Future of Money & Technology Summit II February 28, 2011


Mary Adams, I-Capital Advisors, President

Mary Adams is one of the leading U.S. experts on intangible capital and is co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Mary is also the author of the Smarter Companies blog and creator of the IC Knowledge Center, a global community of 250 IC thought leaders. She is a co-founder of two consulting businesses, Trek and ICA, that help companies measure, manage and monetize intangible assets. Prior to her consulting career, she spent fifteen years as a high-risk lender at Citicorp and Sanwa Business Credit.

Anil Aggarwal, TxVia, Chairman and CEO

Anil Aggarwal is the Chairman and CEO of TxVia, a technology company that pioneered the platform-as-a-service (PaaS) delivery model for processing prepaid cards and emerging payments. He is also Founder and prior Chairman of the Network Branded Prepaid Card Association (NBPCA), the leading nonprofit, inter-industry trade organization for open loop prepaid cards. Previously, Anil co-founded and served as CEO of Prepaid Media, TSYS Prepaid (subsidiary of TSYS (NYSE: TSS)) and Clarity Payment Solutions (acquired by TSYS).

Chris Battles, Intuit, Head of Product Management

Chis leads the Product Management team for the Intuit Payments Solutions Division in developing a broad portfolio of payments offerings with a key emphasis on mobile. Prior to that, he spent over two years as a Director in the Corporate Strategy & Development team. While working on a wide range of strategy engagements for different Intuit business units (e.g., IFS, CG, SBG, APD), Chris drove different M&A engagements (e.g., acquisition of Mint). He also partnered with various senior executives to drive elements of the leadership agenda (e.g., leadership conferences, ARPC work for an “action science project”).

Prior to his position at Intuit, Chris worked as a management consultant for the Boston Consulting Group in San Francisco and the US. Prior to BCG, he worked for several years in investment banking, with a focus on real estate finance and fixed income securities.

Jodi Beggs, Economist/Writer, Economists Do It With Models

Jodi Beggs is best described as a freelance economist. She has taught economics at both the undergraduate and graduate level, is an editor for an online learning company, and writes about economics on her web site “Economists Do It With Models” and for various other publications. Her overall goal is to make economics an interesting and accessible topic of discussion both in the classroom and in the media, since it is her view that understanding basic economics is crucial to running an effective household, being a smart voter, and generally not sucking at life. Jodi has a Master’s degree in Economics from Harvard University.

Antonio Benjamin, Citigroup Institutional Clients Group / Global Transaction Services, Global Chief Technology Officer

Antonio Benjamin is the Global Chief Technology Officer for Citigroup / Global Transaction Services / Institutional Clients Group. Benjamin is also the Chairman of Citigroup GTS Research Development Innovation and Learning Centres and is a member of the Citigroup GTS Executive Committee.

Prior to Citigroup, Antonio Benjamin was Partner at Ernst and Young, LLP. After E&Y, Antonio was Managing Director and Partner of the Business and Technology Risk Management group at Computer Sciences Corporation. Benjamin was also Chief Knowledge Officer at Cambridge Technology Partners’ Management Labs. Benjamin started his technology career as an Engineer at Lotus Development Corporation. Follow on Twitter: @afbenjamin

Paul Blythe, MicroPlace, CFO, Financial & Operations Principle, President of the Due Diligence Committee, and Head of Business Development

Paul Blyth is CFO, Financial & Operations Principle, President of the Due Diligence Committee, and Head of Business Development at MicroPlace Inc, an eBay company. For the last 3+ years he has headed an innovative team of financial services professionals creating retail investments that raise capital for microfinance institutions in some of the world’s poorest regions. MicroPlace was founded on the idea of providing opportunities for a new kind of microfinance investor – the average American. Paul’s leadership has increased the company’s portfolio to include 81 investment opportunities in 62 countries. Its investor base now includes seniors, college students, parents, and professionals aged 18 to 98, meeting the goal of making microfinance an accessible, easy investment opportunity with competitive rates of return. Under Paul’s direction, MicroPlace has achieved many industry 1st’s: he headed the creation of the 1st ever liquid microfinance security, 1st guaranteed retail microfinance security, 1st “green” microfinance security, 1st certified “fair trade” microfinance security and more. He’s particularly proud of that fact that MicroPlace securities have outperformed all major world indices since inception.

Before landing at MicroPlace, Paul spent nearly two decades in finance. Beginning as an auditor at PriceWaterhouseCoopers, London, he migrated into PwC’s management consulting practice. After over 8 years with excel spreadsheets, balanced scorecards, and strategic plans Paul moved into an even sexier industry – the world of pallets! Paul led the commercial finance activities at CHEP Europe (the world’s largest pallet business). After 5 years of blue pallets, Paul was lured into the world of advertising by Mother London – the fashionable, cutting edge agency noted for its development of Bono’s (RED) brand, and its work for Amnesty International. Advertising had its appeal, but Paul was becoming increasingly frustrated by the irony that the “rich” (institutions, governments, and HNWs) could invest in the world’s working poor, but the “average Joe” did not have access to the microfinance asset class. Sitting at his kitchen table with a piece of paper and a pencil, Paul designed a marketplace for the retail investor … during a Google search he stumbled upon a single web page outlining the idea for MicroPlace – he sent the “contact” (Tracey Pettengill Turner) an e-mail … the rest (they say) is history.

Paul has lived and worked in the UK, Canada, France, India, pan-Europe, and the US. Born in London, he spent his childhood in both the UK and rural Canada. He obtained an undergraduate Honours degree in Politics & Business and 3 year Chartered Accountancy qualification in the UK, before moving to the US and completing the Series 7, 27, 63, and 79 qualifications. His wife survived.

Bruce Bower, Plastic Jungle, CEO

Bruce was first introduced to Plastic Jungle in December 2008, joined as President in April 2009, and assumed the CEO position in September 2010.

For more than 20 years, Bruce has been contributing to early and mid stage technology enterprises. His management experience spans the payments, media, education, and alternate energy markets, with a particular emphasis on new business and international markets development.

Prior to Plastic Jungle, Bruce led International and Business and Corporate Development as Senior Vice President at Blackhawk Network, the largest third party distributor of gift cards in the world. Bruce also has served as Chief Executive Officer of Soliloquy Learning and as the President and SVP/General Manager of LearningGate and the educational media division of ZapMe!

Bruce also serves as a director or senior advisor to a number of companies in the payments space, including KargoKard, Radical Payments and Visa. He is a frequent speaker on a variety of new market concepts, including global payments and e-commerce strategies for emerging businesses.

Bruce began his career practicing law with Wilson, Sonsini, Goodrich & Rosati. He graduated in 1984 from Brown University with a B.A. in International Relations. In 1988, he received his law degree from University of Virginia.

Tim Brinkman, ChargeSmart, Chief Executive Officer

Brinkman is responsible for ChargeSmart’s business development, strategic direction and overall growth. With more than 20 years experience in the financial industry, Brinkman has owned companies, led divisions and generated growth opportunities for several companies. Brinkman was a director at Wasserstein Perella and a managing director at C.E. Unterberg Towbin. He also co-founded asset management firm, Indusino Capital Management. Wall Street roles have included Proprietary Trading, Institutional Sales, Senior Management and Advisory Board member.

Brinkman began his career as a CPA with Ernst and Young, a global firm that specializes in assurance, tax, transaction and advisory services, and continued his tenure at the firm as a management consultant in the financial services industry. Brinkman holds an MBA from The University of Chicago and a Bachelor of Science degree in accounting and finance from Miami University.

Arthur Brock, The MetaCurrency Project, Founder/Developer

Arthur Brock is the Founder and Developer of The MetaCurrency Project. Arthur builds targeted currencies that are at the core of the emerging post-industrial economy. He has created more than 100 designs for multi-currency systems and his software company has built and deployed dozens of those systems.

Initially, Arthur put his degree in Artificial Intelligence to use at GM, Chrysler & Hughes, but he soon realized he was committed to bringing intelligence to social architectures rather than to computers. He started student-run schools and award-winning, employee-run businesses and discovered that the self-managing feedback loops needed to operate these types of organizations were built on particular patterns of incentives and measurement.

Based in Denver, Colorado, Arthur Brock consults worldwide with organizations which are actively restructuring themselves for the new economy. Contact him at http://LifebloodDesign.com.

