Welcome to BarCampMoneyNYC 2008

 

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News

• Kickoff call Friday 1/25 @ 11AM EST. 231-644-8000 ext 425328# to participate.
• Share your commitment level and venue/topic ideas below by EOD Sunday 1/27.
• We need a venue! Please work on your venue leads and plumb your rolodex for ideas, thanks!
• Status call Thursday Feb 7, time TBD.
• Venue found! Call to discuss Tuesday Feb. 19 at 4PM.

 

Name / Bio / How can I help?

Please add you name here only if you want to be part of the pre-planning / organization team. There's a Participants section below for people who just want to show up and do their thing.

 

1. Jonah Keegan - jonah at doradocapitalinc dot com - Jonah is a founding partner in an online financial services company dedicated to making it easier for parents to save for college. Interested in coordinating event, getting the word out (marketing) and branding (t-shirts).
2. Ming Jack Po - mail at jackpo dot org - Jack is a Biomedical Engineering PhD student at Columbia University. He is also extensively involved in technology (IT, life sciences) startups and quantitative hedge funds.
3. Avi Karnani - co-founder and CEO of Thrive. As the web's first financial advisory company, Thrive helps people in their twenties and thirties gain control over their financial lives. Prior to Thrive i was traded arbitrage strategies at a hedge fund in NY, and prior to that was a Media, Telecom, Tech banker at Citigroup. I'm happy to help with sponsorships from VCs and Law firms, Wilson Sonsini, some local venture firms we know, etc. Also happy to help with venue by putting us in touch w NYU.
4. Sewell Tang - me at sewelltang dot com - Sewell is the CTO of the Monetary System which provides community banks strategic services and technology solutions to help grow their business. (wifi /general help)
5. Barry Kessler - Barry is the founder and president of Prepaid Resources, LLC, providing support services for the prepaid debit industry. Prior to founding Prepaid Resources, I headed the Reloadable Personal Spending Card Division for TSYS Prepaid, a leading card processor.
6. Wayne Mulligan - Wayne is the Founder/CEO of TickerHound, which is a finance and investing community education site. Prior to founding TickerHound Wayne was a sanitation worker cleaning up after numerous dot-com events which eventually inspired him to start TickerHound. :)
7. Jon Stein (jstein09@gsblcolumbia.edu) - Jon is a first-year student at Columbia Business School and the co-founder of Betterment, a startup financial services site that makes smart investing easy for anyone. Previously, Jon was with First Manhattan Consulting Group in New York for five years, consulting to banks and brokerages on product design, profitability reporting, risk management, and investment management.

 

Venue Leads

 

1. Cooper Union - Email in to assess availability for Saturday, March 1 or Saturday, March 8. No facilities detail, but 3-5 rooms plus dining area is doable, wi-fi status unclear. JonahKeegan
2. Columbia University - Approaching business school and engineering school to assess availability for Saturday, March 1 or Saturday March 8. No facilities details yet, but the entire campus has open wi-fi. JackPo
3. NYC area law firms would potentially be interested in hosting/sponsoring the event as a means of reaching new clients.

 

Topics

What / Who do you want to see in a BarCampMoneyNYC session?

 

• Fundraising into the downturn. Jason Mendelson and Will Price have good blog posts up on this topic. I'd like a discussion that is localized to east coast venture and NYC. JonahKeegan
• Payment processing. I'd love to see an overview of this industry. What's the supply chain on a typical consumer facing transaction and who are the players at each step of the way? JonahKeegan

• Covestor, Cake, VesTopia, Thrive... there are big bets being made on the web2.0 revolution capturing share in the investment management space. Who's winning? What are the differences between the market leaders? How big can this get? (I am thinking I'd like to lead this particular discussion) JonahKeegan
• Would love to hear about the effects of the subprime mortgage meltdown. How are NYC hedge funds / institutions dealing with it? Are there opportunities opening up because of it? JackPo
• How does the rise of several successful web companies in the first and second generations of the internet relate to the yet un-disrupted personal finance space. What lessons are there for us to learn, what patterns make themselves apparent, and what are the drawbacks/pitfalls of competing in this clearly lucrative yet difficult space? Avi Karnani
• How do small financial institutions stay relevant into today's technology driven world? How can they attract customers if they don't have the bleeding websites that 20 year olds are looking for? Sewell Tang
• How do online financial communities overcome - or possibly enhance - the conventional relationships between investors and their advisors (brokers, money managers, accountants, etc.)? Wayne Mulligan
• Payday loans (aka domestic microcredit) - the next phase of p2p lending? risks? opportunities? JonahKeegan
• Stockmeme: a website to track the interplay/impact of media and the markets. JonahKeegan

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Proposed Sessions

Add the discussion you intend to lead, or suggest a discussion you'd like to participate in.

 

• add your topic...

 

What?

 

BarCampMoneyNYC 2008 is an ad-hoc gathering for the people who work in, cover or seek to revolutionize the finance industry to share and learn in an open environment. It is an intense event with discussions, demos, and interaction from all attendees. It costs nothing to attend, but there is a price: all attendees must lead a discussion, give a demo, a session, or help with one.

 

When?

