This document summarizes a lunch and learn event hosted by the Wharton FinTech club. The club's mission is to connect FinTech enterprises with students through educational events, career development, and idea generation. Upcoming events are highlighted, including sessions with companies like C2FO, Wealthfront, and OnDeck Capital. FinTech is briefly defined as using technology to make financial systems more efficient, and key FinTech subsectors and stats are provided. Leadership positions within the club are also mentioned.

1. Welcome Lunch & Learn
September 17 2015

2. KNOWLEDGE FOR ACTION
Our Mission
We are a different kind of student-run club, committed to
education, career development and idea generation by
connecting innovative, disruptive and established
FinTech enterprises with students and industry
professionals.
Education and
awareness
Recruitment for
summer & full-time
positions
Thought leadership

3. KNOWLEDGE FOR ACTION
Highlights
• FinTech was the industry with the most startup job offers at
Wharton (25% of all startup offers)
• WFT members received offers at CommonBond, Earnest,
Google, NerdWallet, MasterCard, Apple Pay, Square,
Wealthfront, Venmo and many others!
• Regular, weekly speaker series with industry executives from top
FinTech companies
• Career treks to NYC and SF every semester
• Access to publish your ideas on the WFT blog, which receives
5K+ uniques a month

4. KNOWLEDGE FOR ACTION
Upcoming Educational Events
• Thursday 9/24 - Lunch & Learn with C2FO, market technology
platform for working capital
• Wednesday 9/30 – Lunch & Learn with data science team at
Wealthfront, a robo-advisor and asset management tech company
• Thursday 10/1 – Lunch & Learn with CEO of Hedgeable, digital
asset management technology
• Wednesday 10/6 – Lunch & Learn with PayPal & the Milken
Institute, an economic think tank
• Thursday 10/15 – Lunch & Learn with CEO & CFO of OnDeck
Capital, one of the largest alternative lenders and the first big
FinTech IPO
• And more through October, November and December!

5. KNOWLEDGE FOR ACTION
What is FinTech?
If you’ve ever used Uber or Venmo, you’ve used FinTech!

6. KNOWLEDGE FOR ACTION
What is FinTech?
Broadly: “An economic industry composed of
companies that use technology to make financial
systems, transactions and decisions more efficient and
effective”
Finance TechnologyFinTech

7. KNOWLEDGE FOR ACTION
What is FinTech?
Key stats and highlights:
• Global investment in FinTech companies was nearly $10B in
2014 – and accelerating
• Been around for a while – PayPal was one of the first
“mainstream” FinTech companies
• But, still an emerging industry – we’re just starting to see the first
waves of IPOs from established FinTech companies
• Activity is centered largely in the US (SF/Bay Area and some
NYC), with fast followership in the UK, Israel, Latin America and
SE Asia

8. KNOWLEDGE FOR ACTION
What is FinTech?
FinTech World
Personal Finance
Payments Bitcoin & Blockchain
Currency
Currency Remittance & FX
Lending
Crowdfunding
Robo-investing & Asset
Management Tech
Consumer Banking & Saving

9. KNOWLEDGE FOR ACTION
Want to Learn More?
• Visit whartonfintech.org – blog posts covering key
players and subsectors in FinTech
• Come to future Lunch & Learns!
• Meet and network with classmates in FinTech

10. KNOWLEDGE FOR ACTION
2Y Panel
• Daniel McAuley – Wealthfront
• Keith Friend – CommonBond
• Megan Terraforte – Earnest
• Sasha Dobrolioubov – NerdWallet

11. KNOWLEDGE FOR ACTION
Wrap-up
Not a member?
• Sign up for WFT on Campus Groups today – dues are just $20!
Interested in 1Y Leadership positions?
• We’ll send out position descriptions and application details on Tuesday
• NYC Kick-Off Event and FinTech Trek November 6th
Role Contact Email
Director of Communications Cameron cpeake@
Director of Community
Engagement
Cameron cpeake@
Director of Content Sasha and James adobro@ and jchaukos@
Director of Events and
Engagements
Sasha adobro@
Director of Technology Brendan bmcmanus@
Director of Finance Carissa feria@
Director of Treks Richard bhamb@
Director of External Affairs Richard bhamb@
Director of Partnerships Daniel and Steve dmcauley@ and weins@
Director of Special Projects Daniel and Steve dmauley@ and weins@

12. KNOWLEDGE FOR ACTION
Questions
@whartonfintech
Wharton FinTech
Wharton FinTech
whartonfintech.org
Wharton FinTech
Sponsors