FinTechs & Banks - Inside & Out
Prior to joining Barclays, Jeff was a VP of Investments at Motive Partners, a FinTech-focused private equity firm. Previously, he spent eight years working in operational positions at Financial Technology companies, including The Receivables Exchange (now LiquidX), SR Labs (now Vela) and Airex. At Airex, an investment research marketplace, Jeff served as the Vice President of Finance, helping the early-stage company plan and raise funds. At SR Labs, a trading and market data technology company, he served as the VP of Corporate Development, leading Financial Planning & Analysis efforts as the company evaluated acquisition opportunities and integrated its recent purchase of Wombat Technologies. At The Receivables Exchange (TRE), an online marketplace for accounts receivable financing, Jeff served as the Senior Director of Corporate Operations, leading the company’s budgeting and analytics efforts and helping it raise its Series B and C funding. He then moved to TRE’s Operations department, leading its trade settlement and risk monitoring divisions. He subsequently worked with the company’s Chairman to expand the company to Asia and Australia.
Prior to The Receivables Exchange, Jeff worked in Investment Banking at JPMorgan and in Fixed Income Research at Vanguard. He graduated with Honors from Princeton University and is a CFA Charterholder.
FinTech companies and banks are working with each other, but they have almost polar opposite strengths and challenges. This session will cover what banks do not understand about FinTech companies, what FinTech companies do not understand about banks, and what investors think about the sometimes messy interaction.
- Think about the relationship between FinTechs and banks
- Empathize with the struggles of being inside a FinTech company and a bank
- Relate to investors’ frustrations with B2B and B2B2C FinTech companies and legacy financial institutions