 

TBD

Dates to be aware of:

March 15/16th - BarCampNYC3

March 7 - 16 - SXSW

 

 

Where? / Potential Venues

 

TBD. Have a venue you can donate? Contact Jonah Keegan jonah at doradocapitalinc dot com We're looking for a space with at least one large area (with chairs) and 3-5 smaller rooms (also with chairs). Ideally has wireless internet access. Ideally has lots and lots and lots of WHITEBOARDS.

 

I'm still a little unclear about this...

Imagine a set of rooms with tables, chairs, A/V systems, whiteboards and projectors. Imagine a big, blank schedule board in the common area. Imagine some of the most interesting people in the NYC Finance Industry showing up at 9:30 AM to sign up for a slot on the schedule board to discuss the finance-technology-related topics they are most passionate about. What will the topics be? It depends on who shows up! (Check out the Proposed Sessions list for a preview of the possibilities)

 

 

Press Release/Sponsorship Packet

 

Press Release Packet

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Where do I/we stay?

 

• Can you provide accomodations to an out-of-town guest? Add your name here.

 

Sponsors

 

• Interested? Contact Jonah Keegan jonah at doradocapitalinc dot com
• Law firms are happy to sponsor/host. They want clients in the startup space. Willing to pony up space and probably food. Reach out to Wilson Sonsini or Path101's lawyer.
• Global Seed capital group - Richie Hecker. Sponsored by Sun. Law firm sponsors the space.

Participants (aka Campers)

 

• Sean Owen. Also with Betterment with Jon Stein. My background is: engineer at Google, DoubleClick. I love BarCamps. Looking forward to talking about Finance 2.0 products for individuals with all of you, and talking about technology behind it. We're into Flex and J2EE in particular.

 

• add yourself...

 

Budget

 

• Draft Budget showing expenditures
• Incoming donations (cash, in-kind)
• Outgoing expenses

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Key Leadership Roles

ref.

 

• Sponsor wrangler: Drafts a message to send to potential sponsors, follows up leads from others for potential sponsors, collects info, logos (in vector format), and money from sponsors and also sees that receipts (if necessary) are issued at the end. This is your accounts receivable person and it’s a key thing to get right.
• Wi-Fi Guru: People are going to want wi-fi, and may even need it for their presentation. In order to provide this, you’re going to need a decent internet connection and several routers to handle the traffic. Someone needs to set this up and keep it running during the camp.
• Food Czar: It’s not completely required for a Barcamp, but it’s definitely the standard. You have x number of people to feed for 24 hrs, including a pre-party, a basic breakfast, and a lunch. Obviously, you can only pay for as much of this as you have sponsor money for. See that breakfast and lunch get taken care of first, and then pay for as much of the pre-party as possible. Best to keep the meals simple (but good), have some veggie options, and try to keep costs down. This will be your biggest expenditure.
• T-shirt Master: Not only do people like shirts, but they’re possibly your biggest offering to sponsors since it’s a shared promotional item. Basic shirt is your barcamp logo on the front, all the sponsor logos (tastefully) arranged on the back (I recommend in 1-color only). The range of shirts out there is enormous, but people will appreciate a good quality, non white (or black) colored, well-fitting shirt. It’s a bit more expensive, but providing some women’s shirts (not just unisex smalls) is a really nice touch. (I recommend American Apparel or Bella fine-jersey t-shirts - not the super tight fitted kind). Try to have t-shirts ordered (quanities decided and artwork submitted) 2 weeks before your event. 10 days at ABSOLUTE minimum. Remember, weird things happen in the supply chain. Check in with your t-shirt vendor often if you want to see your shirts on time.

 

Event details

 

To get started, here's what we need to do:

 

1. Find a venue. Definitely the hardest part of the process. Venue donations are ideal!
2. Pick a date. Once you've got a place picked out, figure out when you want your event to happen. We've tended to try to hold Barcamps simultaneous with other events to mix up the attendee pool -- since you'll draw from both local and out-of-towners. What's most important is that it's convenient for you and works for your community.
3. Communicate. Blog, Email, IRC, wiki and document everything! Seriously, the more transparent and communicative you are about your Barcamp, the more successful you'll be.
4. Say what you need. Participants can be helpful and giving -- but if they don't KNOW that you need a few extra dollars to cover catering lunch/breakfast, t-shirts, whatever, then they can't step up to the plate and help. Remember: everyone participates. So, give everyone the information they need to be able to participate!

 

Schedule

 

Day 1

 

Morning

 

Lunch

 

Afternoon

 

Dinner

 

Evening/Party

 

• etc.

 

Task List

• Assemble organizers
• Get Venue -- needs Wi-Fi and WHITEBOARDS
• Get Sponsors
• Get T-shirts
• Get Food
• Get (please cross out when it's done)

 

Tech

What do we need? Who can provide it?

 

• Wifi
• Projector, White Boards

 

Sean Owen says -- we can bring a projector and laptop for the day, and project on a wall I suppose.

 

• Photo
• Video
• Audio
• Streaming or Stickam or Skype

 

Non-tech

What? Who?

 

• Breakfast
• Lunch
• Coffee/Tea
• Tables and chairs
• Party

 

Tags for flickr, delicious, ma.gnolia, technorati etc.

 

Please use the tag barcampmoneynyc for content related to this event

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Who's blogging BarCampMoneyNYC?

 

1. Jonah Keegan
2. add yourself...