Mark Calvey, San Francisco Business Times, Senior Reporter

Mark Calvey is a senior reporter at the San Francisco Business Times, covering banking & finance — including venture capital, angel investing, investment banking as well as accounting and the economy. Mark’s recent coverage includes stories on BillFloat, Lending Club and Prosper. One of his recent stories looked at the proliferation of startups in financial services that call San Francisco’s financial district home. Mark’s work over the years has featured interviews with the CEOs at Bank of America, Wells Fargo, Charles Schwab and J.P. Morgan Chase. Mark has discussed banking issues as a guest on several local and national TV and radio programs. Mark’s more than 20 years in business journalism include reporting and/or editing positions at the Atlanta Journal-Constitution, the Charlotte Observer, the Palm Beach Post and Investor’s Business Daily, among others.

Eric Connors, Yodlee, Vice President of Products

Eric Connors is Vice President of Products at Yodlee, the leading provider of personalized financial management (PFM) and integrated payments solutions. Eric has 20+ years leadership in both product management and product development, researching, developing, and driving innovative ideas from conception to market globally.

Prior to Yodlee, Eric led International Strategy for one of Oracle‘s application product lines, where his team established the roadmap, investment levels, and priorities necessary to meet the application needs of international customers. He also held roles at PeopleSoft and as Product Manager for Campbell Software, a 50-person enterprise software company that was later acquired by SAP. He began his career as a business software consultant in the IT department at Gap, Inc. Eric has a Bachelor of Science in Management from the Pennsylvania State University, and a Master of Business Administration from the Wharton School.

Robb Duffield, SK Telecom Americas, Director

Robb Duffield is a Director of Corporate Business Development with SK Telecom Americas focusing on strategic investments, acquisitions, and partnerships in the mobile financial services sector. At SKTA, he’s developed the market strategies result in an investment in Billing Revolution with SKTVC and Mobile Money Ventures via a partnership with Citibank. Robb is currently evaluating opportunities in contactless payment technologies and the underserved market.

Prior to joining SK Telecom Americas, Robb led the business development and marketing roles for Autodesk Location Services, a division of Autodesk. Robb began his career in the mobile business in the early days of US West New Vector Group – a predecessor to AirTouch, then Verizon Wireless. He holds an MBA from Thunderbird, American Graduate School of International Management.
Follow on Twitter: @robbduffield

Tricia Duryee, All Things Digital, Senior Editor, eMoney

Tricia Duryee has been covering technology for more than a decade and her whole career has been spent in Seattle, an area rich in software, mobile and e-commerce. From 2008 to 2010, she reported on the wireless industry as the mobile editor at mocoNews.net and paidContent.org, two U.S.-based sites owned by the U.K.’s Guardian News and Media.

Before mocoNews, Duryee spent eight years at the Seattle Times. From 2005 to 2008, she covered the regional wireless industry, including AT&T Wireless, which launched one of the first 3G networks, Microsoft and a handful of other public companies and start-ups. Many of the national and regional carriers based in the Pacific Northwest have been gobbled up with the exception of T-Mobile USA and Clearwire. During her first six years at the newspaper, she primarily reported on the scrappy start-up and venture capital scene and wrote the occasional weekend cop story.

Duryee attended the University of Oregon, where she received a degree in journalism and a minor in business. She serves on the advisory board of the University’s Snowden internship program, in which she participated as a student.

Rod Ebrahimi, ReadyForZero, CEO and Co-Founder

Rod started an ISP2 while he was still in high school. In the late 90’s, at 17, he was lured into the second California gold rush by former Netscape executives. Instead of following his colleagues to Google and other startups, he went back to college for a degree in Cognitive Science and Human Computer Interaction. Prior to ReadyForZero, he was the Product Manager at Membase (the data management layer supporting Zynga), where he led their first product launch. ReadyForZero is a Y Combinator backed company whose angel investors include former PayPal and Mint.com executives.
Follow on Twitter: @readyforzero

Betsy Flanagan, Wells Fargo Bank, Social Media Strategist

Betsy Flanagan is a Social Media Strategist at Wells Fargo Bank. Previously she has held positions at Wells Fargo in Online Sales and Marketing, Investor Relations and Internet Strategy. Outside of Wells Fargo, Betsy founded Startup Studio, a podcast featuring her interviews with some of the world’s most innovative entrepreneurs, including the founders of Southwest Airlines, Meebo, Feedburner, and ZipRealty, among others. Startup Studio has been distributed via San Jose Mercury News, the University of Virginia’s Darden Graduate School of Business, chambers of commerce and AllBusiness.com. Prior to joining Wells Fargo, Betsy was a Wealth Manager at DLJ, where she advised company founders who had recently sold or taken their companies public. Betsy also founded and sold Georgetown Tutors (now Georgetown Learning Centers, www.learnglc.com), a college prep tutoring center. Betsy has an MBA from the University of Virginia’s Darden Graduate School of Business and an AB in anthropology, cum laude, from Harvard College.

Aaron Forth, Mint.com, VP of Product and Director of Intuit Personal Finance Group

Aaron brings more than 10 years of product development and product management experience to the Intuit Personal Finance Group. He was one of the foundational employees at Mint.com, serving as the company’s vice president of product. Prior to joining Mint.com, Aaron held several leadership positions at eBay and Half.com (acquired by eBay Inc.). Most recently, as Director of Advertising, Aaron was responsible for product strategy, design and productdevelopment. Aaron has a background in multivariate testing used to drive analytically based decisions around product design, improved user experience and strategic partnerships. Prior to working in advertising, Aaron managed Internet marketing and product management teams, focused on search engine marketing,search engine optimization and affiliate marketing. Aaron’s career in software was established at Kana Communications, Inc., a CRM software start-up. He holds a bachelor’s degree in Earth Sciences from University of California, Berkeley.

Rob Garcia, Lending Club, Sr Director, Product Strategy

Rob has been creating innovative ecommerce and web based products for more than 10 years, delivering outstanding web experiences for his clients. He is currently the Senior Director of Product Strategy at LendingClub.com, responsible for the overall product roadmap and experience. Under his leadership, Lending Club’s website has become a rapidly growing online financial community, winning numerous prizes such as the Webby Award as best Banking site, the W3 Silver Award as outstanding Financial Services website, two WebAwards for outstanding website in the Financial Services and Investment categories, and the Interactive Media Award as Best-in-Class Banking website. Rob has quickly become a leading voice in the peer-to-peer lending, microfinance, and emerging finance 2.0 space, blogging, tweeting, and speaking passionately about the exciting new products and technologies available. Rob holds a Computer Science degree and an M.B.A. in Entrepreneurship from Babson College.

Lewis Gersh
, Metamorphic Ventures, Managing Partner

Lewis Gersh is a Managing Partner at Metamorphic Ventures which invests in seed and early stage B2B digital media and digital commerce technology companies. The fund invests across the US and Canada.

Prior to Metamorphic, Lewis founded Worldly Information Network, which created and provided investment information to both the retail and institutional markets. The company was sold in 2002.

Lewis graduated from San Diego State University and earned his JD and Masters in Intellectual Property from UNH School of Law. Lewis is a member of the NY Bar Association, a Trustee at UNH Law and serves on many corporate boards.

Ryan Gilbert, BillFloat, CEO

Ryan Gilbert is CEO of BillFloat, an early stage payments company backed PayPal and Venrock. Ryan was previously Vice President of MoneyGram International’s PropertyBridge division, following MoneyGram’s acquisition of PropertyBridge in October 2007. Ryan was PropertyBridge’s CEO and co-founder. He is an active investor and advisor to innovative early stage payments companies including Eventbrite and Square. Ryan is a member of the State Bar of California, and is also admitted to practice law in the United Kingdom and South Africa. He earned his Bachelor of Commerce and Bachelor of Laws from the University of the Witwatersrand, Johannesburg.

Martin Giles, The Economist, US Technology Correspondent

Martin Giles is the San Francisco-based US Technology Correspondent of The Economist Newspaper. Martin has held various jobs on the editorial side of The Economist, including European Business Correspondent based in Paris, Management Correspondent in New York and Finance Editor in London. He also spent several years on the business side of The Economist Group, where he ran the company’s US operations and its new business development team. Martin is a graduate of Oxford University and holds an executive MBA from the University of Chicago’s Booth Graduate School of Business. He sits on the advisory board of the Royal Institute of International Affairs in London and is a trustee of a charity that supports people who wish to become financial journalists.

