FinTech: Top Trends 2022

Tuesday, 4:00 pm - 6:00 pm

Zoom Meeting


Russell Meyer — Managing Director and Co-Founder, The Meyer Shaffer Company, LLC.

Christine Chan — Managing Director Management Consulting, KPMG
Jeff Dorman, CFA — Chief Investment Officer, Arca
Jennifer Murphy, CFA — Founder and CEO, Runa Digital Assets

Time: 4:00 pm - 6:00 pm
Add to Calendar 03/29/2022 4:00 PM 03/29/2022 6:00 PM America/Los_Angeles FinTech: Top Trends 2022 FinTech: Top Trends 2022 CFALA false MM/DD/YYYY

A FinTech Advisory Council Sponsored Event


Technology continues to transform every corner of finance and investing, and funding continues to pour in to new and established firms. Fintech funding dollars accounted for 21% of all VC dollars invested last year. Total global VC funding reached $621B. Around 14 fintech deals were announced every day, on average, worth a total of almost $388M.

Will the flood of newcomers continue to pressure legacy firms? There is evidence that is the case as the biggest firms announce investments in tech as did JPMorgan Chase recent release that it would spend $12B to up its tech stack. It will also boost its general investment by 30% to reach $15B.

With the speed of change, the Fintech Advisory Committee holds an annual review of trends. Our expert panelists for Fintech: Top Trends 2022 bring storied histories in the field as well as current work on the cutting edge of trends.

Breakout room discussions follow for networking and attendee questions.


Russell Meyer | Russell Meyer co-founded private equity firm The Meyer Shaffer Company in January 2005 and is based in Santa Monica, CA. Russell has over 30 years of experience in asset management and currently serves on a non-profit organization called Student Run LA (Jun 2021-present). Russell previously held the position of Director at Grandpoint Capital Growth (June 2010-July 2018) and Senior Advisor at Stone Point Capital (January 2008-May 2010). Russell received an A.B in Economics at Harvard University (Magna Cum Laude) and an MBA from Stanford University Graduate School of Business. Back To Top ^^



Christine Chan | Christine is responsible for several areas in KPMG Management Consulting including - Payments Systems and Operations - Enterprise Risk and Compliance Management Programs; Risk Management ISO 31000 (Risk Management Frameworks, Business Plans, Governance, Risk Appetite Statements, Risk Management Strategy, Risk Reporting). 

Christine has over 15 years of experience in Financial Service and previously worked as an Associate Director of Advisory, Sydney at KPMG Australia (July 2014-September 2015), Manager at BT (May 2013-July 2014) and PWC (August 2005-Novemeber 2012). Christine began her career in Financial Services as KPMG as an Accountant, External Audit in Perth Australia. Christine graduated from The University of Western with two bachelor’s degrees: Commerce – Accounting, Finance and Science – Information Technology Systems. 

Christine earned a Certified Information Systems Auditor (CISA) from ISACA and a Certified Internal Auditor (CIA) from the Institute of Internal Auditors. Back To Top ^^

Jeff Dorman, CFA | Jeff has nearly two decades of experience in portfolio management and trading and previously served as COO of Harvest Exchange, a top FinTech firm. He is the Chief Investment Officer at Arca, a digital asset investment firm, where he manages all aspects of portfolio sizing, trading and risk management.

Arca is an institutional grade financial services firm building products utilizing and investing in digital assets. The Arca team blends the time-tested attributes of traditional finance with the transparency, immutability, and efficiency of the blockchain to create institutional-caliber products designed to seamlessly allow today's investors to transition into the digitally-powered global economy of the future.Back To Top ^^

Jennifer Murphy, CFA | Jennifer is CEO and founder of Runa DIgital Assets, an institutional investment firm specializing in active management of digital assets. Jennifer has over 30 years of experience in asset management and previously held the position of Chief Operating Officer of Western Asset Management, a global investment firm with $475+ Billion in AUM. Prior, Jennifer worked at Legg Mason as Chief Administrative Officer and as President and CEO of Legg Mason Capital Management, the investment firm founded by legendary investor Bill Miller. Jennifer began her career as a securities analyst and has an MBA from the Wharton School at the University of Pennsylvania and a BA in Economics from Brown University. She also holds a certification in Cryptocurrency from he MIT Media Lab.

Jennifer currently serves as a board member for Investment Adviser Association (June 2017-June 2020), In the Advisory Council on Economics at Brown University (June 2017-present), and on Nareits’ Advisory Board of Governors (October 2018-September 2021).Back To Top ^^


Registration Fees
$0 (Members) | $20 (Non-Members)

Registration is NOW CLOSED.
Payment Information
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If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail
Event Chair:
Moira Conlon
Cynthia Harrington, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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