CRAFT Fall 2024 IAB Meeting

Announcements

• CRAFT is excited to present the 7th Industry Advisory Board Meeting.

• The meeting will be on October 24, 2024 at the Stevens Institute of Technology in the University Center, TechFlex room.

• Check back for finalized agenda below.

• To access the meeting on Zoom, please use this link. The Meeting ID is 945 4919 2389.

Conference Overview

This meeting is jointly hosted Rensselaer Polytechnic Institute and Stevens Institute of Technology. CRAFT is an industry-university cooperative research center funded by the National Science Foundation. Featuring:

• Welcome addresses by CRAFT, RPI, and Stevens leadership

• Keynote addresses by the University of Cambridge, Plug and Play, and BNY Mellon

• Panel discussions on the CRAFT PI Experience and Climate Impact

• Industry Advisory Board Member Presentations on Industry Fintech Challenges, Industry Use Cases, Fintech Success Stories

CRAFT Industry Advisory Board meetings are bi-annual and take place on a Spring/Fall cycle. Fintech research project proposals will be presented at each meeting during Day 1 and then discussed, voted on, and selected by the Industry Advisory Board on Day 2 during a closed session. During the closed session, current CRAFT projects will also present their research findings.

To become a CRAFT Industry Partner, or to learn more about the Center, please contact [email protected].

Recommended Accommodations

• Sheraton Lincoln Harbor Hotel in Weehawken, NJ

• W Hoboken in Hoboken, NJ

Materials for Attendees

• Directions

• Parking Permit

Featured Speakers

• Andrei Kirilenko, Professor of Finance, Judge Business School, Founding Director of the Cambridge Centre for Finance, Technology and Regulation (CCFTR), University of Cambridge

• Michael Olmstead, Partner, Chief Revenue Officer, Angel Investor, Plug and Play

• Tyler Lange, Director, Corporate Partnerships, Plug and Play

• Justin Murray, Ventures Associate, Plug and Play

• Kristin Bennett, Associate Director of the IDEA, Rensselaer Polytechnic Institute

• Oshani Seneviratne, Assistant Professor, Rensselaer Polytechnic Institute

• Zachary Feinstien, Assistant Professor and Director of the Fintech Certificate Program, Stevens Institute of Technology

• John Bagni, Managing Director, Head of Product Governance | Chairman Products Committee, BNY Mellon

• Mike Freeman, CO-WY Engine CEO

• Neil Mody, Partner, Kennedys

• Colby Fisher, Managing Member, Director of Research and Development, Hydronos Labs

• Balbinder Singh Gill, Assistant Professor, Stevens Institute of Technology

Agenda

Thursday, October 24 (Open Session)

8:30 - 9:30 A.M. - Registration, Breakfast, and Networking

9:30 - 9:40 A.M. - CRAFT Leadership Welcome

• Steve Yang, CRAFT Director, Associate Professor, Stevens Institute of Technology

• Mohammed Zaki, CRAFT Site Director, Professor and Department Head, Rensselaer Polytechnic Institute

• George Calhoun, CRAFT Managing Director, Professor, Stevens Institute of Technology

9:40 - 9:50 A.M. - Welcome from RPI/Stevens Leadership

• Liad Wagman, Dean of Lally School of Management, Rensselaer Polytechnic Institute

• Gert-Jan "GJ" de Vreede, Dean of School of Business, Stevens Institute of Technology

9:50 - 10:00 A.M. - Vision, Value Proposition, Status Update of CRAFT

• Steve Yang, CRAFT Director, Associate Professor, Stevens Institute of Technology

10:00 - 10:30 A.M. - Keynote 1 - Andrei Kirilenko - “Money is Software”

• Andrei Kirilenko, Professor of Finance, Judge Business School, Founding Director of the Cambridge Centre for Finance, Technology and Regulation (CCFTR), University of Cambridge

10:30 - 11:00 A.M. - Keynote 2 - Plug and Play “Plug and Play / NJ FAST Overview”

• Michael Olmstead, Partner, Chief Revenue Officer, Angel Investor, Plug and Play

• Tyler Lange, Director, Corporate Partnerships, Plug and Play

• Justin Murray, Ventures Associate, Plug and Play

11:00 - 11:15 A.M. - Break

11:15 - 12:00 P.M. - Panel Discussion 1 - CRAFT PI Experience

• Steve Yang, CRAFT Director, Associate Professor, Stevens Institute of Technology (moderator)

• Kristin Bennett, Associate Director of the IDEA, Rensselaer Polytechnic Institute

• Oshani Seneviratne, Assistant Professor, Rensselaer Polytechnic Institute

• Zachary Feinstien, Assistant Professor and Director of the Fintech Certificate Program, Stevens Institute of Technology

12:00 - 1:00 P.M. - Lunch

1:00 - 1:30 P.M. - Keynote 3 - BNY Mellon - “Future-Proofing with Innovation: The Key to Resilience and Risk Management”

• John Bagni, Managing Director, Head of Product Governance | Chairman Products Committee, BNY Mellon

1:30 - 3:00 P.M. - CRAFT IAB Member Fintech Use Case Presentations - Steve Yang (moderator)

• 1:30 - 1:42 P.M. - Vanio Markov, Wells Fargo, “Quantum Generative Models in Finance”

• 1:42 - 1:54 P.M. - Karim Derrick & Neil Mody, Kennedys IQ, “SmartRisk”

• 1:54 - 2:06 P.M. - Chalapathy Neti & Johan Bryssinck, SWIFT, “Preventing Economic Crime Collectively”

• 2:06 - 2:18 P.M. - Dan Silverman & Gregg Lester, Balcony Technology Group, “Real World Use Cases for Blockchain Technology”

• 2:18 - 2:30 P.M. - Philip Barr & Paul Lashmet, Park Avenue Finance (PAF), “Innovative Trust Based Payment and Settlement Solutions”

• 2:30 - 2:42 P.M. - Adam Faanes, 4Thought Technologies, “Customizing the 4Thought Platform for AI-Powered Forex Trading: A Hedge Fund Case Study”

• 2:42 - 2:54 P.M. - Mike Demissie, BNY, TBD

3:00 - 3:15 P.M. - Break

3:15 - 4:00 P.M. - Panel Discussion 2 - Climate Impact

• Neil V. Mody, Partner, Kennedy IQ (moderator)

• Mike Freeman, CO-WY Engine CEO

• Colby Fisher, Managing Member, Director of Research and Development, Hydronos Labs

• Balbinder Singh Gill, Assistant Professor, Stevens Institute of Technology

4:00 - 5:30 P.M. - Reception (Gallery)