Future of Money & Technology Summit: Speakers – April 2012
Below is the preliminary speaker line-up for the 2012 conference. The program is still in development, and there will be 75+ speakers on the day of show. If you’d like to suggest a speaker for the upcoming summit, please fill out the Speaker Submission Form.
Antonio Benjamin, Citigroup / Global Transaction Services / Institutional Clients Group, Global Chief Technology Officer
Antonio Benjamin is the Global Chief Technology Officer for Citigroup / Global Transaction Services / Institutional Clients Group. Benjamin is also the Chairman of Citigroup GTS Research Development Innovation and Learning Centres and is a member of the Citigroup GTS Executive Committee.
Prior to Citigroup, Antonio Benjamin was Partner at Ernst and Young, LLP. After E&Y, Antonio was Managing Director and Partner of the Business and Technology Risk Management group at Computer Sciences Corporation. Benjamin was also Chief Knowledge Officer at Cambridge Technology Partners’ Management Labs. Benjamin started his technology career as an Engineer at Lotus Development Corporation. Follow on Twitter: @afbenjamin
Jay Bhattacharya, Zipmark, CEO & Co-Founder
Jay Bhattacharya, CEO & Co-Founder, Zipmark‘s business leader and resident banker, Jay spent the last two years at Mobile Money Ventures which was acquired by Intuit, as the co-founder and head of strategy and business development. During his tenure, the company raised $28 Million of venture capital in two round from Citigroup and SK Telecom, and implemented cloud mobile banking services in 25 countries for Citi and throughout the US for Intuit. Prior to that, Jay was at Citigroup for 7 years where he was responsible for their emerging payments strategy and led the development of the first smartcards and the PayPass contactless payment initiative. Jay lives in New York City with his wife and two children. Follow Jay on Twitter: @jayastu

Dave Birch, Consult Hyperion, Director
David G.W. Birch is a Director of Consult Hyperion, the IT management consultancy that specialises in electronic transactions. Here he provides specialist consultancy support to clients around the world, including all of the leading payment brands, major telecommunications providers, governments bodies and international organisations including the OECD. Before helping to found Consult Hyperion in 1986, he spent several years working as a consultant in Europe, the Far East and North America. He graduated from the University of Southampton with a B.Sc (Hons.) in Physics. David G.W. Birch is a Director of Consult Hyperion, the IT management consultancy that specialises in electronic transactions. Here he provides specialist consultancy support to clients around the world, including all of the leading payment brands, major telecommunications providers, governments bodies and international organisations including the OECD. Before helping to found Consult Hyperion in 1986, he spent several years working as a consultant in Europe, the Far East and North America. He graduated from the University of Southampton with a B.Sc (Hons.) in Physics. Described at the Oxford Internet Institute as “one of Britain’s most acute observers of the internet and social networks”, in The Telegraph as “one of the world’s leading experts on digital money”, in The Independent as a “grade-A geek”, by the Centre for the Study of Financial Innovation as “one of the most user-friendly of the UK’s uber-techies” and in Financial World as “mad”, Dave is a member of the editorial board of the E-Finance & Payments Law and Policy, a columnist for SPEED and well-known for his thought leadership blogging at Tomorrow’s Transactions. He has lectured to MBA level on the impact of new information and communications technologies, contributed to publications ranging from the Parliamentary IT Review to Prospect and Financial World. He wrote a Guardian column for many years. He is a media commentator on electronic business issues and has appeared on BBC television and radio, Sky and other channels around the world. Follow Dave on Twitter: @dgwbirch
Bill Clerico, WePay, CEO and Co-Founder
Bill drives the company’s vision, strategy, and growth. Before joining WePay, Bill worked in technology investment banking at Jefferies & Company, where he advised enterprise software, digital media, and financial technology companies on M&A and capital market transactions. Previously, he worked for the U.S. Army’s Communications Engineering Research Command and in electronic trading at Goldman Sachs. Bill was also named one of the Best Young Tech Entrepreneurs of 2011 in Businessweek. Follow Bill on Twitter: @billclerico
Ryan Gilbert, BillFloat, CEO

Bill Harris, Personal Capital, CEO
Bill Harris is the CEO of Personal Capital, a next generation financial advisory service on a mission to deliver truly personal and objective wealth management for the Internet age. He is also Chairman of MyVest, a company that develops investment management software for high-net-worth individuals. Harris was formerly CEO of PayPal and CEO of Intuit, the makers of Quicken, QuickBooks and TurboTax. He has also founded numerous financial technology and security companies, and served on the boards of RSA Security, Macromedia, SuccessFactors, GoDaddy, Yodlee and EarthLink. “Personal Capital is the culmination of my career — bringing together so many things I’ve worked on over the past 20 years, to create a complete financial solution for each customer.”
