April 
15
, 
2025
SVB Fintech Virtual Open House

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Silicon Valley Bank
Silicon Valley Bank
REGISTER
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Details
Agenda
Featured Speakers
Virtual Event Info
Contact
SVB Fintech Virtual Open House
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
REGISTER
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Details

Come meet the SVB Fintech team and learn about all SVB has to offer!

 

Silicon Valley Bank has been supporting Fintech companies for over 10 years and has a robust product and enablement offering for Fintechs of all sizes.


Come hear from the experts themselves, and learn about venture debt, warehouse lending, payments enablement, and our CVC and Capital arms. This event is for both existing SVB clients and the general Fintech public- come learn about all the opportunities and great offerings at SVB!


We'll cover:

 - Venture Debt for Fintech Founders

- SVB's Warehouse Lending Practice

- Payments Enablement

- The CVC Fintech Landscape

- SVB Capital

- Audience Q&A

 


REGISTER TODAY to join us for this virtual event via Zoom.

 

Questions? 

Please email Alex MacDonald at almacdonald@svb.com. 

Registration is required to participate and receive link to the virtual event via Zoom.

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This event is invite only. Invitations are non-transferable. 

Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


Review our event entertainment code of conduct.
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Wednesday
, 
April 
22
, 
2020
2:00pm
 – 
3:00pm 
PDT

Agenda

11:00 - 11:10 AM ET

Opening Remarks & Introduction to SVB

Dan Allred, Senior Market Manager, Silicon Valley Bank

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Equinox Golf Resort & Spa

11:10 - 11:20AM ET

Venture Debt for Fintech Founders: What every founder needs to know

Dan Caputo, Director, Fintech Banking, Silicon Valley Bank

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Great Room

11:20 - 11:30AM ET

Warehouse Practice at SVB

Brian Foley, Head of Warehouse Finance Practice, Silicon Valley Bank

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Rockwell Courtyard

11:30 - 11:40AM ET

How SVB Powers Fintechs: Payments enablement and use cases

Chris Harris, Managing Director, Payment Strategy, Silicon Valley Bank

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Equinox Golf Resort & Spa

11:40 - 11:50AM ET

The CVC Fintech Landscape

Sophie McNaught, Director, Corporate Relationship Management, Silicon Valley Bank

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Equinox Golf Resort & Spa

11:50AM - 12:00PM ET

SVB Capital

Dave Mullen, Investor, SVB Capital

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Equinox Golf Resort & Spa

12:00 - 12:30PM ET

Q&A


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Equinox Golf Resort & Spa

Agenda

August 30
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August 31
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September 1
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September 2
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speakers

Dan Allred

Senior Market Manager, Fintech & Payments Strategy

Silicon Valley Bank

Dan Allred is a Senior Market Manager for Silicon Valley Bank, leading SVB’s National Fintech and Payments Strategy teams, responsible for the Fintech clients in San Francisco, New York, and Boston, as well as payments enablement strategy and solutions for clients across the globe. Prior to this role, Dan led the tech banking group in Boston. Dan has led by directly engaging the most influential clients, prospects, and investors in the market and aligning colleagues and internal resources to deliver financial services and solutions to help tech companies grow and succeed. Prior to his current role as a group leader, Dan led multiple teams for SVB in the Boston and Durham NC markets.

Dan Caputo

Director, Fintech Banking

Silicon Valley Bank

Dan Caputo is a Director with Silicon Valley Bank’s Fintech team, and co-launched SVB’s NY Fintech Practice in 2018. He and his team work to drive meaningful, positive change in financial services. Dan has been with SVB for over eight years, and has contributed to the growth and success of SVB’s leading tech clients. Dan graduated from New York University and is an avid Giants, Peloton and music fan.

Ilana Fass

Vice President, Fintech Banking

Silicon Valley Bank

Ilana Fass is a vice president with Silicon Valley Bank’s Fintech team, where she partners closely with entrepreneurs, investors and influencers across the national fintech ecosystem. Her creative thinking and passion for entrepreneurship drive Ilana to always look for the best possible solutions for her clients. Prior to joining SVB, Ilana was the FinTech Platform Lead for Barclays in New York City, and she has worked with startups in the fintech space for the past six years. In addition to banking, her specialty is building relationships and bridges between diverse regions; she has launched successful fintech innovation communities in both Tel Aviv and New York.

Brian Foley

Head of Warehouse Finance Practice

Silicon Valley Bank

Brian Foley is a Managing Director at Silicon Valley Bank (SVB) where he co-heads the Warehouse Finance Practice. Brian has deep professional experience in Asset-Based lending, including warehouse lending and ABS structuring, particularly in the Fintech space. Asset class experience includes consumer, small business, residential real estate, auto, solar credits, and mortgage lending. Other experience includes Structured Products, total return swaps, lending, bank funding, and regulatory capital. Functions include banking, analytics, and marketing. Prior to joining SVB Brian spent 7 years at Macquarie Group as a Managing Director in the Credit Markets Division.  Previous work experience includes ABS, CDO, and TRS structuring and origination along with unwinding the legacy structured product asset book for Bank of America Merrill Lynch, including CDOs and Auction Rate Securities. Brian holds a BBA from the University of Notre Dame and an MBA from Sloan School of Management at MIT.

 

Chris Harris

Managing Director, Payments Strategy & Solutions

Silicon Valley Bank

Chris Harris is Managing Director, Payments Strategy and Solutions. Chris leads a team focused on helping SVB’s fintech and software clients embed SVB’s payments capabilities into their products to power the payment flows that are core to their business models. Chris has been with SVB for 7 years and previously was a product manager within Citi’s commercial payments division.

Sophie McNaught

Director, Corporate Relationship Management

Silicon Valley Bank

Sophie McNaught is a Director for Silicon Valley Bank’s Corporate Relationship Management Group. Sophie is responsible for SVB’s relationships with the Venture Capital, Corporate Development and Innovation divisions of Fortune 500 financial services companies and has been instrumental in building SVB’s corporate venture capital advisory practice. Sophie was formerly a Senior Fintech Strategist for SVB’s Payments Strategy team, working on strategic fintech initiatives across the bank -- leveraging the bank’s infrastructure and banking network to bring innovative solutions to market with emerging fintech companies. She was also responsible for SVB’s portfolio of early stage fintech investments through SVB’s accelerator program. Prior to SVB, Sophie was a Corporate Attorney at King & Wood Mallesons in Hong Kong and Australia, specializing in Financial Services M&A and Financial Regulation. Sophie graduated with honors from Bond University, Australia, where she earned a Bachelor of Laws and a Bachelor of Commerce, with a major in Accounting. Sophie is native to Australia and currently lives in San Francisco.

Dave Mullen

Investor, SVB Capital

Dave Mullen is an Investor at SVB Capital where he covers FinTech for the platform’s direct investing strategy, a continuation of his work within financial services organizations his entire career. Previously, Dave was an investor at Wells Fargo Strategic Capital, the principal investment arm of Wells Fargo where he focused on venture growth investments in the technology sector. Dave started his career with J.P. Morgan in the Leveraged Finance division of the Investment Bank where he was responsible for raising debt capital for both sponsor buyout and M&A transactions. Dave earned an MBA from the University of Chicago Booth School of Business with concentrations in Economics, Analytic Finance, and Entrepreneurship and has a B.B.A. in Finance from the University of Georgia. Dave currently serves as a lead of the EVCA’s PropTech vertical, where he focuses on engagement and programming for all things PropTech and is also an active mentor and former programming board member of StartOut.

Virtual Event Information

Registration is required to participate and receive the link to join this  virtual event via Zoom. 

 A link to join will be included in your registration confirmation email.

If you have any questions, please contact  Alex MacDonald at almacdonald@svb.com. 

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Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

©2021 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron devicearetrademarks of SVB Financial Group, used under license.

Read about our Privacy Notice. If you have any questions or concerns about our privacy policies, please contact us by email: privacyoffice@svb.com.

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SVB’s mission is to help innovators and their investors move bold ideas forward fast. SVB Events create an environment for SVB clients, prospects, partners and employees to connect, learn from each other, pursue big ideas and make a powerful impact on people’s lives. Through our events, we help SVB to achieve its mission.


SVB does not tolerate disrespectful or harassing behavior, conversations or interactions by any event attendee, in any form, at any aspect of the program, regardless of the event location.


As an SVB event attendee, we encourage you to assist in creating a welcoming and safe networking environment. SVB reserves the right and retains sole discretion to refuse admittance to, or remove any person from, an event at any time.


Please report any violation of the Event Entertainment Code of Conduct to the following:
• Security Guard onsite

• SVB Event

• Venue Staff


If you feel that an SVB event is against our code of conduct policy or inconsistent with SVB’s culture, please contact:


SVB Events
Heidi Bianchi | 650.855.3050

SVB Financial Group Code of Conduct Policies
Evelyn De la Cruz | 312.704-9525

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