The World of WealthTech Reception
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December 
1
 - 
December 
2
, 
2023
Starting at 
10:30am 
EST
The World of WealthTech Reception
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What to Expect

Come kick off NYC Fintech Week with an insightful panel discussion on WealthTech, where Sallie Krawcheck (CEO & Founder at Ellevest), Charles Birnbaum (Partner at Bessemer), and Adam Nelson (Managing Director at FirstMark Capital) will come together to explore the evolving landscape of wealth management technology. 


Whether you’re an investor seeking to understand the next wave of investment opportunities or an operator looking to stay ahead in a competitive market, this event promises to be a thought-provoking exploration of the world of WealthTech.

Don’t miss this opportunity to gain firsthand perspectives from industry leaders and network with fellow professionals passionate about shaping the future of wealth management. Apply to reserve your spot today!

 

For any questions, please reach out to Azzurra Pearson at apearson@svb.com


The Final Countdown!

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Agenda

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Day 5
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Day 1 - Dec 1

DAY 1

5:00- 5:30 pm EST

Networking & Cocktail Reception

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 1

5:30-6:15 pm EST

Panel Discussion

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 1

6:15-6:30 pm EST

Q&A Session

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Speakers Name

Charles Birnbaum

Partner

 

Bessemer

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Adam Nelson

Managing Director

 

FirstMark Capital

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Sallie Krawcheck

CEO & Founder

 

Ellevest

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Moderator

Nik Milanovic

Founder

 

This Week in Fintech

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Moderator 

Nik Milanovic

Founder

 

This Week in Fintech

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Panelists

Charles Birnbaum

Partner

 

Bessemer

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Adam Nelson

Managing Director

 

FirstMark Capital

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Sallie Krawcheck

CEO & Founder

 

Ellevest

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Venue

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Event Recap

Frequently Asked Questions

What's the best airport to fly into?

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What's the dress code?

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Can I change my activity selection once I have registered?

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Will meals be provided throughout the day?

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Resources

Come kick off NYC Fintech Week with an insightful panel discussion on WealthTech, where Sallie Krawcheck (CEO & Founder at Ellevest), Charles Birnbaum (Partner at Bessemer), and Adam Nelson (Managing Director at FirstMark Capital) will come together to explore the evolving landscape of wealth management technology. 


Whether you’re an investor seeking to understand the next wave of investment opportunities or an operator looking to stay ahead in a competitive market, this event promises to be a thought-provoking exploration of the world of WealthTech.

Don’t miss this opportunity to gain firsthand perspectives from industry leaders and network with fellow professionals passionate about shaping the future of wealth management. Apply to reserve your spot today!

 

For any questions, please reach out to Azzurra Pearson at apearson@svb.com


Startup Banking

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Venture Funded

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Corporate Banking

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Charles Birnbaum

Charles Birnbaum is a partner in Bessemer’s New York office, where he invests in early stage and promising financial services, consumer, and education companies in the U.S. and Europe. He has a strong interest in fintech infrastructure, embedded financial services, and the entrepreneurs that are solving the hardest problems facing both consumers and businesses in our current financial system.

 

Before joining Bessemer in 2013, Charles was one of the earliest team members at Foursquare, the location-based mobile application and social network, where he helped to bring forth the company’s first merchant-facing tools. During the company’s growth phase, Charles became the director of mobile and international business development and built strategic partnerships with media companies, carriers, and OEMs in key growth markets.

 

Prior to Foursquare, Charles spent six years in investment banking and equity capital markets focusing on the technology, media, and telecom sectors.

 

He earned his MBA from the Wharton School, Master of Arts in international studies from the Lauder Institute at the University of Pennsylvania, and a Bachelor of Arts in history from Northwestern University

 

Adam Nelson

Adam Nelson is a Managing Director at FirstMark Capital focusing on investments in Fintech and Vertical Software.


Prior to joining the firm, Adam spent nearly a decade in Silicon Valley, investing in early stage companies as a Venture Partner at South Park Commons and a Partner at Social Capital.


Before Venture Capital, Adam was an early employee at Dropbox where he built and scaled Dropbox's Partner Network and Revenue Partnerships teams.


Adam started his career in investment banking and private equity at Merrill Lynch and Lindsay Goldberg.

He holds both a B.A. from Brown University and an M.B.A. from Stanford's Graduate School of Business.


Sallie Krawcheck

Sallie Krawcheck is the CEO and founder of Ellevest, an investing and wealth management company built by women for women.

In a sea of financial services sameness, Ellevest stands apart with its mission to get more money in the hands of women.

Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi.

Today, as a venture-funded entrepreneur, she’s beat impossibly long odds to raise $144 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars).

Fortune Magazine has called Krawcheck “The Last Honest Analyst,” Barron’s considers her one of the “Most Influential Women in US Finance,” and Vanity Fair has named her to their “New Establishment List.”

Nik Milanovic

Nik Milanovic is the Founder of This Week in Fintech and General Partner at The Fintech Fund. He was previously head of BD at Google Pay, VP of Strategy at Petal, and Partnerships Director at Funding Circle.

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