Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

share save 171 16 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

Dr Dan Rosen is a FinTech Entrepreneur and Quant. Dr Dan Rosen resize - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

He is currently the Chief Executive Officer of d1g1t Inc., a new digital wealth management platform, powered by analytics, that offers advanced transparent portfolio management services to advisors and their individual investors. He is an Adjunct Professor of Mathematical Finance at the University of Toronto and was the first Director of the Centre for Financial Industries at the Fields Institute for Research in Mathematical Sciences.

Dr Rosen was the co-founder and CEO R2 Financial Technologies, acquired by S&P Capital IQ in 2012, and where he was Managing Director for Risk and Analytics until 2015. Prior to starting R2 in 2006, Dr Rosen had a successful career over a decade at Algorithmics Inc., where he led financial engineering and research, strategy, products and marketing.

In addition to working with numerous financial institutions around the world, he lectures extensively on financial engineering, portfolio management, enterprise risk and capital management, credit and market risk, valuation of derivatives and structured finance. He has authored numerous risk management and financial engineering publications, including two books, and several patents, and serves in the editorial board of various industrial and academic journals.

Dr Rosen was inducted in 2010 a Fellow of the Fields Institute for his “outstanding contributions to the Fields Institute, its programs, and to the Canadian mathematical community”. He currently serves in the Board of Directors of the Fields Institute, as well as in the Advisory Boards of the OSC on Fintech, Canada’s Institute Innovation Platform (IIP), International Association of Quantitative Finance (IAQF), Global Risk Institute (GRI), Center for Advanced Financial Studies at the University of Waterloo, and the Institute for Leadership Education in Engineering (iLead) at the University of Toronto. He is one of the founders of the Professional Risk Management International Association (PRMIA) and of RiskLab, initiated at the University of Toronto.

He holds an M.A.Sc. and Ph.D. in Chemical Engineering from the University of Toronto and was a Post-Doctoral fellow at the Centre for Management of Technology and Entrepreneurship. His B.A.Sc. is in Chemical Engineering from Universidad Autonoma Metropolitana, in Mexico City, where he was awarded in 2015 the recognition of Distinguished Alumni.

FFCON registration - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform

CAD $9M investment to support build-out of enterprise portfolio management, analytics and client servicing tools for global wealth management industry

TORONTO — 15 November 2018 — d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors.

d1g1t has raised in excess of CAD $9 million over two private investment rounds lead by Purpose Financial, which is headed by Som Seif and backed by the Ontario Municipal Pension Retirement System (OMERS). Other investors in d1g1t include highly-regarded Fintech investors Extreme Venture Partners and Portag3, as well as a distinguished group of angel investors and d1g1t clients.

Through an innovative cloud-based technology platform, d1g1t delivers to financial advisers and their clients greater transparency and enhanced communication that generates trust, as well as an enriched client experience. Its advanced enterprise-wide portfolio and client management capabilities enable advisors to better manage their portfolios and provide their clients with sound investment decision support based on individualized goal-based planning tools, sound risk management and investment analytics.

The d1g1t enterprise wealth management platform is now going live with four clients, responsible for managing an approximately CAD $13 billion of assets under management (AUM) for over 5,000 households.

“The wealth management industry has been underserved by modern technology,” said Dr Dan Rosen, co-founder and CEO of d1g1t. “We have engineered the d1g1t platform to empower advisors to provide proven, transparent, value-added services built around client goals, a richer customized experience for their clients, and stronger client relationships based on long-term trust. Technology, analytics, Big Data and AI will have tremendous impact on the wealth management industry, but will not eliminate the need for human advisors. Instead, they will dramatically improve the services that these advisors provide to their clients.”

The end-to-end platform allows advisors to focus on their client needs and scale the business by uniquely integrating the entire client management lifecycle from client onboarding and financial and investment planning, to portfolio and client monitoring, portfolio rebalancing, trading and compliance.

d1g1t is co-founded by veteran Fintech entrepreneurs, Dan Rosen, Philippe Rouanet and Benoit Fleury, who previously co-founded R2 Financial Technologies, (acquired by S&P Capital IQ) and before that were senior executives of Algorithmics Inc. (acquired by IBM). Originally incubated at the prestigious Fields Institute in Toronto, the company has put together one of the strongest financial engineering teams in the industry to build and support the d1g1t platform.

Purpose Financial is both a lead investor in d1g1t and a client. Its Purpose Advisory Solutions platform has been working with the d1g1t team for the last 12 months, as one of the four early development clients.

