Banco Popular de Puerto Rico

Mark Shields is Director of Solution Marketing at Appway, where his experience across a broad spectrum of commercial roles enables him to boost business development and marketing of fintech solutions in the wealth management, investment management and banking space.

Mario Gomez is EVP, Director of Capital Markets at Lenderworks

Rick Dennen is the founder, president and CEO of Indianapolis-based Oak Street Funding, a First Financial Bank company with customized loan products and services for specialty lines of business including CPAs, registered investment advisors and insurance agents nationwide.

Nathan McCauley is the CEO and co-founder of Anchorage Digital in San Francisco.

Greg is a licensed financial advisor, business consultant and fintech entrepreneur with a mission to teach, inspire and guide people in areas of wealth management, business, marketing, and leadership. Greg is the director of business development for convos, Snappy Kraken’s text messaging program that helps financial advisors build deeper relationships with their prospects and clients to drive business growth and the CEO of Drozdow Financial, his financial education and services group.

With over a decade experience in financial services, Greg has helped hundreds of clients, including individuals, families and executives get to a better place financially, and has worked with some of the top financial institutions in the industry, including VOYA Financial, Penn Mutual and Prudential, to name a few. Through his experience, Greg has focused on helping other advisors on marketing and business strategy and is passionate about advancing technology and systems that improve the financial services industry overall.

James joined Vertafore in 2017 to lead Corporate Development and Strategy, shepherding the company through major acquisitions and a transition in ownership to Roper Technologies. After 3+ years of steering our growth in that role, he now oversees the Product Management organization as Chief Product Officer. With extensive experience in strategy, technology, and insurance, James and his team are driving Vertafore’s leadership position in Insurance Technology.

Previously, James was a strategy consultant at McKinsey & Company in its Seattle, New York, and San Francisco offices, supporting companies in developing their strategic visions and executing commercial strategies, with a focus on financial services. James also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.

Dayna Chucta is a consumer financial services litigation attorney with McCarter & English

Jim Richards is founder and principal of RegTech Consulting.

Joel Zwicker is the “insurance evangelist” at Agency Revolution and formerly an agent at one of Canada’s largest independent insurance agencies. He now works to provide independent insurance agents with the best marketing tools for their unique needs

Frank Nothaft holds the position of executive, chief economist for CoreLogic. He leads the Office of the Chief Economist and is responsible for analysis, commentary and forecasting trends in global real estate, insurance and mortgage markets.

Before joining CoreLogic, Nothaft served in a variety of leadership positions with increasing responsibility at Freddie Mac. Most recently, he was vice president and chief economist responsible for forecasts, research and analysis of the macro economy, housing and mortgage markets. He earned his bachelor’s in mathematics and computer science at New York University and his doctorate in economics from Columbia University.