 AM – 11:15 AM - Retail and corporate panel
Speaker: Lionel Artusio, Duena Blomstrom, Philippe Gelis, Charles Goguet, Barry Shrier
BREAK - 11:30 AM – 11:50 AM - Morning coffee and networking
POTENTIAL IMPACT ON TRADITIONAL FINANCIAL SERVICES
11:50 AM – 1:00 PM - Wholesale/Institutional panel
Speakers: Andrew Auerbach, John Schlesinger, Matthew Seymour
BREAK - 1:00 PM – 2:00 PM - Lunch
OVERCOMING BARRIERS TO THE DEVELOPMENT OF FINTECH
2:00 PM – 2:05 PM - Afternoon chairman’s opening remarks
Speaker: Gavin Cleary
2:05 PM – 2:55 PM - Adjusting the regulatory regime for the connected world
2:55 PM – 3:55 PM - Financing and accelerating growth
Panel: Alan Bristow, Claire Cockerton, Julie Lake, Victor Matarranz, Marcus Stuttard
BREAK - 3:55 PM – 4:05 PM - Afternoon tea and networking
LESSONS FROM SUCCESSFUL FINTECH BUSINESSES
4:05 PM – 4:35 PM - Monitise
4:35 PM – 5:05 PM - Currency Cloud
5:05 PM – 5:35 PM - Ixaris
5:35 PM – 5:35 PM - Close of proceedings
Andrea Leadsom, Economic Secretary to the Treasury, HM Government
Andrea Leadsom is the Member of Parliament for South Northamptonshire, a post to which she was elected in 2010 following a 25-year career in the financial sector and 10 years working as a Charity Trustee of OXPIP, the Oxford Parent Infant Project. In Parliament and beyond, Andrea campaigns on her three major areas of interest: reform of the European Union through her work as co-founder of the Fresh Start Project; reform of the banking system, as a Member of the Treasury Select Committee, particularly with regard to increasing competition and removing barriers to entry; and establishing a national network of parent-infant psychotherapeutic support services for families and their newborn babies through her new charity, PIP UK, and the 1001 Critical Days campaign, a cross party initiative to re-think how statutory services support new families. In April 2014, Andrea was appointed Economic Secretary to the Treasury.
Tim Attinger, Head of Global Development, Monitise
Giles Andrews, Co-founder and CEO, Zopa
Lionel Artusio, CEO, Megatransfert Group
Lionel is CEO of Megatransfert, a Nice and Dublin based global micropayment solution which is emerging as a highly disruptive and player in the European mobile payments space. He has worked with Megatransfert’s founder and its executive board to lead the business from start-up to market leader in France in just 3 years.
Andrew Auerbach, CEO and Founding Director, Ideoba Limited
Andrew Auerbach is the CEO and co-founder of Ideoba. He is a financial industry & technology expert. He is the inventor of three issued US patents and several more from other countries.
Mr. Auerbach has a passion for realizing solutions to complex business and technology challenges. He has an impressive ability to create and communicate vision and ideas that inspires others to follow with commitment and dedication. He has a strong record of success growing these types of complex businesses. Mr. Auerbach also founded Auerbach Group LLC, a global privately held high-performance algorithmic trading firm head quartered on Wall Street with affiliate offices in Brazil and Russia. He has consulted for the United States Agency for International Development (USAID) and several other governmental and private organizations.
Louise Beaumont, Co Founder, Platform Black
Louise Beaumont is a co-founder of Platform Black, the award-winning Alternative Finance provider, which has advanced more than £65 million to UK businesses in the last two years and is providing access to £6m per month in new finance for Britain’s SMEs.
She has over 15 years’ track record of product and service development – from idea generation through to effective commercialisation. She has developed and deployed successful growth strategies for businesses focused on the SME market, including Microsoft, Adobe and Vodafone.
In addition, Louise advises Number 10’s Policy Unit and the Department for Business, Innovation and Skills on supply chain finance and invoice finance. She is a prominent and influential figure in the Government's consultation to mandate banks to refer companies rejected for bank finance to alternative finance providers. She has recently been quoted in The Telegraph in connection with the proposed legislation, which was announced in The Queen's Speech.
Peter Behrens, Co-Founder and COO, Ratesetter
Peter trained as a lawyer at Ashurst, before leaving to join RBS as a banker.
Together with CEO Rhydian Lewis, Peter launched RateSetter to offer consumers a credible alternative to established financial institutions. As COO, Peter leads the business development of RateSetter as well as being responsible for the company’s day-to-day operations. He also sits on the Board of RateSetter.