Jared Kenna, TradeHill and Bitcoin.com, CEO
Former Marine, professional soldier in Afghanistan and early adopter of Bitcoin. Founder and CEO of TradeHill / Bitcoin.com. Currently residing in San Francisco. Follow Jared on Twitter: @jeredkenna
Ari Levy, Bloomberg / Businessweek Magazine, Technology Reporter
As a technology reporter at Bloomberg, Ari Levy has covered networking, Internet and mobility while following deals and dealmakers in private equity and venture capital. He joined Bloomberg in 2003 as a stock market reporter in New York and moved to San Francisco in 2006 to write about Silicon Valley. He is also a regular contributor to Bloomberg Businessweek magazine. Ari has a master’s degree in business journalism from Baruch College in New York.
Peter Lurie, American Express Company, Senior Vice President Strategic Partnerships and Business Development,
Peter Lurie is Senior Vice President, Strategic Partnerships and Business Development, for online and mobile platforms for the Enterprise Growth group at American Express. In this capacity, he negotiates and structures relationships regarding emerging payment platforms with American Express’s key partners.
Prior to joining American Express in October 2010, Mr. Lurie was general counsel of Virgin Mobile USA, the first wireless carrier to focus on the prepaid and youth markets, which he co-founded. He helped guide the company from concept and business plan, organization and start-up, national launch and rapid growth through the transition to a mature operating business. Prior to its merger with Sprint in November 2009, Virgin Mobile was the sixth largest wireless carrier in the United States, with five million customers and $1.5 billion in revenues (NYSE: VM). Mr. Lurie played a key role in negotiating credit financing, managing a $412 million initial public offering on the New York Stock Exchange, structuring strategic acquisitions, and the eventual sale of the company to Sprint. Most recently, he was a senior vice president at Sprint and one of four executives running the company’s prepaid group, the largest in the United States, which included Boost, Virgin Mobile, Common Cents and Assurance Wireless. Mr. Lurie was responsible for negotiating with the company’s key business partners, including technology, companies such as Oracle, retailers such as Walmart and Best Buy, media companies such as Viacom and Disney, and device manufacturers including Samsung, Nokia, and RIM.
Mr. Lurie takes his civic obligations seriously, serving as chairman of the board of Urban Arts Partnership, a not-for-profit organization that interweaves arts education in the core curriculum of over 75 New York City public schools. He is an active member in the technology community and is a director of Waterfall Mobile, LLC, a technology company that enables mobile commerce.
Mr. Lurie is a graduate of Dartmouth College and The University of Chicago Law School.
Dr. Douglas C. Merrill, ZestCash, Founder & CEO
Dr. Douglas C. Merrill is the Founder & CEO of ZestCash – a financial services technology company committed to serving the underbanked. He was previously CIO and VP of Engineering at Google. Prior to Google, Douglas held executive roles at Charles Schwab, Price Waterhouse, and the RAND Corporation. Douglas is also the author of “Getting Organized in the Google Era: How to Get Stuff Out of Your Head, Find It When You Need It, and Get It Done Right”, a book on personal and workplace organization. He has a Ph.D. in Psychology from Princeton. Follow Douglas on Twitter: @douglasmerrill
Ben Milne, Dwolla, Founder and Builder
Ben Milne is a payments outsider and founder of Dwolla, a new network based in the heart of the Silicon Prairie. The company continues to disrupt Visa and Mastercard by building useful and innovative online and mobile products on top of its open and low-cost payment network.
