Fintech M&A speakers

Chris is well-known for his regular columns on Finextra.com and in the Banker magazine, and is the author of two books released by John Wiley & Co in 2007 titled: 'The Future of Banking' and 'The Future of Investing'.

Chris is Chairman of the Banker's Technology Awards, a Judge with the TradeTech Awards and with the Asian Banker's Excellence in Retail Financial Services program. He is a contributor to the World Economic Forum's Scenario Project on Technology Innovation in Financial Services, and has worked closely with the financial markets research firm TowerGroup.

Prior to founding Balatro, Chris was Vice President of Marketing and Strategy for Unisys Global Financial Services and Strategy Director with NCR Financial Services.

Formerly a senior executive of Cantor Fitzgerald and eSpeed, he has had significant experience building financial businesses. Mr. Amaitis played a key role in the recovery of Cantor Fitzgerald and eSpeed after the devastation on September 11, 2001.

After nearly two decades in the fixed income market, Mr. Amaitis joined Cantor Fitzgerald in New York in 1995 as Senior Managing Director and moved to London in 1996 to oversee European operations. He drove the rapid and successful expansion of Cantor Fitzgerald International into a wide range of businesses - among them interest rate derivatives, cross currency trading and basis trading. He also secured the firm's membership in a variety of exchanges and clearing houses, all aimed at providing a better service to the marketplace.

When Cantor Fitzgerald spun off its trading technology company, eSpeed, Inc. (Nasdaq: ESPD) in an initial public offering in December 1999, Mr. Amaitis became Executive Managing Director of eSpeed's international operations. Building on the platform's success in the US Treasury market, under his direction eSpeed became widely regarded as the best electronic trading platform for European Government Bonds and Bond Basis. In Asia, eSpeed was the first company to offer fully electronic trading of Japanese Government Bonds. Today, Mr. Amaitis serves as eSpeed's Vice Chairman, working with Howard W. Lutnick, Chairman and CEO, and Kevin Foley, President.

Mr. Amaitis is a strong supporter of various charities around the world and is actively involved with a number of fund raising events. He has focused his energies on raising money for, and awareness of, children’s charities for disabled and disadvantaged children.

In the UK, Mr. Amaitis recently became a Trustee on the Board of the St. Paul’s Cathedral Foundation, a charity that raises funds for, and make grants to, the Cathedral for its maintenance, restoration, repair and conservation and the furtherance of its educational and musical work.

In the United States, he is on the board of the Boomer Esiason Foundation, a charity devoted to finding a cure for cystic fibrosis, and has involved the Wall Street community in the Foundation's fund raising events. Mr. Amaitis is also an ambassador for The Shane Warne Foundation in Australia, which distributes monies to a number of registered charities worldwide.

An accomplished banker, Mr. Patel had a long stint with the banking regulator The Reserve Bank of India and had also worked with BNP PARIBAS. He started his career with Bank of Maharashtra and subsequently joined State Bank of Saurashtra.

Mr. Patel is also a guest faculty at various institutions like the RBI’s Bankers Training College, College of Agricultural Banking, ICSI, ICAI, etc. He is Director on the boards of Central Depositories Services (India) Ltd. (CDSL) and BOI Shareholding Ltd. (BOISL).

He has represented BSE at the Securities Market Development Program of US Securities & Exchanges Commission (SEC), Washington, and at the MIT, WFE (World Federation of Exchanges), USA.

Mr. Patel is an M.Com and also holds an LLB degree with additional qualifications in CAIIB (I), Certificate in Banking, Certificate in Treasury & Forex Management - ICFAI.

Before Cairn, Tim worked at JP Morgan, latterly as head of credit trading, sales and research. Inter alia he established JPMorgan's credit derivative business.

Tim was a UK Parliamentary candidate for his home town of Mansfield and served in the British Army in Germany and the Falklands. He worked in the pits at the Chicago Mercantile Exchange before embarking on a career in the City of London.

He has an Economics degree from the London School of Economics, of which he is a Governor. He is also a Director of Creditex the electronic credit derivative dealer.

