Summary: Four successful fintech founders will offer candid perspectives on their startup journeys. Among the topics they'll cover:
- Where their ideas came from
- Raising startup funding
- Early challenges and changes in plan
- Surviving near-death experiences
- Where next? Going beyond Canada
Tammer Kamel, Co-Founder and CEO, Quandl
In 2011, Tammer co-founded Quandl, an alternative data platform that helps the world’s top hedge funds, asset managers and investment banks make better investment decisions by delivering alternative data sets; in 2018, Quandl was acquired by NASDAQ. A computer engineer by training with a degree from the University of Waterloo, Tammer brings over two decades of experience in financial data analysis and risk management. Before founding Quandl, he worked in asset management, security selection and risk management for industry leading firms.
Tea Nicola, Co-Founder and CEO, WealthBar
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the ﬁrst of its kind in the country; in early 2019, CI Financial acquired a majority interest in WealthBar. A graduate of the engineering program at Queens University, Tea started her ﬁnancial career working for elite wealth management ﬁrm Nicola Wealth, before moving to an advisor coaching role at Sunlife Financial. Tea has been recognized as one of Business in BC’s Most Inﬂuential Women and Business in Vancouver’s Top 40 under 40. She also sits at the Government of Canada’s Digital Industries Table alongside a small group of digital leaders who develop policy recommendations in support of Canada’s technology developers, service providers, and content creators.
Casper Wong, Co-Founder and COO, Financeit
In 2010, Casper Wong was working in the alternative lending space when he identified a market gap around point of sale financing. Casper joined forces with an existing fintech lender to solve this problem which pivoted to become FinanceIt. In 2017, Goldman Sachs purchased a majority interest, then later that year FinanceIt acquired a market-leading technology platform and call center company, allowing it to provide merchants with an end-to-end solution to increase sales. Financeit is now the market leader in the home improvement POS financing space in Canada, has more than 250 employees, works with over 8,000 merchant partners across Canada and has processed over $4.6 billion in loans. In 2019, Financeit was awarded the Deloitte Technology Fast 500, recognizing the world's top fintech businesses and was also named Canadian Lender of The Year award by a leading industry association. Casper holds a degree from the University of Toronto and started his career in investment banking.
Danish Yusuf, Founder and CEO, Zensurance
In 2016, Danish co-founded Zensurance, a technology company focused on the property and casualty insurance space; in 2018, Travelers Insurance acquired a majority interest in Zensurance. Previously Danish was a leader in the Digital Insurance Practice of global consulting firm McKinsey & Company, where he advised large insurance clients on preparing for the digital revolution. Prior to McKinsey, Danish was a software architect and developer at IBM Canada. Danish earned a bachelor’s degree in Software Engineering from University of Toronto, and has an MBA from Harvard Business School; in 2018, he was named as one of the Top 10 under 40 in the Canadian Property and Casualty industry.
Dan Richards, Instructor, Rotman School of Management
Dan is an award-winning member of Rotman’s marketing faculty, where he teaches a top rated second year MBA elective on Fintech Marketing. Dan is also Program Director of the Rotman FinHub Student Fellow Program, a fintech mentorship initiative for first year MBA students being piloted this year. In the 1990s, Dan built and sold two startups in the financial industry and in 2002 was recruited to serve as CEO of a public company that was struggling, where he led a turnaround and subsequent sale. Dan is author of the award-winning bestseller “Getting Clients Keeping Clients: The Essential Guide for Tomorrow’s Financial Advisor” (Marketing Solutions Inc., 1998) and holds an MBA from Harvard Business School.
Questions: email@example.com, Daniel Ellul, (416) 978-6119