Ben is a repeat entrepreneur, having created and sold his previous multi-million dollar startup with over sea operations back in 2008. Ben also has extensive leadership, investment, and mentorship experience with numerous companies, charities, and organizations in the Silicon Prairie region. In 2011, he was named to Forbes 30 Under 30 list. Follow Ben on Twitter: @bpmilne
John Musser, ProgrammableWeb, Founder
John Musser is the founder of ProgrammableWeb.com, the leading online resource open APIs and the web as platform. During his 20-year career in software development he has shipped six award-winning software products in three industries working with companies including Electronic Arts, Credit Suisse, MTV and Bell Labs. He has taught at Columbia University, the University of Washington, and has written for a variety of technology publications on software development, most recently as author of “Web 2.0: Principles and Best Practices” published by O’Reilly Media. Follow John on Twitter: @johnmusser
Kathryn Petralia, Kabbage, Co-Founder and COO
Kathryn has spent the past 17 years working with both startups and established companies focused on credit, payments, technology and ecommerce. Kathryn started Kabbage along with her two co-founders in late 2008, and it has grown from 3 employees and a Power Point to 38 employees and over ten thousand customers in three years. Prior to Kabbage, Kathryn was with Revolution Money, an Internet-based credit card startup based in St. Petersburg, Florida, where she was Vice President of Strategy. Before Revolution, Kathryn was a corporate development executive with CompuCredit Corporation, where she was responsible for entering new markets, product development initiatives, as well as the establishment of multiple strategic alliances. Kathryn was also one of the founders of WorthKnowing.com, a consumer financial services portal whose IP was later sold to CompuCredit and TransUnion. She holds a B.A. in English Literature from Furman University. Follow Kathryn on Twitter: @kabbitch
Suresh Ramamurthi, CBW Bank, Vice-Chairman
Suresh Ramamurthi is Vice-Chairman at CBW Bank and heads up wholesale banking including new products and services. He leads CBW Bank’s initiatives to support and foster innovation including working with financial services start-ups. He also serves as a Principal at BC Capital, an early stage investment firm.
A veteran technology entrepreneur, Suresh has founded and exited two start-ups, and has previously worked at Google Inc. Suresh’s first start-up, PowerFax, developed and manufactured wireless hardware and software applications. PowerFax’s wireless technology went on to become the basis for the ubiquitous “Guide Button” on television remote controls.
Suresh has a Bachelor’s degree in Electronics and Communication Engineering, a Master’s degree in Computer Science and a Master’s degree in Business Administration from the University of Chicago.
Daniel R. Robles PE, The Ingenesist Project, Founder Director
The Ingenesist Project is a Seattle based think tank comprised of researchers who specialize in developing a class of business methods for an alternate economy where production is achieved on allocation of knowledge assets rather than classical economic factors. Ingenesist evolved from Mr. Robles’ involvement in the NAFTA negotiations for international recognition of professional engineers in the early 1990′s. The Ingenesist Project is recognized internationally for the development of and applications of “The Value Game” and their specifications for a universal public knowledge asset inventory. Dan Robles is also a co-founder and chief innovation officer for Social Flights – a ride sharing service for private jets representing 90 aircraft operators and over 500 aircraft in North America. As an engineer, Dan has worked at Rockwell International, Hughes Space and Comm, and Boeing Commercial Aircraft Company on the space shuttle program, satellites, and large commercial airplane development programs respectively. Dan is a world traveler and professional musician with a notable stint in engineering special effects for TV and Film. Dan Robles is originally from New Milford CT and currently lives in Edmonds, WA. He holds an MBA from Seattle University. Follow Dan on Twitter: @Ingenesist

Marc Rochman, Openbucks, CEO & Co-founder
Marc is the CEO & Founder of Openbucks. Marc brings to Openbucks over 19 years of experience in the plastic card and prepaid industry. A visionary in the field of card solutions and technology, Marc was one of the first players in the smart card industry in France. He came to the United States in 1998 to start Card USA, which has become the go-to-resource for retailers for gift cards, loyalty cards, and stored-value cards. Today, Marc is interested in using card technologies to solve problems for the billions of citizens of the world who do not have bank accounts or access to a credit card. He founded Openbucks to address this need. At Openbucks, Marc is responsible for working with the world’s largest retailers to help them understand the Openbucks value proposition. Marc has a Masters Degree in Physics and Mathematics from the Université Pierre et Marie Curie (Paris VI).