Scott Guilfoyle, PayPal, CTO and Senior Vice President, Platform Services

As senior vice president of platform services, Scott Guilfoyle leads PayPal’s platform operations, product development, information security, corporate information technology and corporate architecture. Together with his teams in North America, Europe and Asia, Guilfoyle is responsible for providing a world class payments platform, technology infrastructure and operations for PayPal’s millions of accounts around the world.

Prior to joining PayPal, he was the chief information officer (CIO) for Interactive Corporation‘s financial services and real estate division, overseeing sites including LendingTree, GetSmart, HomeLoanCenter and Realestate.com. Guilfoyle also served as CIO for Bank of America Card Services. He began his career at GE, holding key technology leadership positions including CIO of GE Plastics, Americas and GE Engine Services.

Guilfoyle received a bachelor’s of business administration from Wilmington College in Ohio. He is also a graduate of GE Management Development, GE Global Business Development and is a certified six sigma Black Belt.

Sean Harper, FeeFighters, CEO

Sean is the co-founder and CEO of FeeFighters – a comparison shopping website for business financial services (formerly known as TransFS). Prior to starting FeeFighters, Sean worked as a venture capitalist at Longworth Venture Partners and William Blair Capital Partners and as a consultant at the Boston Consulting Group. Sean holds an A.B. in economics from the University of Chicago, where he also studied computer science and an MBA from the University of Chicago Booth School of Business.

Kevin Hartz, Eventbrite, Co-Founder & CEO

Kevin Hartz is Co-Founder & CEO of Eventbrite, a company changing the way events come together online, and happen offline. Kevin was previously Co-Founder and CEO of Xoom Corporation, an international money transfer company, servicing more than 40 countries worldwide. Xoom is backed by Sequoia Capital, NEA, Fidelity Ventures, Stanford University, and Peter Thiel.

Kevin began his career as a product manager and later co-founded ConnectGroup, a start-up providing high-speed Internet access to the hotel industry. ConnectGroup was acquired by Lodgenet (NASDAQ: LNET). Kevin holds a BA and BS from Stanford University, as well as an MA from Oxford University (University College).

He has been an active early stage investor and advisor to start-ups including PayPal, Geni, Friendster, TripIt, Flixster, Adnectar, Yammer, TokBox, iControl, Boku, Lookout, Anonymizer, Palantir and Trulia, and currently serves on the Board of Directors of Xoom, Lookout, TownHog, and TokBox (observer). In his spare time, Kevin advises university students on entrepreneurship through Youniversity Ventures. Kevin lives in San Francisco with his wife, Julia, and young daughter.

Christin Herron
, Intel Capital, Director

Christine Herron is a Silicon Valley investor and entrepreneur. She is currently a Director with Intel Capital and a Venture Advisor at 500 Startups.

Previously, Christine was a Principal with First Round Capital, an early-stage venture capital firm, where she worked with companies such as BillFloat, Double Verify, Get Satisfaction, Mint, and Xobni. As a Director at Omidyar Network, she developed the Media practice strategy and drove $15 million in early-stage placements.

Prior to joining Omidyar Network in 2005, Christine was the VP of Marketing for Mission Research, which develops small business CRM solutions. While there, she led marketing from initial business plan authoring through paying customer and distribution partner acquisition. Earlier, Christine was the founder and CEO of Mercury2, a software-as-a-service developer of international trade logistics systems. She also managed developer tools at NetObjects, and played for the Internet Server Team at Microsoft.

Christine started as an investor with Geocapital Partners, where she focused on early Internet infrastructure and network management software. She earned her MBA at Stanford University, and her BA in English at Columbia University, Columbia College.

Arno Hesse, Clearbon, Co-Founder

Arno Hesse is co-founder of Clearbon, a solution for local businesses and community banks to create their own rewards networks. Clearbon has piloted Bernal Bucks, rewarding customers for shopping local and directing funds into neighborhood causes.
Until 2009, Arno was Executive Vice President for Retail Products and Marketing at Union Bank (now owned by Bank of Tokyo-Mitsubishi UFJ) where he led Product Management, Customer Experience Management, and Marketing. Over the past 20 years, he has executed market strategies with a special focus on changing organizational cultures, as culture tends to eat strategy for breakfast. He has worked on strategy and customer engagement initiatives with technology ventures and financial institutions like Wells Fargo, Commerzbank, Fireman’s Fund, Wachovia.

As a founding member of Slow Money, Arno works on directing investments into local food systems. He is also easily distracted by typography details.

Ron Hirson, BOKU, SVP Product & Markting / Co-Founder

Ron brings over fourteen years experience in product and general management in the consumer Internet space to the BOKU team. Most recently, Ron served as VP of Product at AT&T Interactive, which he joined through the acquisition of service marketplace and performance advertising company Ingenio. Ron spent 6 years at Ingenio, where he served as VP of Product Management. Prior to Ingenio, Ron was co-founder and CEO of The Digs Network, an early social network focused on Gen Y, which was bought by iDrive. He started his career as a Management Consultant for Price Waterhouse focused on technology integrations. In addition to his role at BOKU, Ron served as Entrepreneur-in-Residence at Khosla Ventures and actively advises several companies in the consumer Internet space.

Allen Howell, Social Flights, Co-Founder and Chairman

Mr. Howell is the Co-Founder and Chairman of Social Flights, LLC (www.socialflights.com) Social Flights aggregates private jets across the US and matches them to the social graph, events, and affinity travel tribes for a door-to-door value proposition comparable to commercial airlines.

Allen is also the Co-Founder and CEO of Corporate Flight Management, Inc. (www.flycfm.com); a 28 year old general aviation company based in Nashville TN and one of the largest operators of business aircraft in the Southeastern US with 31 aircraft and 200 employees. CFM has worked with companies worldwide with consulting and technical support of small airline and charter startups in 28 countries.

Allen is an often cited author and editor in chief of Plane Conversations Blog about Business and General Aviation (www.planeconversations.com) and regular contributor to Forbes Wheels Up blog about business and general aviation; (http://blogs.forbes.com/wheelsup/).

Allen is a Lifelong advocate and promoter of general aviation and is a commercial pilot holding multiple ratings including instrument, single engine land and sea as well as multi-engine land ratings. Allen has experience starting and operating a regional airline and two successful flight schools from the ground up, so to speak. Follow on Twitter: @AllenatCFM

Charles Hudson, Bionic Panda Games, CEO / SoftTech VC, Venture Partner

I am a Venture Partner with SoftTech VC and the CEO and Co-Founder of Bionic Panda Games, a mobile games company based in San Francisco, CA. Until February 2010, I was the VP of Business Development for Serious Business, a leading producer of social games. Zynga acquired Serious Business in February of 2010.

I founded Third Power LLC, a conference and events company that was acquired by WebMediaBrands (NASDAQ:WEBM) in late 2009. I continue to produce events on their behalf, including the Virtual Goods Summit, Social Gaming Summit, Freemium Summit, and Smartphone Games Summit.

I also work with Justin Smith from Inside Network on a series of research reports on the virtual goods market. You can check out our research at Inside Virtual Goods. Follow on Twitter: @chudson

Maha Ibrahim, Canaan Partners, Partner

Maha Ibrahim invests in innovative cloud, mobile, and digital media companies with the potential to become global market leaders. Maha is known in the venture industry for her ability to spot technology trends early, foster growth at her portfolio companies through hands-on operational guidance, and achieve profitable exits for entrepreneurs and investors.

Maha joined Canaan’s Menlo Park office in March 2000. She has won numerous industry awards, including The Silicon Valley Business Journal 40 Under 40 award, and is frequently invited to speak at industry conferences. Prior to joining Canaan, Maha held numerous executive-level roles at Qwest Communications, including Vice President of Business Development and Vice President of eBusiness and Internet Operations. While at Qwest, her keen networking skills helped the company forge relationships with Netscape and Microsoft. Earlier in her career, Maha was a management consultant with both the Boston Consulting Group and Price Waterhouse.

