Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets

Wednesday, March 24 | 12:00 PM - 1:00 PM

Loading Events
This event has passed.

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Overview

As a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021, it raised another $3.4 billion.

Join the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood, including a frank look at if there is a real long-term threat to incumbent firms and a review of regulatory challenges facing the gamified online brokerage environment. Industry experts will weigh in with objective and diverse perspectives on the changes that are shaping global capital markets and impacting legacy firms; attendees will also have an opportunity to join in the conversation.

Agenda

12:00 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair, Fintech Thought Leadership Group, CFA Society New York


12:05 PM | PANEL DISCUSSION

Moderator

Christopher White, Founder, Chief Executive Officer, BondCliQ

Panelists

Kathleen DeRose, CFA, Finance Professor, NYU Stern School of Business

Devin Ryan, Managing Director, Equity Research Analyst, JMP Securities

Lex Sokolin, Global Fintech Co-Head, ConsenSys


12:45 PM |  Q&A


1:00 PM | CLOSING REMARKS

Carole K. Crawford, CFA, Chair, Fintech Thought Leadership Group, CFA Society New York

Additional Details

Learning Outcomes

  • Explore potential threats to incumbent firms
  • Understand “fintech” in the context of the online brokerage industry
  • Identify the disruptive impact of innovation throughout capital markets