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Future of Finance

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About this event

Event: Future of Finance: Fireside Chat with Adam Nash

Date: Tuesday, December 10, 2024
Time: 5:30 PM - 8:00 PM (PST)
Location: Downtown San Francisco

Join us this #GivingTuesday for an amazing fireside chat with Adam Nash, fintech leader and philanthropist, moderated by Sheela Ursal, Founder & CEO of Fintech Next and General Partner at the Emerging Venture Fund.

About the Speaker : Adam Nash

About the Speaker: Adam Nash

Adam Nash is the co-founder and CEO of Daffy.org, a rapidly growing platform transforming charitable giving. He is the former President & CEO of Wealthfront, a leading automated investment platform. Under his leadership, Wealthfront grew assets under management by 45x—from less than $100 million to over $4 billion—and expanded its client base by more than 60x. Wealthfront also pioneered key fintech innovations like Direct Indexing, Single-Stock Diversification, and the first automated 529 College Savings Plan.

With over 20 years of experience, Adam has held senior leadership roles at some of Silicon Valley’s most influential companies, including Dropbox, LinkedIn, eBay, and Apple. At Dropbox, he drove product strategy and growth, contributing to nearly 90% of the company’s revenue. At LinkedIn, he played a key role in launching the open developer platform and mobile applications, while fostering a culture of innovation through LinkedIn Hackdays.

In addition to his executive roles, Adam is a prolific angel investor, having backed over 130 startups, including Firebase (acquired by Google), Opendoor (NYSE: OPEN), Figma, and Gusto. He also teaches Personal Finance for Engineers at Stanford University. His expertise in fintech and philanthropy makes him a sought-after speaker, advisor, and investor.

About the Moderator: Sheela Ursal

Sheela Ursal is the Founder & CEO of Fintech Next and an Emerging General Partner at the Emerging Venture Fund, where she focuses on empowering fintech startups. With over 20 years of experience, Sheela has worked with global enterprises such as Amazon and Western Union, launching successful payment products that have transformed the industry.

Sheela is also an engaging speaker and writer, sharing her insights regularly through her popular LinkedIn newsletter. As a leader in the fintech space, she hosts events in the San Francisco Bay Area that foster knowledge exchange and networking among fintech professionals. Through her work as an advisor and investor, Sheela helps guide startups in navigating the dynamic digital payments and fintech ecosystem.

Event Highlights:

  • Fireside Chat: A candid conversation with Adam Nash, moderated by Sheela Ursal, exploring the future of fintech, innovation, and philanthropy.

  • Tech-Driven Giving: Learn how Daffy.org is making charitable giving more accessible and impactful for individuals and companies.

  • Philanthropy & Fintech: Explore the intersection of technology and philanthropy, and how fintech is shaping the future of charitable giving, especially on Giving Tuesday.

Who Should Attend:

  • Fintech executives, entrepreneurs, and investors

  • Professionals in payments, wealth management, and philanthropy

  • Anyone interested in the intersection of technology, finance, and social impact

RSVP:

Limited seats are available for this exclusive event, so reserve your spot today!

Thank you to our sponsor K&L Gates for their support without which this event would not have been possible.

Agenda:

5.30 pm to 6.15 pm - Registration. Food and Drinks. Networking.

6.15 pm to 6.20 pm - Welcome and Intro to event

6.20 pm to 7.00 pm - Fireside Chat with Adam Nash, moderated by Sheela Ursal

7.00 pm to 7.15 pm - Audience Q & A

7.15 pm to 7.20 pm - Closing remarks

7.20 pm to 8.00 pm - Networking.

More details below, please read.

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Venue

  • The venue corporate office in downtown San Francisco, event registration and Government issued ID will be required for entry.

  • The building has strict security protocol, details of which will be sent to attendees a couple of days ahead of the event, please keep an eye out.

  • We do not accept walk-ins. The event is conveniently located near public transportation and Market Street in the FiDi area.

We are looking forward to an incredible evening of catching up with old friends and making new connections.

Connect with Fintech professionals in Silicon Valley.

Please note:

  • Event suited for 21 years and above.

  • By registering for this event, you agree to be added to our mailing list and potentially be photographed or videotaped. By signing up for the event you give us permission to distribute these images on the web, social media platforms, and future promotional or educational materials.

  • No recording is permitted. Helps free-flowing and open discussion.

  • Our event's code of conduct is centered on creating a respectful, friendly, and professional experience for all attendees. Any behavior that is harassing or degrading to any individual, in any manner, is unwelcomed.

  • It is the responsibility of each participant to familiarize themselves with and adhere to these standards. We urge everyone to actively contribute to establishing a welcoming and secure environment.

  • We retain the right to refuse entry to or remove any individual from the event at any time, based on our discretion.

  • Venue building security requires a first name, last name, and email address. By registering for this in-person event you are agreeing to have these details shared with building security for building access. Registrants will receive a QR Code from the corporation before the event. Please check your spam folder before reaching out to us.

  • No refund upon registration.

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Take a look at the pictures and videos from our past events on our website: http://www.fintechnext.com

Location
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San Francisco, California
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