Maha holds a B.A. in Economics and an M.A. in Organizational Behavior from Stanford University and a Ph.D. in Economics from MIT. She currently sits on the boards of 3Crowd, eBillme, MiNO Wireless, SenSage , Virsto and Kabam. Follow on Twitter: @CanaanPartners

Jessica Jackley, ProFounder, CEO & Founder

Jessica is Cofounder and CEO of ProFounder, a platform providing new ways for small business entrepreneurs in the U.S. to access start-up capital through crowdfunding and community involvement. Prior to ProFounder, Jessica was a Cofounder and Chief Marketing Officer of Kiva, the world’s first p2p microlending website. Since its founding in October 2005, Kiva has facilitated nearly $200M in loans among individuals across 208 countries. Jessica has also worked with the Stanford Center for Social Innovation, Amazon.com, Potentia Media, the International Foundation, World Vision, and others.

Jessica holds an MBA from the Stanford Graduate School of Business with Certificates in Global Management and Public Management, and a BA in Philosophy and Political Science from Bucknell University. She teaches Global Entrepreneurship at the Marshall School of Business at USC, and is a Visiting Scholar at Stanford’s Center for Philanthropy and Civil Society. She also serves as an active advisor and board member on several organizations championing women, microfinance, tech, and the arts. Jessica lives in Los Angeles and San Francisco, and is a trained yoga instructor and avid surfer.

Vincent Kadar, Telepin Software, CEO

Vincent Kadar, CEO of Telepin Software, has more than 16 years of executive experience in software technology companies for wireless and telecom networks. Prior to his role with Telepn, Vincent was founder and CTO at Airwide Solutions, a leading provider of mobile messaging infrastructure. Mr. Kadar has also served as Director of Wireless Technology at InfoSpace Inc, and in senior technology positions at CrossKeys Systems and Accenture. Vincent frequently presents at industry conferences and has been published in leading magazines. For more information, visit his blog about mobile money: www.mobilemoneytransactions.com.

Andy Kleitsch, Billing Revolution, CEO & Founder

Andy is a serial entrepreneur bringing a deep background in mobile operator billing technology and mobile data product management. Prior to founding Billing Revolution with its Single-Click Checkout product, Andy was the Sr. Manager of the AT&T Wireless mMode portal. Before entering mobile, Andy was the founder of WeddingChannel.com (a leading wedding planning web destination) which was later sold to the Knot for $80+MM.

Kenneth Kruszka, m-Via, VP Product Development

Ken Kruszka drives m-Via‘s strategic product vision and roadmap, as well as their realization through the creation of industry-leading mobile financial products and services. In his role, Ken leads the product management, product development, service delivery, and information technology organizations.

Previously, as co-founder and CEO of m-Via Financial Services, Ken grew the company into an industry-recognized leader in mobile financial services and brought the company to cash-flow positive before leading the sale of m-Via to Clikit Technologies (which subsequently rebranded itself as m-Via).

In addition to Ken’s success in leading innovative technology-based financial services initiatives at m-Via, SVC Financial Services, Mellon Capital Management, and Wells Fargo, Ken also brings to his role extensive experience in the development and marketing of products and solutions for the telecommunications, energy, and automotive industries, as well as for the US Department of Defense, the National Institute of Standards and Technology, and NASA.

Ken holds a BS with distinction in Computer Science from Cornell University, an MS in Computer Science and Artificial Intelligence from the University of Illinois at Urbana-Champaign, and an MBA in Entrepreneurial Management from the University of San Francisco.

Chris Larsen
, Prosper, Chief Executive Officer and Co-Founder

Chris Larsen is CEO and Co-founder of Prosper, America’s largest peer-to-peer lending marketplace. Prosper is a continuation of Larsen’s commitment to leveraging the Internet to make consumer lending markets more efficient, transparent, and trustworthy.

Prior to Prosper, Larsen co-founded and served as Chairman and CEO of E-Loan. Under his leadership, E-Loan was heralded as one of America’s most trusted consumer brands. During his tenure, Larsen pioneered the open access to credit scores movement by making E-Loan the first company to show consumers their FICO scores. Mr. Larsen also played a pivotal role in the passage of the strongest consumer financial privacy protection law in the nation and was hailed by Congresswoman Jackie Speier as being, “critical to the success of the bill.”

Mr. Larsen serves at the Board and Advisory levels at numerous companies and organizations including: Progresso Financial, ACCION International’s Center for Financial Inclusion, Mott Foundation underbanked financial services group, CreditKarma, Electronic Privacy Information Center (EPIC), Qifang, and The Silicon Valley Community Foundation’s anti-payday lending committee. He is also a member of the Young Presidents’ Organization (YPO).

Mr. Larsen holds an M.B.A. degree from Stanford University and a B.S. degree from San Francisco State University, where he was named the 2004 Alumnus of the Year.

Kevin Lawton, Author, The Crowdfunding Revolution

Progenitor of PC virtualization (now a multi-billion dollar cloud-related industry), serial startup entrepreneur, trend-caster and visionary at the intersection of biz & tech, contributor for SeekingAlpha / VentureBeat / HuffingtonPost, book author and blogger, founding team member in a microprocessor startup, author and lead for two Open Source projects, public speaker, prolific idea creator, author of multiple patents, and news and business book junkie. I have a degree in computer science and started my career at MIT Lincoln Laboratory in space-based radar and satellite communication. Follow on Twitter: @CrowdfundBook

Paul A. Leonard, Center for Responsible Lending (CRL), Director, California Office

Paul A. Leonard directs the California office of the Center for Responsible Lending, a national policy and research organization working on lending issues affecting low-wealth households. The Center is a non-profit, non-partisan research and policy organization dedicated to protecting homeownership and family wealth by working to eliminate abusive financial practices. CRL is affiliated with Self-Help, one of the nation’s largest community development financial institutions. CRL has offices in Durham NC, Washington, DC and has recently opened its California office in Oakland.

Mr. Leonard previously served as the Acting Assistant Secretary for Policy Development and Research and Deputy Assistant Secretary for Policy Development at the U.S. Department of Housing and Urban Development from 1994 through 1998. Mr. Leonard has also been a consultant on housing, community development and social welfare issues, an Assistant Agency Director for Workforce and Human Services at the Alameda County, CA Social Services Agency and a senior research analyst at the Center on Budget and Policy Priorities, a non-profit policy and research organization in Washington DC.

Ari Levy, Bloomberg / Businessweek Magazine, Technology Reporter

As a technology reporter at Bloomberg, Ari Levy has covered networking, Internet and mobility while following deals and dealmakers in private equity and venture capital. He joined Bloomberg in 2003 as a stock market reporter in New York and moved to San Francisco in 2006 to write about Silicon Valley. He is also a regular contributor to Bloomberg Businessweek magazine. Ari has a master’s degree in business journalism from Baruch College in New York.

Kenneth Lin,
Credit Karma, Founder & CEO

Kenneth Lin has over a dozen years in financial services and internet marketing. Prior to Credit Karma, Ken started a boutique marketing agency that specializes in online financial services. Ken also has experience with credit risk and underwriting with his experiences at a credit card company (Partners First) and a mortgage lender (E-Loan).

Peter Lurie, American Express, SVP, Strategic Partnerships & Business Development, Enterprise Growth Group

Peter Lurie is Senior Vice President, Strategic Partnerships and Business Development, for online and mobile platforms for the Enterprise Growth group at American Express. In this capacity, he negotiates and structures relationships regarding emerging payment platforms with American Express’s key partners.

Prior to joining American Express in October 2010, Mr. Lurie was general counsel of Virgin Mobile USA, the first wireless carrier to focus on the prepaid and youth markets, which he co-founded. He helped guide the company from concept and business plan, organization and start-up, national launch and rapid growth through the transition to a mature operating business. Prior to its merger with Sprint in November 2009, Virgin Mobile was the sixth largest wireless carrier in the United States, with five million customers and $1.5 billion in revenues (NYSE: VM). Mr. Lurie played a key role in negotiating credit financing, managing a $412 million initial public offering on the New York Stock Exchange, structuring strategic acquisitions, and the eventual sale of the company to Sprint. Most recently, he was a senior vice president at Sprint and one of four executives running the company’s prepaid group, the largest in the United States, which included Boost, Virgin Mobile, Common Cents and Assurance Wireless. Mr. Lurie was responsible for negotiating with the company’s key business partners, including technology, companies such as Oracle, retailers such as Walmart and Best Buy, media companies such as Viacom and Disney, and device manufacturers including Samsung, Nokia, and RIM.

