Taking Fintech to the Bank
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Why is the finance industry getting disrupted? Which parts of the industry are most vulnerable? Who will do the disrupting? What technologies are most important and why? The talk will look at these questions and more and you will walk away with a holistic view of how finance and technology are colliding.
- understand why the finance industry is ripe for disruption
- become familiar with the technologies that are most likely to disrupt finance
- articulate a simple framework for segmenting financial services firms
- anticipate the most likely disruptions in finance
Dan has 30 years of experience working in technology and finance. After earning his degree in Electrical Engineering from Queen’s University (Kingston, Ontario), Dan worked in various technical and business roles including 6 years at Anadigics (NASDAQ:ANAD) where he last contributed as Director of Product Marketing.
Dan was the founder and CEO of Quake Technologies, the market leader in 10 Gb/s Ethernet semiconductor technology. Through a challenging tech downturn, he led Quake to profitability and an eventual acquisition by Applied Micro Circuits Corporation (NASDAQ:AMCC).
Dan joined Xambala as CEO and led a pivot away from fabless semiconductors to High Frequency Trading. Xambala became a leading market maker in U.S. Equities. Dan was part of NASDAQ’s committee to revamp the Market Structure of the Opening and Closing Auctions. Xambala was acquired by Final, an Israel based trading firm.
In 2018, Dan founded Trep Capital and joined the faculty at the Leavey School of Business at Santa Clara University where he has been teaching Data Science and Finance. Dan has played various leadership roles at the business school including as Faculty Director for the MS in Business Analytics and as Director of MS Programs where he led the MSBA, MS Finance, and MS in Information Systems programs. Dan established corporate partnerships to provide all MS students with industry-led practicum projects.
Dan loves to play outside. You can catch him running or mountain biking on the trails of the Peninsula Open Space Preserves. When he’s not on the trails, Dan enjoys spending time with his wife and three kids.
4:00 pm – 5:00 pm Greeting and Presentation
5:00 pm – 5:30 pm Networking
Free for Chapter Members/Partners
$35 for Other chapters and non-members
- Qualified Potential Members may attend once as a guest and one additional time with guest fee (which may be applied to membership fee within 60 days).
- Registration for a free qualified guest, contact Micky Robledo
- Scholarship Alumni winners can attend once a year for free.
- Non-members who do not qualify for membership may attend once a year, must be referred by an active member and pay the guest fee.
- Partners may invite guests in accordance with the Partner Arrangement.
One (1.0) CPE credit available. Field of Study: TBA
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.