When not working he plays rugby and recovers.

Michel holds an M.Sc. in electronic engineering and computer sciences and a degree in economics & finance from the University of Leuven in Belgium.

Davidson has more than 25 years of experience in the global financial services industry. Prior to joining CME in 2006, Davidson had a 12 year career with Morgan Stanley, most recently Managing Director & Operations Officer for the firm’s Global Operations and Services Division. During his tenure at Morgan Stanley, Davidson was responsible for overseeing the integration of systems and processing services to combine the firm’s previously separate institutional, retail and investment management divisions into a single, integrated global securities business. He rebuilt the firm’s global institutional processing system and opened new processing centers on four continents, away from major financial centers.

Prior to joining Morgan Stanley, Davidson worked for ten years as part of the CME Clearing House. He was instrumental in developing and implementing the CME Globex® electronic trading platform, the SIMEX Mutual Offset System, the Standardized Portfolio Analysis of Risk (CME SPAN®) margining system, and the design of CME Clearing 21®, now viewed as the premier clearing system in the world.

He is a former Board Member of The Options Clearing Corporation and was a member of the Operations Advisory Committee of the New York Stock Exchange, the Operations Advisory Committee of the Depository Trust & Clearing Corporation and the Clearing House Risk Committee of CME.

Davidson earned an M.B.A. in financial management and international business from the University of Chicago and graduated with highest distinction from the University of Illinois-Urbana with a bachelor's degree in political science.

Prior to founding CyberSource, Mr. McKiernan was president and COO of McAfee Associates, now Network Associates. He held this position during the company's initial public offering. Before joining McAfee, Mr. McKiernan was vice president of Princeton Venture Research, Inc., and held management positions at ROLM/IBM. Mr. McKiernan holds a B.S. from Boston College and an M.B.A. from the Harvard Business School. He is on the board of the Multiple Myeloma Research Foundation and is West Coast Chairman of the Boston College Technology Council.

Hermann-Josef Lamberti began his professional career in 1982 with Touche Ross in Toronto and subsequently joined Chemical Bank in Frankfurt. From 1985 to 1998 he worked for IBM, initially in Germany in the areas Controlling, Internal Application Development and Sales Banks/Insurance Companies. In 1993, he was appointed General Manager of the Personal Software Division for Europe, the Middle East and Africa at IBM Europe in Paris. In 1995, he moved to IBM in the U.S., where he was Vice President for Marketing and Brand Management. He returned to Germany in 1997 to take up the position of Chairman of the Management of IBM Germany in Stuttgart.

Hermann-Josef Lamberti studied Business Administration in Cologne and Dublin and graduated in 1982 with a master's degree in Business Administration.

In his previous role he focused on developing efficient cash clearing and high value payment solutions for Financial Institutions and Corporates. He was also responsible for ensuring that Deutsche Bank’s payment services to Financial Institutions became euro compliant.

Hansjörg Nymphius has been working with Deutsche Bank for over 33 years. His other positions include head of business development within the Financial Institutions area and IT development for payments, foreign exchange and money market settlement and risk control systems.

Hansjörg Nymphius is member of the EBA Board since 1999 and serves as chairman of the EBA Board since 2003.

Over the past years he participated in many industry groups (e.g. European Payment Council EPC, Coordination Group European Payment System COGEPS of the ECB), working to help shape SEPA and defining the next generation of European market standards.

Hansjörg Nymphius was born in 1954, married, with two daughters.

Yates joined the company in 2004 as president of First Data's Europe, Middle East and Africa region, where his oversight led to a period of rapid growth, trebling business volumes and extending the company’s presence into new markets. Under his leadership, First Data acquired and successfully integrated leading payments processors in Austria, Germany, Greece, Poland and the Baltics.

Yates has extensive international IT, banking and payment systems experience. During his more than 20-year career, he has sold, consulted and run major systems integration projects throughout the United States, Europe and Asia. He has established outsourcing businesses in all these regions as well as Australia.

