Loeb & Loeb LLP is pleased to present this networking and investor feedback event for the FinTech industry.
Join us to listen to pitches from select financial technology companies and hear feedback and comments on industry trends from VCs and other investors focused on the FinTech space.
The program will be hosted by Loeb partner Joseph F. Daniels and representatives from host companies, and will feature presentations by successful financial technology startups, including Estimize and ChartIQ and feedback from Jordan Bettman from Bain Capital Ventures, Josh Abramowitz of Deep Creek Capital and Ted Myerson of Triangle Ventures. The program will conclude with a networking cocktail reception.
5:00-6:00 PM Registration and networking (cocktails will be served)
6:00-6:10 PM Host introductions by Joseph F. Daniels, Partner, Loeb & Loeb LLP
6:10-7:10 PM Investor introduction
7:10-8:10 PM Presenting companies
8:10-9:00 PM Networking (cocktails and hors d'oeuvres will be served)
Venture Capital Panelists
Jordan Bettman is the Principal of Bain Capital Ventures and joined Bain Capital Ventures in 2008. Since that time, Jordan has worked on both early-stage and growth-equity investments in a variety of industries, including data services, marketing services, financial services and technology, and digital media. He has also worked closely with numerous portfolio companies on senior level recruiting, strategic planning, business development, and company exits. Prior to joining Bain Capital Ventures, Jordan was an associate consultant at Bain & Company, focusing on a number of strategic and operational issues for clients across a handful of sectors. He also worked in Bain & Company’s Private Equity Group, performing diligence on multi-billion dollar companies. Jordan received a BS in Industrial and Labor Relations from Cornell University – GO BIG RED – and an MBA from Harvard Business School.
Josh Abramowitz is the founder and chair of Deep Creek Capital LLC. Prior to founding Deep Creek Capital LLC, Mr. Abramowitz was a portfolio manager at Viking Global Investors LP, where he built and led the firm's distressed and credit investing group. Prior to Viking, Mr. Abramowitz was an investment analyst at Elliott Associates L.P. Mr. Abramowitz is a graduate of Yale Law School, where he was a Senior Editor of the Yale Law Journal. He holds an A.B. from Colgate University, where he studied history and philosophy and was elected to Phi Beta Kappa. Mr. Abramowitz is a CFA Charterholder.
Ted Myerson is the Managing Partner of Triangle Ventures, which incubates its own inventions and those of select entrepreneurs to create sustainable high growth value. At Triangle Ventures, Ted focuses on uniquely leveraging intellectual property assets and strategies to solve disparate vertical industry needs by developing, deploying and operating forward-thinking business solutions. Prior to Triangle, Myerson founded the software startup FTEN Inc. in September 2001 at age 26, and sold it to The NASDAQ OMX Group for an undisclosed nine figures in December 2010, remaining in place as CEO. Former SEC Commissioner Annette Nazareth nominated FTEN for the 2010 National Medal of Technology Innovation. FTEN provides real-time intraday risk-management systems to the financial services industry. In 2011, Myerson also became Global Head of Access Services for The NASDAQ OMX Group, overseeing four business units, including FTEN Inc.  Access Services accounts for fifteen percent of The NASDAQ OMX Group’s global revenue, approximately $223 million in 2012. Mr. Myerson also serves on the board of the FINRA/NASDAQ Trade Reporting Facility (TRF), and the New York Metro Board of Directors for The Network for Teaching Entrepreneurship (NFTE), a nonprofit foundation that provides entrepreneurship education to low-income youth globally.
Opinions of non-bank experts expressed in this seminar are not necessarily those of Citi or its affiliates. If legal, financial or other expert advice is issued, no action in reliance thereon should be taken without the services of a qualified professional.