Thursday: Vanguard, Safeguard, Stash talk fintech trends - Philly


Jun. 14, 2017 11:50 am

Thursday: Vanguard, Safeguard, Stash talk fintech trends

Head to the suburbs for this PACT event. It's the latest in an uptick of fintech activity across the Philly region.
Inside Vanguard HQ in Malvern.

Inside Vanguard HQ in Malvern.

(Screenshot via YouTube)

From high-priced acquisitions to niche accelerator programs, fintech activity in the region has been on the rise lately.

And tomorrow, amid that bubbling context, PACT is hosting a chat at Vanguard’s Malvern HQ to dissect some of the latest trends in the fintech space.

Joel Dickson, Vanguard’s global head of investment R&D will kick off the event, followed by a presentation from John Evans, senior manager for investment fintech strategies at Vanguard, on how the OG investment firm is using tech to manage its massive portfolio, which spans $4.2 trillion in assets.

Vanguard’s most recent play in the fintech space is an upcoming 20-person R&D facility slated to open later this year at 2300 Chestnut St.

Following the introduction by Vanguard, there will be a panel of investors and companies talking fintech trends and funding.

Get tickets ($20-$60)

It’s interesting to see Safeguard getting all fintech with it. The Radnor investment firm has three fintech companies in its current portfolio: Lumesis, out of Stamford, Conn; and TREX Group and Transactis, both out of New York. Per spokesman Anthony Stipa, Safeguard is making a more active fintech push thanks to Aufiero’s network in the field.


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