SESSION 4 Panel Discussion
”The Forefront of FinTech”

February 23, 2015

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SESSION 4 Panel Discussion ”The Forefront of FinTech”: Peter Bell
Highland Capital Partners, Partner

Eli Broverman
Betterment, Co-Founder & COO

Michael Laven
Currency Cloud, CEO

David Milligan
Matchi.biz, CEO

Moderator： Steve Lewis
CNBC Strategic Content and News Partnerships
Group / Responsible for “Americas Top States for
Business” and “Disruptor 50”

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from the beginning

SESSION 4 Panel Discussion ”The Forefront of FinTech”

Steve Lewis CNBC Strategic Content and News Partnerships Group / Responsible for“Americas Top States for Business” and “Disruptor 50”

David Milligan Matchi.biz CEO

HOW EFFECTIVE COLLABORATION BETWEEN BANKS AND FINTECH FIRMS IS DRIVING INNOVATION

Innovation just doesn’t emerge out of thin air, it requires a productive ecosystem…

Matchi Eco-System

Some Matchi Members - Logo View

Matchi Essentials

SESSION 4 Panel Discussion ”The Forefront of FinTech”

Eli Broverman Betterment, Co-Founder & COO

Give us 5 minutes, and we’ll give you complete financial peace of mind.

START YOUR INVESTMENT PLAN

Select your first goal to begin

Review your Safety Net goal

Goals managed for your needs

75mm American investors; 75mm unique financial plans available at Betterment.

We maximize expected returns, net of costs, time, risk, taxes, and behavior.

We let our emotions get in our way

These are early days for our industry.

Betterment’s story is only beginning.

SESSION 4 Panel Discussion ”The Forefront of FinTech”

Michael Laven Currency Cloud CEO

SESSION 4 Panel Discussion ”The Forefront of FinTech”

Peter Bell Highland Capital Partners, Partner

SESSION 4 Panel Discussion ”The Forefront of FinTech”