David S. Rose, Gust, CEO
David S. Rose is CEO of Gust, the international collaboration platform for early stage angel investing. Gust powers the global entrepreneurial economy by enabling qualified startups to get financed by the smartest investors. It is the official collaboration solution of the world’s leading early stage investment associations, providing knowledge and collaboration tools supporting all aspects of deal flow management, from pitch to exit. Gust currently serves over 35,000 accredited investors, 750 angel investment networks and venture capital funds, and 180,000 early stage companies in five languages and 92 countries, with more than 5,000 new companies each month using the platform to create customized investor relations websites.
David is also an Associate Founder, with Ray Kurzweil and Peter Diamandis, of Singularity University, the Google/NASA-sponsored graduate program in exponential technologies, and as its Track Chair for Finance and Entrepreneurship has established one of the first academic programs on the future of finance. A serial entrepreneur and active angel investor, David has founded six companies and funded over 80 others. Red Herring magazine described him as the “Patriarch of Silicon Alley”, and Crain’s New York Business called him “the father of angel investing in New York”. He is currently Managing Director of Rose Tech Ventures, a seed stage venture fund; Founder and Chairman Emeritus of New York Angels, the most active angel investment group on the East Coast; and Chairman of Egret Capital Partners, a middle-market private equity firm.
Follow Dave on Twitter: @davidsrose

Philip Rosedale, Coffee & Power, Co-founder
In 4th grade Philip made his classmates sit through a show-and-tell of a working analog computer he had built inside a cardboard box. He’s been building products and companies ever since. At 17, he started a database software company, which put him through college at the University of California, San Diego, where he earned a BS in Physics. In 1995, he built FreeVue, an innovative video conferencing application, which he then sold to RealNetworks, where he created RealVideo and became Vice President and CTO. In 1999, inspired by the rise of broadband and powerful 3D graphics, he returned to San Francisco and founded Linden Lab to create Second Life, pursuing the lifelong dream of creating an internet scale virtual world. After creating Second Life, Philip has been working on several new ventures, including Coffee & Power, which uses a virtual currency to allow people anywhere to do small jobs for each other. He is also fascinated by the challenge of using networked computers to simulate the brain. Follow Philip on Twitter: @philiplinden
Harshul Sanghi, American Express Ventures, Managing Partner
Harshul Sanghi is managing partner of American Express Ventures, Enterprise Growth Group with overall responsibility for broadening and strengthening American Express’ existing online and mobile products through key partnerships with the local technology and venture communities.
Sanghi has extensive corporate venture experience and a strong mobile background from his most recent role at Motorola Ventures. In this position, Harshul worked diligently to re-establish Motorola’s Silicon Valley presence through venture investing, positioning Motorola as one of the most well-known strategic partners in the start-up space.
Before joining Motorola, Sanghi was the Vice President, Business Development at Ucentric Systems Inc, where he positioned the company as an industry leader in whole home media and multi-room DVR solutions. Sanghi was an instrumental leader during the acquisition of Ucentric by Motorola. Prior to that, Sanghi led Philips Electronics’ satellite set top box business in North America.
Sanghi has lived and worked in multiple geographies including Asia, Europe and the United States and has extensive general management and business development experience in the semiconductor, enterprise software, and consumer electronics industries. Sanghi attended the University of Oregon, where he received a degree in Computer Science; and later acquired his M.B.A from the International Institute for Management Development (IMD) in Switzerland
Follow Sanghi on Twitter: @hsanghi
Heather Schlegel, Swift, Innovation
Heather Schlegel is a futurist and technologist. She has helped build and launch over 50 Internet products in Silicon Valley and Los Angeles at over 30 startups since 1996. Schlegel is the American InnovationLeader for Innotribe, the innovation initative of Swift; responsible for enabling collaborative financial innovation in North, Central and South America. Schlegel’s academic research includes the future of transactions and complimentary currencies; the impact of technology on identity creation and positive wildcards. Schlegel is primarily known by her online moniker, heathervescent, where she explores the intersection of technology, culture and identity.