“We’re excited to support d1g1t in its roadmap as we feel our industry has done little to invest in technology to support advisors and allow them to optimize their portfolio strategies and client experience,” said Som Seif, CEO of Purpose. “d1g1t provides an unparalleled end-to-end platform to run a modern advisory business which enables advisors to manage much bigger books more efficiently. Advisors and business leaders can now manage their business real-time through business intelligence and continuity reports, advisors can focus on value added activities, and their families and clients can get full transparency through an integrated client experience and modern reporting.”

To learn more please visit: https://www.d1g1t.com.

About d1g1t Inc.

d1g1t provides a new digital end-to-end wealth management platform powered by sophisticated analytics and risk management tools that offers transparent portfolio management services to professional advisers and their individual investors. Headquartered in Toronto, the company is founded by an experienced team of financial technology experts who have developed some of the leading portfolio systems for banks, institutional asset managers, hedge funds, pension funds, insurance companies, and regulators around the world.


NCFA Jan 2018 resize - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org

Latest news - Meet FFCON19 Featured Keynote Speaker: Dr. Dan RosenFF Logo 400 v3 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosencommunity social impact - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
FFCON19 Fearless team - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

ATB Financial (Government of Alberta) | May 23, 2019 Crowdfunding and Crowdlending platform Opportunity Notice and Information Organization: ATB Financial Organization Address: Reference Number: AB-2019-03314 Solicitation Number: 20.06 Solicitation Type: Request for Information Posting (MM/dd/yyyy): 05/15/2019 03:49:51 PM Alberta Time Closing (MM/dd/yyyy): 05/31/2019 02:00:59 PM Alberta Time Last Update (MM/dd/yyyy): 05/15/2019 03:49:51 PM Alberta Time Agreement Type: Non-Applicable Region of Opportunity: Open Region of Delivery: Alberta Opportunity Type: Open & Competitive Commodity Codes: T005A: Graphic Design Services - including website Preview the RFI --> here The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org ...
Read More
ATB financial RFI crowdfunding and crowdlending platform - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
The Next Web | Radek Zaleski | May 21, 2019 Are Europeans really coming? “The US market is vast. There are a lot of consumers in the US that use outdated technologies, and from that perspective we see huge potential here [in the US],” announced Nicolas Kopp, US CEO of N26, during a panel at Netguru’s Disruption Forum. Over the past few years, the fintech industry has started to prove that it can be a driving force to disrupt the financial services sector. Banks now have serious competition from tech-forward lending companies, transfer startups, personal finance and investment apps, and non-traditional banks. The majority of this activity has come from fintech companies in Europe. Why? See:  Canada’s financial upstarts are lining up behind open banking, but bigger players may need convincing Europe has led the charge in bridging the gap between older banking practices and rapidly advancing consumer technology. Some even estimate that these new challenger companies have taken up to one third (33%) of new revenue across the industry in Europe alone. When compared to the US, the difference is vast – the same report estimates that US fintechs have only captured just over 3% of the new revenue ...
Read More
european fintech expansion - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Financial Post | Bermuda Development Agency Release | May 15, 2019 NEW YORK — Bermuda highlighted its world-respected regulatory and legal framework for fintech business, as a delegation of government and industry experts returned for a second year to “Blockchain Week” in New York for Consensus 2019. Bermuda promoted its pioneering legal & regulatory framework for fintech startups during New York’s Blockchain Week, attending Consensus and an interview with @bloombergradio Premier David Burt, accompanied by Finance Minister Curtis Dickinson and Bermuda Business Development Agency CEO Andy Burrows, led a group of regulatory and industry representatives to the annual three-day midtown conference which attracted 4,500 attendees, including major sponsoring companies such as IBM, Deloitte, Microsoft, Citi, RBC and eBay. Along with a business development team from the BDA were Assistant Financial Secretary Stephen Gift, Chief Fintech Advisor to the Premier Denis Pitcher, and fintech experts from the Bermuda Monetary Authority (BMA), Deloitte Bermuda, PwC Bermuda, and global law firms Appleby, Conyers, and Walkers. See:  The Future of Government… in a Digital Age “Events like this are important because they bring a lot of the major players from well-established companies that are going to be the largest companies of the future,” said ...
