May913 Financial Services Event Header

When

Thursday May 9, 2013 
3:30 PM to 6 PM *

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Where

University of Connecticut, Stamford
One University Place
(Corner of Washington Blvd & Broad Street)
Stamford, CT 06901


 
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Showcase Your Company

Pitch: Three companies will be selected to pitch at each Second Thursday event.

> To apply, visit cvg.org/pitch

Poster: All companies that offer a product or service related to the presentation topic are invited to exhibit a poster.

> To apply, visit cvg.org/exhibit

All applicants are eligible for a CVG membership at a deep discount! Learn more at cvg.org.

Admission

CVG members & sponsors and University of Bridgeport, UConn and Yale students & faculty attend FREE.

General, non-member admission is $40 if registered by Wednesday, May 8, 12 PM.

UConn Alumni Association member admission is $30 if registered by Wednesday, May 8, 12 PM.

General on-site registration for non-members on the day of the event is $50.

 

Supporting Organization
UConn Alumni Association
You can register for this event at the door, beginning at 4:30 PM on Thursday, April 11. Admission for on-site registration is $50. Online registration is now closed.

If you cannot attend, a refund request must be made via phone (860-289-0878 x339)  or e-mail (rhechtman@ct.org) at least 72 hours before the event. No refunds after 72 hours, but transfer of registration to another individual is allowed.

 

 

In today's market, the single largest sector of venture capital investment is in financial services technology.  Panelists representing viewpoints of VC's, analysts, hedge funds, and M&A  will discuss what this means to entrepreneurs, investors and services providers.
*Note the time change for the May event.

Emcee: Scott Nevins, Principal, Bernstein Global Wealth Management

Moderator: Eric Dale, Partner, Robinson & Cole LLP

Panelists: 

Brien Buckman works in the Emerging Payments Strategic Alliances group at MasterCard, where he is responsible for developing emerging payments strategies and sourcing partnership, investment, and acquisition opportunities. Previously, he co-founded an entrepreneur networking company that was acquired in 2012. Brien currently serves on the Board of Trustees of the University of Connecticut and is a Global Startup Weekend Facilitator.

Bill McNulty is an innovative marketing and technology executive with deep financial services expertise.  Bill founded the IRAmarket, a service that helps consumers compare options for their retirement accounts and 401k rollovers.  Previously, he founded Decision Tree Media, a marketing software service that helped large financial services companies educate prospects and generate qualified sales leads. Bill started his career as an analyst, associate and VP in JPMorgan Chase’s M&A department in New York and London, specializing in the financial services industry.  Bill holds a BA from Princeton where he majored in Near Eastern Studies.

Silvia Pan is a Director in UBS AG's Corporate Development, Group M&A. She has been in the financial services industry for the last 11 years. Over the last six years, she has supported UBS Investment Bank's principal acquisitions and investments.  In this role, Silvia has conducted due diligence, negotiation and execution of over 30 investments and acquisitions, with a significant number in the area of financial technologies.  Prior to UBS, Silvia held roles in investment banking at CIBC and Lehman Brothers and was a strategic consultant in the healthcare and automotive industries.  She has a BS in Economics from the Wharton School and an MBA from University of Chicago Booth School of Business.

Agenda

3:30-4 PM  Registration, Networking and Poster Exhibit
4:00-4:15  Three (Three) Minute Pitches
4:15-5:10  Panel Presentation
5:10-5:20  Audience Q & A
5:20-6:00  Networking and Poster Exhibit