David Stone, CashStar Inc., CEO and Co-Founder
David Douglas Stone has more than 20 years of executive management experience in Fortune 500 and emerging growth technology companies with a strong emphasis on innovative payment systems and loyalty solutions. Recently named a Prepaid Top 5 Entrepreneur, he has served as a senior executive in several financial services firms, including American Express, where he pioneered the first universal prepaid product, the American Express Gift Cheque, which quickly grew to sales in excess of $300M. Just prior to CashStar, he worked with Intel Capital’s Mobile Commerce team in identifying new applications for mobile and digital couponing.
David holds a Masters Degree from the Fletcher School of Law and Diplomacy including graduate studies at MIT and Harvard Business School. He is a frequent speaker at industry trade shows including: Prepaid Expo USA 2011, IMA 11th Annual Executive Summit, Gift Card, Gift Voucher and Reloadable Card Summit, the Motivation Show and the 2010 Shop.org Annual Summit.
Bill Tai, Charles River Ventures, General Partner
Bill Tai is as comfortable on a kiteboard in the Pacific Ocean as he is in the office. As a sponsored athlete and Olympic Ambassador for the IKA (Int’l Kitesurfing Association), he is part of the campaign to put Kiteboarding into the 2016 Olympics to be held in Rio de Janeiro. Bill has had as much success on the water (or snow) as he has had as an investor. A CRV partner since 2002 and startup investor since 1991, he’s helped a number of portfolio companies reach successful exits. Prior to joining CRV, Bill had business successes as Executive Chairman of IPInfusion, Founding Chairman & CEO of iAsiaWorks, and Founding President of Tradebeam. His greatest areas of interest are cloud / web services, mobile applications and enabling technologies.
Bill is also co-creator of the MaiTai Kite Camp, where entrepreneurs, innovators and athletes try to master the complex sport of kiting. He holds an MBA from Harvard Graduate School of Business, and a B.S. in Electrical Engineering from the University of Illinois. Follow Bill on Twitter: @KiteVC
Dr. Amy Vanderbilt, TrendPOV.com, Founder & Chief Strategist
Dr. Amy Vanderbilt is the Founder and Chief Strategist at TrendPOV.com, next generation social omni-media that over 600 thousand executives call GPS for your business strategy. She is an award-winning author, show host, executive coach, speaker, and commentator. Her career has enjoyed a fast climb through the ranks of academia, large business, small business, and even the Government by harnessing the power of emerging trends and her unique ability to understand where they are going, and how to use them for competitive advantage. She leverages her unique mix of experience in cutting edge technology and business to help executives put their strategy on fast forward. She holds a PhD in Mathematics focused on Nonmonotonic Reasoning. In addition to her efforts at Trend POV, Dr. V’s trademark brand of blunt honesty and innovative insight have earned her spots on the advisory boards of multiple cutting edge companies, and keeps her a sought after judge for competitions ranging from business social media to venture capital and even the entertainment industry. Follow Dr. V on Twitter: @DrAmyVanderbilt
Brian Zisk, Future of Money & Technology Summit, Executive Producer
Brian Zisk is a serial entrepreneur and technology industry consultant specializing in digital media, web broadcasting and distribution technologies. Brian is a co-founder of Collecta, the ultra-hot realtime search engine. Additionally, Brian is a Co-Founder and Technologies Director of the Future of Music Coalition and a Board Member and/or Strategic Advisor for a wide variety of tech companies and non-profits. Brian was previously a founder of The Green Witch Internet Radio which was sold to CMGI (NASDAQ: CMGI) at the turn of the millennium. He is active in many influential computer-mediated forums, is quoted and published extensively in the media, frequently appears on panels and at industry events domestically and abroad, and is an expert at frenzy whipping, brand awareness, and in creating new business models. Brian is also the executive producer of the SF MusicTech Summit. Follow Brian on Twitter: @zisk