Yates has worked with major international corporations including IBM, General Electric and American Management Systems. He was a Divisional Managing Director with GE in Germany before joining AMS, an international IT systems integration and consulting firm. Here, as senior vice president, he managed the firm’s New York based financial services consulting business, before returning to Europe as Managing Director, AMS Europe, realigning the firm’s European operations and providing payments and clearing consulting services to Europe’s leading financial institutions as well as advisory services to major telecom operators.

An Irish and British citizen, David is fluent in German, English and French. He holds a Master’s degree in Law from Oxford University.

In his capacity as a Managing Director at General Atlantic, Mr. Wendelstadt focuses on the Financial Services, Enterprise Solutions (Software & Outsourcing) and Media/Consumer sectors. He is director of Liberata plc., Saxo Bank A/S, and Net1 U.E.P.S., and a board member of Global Collect B.V. and Torex Ltd.

Prior to joining General Atlantic, Mr. Wendelstadt worked at Bain & Company Inc. as a Consultant from 1993 to 1996. He was a member of the Financial Institutions Group.

Mr. Wendelstadt received a BA in Economics from Passau University in Germany and a Masters Degree from EAP - ESCP in 1993.

From March 1997 until September 1998, Mr. Garcia was President and Chief Executive Officer of Productivity Point International, Inc. ('PPI, Inc.'). PPI, Inc. is a leading provider of instructor-led information technology training to major corporate clients.

Prior to joining PPI, Mr. Garcia was Group President of First Data Issuing Services, a division of First Data Corporation. Mr. Garcia joined First Data Corporation in late 1995, following its merger with First Financial Management Corporation. At the time of the merger, Mr. Garcia was Chief Executive Officer of First Financial Bank and Chief Executive Officer of National Bancard Corporation (NaBANCO), the world's largest processor of merchant Visa and MasterCard transactions.

Mr. Garcia has served on a number of Boards of Directors, including the Global, U.S. and Latin American Boards of MasterCard International and the Electronic Transactions Association (ETA). Currently, Mr. Garcia is a director of Verso Technologies, Inc. In addition, Mr. Garcia is a Trustee of Pace Academy in Atlanta, GA and is a member of the New York Stock Exchange Listed Company Advisory Committee. Mr. Garcia is also a member of the Rotary Club of Atlanta and was honored recently as 2004 Ernst & Young Entrepreneur of the Year® in Financial Services for Georgia, Alabama and Tennessee, and named one of the best CEOs in America by Institutional Investor magazine.

Mr. Garcia is a graduate of Kentucky Military Institute, Louisville, Kentucky; Haberdashers Aske's School, Elstree, Herefordshire, England; and Ithaca College, Ithaca, New York. Mr. Garcia is 52 years old and resides in Atlanta with his wife and six children.

Information Mosaic today is the leading provider of Global Custody and Corporate Actions solutions to first tier banks and securities services firms. The Company serves six of the top ten Global Custodians and has been independently benchmarked for the third year running as the leading vendor in the Global Custody market. Information Mosaic serves its customers globally from offices in Boston, New York, London, Luxembourg and Dublin.

Prior to MasterCard, Mr. MacColl graduated from Cornell University with a Bachelors degree in Mechanical Engineering and worked as an aerospace engineer with Pratt & Whitney aircraft for seven years. During his engineering career he obtained a Master's Degree in mechanical engineering from Rennselaer Polytechnic Institute. His engineering career culminated with his being the flight test performance engineer for the certification of several new Airbus aircraft (e.g. A320, A321, A330) in Southern France.

Mr. MacColl left engineering to pursue his MBA at INSEAD (international business school located just outside Paris). After business school, he became a strategy consultant with Marakon Associates (leading strategy consulting firm focusing on maximizing shareholder value) where he worked with Fortune 100 companies in the chemicals, plastics, investment banking, and paper industries.

