The Future of FinTech Platformification

FINTECH IS EVERYWHERE - The FUTURE OF FINTECH PLATFORMIFICATION UNDER THE FINTECH IS EVERYWHERE SERIES, WE WILL EXPLORE HOW FINANCIAL TECHNOLOGIES, APPLICATIONS AND BUSINESS MODELS ARE IMPACTING SO MANY INDUSTRIES, FROM FINANCE TO WEALTH MANAGEMENT, TO REAL ESTATE, AND HEALTH. IF THE FINTECHS WERE FIRST SEEN AS DISRUPTERS, TODAY THEY ARE EVERYWHERE, RESHAPING PRACTICES, EMPOWERING CONSUMERS AND INVESTORS, CREATING NEW ASSETS AND MARKETS. ON FEBRUARY 27 WE ARE IN BOSTON, WHERE WE WILL LOOK AT HOW PLATFORMS AND MARKETPLACES ARE LEVERAGING SCALE, INTEGRATION AND NETWORK EFFECTS TO DELIVER NEW USER EXPERIENCES AND VALUE. JOIN MORNINGSTAR AND RSM FOR THE FIRST PROGRAM IN THE FINTECH IS EVERYWHERE SERIES. Program 4:30 Registration/Refreshments/Networking 5:00 Welcome - Fintech is Everywhere 5:15 The Future of FinTech Platformification * ABE: A Better Exchange: The first 24/7 securities exchange connecting issuers to global investors - abe.io * HYDROGEN: Modular platform to build your next fintech innovation - hydrogenplatform.com * BAMBU: Global robo-advisor technology provider - bambu.life * FLUME HEALTH: Flume Health is reinventing how the most important companies buy and access healthcare - flumehealth.com * BOND: Everyone deserves access to capital that fits their needs and enables them to meet their goals - bond.tech * MIRADOR: At Mirador, we eliminate the hassles associated with financial reporting - miradorllc.com * 55IP: 55ip’s investment platform empowers advisors to deliver custom investment strategies at scale - 55-ip.com * SESAMM: generating alternative data and investment signals from text data - sesamm.com * OPENFIN: OpenFin modernizes financial desktops, enabling instant application deployment, strong security, and interoperability - openfin.co 6:15 Full group retakes stage again for interactive Q&A 6:30 Networking/Cocktails