Keynote Panel | Navigating Disruption:
Insights from Fintech CEOs on Industry Evolution
Presentation Date & Time:
Date: June 5th, 2024
Time: 8:30 AM to 9:30 AM
Presenter Information:
Name: Brian Barnes
Organization: M1
Name: Lule Demmissie
Organization: eToro
Name: Victor Wang
Organization: Stockpile
Presentation Description:
Join us for an engaging discussion led by industry-leading CEOs who are shaping the future of fintech. Gain valuable insights into the evolving landscape of the fintech industry directly from those at the helm of innovation.
In this session, you'll hear firsthand accounts of challenges, successes, and strategies from CEOs who have navigated the complexities of the fintech world. Discover how they've adapted to market changes, embraced new technologies, and capitalized on emerging trends to drive growth and stay ahead of the curve.
Whether you're an established player in the fintech space or just starting out, this session offers unparalleled access to the knowledge and experiences of top fintech CEOs.
Presentation Date & Time:
Date: June 5th, 2024
Time: 8:30 AM to 9:30 AM
Presenter Information:
Name: Brian Barnes
Organization: M1
Name: Lule Demmissie
Organization: eToro
Name: Victor Wang
Organization: Stockpile
Presentation Description:
Join us for an engaging discussion led by industry-leading CEOs who are shaping the future of fintech. Gain valuable insights into the evolving landscape of the fintech industry directly from those at the helm of innovation.
In this session, you'll hear firsthand accounts of challenges, successes, and strategies from CEOs who have navigated the complexities of the fintech world. Discover how they've adapted to market changes, embraced new technologies, and capitalized on emerging trends to drive growth and stay ahead of the curve.
Whether you're an established player in the fintech space or just starting out, this session offers unparalleled access to the knowledge and experiences of top fintech CEOs.
Brian Barnes' Biography
Brian Barnes is the founder and CEO of M1, a personal finance platform that lets you earn, invest, spend, and borrow. With more than $8 billion in assets under management, M1 helps hundreds of thousands of people build their wealth using powerful automation tools and topflight rates. The company is based in Chicago and has raised $325M at a unicorn valuation.
Lule Demmissie's Biography
Lule Demmissie is the US CEO of eToro, the trading and investing platform that empowers you to invest, share and learn. eToro US offers individual investors easy access to investment instruments ranging from stocks to crypto, innovations like CopyTrader and more to come. Lule joined the company in September 2021, overseeing the company’s expansion and investment within the US, operational infrastructure, marketing, investment thought leadership, corporate governance, compliance, and its regulatory affairs & risk management.
Lule previously served as the President of Ally Invest overseeing the business’ P&L and growth strategy. She also led the products and services delivered to Ally Invest’s all-digital client base, shaping the end-to end client experience. Additionally, Lule served as the Managing Director of Investment Products & Digital Guidance at TD Ameritrade where she led the development and launch of financial guidance services, tools and products for long-term oriented retail investors. Lule has also worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch.
Lule Demmissie is a unicorn in the retail investing and wealth sector. As a financial executive with a range of intersectional identities, a woman of color and a member of the LGBTQ+ community, she has a perspective that is much needed (and not often represented) in the area of fintech innovation, and gives voice to financial challenges facing a variety of communities.
As a leader, Lule is committed to cultivating a culture with diverse perspectives and talents. She has been sighted by many industry publications as a formidable leader in fintech. She was the recipient of a coveted TD Ameritrade Impact Award, a coveted annual award for leaders paving the way in building, developing and retaining a diverse group of associates — while continuing to foster a culture where all associates feel valued, included and challenged.
Lule holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. In 2023, Lule became a member of the FINRA Fintech Committee.
Lule previously served as the President of Ally Invest overseeing the business’ P&L and growth strategy. She also led the products and services delivered to Ally Invest’s all-digital client base, shaping the end-to end client experience. Additionally, Lule served as the Managing Director of Investment Products & Digital Guidance at TD Ameritrade where she led the development and launch of financial guidance services, tools and products for long-term oriented retail investors. Lule has also worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch.
Lule Demmissie is a unicorn in the retail investing and wealth sector. As a financial executive with a range of intersectional identities, a woman of color and a member of the LGBTQ+ community, she has a perspective that is much needed (and not often represented) in the area of fintech innovation, and gives voice to financial challenges facing a variety of communities.
As a leader, Lule is committed to cultivating a culture with diverse perspectives and talents. She has been sighted by many industry publications as a formidable leader in fintech. She was the recipient of a coveted TD Ameritrade Impact Award, a coveted annual award for leaders paving the way in building, developing and retaining a diverse group of associates — while continuing to foster a culture where all associates feel valued, included and challenged.
Lule holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. In 2023, Lule became a member of the FINRA Fintech Committee.
Victor Wang's Biography
Victor Wang is CEO of Stockpile, an investing platform empowering the next generation of investors through hands-on learning. With over 25 years as a successful entrepreneur, Victor brings the leadership and passion needed to remove barriers in the financial industry and enable people to own their financial futures.
As CEO of Stockpile, Victor has been instrumental in driving the company's vision, direction, and growth. Under his leadership, the company is gaining widespread acclaim for its accessible and user-friendly platform that makes participating in the stock market an engaging and collaborative experience. By helping kids and families learn about finances together, Stockpile is fostering a new generation of financially confident individuals.
Victor’s belief that today's youth deserve the same opportunities his father had when he came to America with just $40 in his pocket inspired his vision of using Stockpile to make investing accessible and give children the power to shape their financial futures. With his background partnering with leading brands like Wells Fargo Bank, American Express, Nike, LEGO, Indian Motorcycle and Jamba Juice, Victor provides the strategic vision and innovation to advance Stockpile’s mission of driving financial inclusion for all youth.
As CEO of Stockpile, Victor has been instrumental in driving the company's vision, direction, and growth. Under his leadership, the company is gaining widespread acclaim for its accessible and user-friendly platform that makes participating in the stock market an engaging and collaborative experience. By helping kids and families learn about finances together, Stockpile is fostering a new generation of financially confident individuals.
Victor’s belief that today's youth deserve the same opportunities his father had when he came to America with just $40 in his pocket inspired his vision of using Stockpile to make investing accessible and give children the power to shape their financial futures. With his background partnering with leading brands like Wells Fargo Bank, American Express, Nike, LEGO, Indian Motorcycle and Jamba Juice, Victor provides the strategic vision and innovation to advance Stockpile’s mission of driving financial inclusion for all youth.