Mr. Singer joins NASDAQ from 4R Systems where he served as President and CEO. While there, he successfully created a software company and implementing it’s product at major brand-name retailers. Prior to joining 4R, he was GM of the Apparel Footwear Business Unit for SAP America and was responsible for leading and managing the rapid growth of the group to be a substantive portion of overall company revenues.

Mr. Singer also has extensive management, complex sales, supply-chain consulting, and application software expertise. He has an MBA from the Harvard Business School, a BS in International Finance from Brigham Young University and is also a certified SAP forecasting and production-planning consultant. He also serves on the board of The Executive Council of New York and the BYU Investment Council.

A veteran in China, Mr. Sum went to the PRC as the first Managing Director of Bell Canada International (Asia) in 1980. In 1986 Mr. Sum was the founding Director of Hutchison Telecom, spearheading the company’s thrust into cellular telephone, paging, cable television and broadcast services.

In 1995 Mr. Sum became the Chief Operating Officer of the Hong Kong Public Company - Star Telecom Group, which had substantial investment in Hong Kong and China cellular and Internet properties.

Prior to PayEase, Mr. Sum was the Co-Chairman of Tricom, which was acquired by Mr. Richard Li, renamed Pacific Century Cyber Works (PCCW), and later used as the public vehicle to acquired Hong Kong Telecom.

Following the acquisition, the Tricom stock went up over one hundred times over a two day period. The stock became the fastest rising stock in the shortest period of time in the history of the Hong Kong Stock Exchange.

Prior to joining Permira in 1999, Richard worked for Morgan Stanley in London in the M&A and High Yield Capital Markets divisions.

Richard has a degree in Classics from Oxford University, England, and an MBA from Stanford Business School, USA.

Jim joined SAP in 2000 as corporate counsel of SAP America focusing on merger & acquisitions and strategic alliances. Prior to becoming the Head of Corporate Finance, he held the position of Director of Corporate Business Development.

Prior to joining SAP in 2000, Jim was a M&A and Securities attorney for Blank Rome LLP. Jim started his career as a tax attorney and CPA at Arthur Andersen LLP in 1995.

Jim received his juris doctor degree in law from Villanova University School of Law in Villanova, PA in 1995 and his Bachelor of Science in Accounting from Villanova, University in 1991.

Other current offices:

• Member of the Management Council of the Forum for Information Technology
• Consultant to the European Union for CESR (Committee of European Securities Regulators), which defines the regulations and operational procedures of the securities markets
• Chairman of the IBM South Europe Guide, the association of companies in southern Europe which use IBM technologies
• Member of the Management Committee of CIPA, set up by the Bank of Italy to promote inter-bank activities in Italy

Sean is also a founding investor in innovative companies such as Betfair, WeatherBill, and seedcamp and has extensive experience investing in and advising start-up and high growth companies in addition to over 16 years of experience working at a senior level in capital markets and investment banking. Building businesses has been a key theme throughout his career.

Prior to founding Sixth Paradigm LLP in 2007, Sean worked at Dresdner Kleinwort’s London office as Managing Director and Head of Digital Markets; a business division created in 2005 to develop, deploy and operate a complete suite of electronic/web-based trading, execution and analytical services across the full spectrum of capital markets and investment banking products. He was also a member of the Capital Markets Management Committee.

Sean joined Dresdner Kleinwort in 2000, where he held a series of senior positions in the Credit business including Head of Credit Flow Products. Prior to this, he held several positions such as Head of the European Bond Syndicate at BNP Paribas, having previously traded Ecu eurobonds and French government bonds, and was directly involved in most of the inaugural benchmark bond issues that laid the foundations of the Euro Capital Markets.

He is also a former board Director (and past Chairman) of International Index Company (provider of the iBoxx bond, iTraxx credit derivative and the iBoxxFX currency indices) and a founding Director of Markit Group (the leading industry source for asset valuation data and services supporting independent price verification and risk management in global financial and energy markets.)

Originally from Calgary, Alberta, Sean has a BSc in Materials Science from Rice University in Houston, Texas. He is now based in London.