Mr. Lurie takes his civic obligations seriously, serving as chairman of the board of Urban Arts Partnership, a not-for-profit organization that interweaves arts education in the core curriculum of over 75 New York City public schools. He is an active member in the technology community and is a director of Waterfall Mobile, LLC, a technology company that enables mobile commerce. Mr. Lurie is a graduate of Dartmouth College and The University of Chicago Law School.

Dr. Douglas C. Merrill, ZestCash, Founder & CEO

Dr. Douglas C. Merrill is the Founder & CEO of ZestCash – a financial services technology company committed to serving the underbanked. He was previously CIO and VP of Engineering at Google. Prior to Google, Douglas held executive roles at Charles Schwab, Price Waterhouse, and the RAND Corporation. Douglas is also the author of “Getting Organized in the Google Era: How to Get Stuff Out of Your Head, Find It When You Need It, and Get It Done Right”, a book on personal and workplace organization. He has a Ph.D. in Psychology from Princeton.

Jordan Modell, Internet Archive Credit Union

After heading up CRM departments for major money center banks for 20 years, Jordan began a marketing strategy and analytics firm serving Fortune 100 clients. Now, he has teamed up with Internet Archive to transform the world of banking as we know it, creating a financial entity that offers the best of the old and the new; a community based credit union that is innovative, high tech, and cashless. By eliminating the profit motive and emphasizing high tech and high service, the partnership is looking to launch a new kind of financial service organization that will be both a fulcrum for change and a portal to what’s possible, where cutting edge technology, a high standard of fairness, and engaged and committed members meet.

Jordan has an MBA in Marketing/Information Systems from NYU. In addition to numerous speaking engagements in the US and abroad, he was a contributing author to the “New Age of Financial Services Marketing”, and an adjunct professor at NYU’s Graduate Business School. His views have been quoted in the Economist and he has been a keynote speaker in the US, Europe and Australia.

Jeff Mullen
, Dynamics, Inc., Founder, CEO

Jeff Mullen founded and seeded Dynamics in 2007. Under Mullen, Dynamics sold arguably the largest paid pilots for on-card technology in the history of banking and closed one of the largest Series A investment rounds in 2009 in payments ($5.7MM). Mullen is an inventor on over 150 pending and issued patents ranging from mainstream consumer electronics for Apple, Inc., to children’s electronic toys for Anderson Press. Mullen is considered one of the most prolific young inventors in the United States and has won many of the world’s most prestigious international business plan competitions, including the Rice Business Plan Competition, Carnegie Mellon McGinnis Venture Competition, and the University of San Francisco Business Plan Competition.

Mullen began his career at the prestigious law firm of Fish & Neave (’01-‘07), where he was a patent attorney. Here, Mullen brought in millions of dollars of new business, managed a group of patent agents and attorneys, and prosecuted, licensed, and litigated patents as well as performed a variety of general corporate transactional work. Mullen’s practice covered a wide range of technologies including financial instruments, trading systems, nanotechnology, power systems, deep-sub micron transistor design, telecommunication protocols, Web 2.0 technologies, interactive toys, signal processing, interactive television, mobile devices, and analog circuitry.

Eager to incubate a technology startup, Mullen attended the Don Jones Center for Entrepreneurship at Carnegie Mellon’s Tepper School of Business. Within a few months of starting his MBA, Mullen incorporated Dynamics and was managing a handful of Dynamics’ engineers in an off-campus office. While in Tepper’s MBA program, Mullen grew the company to seven employees and obtained arguably the largest paid-pilots for an on-card technology in the history of banking. A few days before Mullen’s commencement, Mullen received his first $MM term sheet from a national venture capitalist. Mullen received a degree in Electrical and Computer Engineering at Carnegie Mellon (’01), a JD at New York Law School, Evening Division (’05), and an MBA from Carnegie Mellon’s Tepper School of Business, where he was a James R. Swartz (co-founder of Accel) Entrepreneurial Fellow. He is a member of the Patent Bar, New York Bar, and Connecticut Bar.

Ted Nelson, Computer Pioneer / Creator of Hypertext

“Before the personal computer, and before the Web, there was Theodor
Holm Nelson, who almost half a century ago understood how computers
would transform the printed page.”
–John Markoff in the New York Times, 2009.01.10

Chris O’Brien, San Jose Mercury News, Business Columnist

Chris O’Brien is a business and technology columnist at the San Jose Mercury News where he has covered Silicon Valley for more than a decade. Since joining the Mercury News in 1999, O’Brien has covered everything from the dot-com boom to the California Energy Crisis to the region’s innovation economy. His column now focuses on the people, companies, ideas and policies that are shaping Silicon Valley.

Jolie O’Dell, Mashable, Social Media & Tech Reporter

Jolie O’Dell is Mashable‘s Social Media and Tech Reporter. In the past, O’Dell has worked for ReadWriteWeb, on newspapers, on magazines, for book publishers, for serial entrepreneurs, on startup teams, at advertising and marketing agencies, and for enterprise blogs and websites. O’Dell has a B.A. in Media Studies from Shenandoah University.

Sean O’Malley, BillFloat, Co-Founder

Sean O’Malley is the co-Founder of BillFloat. Prior to BillFloat he managed Venrock’s internet and mobile seed investments and was a product leader at Yahoo! where he worked on some of the largest consumer internet properties around the globe including Yahoo! Messenger, Yahoo! Answers, Yahoo! Front-page, Yahoo! Video and Yahoo! News. He considers himself a product and marketing guy and loves remarkable products and passionate teams.

Nima Pourshasb, Live Gamer, VP of Strategy and Corporate Development

Nima Pourshasb is VP of Strategy and Corporate Development at Live Gamer, the premiere virtual goods commerce platform. He is responsible for strategy, M&A, partnerships and leads the consulting work for game and virtual economy optimization. His background includes Business Development at MTV Networks, where he led M&A deals with social media properties, and a Senior Project Manager role in strategy consulting at Oliver Wyman, specializing in Emerging Markets. He holds an MBA from Harvard Business School, during which he worked part-time at venture capital firm General Catalyst, helping launch an online advertising company. Other work experience includes Goldman Sachs and PWC, and he also holds a Masters in Engineering from Imperial College, London.

Jose Quinonez
, Mission Asset Fund, Executive Director

José Quiñonez is the founding Executive Director of the Mission Asset Fund, a neighborhood-based asset building organization working to expand access to financial services, savings and investment opportunities for low-income and immigrant residents in San Francisco’s Mission District. MAF is leading the asset building filed by creating innovative and culturally relevant financial products to help immigrants transition into the financial mainstream. José’s background includes working as a legislative assistant for Congressman Ruben Hinojosa, as a policy advocate for various nonprofit organizations in Washington, D.C., including the Center for Community Change and Bread for the World, where he worked on a variety of issues including immigration, hunger, and welfare reform. Most recently, José worked for the Center for Responsible Lending, advocating against predatory mortgage and payday lending practices that strip assets from hard-working families. José is a graduate of the University of California at Davis and Princeton University’s Woodrow Wilson School. Follow on Twitter: @mafpajarito

Suresh Ramamurthi, CBW Bank, Vice-Chairman

Suresh Ramamurthi is Vice-Chairman at CBW Bank and heads up wholesale banking including new products and services. He leads CBW Bank’s initiatives to support and foster innovation including working with financial services start-ups. He also serves as a Principal at BC Capital, an early stage investment firm.

A veteran technology entrepreneur, Suresh has founded and exited two start-ups, and has previously worked at Google Inc. Suresh’s first start-up, PowerFax, developed and manufactured wireless hardware and software applications. PowerFax’s wireless technology went on to become the basis for the ubiquitous “Guide Button” on television remote controls.

Suresh has a Bachelor’s degree in Electronics and Communication Engineering, a Master’s degree in Computer Science and a Master’s degree in Business Administration from the University of Chicago.

