NYC FinTech.connect

5:30 – Cocktail and networking reception

6:00 – Event Introduction Joe Daniels, McCarter & English

6:10 – Investor Introductions

6:15 – Guest Speakers

-Ernest Rolfson, Founder & Chief Executive Officer, Finexio

– Gunnar Cuevas, Founder & Chief Executive Officer, Carl

-Sage Wohns, Chief Executive Officer, Agolo

Judge Panelists

7:30-8:00 – Networking


Finexio simplifies Accounts Payable (AP) payments by eliminating all friction in payment delivery and supplier payment acceptance. Finexio’s comprehensive AP “Payments as a Service” solution leverages proprietary analytics and robotic process automation to drive maximum conversion of paper to electronic payments. The solution delivers, and supports multiple forms of payment, generating revenue and cost savings for AP departments while providing complete transparency and control of the payment process.

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CARL provides 2.7m accredited GenX/Y investors with exclusive access to top performing quant hedge fund investment strategies through an easy-to-use mobile application.

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Agolo is the leading summarization platform for enterprise, including investors Google, M12 (Microsoft Ventures) and Thomson Reuters. Its AI engines analyze thousands of documents daily and generates human-readable summaries in real-time. Its proprietary knowledge graph models can learn new relationship from unstructured data and automatically drive personalized content to match the different interests of users. Agolo has assembled the largest dataset of human-written summaries in existence to power its neural network training. In a data-driven economy, Agolo enables its users to consume information efficiently so they spend more time on higher-value business activities. Agolo services its top-tier clients in consulting, media and finance as their platform of next-generation search.

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Event Sponsor

McCarter & English, LLP

Joseph Daniels, Partner

Mr. Daniels is Co-Chair of the firm’s Venture Capital & Emerging Companies practice, representing startup to publicly-held technology, life science and consumer companies, venture capital and private equity funds and investment banks in a wide range of seed and venture financings, mergers and acquisitions, IPOs and other public offerings. He regularly advises a broad range of startups, venture-backed companies and VC funds, and has led hundreds of venture and strategic financing transactions. Mr. Daniels has helped companies and private equity firms handle dozens of merger, acquisition and disposition transactions. Additionally, he has represented issuers and underwriters in scores of IPOs and follow-on public offerings involving companies in the technology, life sciences and consumer sectors, including leading investment banks such as Credit Suisse, Morgan Stanley and Oppenheimer. Mr. Daniels also serves as outside general counsel for numerous companies, assisting them with everything from day-to-day business transactions to multinational strategic alliance transactions ranging from technology and distribution partnerships to joint ventures. He focuses on representing clients involved in high-growth sectors, and has experience with a broad range of industries, including adtech, agile aerospace, artificial intelligence, biotech, cleantech, consumer, digital media, ecommerce, energy, Internet of Things, Fintech/financial services, life sciences, mobile, semiconductor, software and telecommunications.

Joseph Daniels on LinkedIn

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