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How Disruptive Technology is Changing The World’s Oldest Business – Finance

How Disruptive Technology is Changing The World’s Oldest Business – Finance

Mar 2 2016, 6:00 PM – 8:30 PM

Sponsored by: Betterment – Limited Seating

Location: Betterment 61 W 23rd St, New York, NY 10010
Time: 6.00PM – 9.00PM, Reception following event

Come join us at the MIT Enterprise Forum of NYC for this exciting event around how technology is changing the financial services sector landscape. We will be inviting representative from the following companies (Betterment, CommonBond, Quovo, Symphony) to discuss the changing financial landscape and what the future holds for us.


Jonathan Shieber
Jonathan Shieber
Senior Editor, CrunchBase

Jonathan is a Senior Editor at CrunchBase. Previously he worked as a senior reporter for Dow Jones & Co., covering venture capital and private equity investment from New York and Shanghai.


Jon Stein
CEO and Founder

Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA, Chartered Financial Analyst. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.


Phil DeGisi
Chief Marketing Officer

Phil is Chief Marketing Officer at CommonBond. Prior to joining the CommonBond team, Phil held e-commerce and digital marketing roles spanning startups and large organizations, including Quidsi (a subsidiary of Amazon), littleBits electronics, and Across these roles, he led direct response marketing, customer retention, and site merchandising/optimization efforts. Phil received his MBA from the Tuck School of Business at Dartmouth College and his BA from Vassar College with a degree in economics.


Lowell Putnam
CEO and Founder

The co-founder of financial data-aggregator Quovo Inc., quoting someone else, describes the ubiquitous files as a 21st century solution to a 20th century problem. He thinks wealth managers are starting to aspire to do better things with data than just dumping a lot of information into a document. Mr. Putnam’s message is part shot across the bow and part life-hack for advisers, whose approaches tend to be more old world. Yet for all Mr. Putnam’s bona fides — a Harvard degree, a job as a Lehman Brothers investment banker and a great-grandfather, George Putnam, who founded Putnam Investments — the startup executive said he’s still got more to learn about the business.


Eran Barak
Business Operations

Eran Barak has a talent for building a widely successful business. Over the past 20 years, he has held senior leadership positions at companies including VocalTec, CellGlide, Thomson Reuters and Amdocs, where he helped build the companies from the ground up. He holds an Executive MBA in Finance & Marketing from the Kellogg School of Management at Northwestern University.

Many thanks to our event sponsor: