The Financial Club
The Financial Club brings together leaders from: banking, payments, lending, insurance, risk management, compliance, venture capital and academia.
Members and special guests meet to discuss the current challenges and opportunities in the space.
We host open conversations with the mission to nurture responsible and competitive innovation for the Financial Services sector in the US.
Membership Benefits
Member-only gatherings in San Francisco and New York
Join thought leaders for breakfasts, insightful discussions and networking with special guests.
Complimentary access to annual Retreats
Join the only Chatham House gatherings in Fintech and DeFi designed for: Founders, VCs, Regulators, Legal, Finance and Web3 experts:
Member only networking app
Connect with other members outside of the Club activities via our proprietary networking web app. Exchange information, messages and schedule meetings.
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More benefits coming soon
Our Members
Our members are decision makers from some of the most respected organizations in Finance, Technology, Risk and Compliance.
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And many others
Kathryn Petralia
Kevin Moss
Daniel Gorfine
Bradley Riss
Connor Coughlin
Sheila Warren
Raj Aji
Andrew Steele
Sankaet Pathak
Angela Strange
Mandy Campbell
Sankar Krishnan
Lindsey Argalas
Todd Baker
Bam Azizi
Carole House
Matt Homer
Josh Dorsey
Drew Edwards
Aleksandra Teichman
Drew Glover
Erica Lacerenza
Jeff Horowitz
Jessi Brooks
Rachel Anderika
Yulia Guzairova
Ale Vigilante
Alka Gupta
Patrick Hillman
and many more...
01/29/23 IN SAN FRANCISCO | ![]() | FINTECH RETREAT RECEPTION | The Official Fintech Retreat 23 Reception. Hosted by Oportun. | Free for Members |
01/30/23 IN SAN FRANCISCO | ![]() | FINTECH RETREAT 23 | The 4th Annual Fintech Retreat 23 gathering. | Free for Members |
02/23/23 IN LISBON, PORTUGAL | ![]() | DEFI RETREAT EUROPE RECEPTION | The Official DeFi Retreat Europe Reception. Hosted by the Financial Columnist. | Free for Members |
02/24/23 IN LISBON, PORTUGAL | ![]() | DEFI RETREAT 23 (EUROPE) | The Inaugural DeFi Retreat Europe gathering. | Free for Members |
03/03/23 in San Francisco | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
03/10/23 in New York | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
04/03/23 in San Francisco | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
04/05/23 in New York | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
06/01/23 in San Francisco | ![]() | Evening Networking 6:00PM - 09:00PM | MEMBERS AND GUESTS NETWORKING EVENING. | Apply to join |
06/02/23 in New York | ![]() | Evening Networking 6:00PM - 09:00PM | MEMBERS AND GUESTS NETWORKING EVENING. | Apply to join |
7/25/23 in San Francisco | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
8/28/23 in New York | ![]() | DEFI RETREAT RECEPTION | The Official DeFi Retreat (US) Reception. | Free for Members |
8/29/23 - 8/30/23 in New York | ![]() | DEFI RETREAT 23 (US) | The 3rd Annual DeFi Retreat in the US. | Free for Members |
9/21/23 in San Francisco | ![]() | Club Dinner 6:00PM - 09:00PM | MEMBERS AND GUESTS NETWORKING EVENING. | Apply to join |
09/28/23 in New York | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | SPECIAL GUESTS:
| Apply to join |
TBA October in New York | ![]() | Club Dinner 6:00PM - 09:00PM | MEMBERS AND GUESTS DINNER EVENING. | Apply to join |
11/07/23 in San Francisco | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS. | Apply to join |
11/08/23 in New York | ![]() | CLUB BREAKFAST 8:00AM - 10:00AM | MEMBERS ONLY BREAKFAST WITH SPECIAL GUESTS. | Apply to join |
More gatherings to be announced
Team and Advisors

Michelle O'Connor
TaxBit
Brand Advisor