Read More
Bermuda premier David Burt - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Koho Release | May 15, 2019 TORONTO, May 15, 2019 (GLOBE NEWSWIRE) -- KOHO announced today that it has closed a $42 million fundraising round led by Portag3 Ventures (“Portag3”), including Greyhound Capital and other strategic investors. The announcement comes as KOHO, a fintech company that offers Canadians an alternative to their traditional banking experience, continues to see rapid growth. In less than two years, KOHO has grown to over 120,000 accounts, moved their HQ to Toronto and released 43 new versions of the app. With over $500 million in annualized transactions and a KOHO card used every 4 seconds, KOHO has built a current account Canadians love (they boast a Net Promoter Score of 80 and App Store rating of 4.8/5 stars). “KOHO’s mission is to restore balance to Canadians by giving them control over their own finances. This new funding is both validation of what we’ve done and a vote of confidence for the work left to do,” said Daniel Eberhard, Founder and CEO of KOHO. Having raised $8 million from Portag3 in their Series-A funding round, KOHO is thrilled to continue the relationship with an investment from Portag3 Ventures LP II. See:  Banks’ Revenue Growth at Risk ...
Read More
Koho - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
NCFA Canada | May 14, 2019 JOIN US ON A STORYTELLING JOURNEY EVERY FRIDAY. Ep31-May 14:  Blockchain Law with Jason Saltzman About this episode: On this episode of the Fintech Friday's Podcast, our host Manseeb Khan sits down with Jason Saltzman partner at Gowlings WLG law firm. They chat about how to make your ICO compliant, Blockchain in law and how to create a business structure.  Enjoy! HOST: Manseeb Khan, Fintech Friday's show host GUEST:  JASON SALTZMAN, Partner, Gowling WLG (Canada) LLP (Linkedin) BIO:  Jason Saltzman is a partner in Gowling WLG (Canada) LLP’s Toronto office practising in corporate finance and securities law, with an emphasis on securities offerings, mergers and acquisitions, private equity and venture capital transactions and regulatory compliance matters.  Jason assists issuers, investment dealers, investment portals and institutional and private investors on complex equity and debt financing transactions, ranging from start-up investments, venture capital and private equity investments, to larger public offerings and project finance.  Jason has taken numerous companies public on the TSX, TSX Venture Exchange and Canadian Securities Exchange by IPO, reverse takeover, capital pool transactions and direct listings. He also advises securities dealers, advisers, investment fund managers and other market participants in connection with their ...
Read More
FF EP 31 Jason Saltzman resize - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Forbes | Billy Bambrough | May 13, 2019 Bitcoin has been soaring over the weekend, boosting most major cryptocurrencies including ethereum, litecoin, Ripple's XRP, EOS, and bitcoin cash—and adding some $25 billion to the overall cryptocurrency market capitalization since Friday morning, taking it over $200 billion of the first time this year. The bitcoin price is now trading at a little over $7,000 per bitcoin, after beginning the year at under $4,000, taking the total value of all bitcoins over $124 billion and making up 58% of the broader cryptocurrency market cap. Over the weekend some major bitcoin holders, known as whales, moved a staggering number of the digital tokens, potentially pushing the market higher, with the single biggest whale moving 47,000 bitcoin worth an eye-watering $343 million, according to data from Whale Alert, which tracks big cryptocurrency moves. Bitcoin whales have traded around 100,000 bitcoin over the weekend, with a total value of some $670 million dollars. Most of the bitcoin whales have been moving their holdings out of major cryptocurrency exchanges, with just a few of the biggest transactions over the weekend involving cryptocurrency wallets moving bitcoin to an exchange. Large bitcoin and cryptocurrency transactions can prop up the market, with ...
Read More
Bitcoin May 2019 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Coindesk | Yogita Khatri | May 10, 2019 Figure Technologies, a fintech startup founded by former SoFi CEO Mike Cagney, has closed a $1 billion “uncommitted” line of credit on a blockchain. Investment bank Jefferies and WSFS Financial Corporation, the parent of WSFS Bank, are the project’s participants, Figure announced Thursday. As part of the deal, Jefferies may periodically lend to Figure under a variable funding note, which is secured by Figure’s home equity lines. WSFS Financial is acting as trustee for Jefferies. Lines of credit have a maximum loan amount that can be borrowed as needed, paid back, and borrowed again. Figure’s financing facility is custodied on its own blockchain platform called Provenance, according to the announcement. See:  FaceCoin: Here’s What Facebook Could Build In Blockchain And Cryptocurrency The platform can support “the entire end-to-end financing of loans, from origination to funding to servicing to financing,” said Cagney, adding: “It paves the way for the first securitization on chain, which will demonstrate the massive cost savings, risk reduction and liquidity benefits blockchain delivers.” Brian McGrath, head of the securitized markets group at Jefferies, commented on using the blockchain: “We’ve gained full transparency into the underlying assets, real-time access to loan performance and ...