RateSetter is a pioneer with a ground-breaking proposition that lets savers and borrowers set the interest rates they want via a safe and fair online platform. Its Provision Fund was the first of its type in the P2P industry in the UK to help protect savers against the risk of borrower default. It is also the largest at over £5m and no saver has lost a penny since its 2010 launch, a unique feat amongst the major P2P platforms. The company represents the future of the savings and loans market – no banks, low fees and market-beating rates. It has a range of market-beating savings rates over one month, one-, three- and five-years.
The business grew at 219% in 2013 compared to overall sector growth of 107%, making it the fastest growing major peer-to-peer company in the UK. In May 2014, RateSetter became the largest UK P2P platform by amount of new loans originated (£21.9m). To date, RateSetter has handled over £250m on its ground-breaking platform.
William Brandon, Deputy Director, Financial Services Strategy, Financial Services Group, HM Treasury
Will joined HMT in September 2012, on secondment from FCO. He covers a range of financial services issues in his current role, including co-ordination of our work on the EU and international regulatory agenda, RMB internationalisation, financial services trade policy, and the government’s investment management strategy. He is a member of the newly established Financial Services Trade and Investment Board. Over the past 20 years Will has done a variety of political and economic jobs for the FCO in Austria, Singapore, Zimbabwe, and UK, working most recently in London on the successive crises of the Arab Spring. Before FCO he worked at the BBC in the early 1990s, and ran a small publishing business in the late 1980s.
Alan Bristow, Founder & CEO, ICON Corporate Finance
Alan founded ICON Corporate Finance in 1999 to provide international M&A and fund raising expertise to technology companies. The firm has executed on over 200 transactions and has an extensive network of global relationships. ICON has become recognized as a leading international specialist M&A firm in the tech sector and is a multi award winning firm.
Claire Cockerton, CEO, Pivotal Innovations and Deputy Head, Level39
Claire Cockerton is a serial entrepreneur; currently CEO of ‘Pivotal Innovations’ and also consulting to the Canary Wharf Group as Head of Innovation Programmes at ‘Level39’, Europe's largest technology accelerator for Financial, Retail & Future Cities technology businesses. An Imperial College MBA alumni, specialising in Innovation, Entrepreneurship and Design, Claire designed the business incubation strategy for Richard Branson’s ‘Centre for Entrepreneurship’, and has also generated business innovation models, advised on commercial agility in digital media and created go-to-market plans for high-tech engineering laboratories. Claire previously founded, grew and sold (2009) ‘Aesthetic Earthworks’, a Toronto based sustainable architecture firm.
Duena Blomstrom, VP International Sales, Meniga
Duena Blomstrom started as VP of International Sales at Meniga and is now its VP of Brand Strategy. She brings over 15 years of experience and an impressive track record of excellence in Sales, Marketing and Branding across industries such as Banking and Telecom and has been instrumental in building Meniga's success as Europe's leading PFM provider. In the past 5 years Duena has become a strong voice in the FinTech space. Before joining Meniga, she worked for WSI Sweden where she built a successful sales organisation from scratch and increased sales over 900% during her tenure. Duena also established and led Lux.mentis, a sales oriented Management Consulting company that focused on training sales professionals in consultative sales, complex sales and Social Media based Sales. Duena holds an MBA degree from Georgetown University and an MS desgree in Psychology from New York University.
Mark Boleat, Chairman, Policy & Resources Committee, City of London Corporation
Mark Boleat is Chairman of the Policy and Resources Committee of the City of London Corporation, a position he has held since May 2012. He has been an elected member since 2002 and has held a number of other senior positions in the Corporation. As Chairman of the Policy and Resources Committee, Mark is Deputy Chairman of TheCityUK (the promotional body for the UK financial services industry), and the International Regulatory Strategy Group, a Vice Chairman of London Councils, Chairman of Central London Forward (a grouping of eight inner London Authorities) and a member of the board of London and Partners, the promotional body for London. Mark has previously been Director General of the Council of Mortgage Lenders, the Building Societies Association and the Association of British Insurers and he has served on the boards of public companies, government agencies and third sector bodies. He has also run his own consultancy business, concentrating on trade associations and regulation, and is the author of several books on housing finance and public policy. Outside the City Mark is currently Chairman of the Channel Islands Competition and Regulatory Authorities, the Jersey Development Company and Yatterbox Ltd.
Jan-Kees Buenen, CEO, Synerscope
Gavin Cleary, Chief Commercial Officer, Financial Services Organisation, UK Trade & Investment
Gavin Cleary is currently Chief Commercial Officer for the UK Trade & Investment Financial Services Organisation (FSO). UKTI helps UK-based exporters succeed globally and assists overseas companies to bring high quality investment to the UK. The UKTI Financial Services Organisation has two principal aims: to attract high value Foreign Direct Investment (FDI) into the UK and to help companies grow their business through international trade. Gavin also leads on Financial Technology for UKTI. He is working with UKTI, The Foreign and Commonwealth Office (FCO) and HM Treasury to ensure that HM Government and private sector partners do everything possible to create the right conditions for fintech companies to thrive in the UK.
Gavin has a total of nineteen years of industry experience and is currently also Director of the London office of OCO Global, a leading economic development consultancy and Director, UK & Ireland, for Enterprise Florida, the Florida economic development organisation. His consultancy has advised more than two hundred economic development organisations at the national, regional and city level around the world on attracting foreign investment and trade development.
Previously, Gavin set up an early stage financing and corporate finance vehicle, raising money in the Clean Technology sector. Prior to this he spent just under ten years as a head-hunter for senior Traders, Salespeople and Quantitative Analysts for banks and hedge funds, in major global financial centres. Gavin started his career as an engineer at Ford Motor Company.
Neil Costigan, CEO, BehavioSec
Bob Ferguson, Head of Department, Policy, Risk & Research Division, Financial Conduct Authority
Philippe Gelis, CEO, Kantox
Philippe Gelis is Co-Founder and CEO of the pioneering foreign exchange services provider, Kantox, established in 2011. He has overseen Kantox’s consolidation as an over 500-client strong leader in the alternative foreign exchange provider sector. Kantox traded over $300 million in 2013 and is on target to meet its 2014 goal of $1 billion. Its rapid, remarkable growth is attributed to the company’s underlying principles: transparency, efficiency and fairness.
Before founding Kantox, Philippe worked as a strategy consultant for Deloitte and Axis Corporate, from 2007. He holds a Master of Business Strategy and a Master of Business Administration with a specialisation in business strategy, both attained at Toulouse Business School.
Philippe is a prominent contributor to various corporate finance magazines, publications and numerous national newspapers, particularly on the areas of foreign exchange and entrepreneurship. Additionally he is a regular guest speaker at business, finance and entrepreneur events. He speaks French, Spanish and English with fluency.
Charles Goguet, Chief Marketing Officer, Megatransfert
Charles oversees marketing initiatives within the Megatransfert Group based in Nice and Dublin in areas such as product development, distribution channel management, marketing communications, including advertising and promotions, pricing, market research, and customer service. As a member of Megatransfert’s Executive team, Charles works closely with Megatransfert CEO, Lionel Artusio, to support international corporate development.
Gordon Innes, CEO, London & Partners
Gordon is London & Partners' Chief Executive Officer.
Prior to joining London & Partners, Gordon worked for the Department for Business Innovation and Skills (BIS). He led the team which oversees the UK's transition to a green economy and the creation of a Green Investment Bank.
He also held senior positions at the Foreign Office and UK Trade & Investment (UKTI). In UKTI, he was responsible for leading its network across the US, as well as the marketing and communications team that promoted the UK economy in North America. Prior to joining the public sector, Gordon was a solicitor, both in the City and overseas.
Gordon has worked extensively in both the private and public sectors and, over the years, his work has taken him to Melbourne, London, Brussels, and New York.
Paul Jozefak, Managing Director, Liquid Labs
Currently, Paul is running Liquid Labs GmbH in Hamburg, Germany. It is an innovation laboratory building early-stage companies in the financial tech and financial services space. Previously, he was a managing partner at Neuhaus Partners from 2006 to 2012. He joined that private fund from SAP AG, where he managed SAP's Corporate Venture fund in Europe from 2000 onwards. Paul was named to head of SAP Ventures Europe in 2001. From 1998 to 2000, Paul led the European business development initiative of Davis Polk & Wardwell, a leading global law firm. Previously, he worked at Andersen Consulting where he focused on the software, telecommunications and public utilities sectors. Prior to Andersen, he helped to grow an early stage business in real estate financing and consulting with offices in Luebeck, Berlin, and Dresden, Germany.
Eric Van der Kleij, Head, Level39 Technology Accelerator
Eric Van der Kleij is a technology entrepreneur and the Head of Level39, Europe's largest accelerator space for Fintech, Retail-Tech & smart cities companies. Eric was formerly the Chief Executive of the UK's Tech City Investment Organisation; then was tasked with boosting investment, entrepreneurship and skills in the "Silicon Roundabout" area of East London. Before his work with the UK government, Eric was a pioneering technology entrepreneur.
Julie Lake, Founder and CEO, FinTechCity, London
Julie co-founded The FinTech50 with Nicky Cotter in 2012 to recognise the European gamechangers who are redefining the future of finance. It generated over 2000 downloads in its first week online and is now helping FinTech companies to raise profile, connect with influencers, investors and funders, create awareness, generate business and get on the radar of global acquirers. Julie and Nicky also founded FinTechCity in September 2013.
