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: Chris Hilliard
Organization: Winnow Solutions
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: Chris Hilliard
Organization: Winnow Solutions
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.
Chris Hilliard's Biography
Chris Hilliard is the Chief Executive Officer and a Co-Founder of Winnow Solutions, LLC. At Winnow he leads a team of legal, compliance, and technology professionals who are transforming the way financial institutions and lenders navigate state and federal regulatory requirements. Winnow is a powerful online application that enables users to generate surveys and searches tailored to their specific business type, licensing, products, and geographic scope, based on a comprehensive and dynamic database of state and federal laws and regulations.
Chris previously served on the executive team of Happy Money (fka Payoff), as it's Chief Compliance Officer. Happy Money's mission is to develop and deliver affordable, accessible financial tools and services that empower people to use money as a tool for their happiness. Happy Money was the first fintech to partner with credit unions to offer a loan product designed to get members out of credit card debt. Happy Money has helped over 300,000 members since its inception – working with credit unions and community-focused lending partners to fund more than $6 billion in loans.
Chris has over 20 years of industry experience in consumer, commercial, and residential mortgage lending and general banking, with extensive expertise in regulatory compliance, BSA/AML, internal audit, licensing, and legal functions. He is a Certified Regulatory Compliance Manager (CRCM) and a Certified Compliance and Ethics Professional (CCEP), as well as a California Licensed Life, Accident & Health Agent. He has held executive, senior management, and mid-level management positions at major financial institutions and lenders, where he managed all aspects of compliance, risk, and litigation, as well as product development, management, and design. He is passionate about leveraging technology to create innovative solutions that enhance compliance efficiency, effectiveness, and customer satisfaction.
Chris previously served on the executive team of Happy Money (fka Payoff), as it's Chief Compliance Officer. Happy Money's mission is to develop and deliver affordable, accessible financial tools and services that empower people to use money as a tool for their happiness. Happy Money was the first fintech to partner with credit unions to offer a loan product designed to get members out of credit card debt. Happy Money has helped over 300,000 members since its inception – working with credit unions and community-focused lending partners to fund more than $6 billion in loans.
Chris has over 20 years of industry experience in consumer, commercial, and residential mortgage lending and general banking, with extensive expertise in regulatory compliance, BSA/AML, internal audit, licensing, and legal functions. He is a Certified Regulatory Compliance Manager (CRCM) and a Certified Compliance and Ethics Professional (CCEP), as well as a California Licensed Life, Accident & Health Agent. He has held executive, senior management, and mid-level management positions at major financial institutions and lenders, where he managed all aspects of compliance, risk, and litigation, as well as product development, management, and design. He is passionate about leveraging technology to create innovative solutions that enhance compliance efficiency, effectiveness, and customer satisfaction.
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