Resilience and sustainability have become more imperative than ever before - especially amid the prevailing pandemic. As a part of the Leir Research Institute's overarching goal, this year’s conference brings together experts from business, education, technology, and government to explore disruptive technologies and business solutions to address the challenges and opportunities of financial technology. We will discuss the latest implications in the FinTech industry through the lens of disruptive technologies, regulations, and business.

Agenda 

 
9:00 a.m. - 9:30 a.m.

Introduction and Opening Remarks
9:30 a.m. - 10:40 a.m. 

 

Session 1: Academic Overview of FinTech Research

Keynote Speaker: Tucker Balch, Ph.D., Managing Director, JP Morgan AI Research

Moderator: Jim Shi, Ph.D., Martin Tuchman School of Management

Panelists:

Grace Wang, PhD, CFA, Associate Dean for Research, Ying Wu College of Computing

Qiang Tang, PhD, Senior Lecturer, University of Sydney
10:40 a.m. - 11:50 a.m. 

Session 2: Large Financial Institutions and Corporate FinTech Applications

Keynote Speaker: Jordan Hu, CEO, RiskVal Financial Solutions, LLC

Moderator: David Reeve, CFA, CFP, CAIA, Vice President, Merrill Lynch Wealth Management

Panelists: 

Toby Wade, Head of Primary Research and Predictive Analytics, Bank of America

Michael Corino, Managing Director, Mizuho Securities Co., Ltd.

 
11:50 a.m. -1:00 p.m. 

Session 3: FinTech Regulations and Startup Challenges

Keynote Speaker: John Schindler, Ph.D., Senior Associate Director, Federal Reserve System

Moderator: Steven Gomez, Program Development Manager, New Jersey Institute of Technology

Panelists: 

Madye Parrish, Head of Product, MoCaFi

Jewel Jennings-Wright, Head of Compliance, New York Shipping Exchange, Inc

Ari Gross, PhD, CEO, SoftWorks AI
1:00 p.m.

Concluding Remarks