Mike Laven, CEO, Currency Cloud
Michael Laven is the CEO of Currency Cloud, a rapidly-growing FinTech company that is transforming how businesses move money around the world. Currency Cloud is well positioned to bring long-awaited change to the international payments landscape, by exchanging and transferring money as a cloud-based service. Joining in 2012, Mike is the driving force behind the firm, growing it to $10bn in international payments. An accomplished entrepreneur, Mike is highly skilled at building and leading venture-backed FinTech companies towards profitable growth. Over the past two decades, he has held leadership roles with a number of FinTech firms in London and Silicon Valley, including Infinity Financial Technology, Cohera and Coronet, FRS Global and Traiana.
Behind Mike’s easy-going personality lies one of the sharpest minds in the financial technology industry. Mike has a BA from Wesleyan University and advanced degrees from Harvard and the School for International Training.
Nektarios Liolios, Managing Director, Startupbootcamp FinTech
Victor Matarranz, Executive Committee Director, Chief of Staff to the CEO and Director of Strategy Santander UK
Víctor Matarranz is a member of the Executive Committee, the Director of Strategy and the Chief of Staff to the CEO of Santander UK.
Since March 2012, he has been responsible for providing support to the Chief Executive, articulating the bank’s strategy and 3 year plans and planning and implementing strategic projects. He is also in charge of the Omnichannel initiative that drives innovation in the bank.
Previously, he was a partner of McKinsey & Company's office in Madrid where he worked for 12 years primarily in the financial services practice. He advised local and global banks on strategic and retail banking issues.
Through out Victor’s career he has worked in countries around world including Spain, Portugal, the United Kingdom and Latin America.
Victor has an MBA with a specialization in Finance from the London Business School where he graduated in 2004 with a distinction. He also has a Masters Degree in telecommunications engineering from the Technical University of Madrid. His hobbies include music, technology, motorsports, golf and skiing. He is married with two young children.
Alex Mifsud, CEO, Ixaris
John Schlesinger, Chief Enterprise Architect, Temenos
John is the chief enterprise architect for Temenos, the banking software company. He previously led the enterprise architecture practice at Atos consulting and before that alternated being chief architect for a software company, with being a consulting enterprise architect. John started his career at IBM after getting a degree in Physics and Philosophy at Oxford. He has taken over 30 program products to market in various product management roles and has run integration projects in capital markets, retail banking and insurance.
Matthew Seymour, Managing Director, RiskFirst
Matthew has spent 15 years in technology, 12 specifically in Financial Technology (FinTech) and 8 of that on SaaS FinTechs.
He joined RiskFirst in 2009 as Head of Product Development before becoming CIO where he was responsible for development and IT operations. More recently he became Managing Director and is responsible for the commercial aspects of the business.
Prior to RiskFirst, Matthew was Co-Owner and CTO of FundWorks, a SaaS FinTech servicing Investment Management which was sold to Kurtosys in 2009. FundWorks was a global leader in its field with 30 blue chip clients across 7 offices (UK, USA, India, South Africa and Australia) and 90 staff.
Matthew started his career as a technology consultant for PricewaterhouseCoopers and later became an independent consultant focused on technology within the Investment Management and Investment Banking sectors, where he worked with Deutsche Bank, Insight Investment, RBS and Threadneedle.
Barry Shrier, Founder & CEO, Liquity
Sean Geer from The Economist newspaper has called Barry Shrier a “Visionary Pioneer”. Barry
is the Founder and CEO of Liquity Ltd, the innovative London-based service to high-growth
private companies providing a complete ‘equity and shareholder management’ toolkit for company
directors, and matching buyers and sellers of private company shares.
Previously, Barry was the founder and CEO, then Chairman of The Liberty Electric Cars group
of companies; an international engineeering group addressing Global Warming and Climate
Change. Barry launched the world’s first zero-emission high performance SUV; and grew Liberty into a
multi-million business with global blue-chip customers including UPS, Lockheed Martin, Tescos,
FedEx, McLaren and the British Government. In June 2012 he sold it to Green Automotive
(OTC:GACR) with a stock market valuation in excess of $100M, resulting investors earning
over 90% compound annual growth.
Previously, Barry was hired by Deutsche Bank to launch Paybox, the world’s first international
mobile payment system. Barry was the spokesman for Paybox and a leading speaker on Mobile
Marcus Stuttard, Head of AIM, London Stock Exchange
Marcus Stuttard is Head of AIM and has responsibility for Primary Markets in the UK across both AIM and the Main Market. He is responsible for the management and development of AIM, London Stock Exchange’s international growth market for small and medium sized enterprises.
He is a regular speaker on growth and business funding issues and sits on a number of industry and policy advisory bodies.
Rich Wagner, CEO, APS
Anthony Walker, CEO, techUK