Carol Realini, Obopay, Executive Chairman and Founder

Carol Realini is the Executive Chairman and Founder of Obopay, Inc. a leading global mobile banking and payment providers. Carol founded and built Obopay, which now has live services in four markets; the United States, India, Kenya and Senegal. Today, Obopay – through partnerships with financial institutions, mobile carriers, handset providers and merchants such as Societe Generale, MasterCard, Nokia and Essar – is using mobile phones to deliver financial services that empower people’s life and work.

Carol is a recognized international expert in mobile money, who has presented to world business and political leaders at events including those hosted by the U.S. State Department, the World Economic Forum, and the Gates Foundation. She has three decades of technology experience, successfully leading companies through initial public offerings, as well as, into acquisitions. In 2008, Carol was named one of the 50 Top Women in Technology by Corporate Board Member magazine, and in 2010, was recognized as one of the most influential women in Silicon Valley by the Silicon Valley Business Journal.

Joshua Reich,Bank Simple, CEO

Joshua Reich is the CEO of Bank Simple. Josh is a data geek, enjoying making stuff better with numbers, computers and money. His career has spanned marketing analytics and quantitative finance, including running a data mining consulting firm, an equity research group at a growth fund, and core components at the mortgage lead market, Root Exchange. Josh has a BSc. in mathematics and statistics from the University of Melbourne and an MBA from Carnegie Mellon University.

Danae Ringlemann, IndieGogo, Co-Founder

Danae co-founded IndieGoGo to democratize fundraising. She brings finance and entertainment industry expertise, and Fast Company Magazine recently named her one of the Top 50 Women Innovators in Technology.

Prior to IndieGoGo, Danae was a Securities Analyst at Cowen & Co. where she covered entertainment companies including Pixar, Lionsgate, Disney, and Electronic Arts. Danae also focused on cable network, NFL, newspaper and hedge fund clientele while at JPMorgan’s Investment Bank and Private Bank. In the wake of 9/11, Danae co-produced a concert reading of Incident at Vichy, an Arthur Miller play addressing the politically charged topic of racial profiling.

Danae is a CFA charterholder and holds an MBA from the Haas School of Business at UC Berkeley. Danae graduated with a B.A. in Humanities from UNC-Chapel Hill, where she was a Morehead Scholar and varsity rower.

Dan Robles – The Ingenesist Project, Director

Dan Robles is the Director of The Ingenesist Project, a private think tank in Seattle that publishes a framework for Social Capitalism; An Innovation Economy built on a Platform of Social Media – where knowledge is tangible outside the construct of corporations. TIP is currently deploying a new class of business methods called The Value Game.

Dan is a founding partner and Chief Innovation Officer for Social Flights – a privately funded start-up and the first company to deploy The Value Game. Social Flights aggregates private jets across the US and matches them to the social graph, events, and travel tribes for a door-to-door value proposition comparable to commercial airlines.

Dan is recognized internationally from his 15 years in the Aerospace Industry and early participation in the NAFTA negotiations for the international recognition of engineering professionals – the first modern attempt to treat knowledge assets like a financial instrument. His work reflects these early events from the dawn of the Internet Age. Follow on Twitter: @ingenesist

David S. Rose, AngelSoft, Chairman and CEO

David S. Rose is CEO of Angelsoft, the international collaboration platform for early stage angel investing. Angelsoft powers the global entrepreneurial economy by enabling qualified startups to get financed by the smartest investors. It is the official collaboration solution of the world’s leading angel associations in 45 countries, providing knowledge and collaboration tools supporting all aspects of deal flow management, from pitch to exit. Angelsoft currently serves over 30,000 accredited investors, 500 angel investment networks, 100 venture capital funds, 115,000 early stage companies, and processes over 4,000 new business plans each month.

David is also an Associate Founder, with Ray Kurzweil and Peter Diamandis, of Singularity University, the Google/NASA-sponsored graduate program in exponential technologies, and as its Track Chair for Finance and Entrepreneurship has established one of the first academic programs on the future of finance. A serial entrepreneur and active angel investor, David has founded six companies and funded over 80 others. Red Herring magazine described him as the “Patriarch of Silicon Alley”, and Crain’s New York Business called him “the father of angel investing in New York”. He is currently Managing Director of Rose Tech Ventures, a seed stage venture fund; Chairman of New York Angels, the most active angel investment group on the East Coast; and Chairman of Egret Capital Partners, a middle-market private equity firm.

Schwark Satyavolu, BillShrink, Co-Founder & CEO

Schwark is a co-founder and one of the original visionaries behind BillShrink, the company that has helped 1.5 million Americans save more than $1 billion by delivering personalized money-saving recommendations on their most common household bills.

Schwark was previously an entrepreneur-in-residence with Bessemer Venture Partners (BVP), where he explored opportunities to leverage the Internet and innovative information aggregation techniques to solve real-world problems. Prior to his tenure with BVP, Schwark was with Yodlee for eight years, where he developed the technology, co-founded the company, and served in a variety of functions, including chief technology officer. Prior to this, Schwark worked at Microsoft, where he was responsible for designing and developing several key features of Microsoft’s project management tool.

Schwark has produced seminal TCP/IP research and holds three patents, with 15 others pending. He holds a bachelor’s degree in mechanical engineering from the Indian Institute of Technology, Madras, and a master’s degree from Rensselaer Polytechnic Institute.
Follow on Twitter: @billshrink

Heather Schlegel, Future of Transactions Research Project, Futurist

Heather Schlegel is an independent researcher exploring alternative currencies and transactions; specifically how information technology is changing the physical and cultural way we borrow and lend. She is completing a Master’s of Technology in Strategic Foresight at the University of Houston’s Futures Program. Additional research projects include the impact of technology on identity creation and positive wildcards.

Prior to her futures research, Schlegel helped build and launch over 50 Internet products in Silicon Valley and Los Angeles. Schlegel is primarily known by her online moniker, heathervescent, where she explores the intersection of technology, culture and identity. Follow on Twitter: @heathervescent

Steve Schultz, Pageonce, Chief Operating Officer

A recognized leader in consumer finance, Steve Schultz joins Pageonce from Yahoo! where he was head of the Yahoo! Finance and Yahoo! Real Estate businesses in North America. During his tenure at Yahoo!, Yahoo! Finance doubled its market share attracting more than 40 million unique visitors according to Comscore. He led its business and content strategy, business development and strategic partnerships which included relationships with Intuit, Fidelity Investments, Dow Jones, ScottTrade, Bankrate and Bloomberg.com. He was also responsible for Yahoo! Finance’s original content strategy, oversaw the site’s push into mobile applications, and managed strategic partnerships with dozens of financial content and data providers. With Yahoo! Real Estate, Steve helped lead the site from the #10 to the #2 real estate destination on the Web, was named one of the 100 most influential leaders in the real estate industry by Inman News in 2009, and architected a strategic partnership with Zillow.com in 2010. Steve has held several product and marketing leadership roles throughout his career. He was Director of Product Marketing at Epiphany, a CRM and marketing automation solution, where he held product line management responsibilities for the company’s leading ad serving and personalization platform. Steve started his career in management consulting for Putnam, Hayes & Bartlett (now part of Charles River Associates).

Steve holds a bachelor’s degree in Economics from the University of California, Davis and an M.B.A. from the Haas School at the University of California, Berkeley.

Ramit Sethi, I Will Teach You To Be Rich, Author

Ramit Sethi graduated from Stanford University in 2005 with bachelor’s and master’s degrees in technology, psychology, and sociology. He is the founder and author of IWillTeachYouToBeRich.com, a blog on personal finance and personal entrepreneurship, which hosts over 250,000 readers per month and has been featured in the Wall Street Journal, New York Times, and NPR. In addition to his blog, he speaks on personal finance and entrepreneurship across the country. His book, I Will Teach You To Be Rich, became an instant New York Times, Wall Street Journal, and Amazon best seller. Ramit is also the co-founder and vice president of community marketing for PBwiki, a venture-backed Silicon Valley startup.

Michael Sha, Wikinvest, Co-Founder & CEO

Prior to creating Wikinvest, Mike was an advisor and consultant to many internet and mobile startups and held key positions at Amazon.com where he launched and ran the Amazon Visa Card business, headed up product development in the Global Payments team, led a technology team focused on building new strategic partnerships and initiatives, and built sophisticated fraud detection models. He received a BA in Applied Math and a MS in Computer Science, both from Harvard University.