Previously Mr. Olesky worked for seven years in a variety of management positions at Credit Suisse First Boston, most recently as Chief Operating Officer for the Fixed Income division. In 2006 he was named one of the top 20 International leaders and innovators in On Line Finance by Institutional Investor Magazine.

He currently serves on a number of Boards, including: Coalition Development Limited, Tetragon Financial Group (TFG) and TradeWeb. Mr Olesky has a Juris Doctorate from the National Law Center in Washington D.C. and a BA in History from Tulane University.

Bob McDowall joined TowerGroup with 30 years experience in the Banking and Securities and Investment business. He has worked for a number of institutions including Merrill Lynch, Pru-Bache, Syntegra and Singer and Friedlander. His experience covers administrative and operational management, business development, corporate advisory, marketing and control and planning functions across most asset classes. During that time he has been member of a number of industry and consultative groups. Since 1998 he has worked in a consulting capacity and has presented at a range of conferences on Capital Markets, Regulation and Banking. He has also worked with the private French monetary think-tank, le Centre Jouffroy pour la Reflexion Monetaire He has contributed numerous articles, papers and research documents in publications as diverse as FX/MM, Reuters/FT/ Financial Regulation International (FRI) and it-analysis.com on a range of issues covering macro-economics, most financial asset classes, financial regulation, risk management and application of technology to banking and capital markets.

Bob has a degree in law (LL.B) from University College London.

On his return from New York in 1979, he took over VIEL & Cie, gradually transforming the Company through organic and external growth, first within France and then on the international level, into a global player on the world’s financial markets. In 1996, when VIEL & Cie took control of Compagnie Financière Tradition, Patrick Combes became Chairman of the Board of Directors.

Patrick is also Chairman of the Board of Directors of VIEL & Cie (France), VIEL et Compagnie Finance (France), and FinancièreVermeer BV (Netherlands) and Director of Verbalys (France).

In 2001 Lloyd Dorfman was the winner of the Consumer Business Category in the UK Entrepreneur of the Year awards sponsored by Ernst & Young, Citibank and The Times. In 2002 he received the British American Chamber of Commerce's UK Entrepreneurial Award, and the Institute of Economic Affairs' Free Enterprise Award.

He is a Non-Executive Director of M & C Saatchi plc, a Governor of St Paul's School, London, a Patron and Deputy Chairman of The Prince's Trust Development Board, and an Honorary Fellow of St Peters College, Oxford.

Lloyd Dorfman was educated at St Paul's School, and did not go to university. He is married with three children and lives in London.

Since 1991, Mr. Jowers has served in several key management positions. He previously managed affiliate companies, sales, corporate marketing, debit, and TSYS E-Business/Procard.

Mr. Jowers, 44, earned a bachelor's degree in marketing and a master's degree in management from Troy State University.

Previously, Joel held the position of president at Thomson Market Information Services, running eight companies across a number of business lines, including securities pricing, asset-backed securities, municipal bonds, trading and electronic publishing. During that time, Joel had merger and acquisitions responsibilities for Thomson Corporation, a US$8 billion electronic publishing company.

Earlier in his career, Joel worked at Lehman Brothers as a vice president in investment banking, specializing in Public Finance, New Product Development and Special Situations. He has also acted as chief operating officer and principal of Dalcomp, Inc., a provider of financial telecommunications software and floating-rate trading software. Joel has a BSc from Massachusetts Institute of Technology. He is an active Telemark skier, cyclist and swimmer.

Prior to Joining Welsh, Carson, Rich spent the past 11 years at First Data Corp, most recently as the Senior Vice President for Strategic Investments. From 2000 until July of this year, Mr. Aiello had management responsibility for all of First Data's merger, acquisition, divestiture and joint venture activities, completing over 100 strategic transactions in the payments, business process outsourcing, and money transfer sectors.

Prior to First Data, Rich was a member of the M&A team at Card Establishment Services where he helped create the first-ever merchant alliance with Wells Fargo Bank, and spent several years in the Merchant Acquiring business of Citibank.

Aiello has a BA in Economics from the State University of New York at Stony Brook.