Read More
ex sofi CEO closes 1 billion line of credit - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
PYMNTS | May 6, 2019 The suit can proceed. The news came Thursday (May 2) that, per a ruling in federal court in New York, the State Department of Financial Services can move forward with a suit that looks to derail national bank charters for FinTech companies. Judge Victor Marrero, presiding over the U.S. District Court for the Southern District of New York, said the case can proceed, a ruling that denied a dismissal of the suit requested by the Office of the Comptroller of the Currency (OCC). The New York department had argued that the OCC had stepped beyond its regulatory authority (and is misinterpreting the National Bank Act) when it had offered the “special purpose” charter in the middle of last year. The judge ruled that “such dramatic disruption of federal state relationships in the banking industry occasioned by a federal regulatory agency lends weight to the argument that it represents exercise of authority that exceeds what Congress may have contemplated in passing the NBA . Indeed, if DFS’ characterization of the impact is accurate – which the Court assumes, given the posture of this order … the OCC’s reading is not so much an ‘interpretation’ as ‘a fundamental ...
Read More
Fintech 2 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Investment Executive | James Langton | May 7, 2019 Initial coin offerings (ICOs) can be an effective approach to start-up financing, argues a paper from the Bank of Canada. A new staff working paper from the central bank examined the ICO phenomenon that has emerged in recent years as a way for fledgling companies to secure early-stage financing. While the approach has attracted a fair amount of negative attention amid reports of failed and fraudulent offerings, the paper found that it can actually be the ideal way to fund a company in certain circumstances. Specifically, the paper looked at how the ICO structure impacts the incentives of entrepreneurs, compared with traditional debt and equity financing, and concluded that it can be the better way to finance a company. “Our results show that ICOs can have beneficial economic properties when compared with conventional financing strategies,” it said. “For certain projects, ICO financing generates a higher net present value than conventional modes of financing and is sometimes the only profitable form of financing.” According to the paper, the essential factor is that returns to ICO investors be based on a project’s sales revenue, rather than profits. See:  TokenFunder announces Canada’s first Security ...
Read More
bank of canada 2 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen
Coindesk | Nikhilesh De | May 7, 2019 Hackers stole more than 7,000 bitcoin from crypto exchange Binance, the world’s largest by volume, the startup reported Tuesday. Binance announced that a “large scale security breach” was discovered earlier on May 7, finding that malicious actors were able to access user API keys, two-factor authentication codes and “potentially other info,” the exchange’s CEO, Changpeng Zhao, said in a letter. As a result, they were able to withdraw roughly $41 million in bitcoin from the exchange, according to a transaction published in the security notice. The disclosure comes hours after Zhao tweeted that the exchange was undertaking “some unscheduled server maintenance,” writing that “funds are #safu.” After the disclosure announcement, Zhao tweeted that the exchange would “provide a more detailed update shortly.” See:  Binance Coin Burn Is Around The Corner – How The Coin Burn Works The exchange may not yet have identified all impacted accounts, he said. And according to Binance’s statement, the breach only impacted Binance’s hot wallet, which contains roughly 2 percent of the exchange’s total bitcoin holdings. “All of our other wallets are secure and unharmed,” he said, adding: “The hackers had the patience to wait, and execute ...
Read More
Binance exchange hacked - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen

 

5th ANNUAL 2019 FINTECH & FINANCING CONFERENCE HOSTED BY NCFA AND PARTNERS

FEARLESS

 

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

APR 3-4 TORONTO

FINTECH 360. BLOCKCHAIN. AI CONFIDENTIAL.  FUNDING INNOVATION.  ALTERNATIVE FINANCE. GLOBAL EDUCATION. INDUSTRY WORKSHOPS. PITCHING. PRIME NETWORKING. AWARDS

Thanks to the CITY OF TORONTO for Sponsoring STARTUP DEALS to attend FFCON19!  Get one before they're gone...>95% SOLD Now

share save 171 16 - Meet FFCON19 Featured Keynote Speaker: Dr. Dan Rosen