Danny Shader, PayNearMe, Founder and CEO

Danny Shader is the founder and CEO of PayNearMe, the cash payment network. PayNearMe enables consumers who do not have a credit or debit card or who simply prefer cash to safely and easily conduct remote business transactions. Prior to PayNearMe, Danny served as CEO of Jasper Wireless, Inc. Before Jasper, Danny served as the President and CEO of Good Technology, Inc., the leader in standards-based enterprise wireless messaging and data access, which Motorola acquired in 2007. Before Good, Danny served as a vice president and general manager at Amazon.com, which he joined when Amazon acquired Accept.com, the first consumer-to-consumer payment services company, which Danny co-founded and led as CEO. Danny earned a B.S. in Industrial Engineering and Operations Research from the University of California at Berkeley and an M.B.A. from Stanford University.

Don Shaffer, RSF Social Finance, President & CEO

Don Shaffer is President & CEO of RSF Social Finance. Prior to joining RSF, Don served as Executive Director of the Business Alliance for Local Living Economies (BALLE), developing it into an alliance of over 15,000 independently owned businesses across the U.S. and Canada.

He has also served as Interim Executive Director of Investors’ Circle, a network of angel investors, professional venture capitalists, foundations, family offices, and others who invest private capital into companies addressing social and environmental issues.

Don’s experience includes over 15 years in senior management positions building social mission companies, including Comet Skateboards, a designer and manufacturer of premium skateboarding products committed to local and sustainable business practices. He has served and led sales, marketing, business-development, and general-operations teams in the education and software sectors.

Don serves as a Board Member of Comet Skateboards, BALLE, and Social Venture Network. He participates in an advisory capacity with Entrepreneurship@Cornell, B Lab, and Slow Money. He also co-chairs the Roots of Change Business Leaders Council. Don graduated with a degree in American History from Cornell University and lives in Oakland, California, with his wife, Jennifer, and their daughter, Sabine.

Jaidev Shergill, Bundle.com, Founder and CEO

Jaidev is Founder and CEO of Bundle.com, a socially informed money management company backed by Citi, Microsoft and Morningstar. Bundle helps users compare their spending and saving habits to other people like them and manage their money by connecting to their financial accounts.

Prior to founding Bundle.com in 2009, Jaidev worked for Citigroup on the Growth Ventures and Innovation team and for the Retail bank. He was President and EVP of Citi Ventures, where he oversaw equity investments and venture partnerships with startups. Prior to Citi, Jaidev advised clients on M&A and private equity investments with Credit Suisse First Boston and Lansdowne Capital.

Jaidev received his Bachelor of Science in Engineering at Northwestern University in Evanston, Illinois and his MBA at INSEAD in Fontainebleau, France.

Irene Shubladze, Credit Sesame, Vice President of Marketing

As the Vice President of Marketing, Irene is responsible for driving customers and building Credit Sesame’s brand through online marketing channels. Before joining Credit Sesame, Irene was the head of direct marketing channels at Travelocity.com, the third largest online travel agency, where she lead a multi–million dollar customer acquisition strategy, social media and direct online marketing.

Irene is a seasoned marketing professional with over 8 years of experience in digital marketing. Prior to joining Travelocity, she built her expertise at award winning digital marketing agencies, Response Mine and 360i Interactive. She’s driven double-digit revenue growth and new customers for notable clients including, HomeDepot.com, Scripps Networks, and Staples.com, among others.

Ted Sorom, Rixty, Inc., Founder & CEO

Ted is CEO of Rixty, a cash-based payment system that enables youth and adults who lack credit cards to pay for online entertainment using cash and coins. Today Rixty users can fund their online spending accounts at more than 10,000 Coinstar kiosks in grocery stores and 10,000 Rixty prepaid card locations in convenience stores nationwide. Rixty supports more than 100 major MMO (massively multiplayer online) games and 1000’s of flash, casual and social games.

In creating Rixty, Ted leveraged his years of executive experience in high-tech product development and his experience developing cutting edge toys and consumer products at Wild Planet Entertainment for clients Target, Gap Kids and Dreamworks. Ted adds to this youth product experience with firsthand online entertainment experience gained while helping launch the teen-focused virtual world vSide. Ted has spent the past few years meeting with teens & adults researching their unique online finance habits and spending needs. Ted has spoken at numerous engagements including the Engage Conference, the SD Forum’s ‘Business of New Media’ Conference and as a guest speaker at the Haas School of Business. Ted holds a BS from Dartmouth College, a Masters from Stanford University and an MBA from the Haas School of Business at UC Berkeley.

Stan Stalnaker, Hub Culture Ltd., Founder and Creative Director

A noted commentator on the social impact of globalization, P2P finance and virtual currencies, Stan Stalnaker is the Founder and Creative Director of Hub Culture Ltd, a social network that is the first to merge online and physical world environments, workspaces and services in global digital currency, Ven. Hub Culture was created for and by the growing bands of people described in Stalnaker’s groundbreaking 2002 book on global consumer psychology. In 2009 Hub Culture began rolling out Pavilions, a new form of member based consumer retail experience driven around workspace, knowledge services and online collaboration tools. The Pavilions are the first locations in the world to operate on a global virtual currency, Ven, which can be used as tender at any Pavilion or traded among HubCulture.com members for knowledge related activities and merchandise. This network of Hub Culture Pavilions now exist in key urban centers and at major events. Today, Hub Culture is one of the world’s most influential private social networks, with regular fundraising and event based activities, a news content system geared around micropayments, collaboration tools that merge locations with the web, and collaborative access to some of the world’s most influential people.

Stalnaker’s views on P2P were named the lead Breakthrough Idea of 2008 by the Harvard Business Review, and other writings have appeared in the New York Times online, GQ, Internationalist, Capella, CNN Bespoke, Enigma and other publications. With the success of the Pavilions gathering momentum, Hub Culture and Stan’s role in the company have been heavily featured in consumer media, including the Wall Street Journal online, Wired UK, and websites and blogs generating over 20,000 media stories. In 2009, he was named a British American Project Fellow, a collection of 24 leaders of distinction from Britain and the USA. Hub Culture began in 2002 with the publication of Hub Culture: The Next Wave of Urban Consumers, the first specialized look at the emergence of harmonized cultural psychographics in the world economy. Following the success of the book, activity shifted online to HubCulture.com, now the leading source of information and interactivity for this private community of urban influentials.

Previously at Time Warner, Stalnaker worked from 1996 through 2006 at Time Inc., focused on a variety of titles led by FORTUNE, including Money, Business 2.0, FSB, cnnmoney.com and multimedia platforms, handling international marketing operations first in Asia Pacific, then EMEA and Latin America. In addition to strategic branding projects for a long list of international clients, he has also overseen production of signature events for Time Warner properties and strategic planning in over a dozen countries for brands including TIME, CNN, FORTUNE, Shell and others. From 1999 to 2001, Stalnaker curated a web column in Asia Pacific for cnn.com and time.com called Culture on Demand, and he remains a regular contributor to magazines in North America, the Middle East, Asia and Australia. Stalnaker has a B.A. in Economic Development and a B.A. in Economics from the American University in Washington D.C. Follow on Twitter: @hubculture

Christian Taylor, Payvment, Founder & CEO

Christian Taylor is the founder and CEO of Payvment, a venture-backed startup that has created the leading shopping platform inside Facebook. From April 2002 to January 2007, Taylor was President of Xcreative Interactive, a successful, interactive media and web development firm that helped media and entertainment clients build their brands online and engage audiences. Before that, Taylor was President of To Die For Records, a digital music clearinghouse and record label for independent recording artists.

Based in San Francisco, CA, Payvment, Inc. provides, free of charge, the only application that enables retailers to create their own storefronts where Facebook‘s some 500 million users can shop without ever leaving the social network. Within just six months of launch, Payvment has over 30,000 retailers offering more than 500,000 searchable products – from dog collars to diamonds. Approximately 200,000 Facebook users per month are using Payvment technology to shop with an average cart total of $42.00. Payvment is fast growing – currently adding hundreds of retail storefronts and thousands of products per day.

Jeff Thomas, SecondMarket, Inc., Senior Vice President, Private Company Market

Jeff Thomas is a Senior Vice President with SecondMarket, the largest marketplace for alternative assets. Mr. Thomas leads the business development team for the Private Company Market from SecondMarket’s Palo Alto office. He and his team are focused on creating liquidity solutions for private companies.

Prior to SecondMarket, Mr. Thomas was a Vice President at Gerson Lehrman Group, where he helped private equity and venture capital investors source deals, perform due diligence, and manage their portfolio companies by leveraging the GLG Councils, a worldwide network of subject matter experts. Before GLG, Mr. Thomas was a Sales Manager at Altera Corporation, where he led the worldwide technical account team for Cisco Systems.

Mr. Thomas graduated with honors from Carnegie Mellon University and received a bachelor’s degree in electrical and computer engineering. He currently holds the Series 7, 63, and 24 licenses. He is a frequent speaker at conferences on trading alternative assets and liquidity options for private companies.

Gregory Wendt, EP Wealth Advisors, VP of Sustainable and Responsible Investing

Gregory Wendt is Vice President of Sustainable and Responsible Investing for EP Wealth Advisors. Greg advises clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg is one of the nation’s leading experts in Sustainable and Responsible Investing. He began his career as a financial advisor in 1991 and worked with Smith Barney, Paine Webber and Prudential Securities prior to joining Enright Premier Wealth Advisors, Inc. in 2002.

Mr. Wendt is the founder/visionary behind Green Economy Think Tank Day, an annual conference for LA Region’s sustainability leaders to evolve solutions and actions for LA’s Green Economy. He is also the co-founder of non-profit Green Business Networking a community of nearly 4,000 individuals in the LA Region who’s mission is to connect business owners and decision makers of socially and environmentally conscious businesses by providing a space and time for connecting, dealmaking and networking.

A native of Southern California, Greg grew up in Palos Verdes Estates and has lived in Santa Monica since 1983. In his spare time Greg enjoys swimming surfing, gourmet cooking, reading, meditation, hiking and hosting wonderful events for his family and friends. You can learn more about Greg on his website Gregwendt.com, and what is on his mind at Sustainable Wealth.

Brian Zisk, Future of Money & Technology Summit, Executive Producer

Brian Zisk is a serial entrepreneur and technology industry consultant specializing in digital media, web broadcasting and distribution technologies. Brian is a co-founder of Collecta, the ultra-hot realtime search engine. Additionally, Brian is a Co-Founder and Technologies Director of the Future of Music Coalition and a Board Member and/or Strategic Advisor for a wide variety of tech companies and non-profits. Brian was previously a founder of The Green Witch Internet Radio which was sold to CMGI (NASDAQ: CMGI) at the turn of the millennium. He is active in many influential computer-mediated forums, is quoted and published extensively in the media, frequently appears on panels and at industry events domestically and abroad, and is an expert at frenzy whipping, brand awareness, and in creating new business models. Brian is also the executive producer of the SF MusicTech Summit. Follow Brian on Twitter:@zisk

Schedule on 2/28/11

8:30 – 8:45am Registration Opens
– Sponsored by Intuit
8:45 – 8:55am
Sakura Room
Welcome & Opening Remarks
Brian Zisk – Executive Producer
8:55 – 9:15am
Sakura Room
Scott Guilfoyle, PayPal
CTO and Senior Vice President, Platform Services
9:20 – 10:20am
Sakura Room
Financial Innovations
Ari Levy – Bloomberg News (Moderator)
Aaron Forth – Mint.com
Schwark Satyavolu – BillShrink
Ryan Gilbert – BillFloat
Scott Guilfoyle – PayPal
9:20 – 10:20am
Spring Room
Information Driving Efficient Markets
Jodi Beggs – Economists Do It With Models (Moderator)
Sean Harper – FeeFighters
Michael Sha – Wikinvest
Jaidev Shergill – Bundle.com
Steve Schultz – Pageonce
10:20 – 10:30am
Imperial Ballroom
Coffee & Tea Break
10:30 – 11:30am
Sakura Room
Crowdfunding & Lending
Kevin Lawton – The CrowdFunding Revolution (Moderator)
Paul Blythe – MicroPlace
Chris Larsen – Prosper
Jessica Jackley – ProFounder
Danae Ringlemann – IndieGogo
10:30 – 11:30am
Spring Room
Elevator Pitches
Starring YOU!
All are welcome to stand up and present an up to 1-minute pitch about their company or idea, to connect with others who may want to work with you.
Host: Brian Zisk, Executive Producer
10:30 – 11:30am
Osaka Room
Leveraging New Markets
Tricia Duryee – All Things Digital (Moderator)
Ted Sorom – Rixty
Bruce Bower – Plastic Jungle
Jeff Thomas – Second Market
11:30 – 1:00pm Lunch Break – Explore the Japantown Mall Food Court
1:00 – 3:00 pm
Sakura Room
Demos & Presentations
Host: Jolie O’Dell, Mashable
Jeff Mullen – Dynamics, Inc. / Powered Cards
Arno Hesse – Clearbon
Dan Robles – Value Game
Allen Howell – Social Flights
Jordan Modell – Internet Archive Credit Union
1:00 – 2:00 PM
Spring Room
Funding Financial Innovation
Chris O’Brien – San Jose Mercury News (Moderator)
Maha Ibrahim – Canaan Partners
Kevin Hartz – Eventbrite
Lewis Gersh – Metamorhpic Ventures
Christin Herron – Intel Capital
Peter Lurie – American Express
1:00 – 2:00 PM
Osaka Room
Designing the New Bank
Mark Calvey – SF Business Times (Moderator)
Josh Reich – Bank Simple
Don Shaffer – RSF Social Finance
Suresh Ramamurthi – CBW Bank
2:00 – 3:00 PM
Sakura Room
Presentations (continued)Transacting Together
Heather Schlegel– FuturistThe Future of Angel Investing
David S. Rose – AngelSoftPsychology of Users Who Pay
Ramit Sethi – NYT Bestselling Author
2:00 – 3:00 PM
Spring Room
Monetizing Intangible Capital
Mary Adams – I-Capital Partners (Moderator)
Dan Robles – The Ingenesist Project
Arthur Brock – The MetaCurrency Project
Gregory Wendt – EP Wealth Advisors
2:00 – 3:00pm
Osaka Room
Covering Your Bills
Paul Leonard – Center for Responsible Lending (Moderator)
Sean O’Malley – BillFloat
Tim Brinkman – ChargeSmart
Douglas Merrill – ZestCash
3:00 – 3:30 PM
Imperial Room
Afternoon Snack Break
3:30 – 4:30 PM
Spring Room
Debt Free America
Betsy Flanagan – Wells Fargo Bank (Moderator)
Kenneth Lin – Credit Karma
Irene Shubladze – Credit Sesame
Rod Ebrahimi – ReadyforZero
Rob Garcia – Lending Club
3:30 – 4:30 PM
Sakura Room
Serving the Unbanked
Ken Kruszka – m-Via (Moderator)
Ron Hirson – BOKU
Danny Shader – PayNearMe
Anil Aggarwal – TxVia
Jose Quinonez – Mission Asset Fund
3:30 – 4:30 PM
Osaka Room
Ecosystem of Financial APIs
Arthur Brock – The MetaCurrency Project (Moderator)
Christian Taylor – Payvment
Suresh Ramamurthi – CBW Bank
Eric Connors – Yodlee
4:30 – 4:45pm
Imperial Room
Afternoon Break
4:45 – 5:45 PM
Sakura Room
Mobile Money
Martin Giles – The Economist (Moderator)
Andy Kleitsch – Billing Revolution / Single-Click Checkout
Chris Battles – Intuit Payment Solutions
Robb Duffield – SK Telecom Americas
Carol Realini – Obopay
Vince Kadar – Telepin Software
4:45 –5:45 PM
Spring Room
Virtual Good & Currency
Charles Hudson – Bionic Panda Games (Moderator)
Nima Pourshasb Live Gamer
Stan Stalnaker – Hub Culture & VenMoney.net
4:45 PM
Osaka Room
Microsale & Permission to Re-Use
Ted Nelson – Computer Pioneer / Hypertext Creator
5:45 – 5:55pm KEYNOTE / Closing Remarks
Antonio Benjamin
Citigroup Institutional Clients Group / Global Transaction Services, Global Chief Technology Officer
5:45–8:00 PM Cocktail Party!
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