ETA WEBINAR SERIES • Capital Markets & Payments

Where Smart Money is Moving in Payments

Analysts • Ventures • Private Equity

THURSDAYS • 1-2PM ET
July 9 • July 16 • July 23

Free for members • $239 Non-Member

WEBINAR SERIES

Capital Markets & Payments

Where smart money moves next in payments is worked out in analyst calls, term sheets, and portfolio reviews. This three-part series gives you unfiltered access to the industry's top analysts, venture investors, and private equity operators — and the thinking behind where money moves.

2020-01-01

Why Now

AI drew nearly a quarter of fintech funding in Q3 2025, agentic commerce is moving from concept to infrastructure, and consolidation is accelerating across merchant services and vertical SaaS. Regulatory frameworks are evolving and public markets are recalibrating how they value payments companies. The analysts, venture investors, and PEs who decide where capital flows are actively redrawing where money moves right now. This series gives you direct access to their thinking.

2020-01-01

What is Delivered

Three sessions with the analysts and investors who shape how capital flows in payments — their working read on competition, risk, consolidation, and opportunity. Each session runs one hour. Each covers the specific questions payments executives are carrying into boardrooms, strategy reviews, and budget cycles right now.

2020-01-01

Built For

Anyone working in payments who needs to understand how investors and analysts see the landscape. Executives, strategists, product and business development leaders, compliance professionals, and those making decisions that depend on where the industry is going — and who is moving capital to get there.

ANALYST INSIGHTS

Market Signals, Emerging Trends & the Policy Frontier

July 9 • 1PM ET

Free for Members • $99 Non-Member

A fast-paced, data-driven briefing from top Wall Street analysts on the forces reshaping payments — from competitive shakeups to regulatory realities — so you can separate signal from noise.

Three analysts whose research drives how Wall Street values the payments sector. They'll work through the questions executives are asking: whether checkout competition is consolidating or fragmenting, where merchant acquiring growth goes from here, how much of the regulatory and litigation risk carries real consequence, and what it would take for payments companies to return to investment favor.

DISCUSSION TOPICS

  • Competition in eCommerce checkout — Apple Pay, Shop Pay, PayPal, BNPL, and where it's heading
  • Merchant acquiring market sizing and whether enough growth runway remains
  • Agentic commerce and the implications for card networks and tokenization
  • What actually brings payments companies back into investment favor
  • Regulatory and litigation risk — what carries material consequences for the ecosystem

SPEAKERS

  • Tim Chiodo, Head of Payments & FinTech Research, UBS
  • Scott Dworshak, Managing Director, Technology Investment Banking, J.P. Morgan
  • Sanjay Sakhrani, Managing Director, KBW

VENTURE INVESTOR PERSPECTIVES

Ideas, Technologies, and Risks Shaping Payments Innovation

July 16 • 1PM ET

Free for Members • $99 Non-Member

An insider look at where early-stage capital is flowing — directly from venture investors on the front lines of fintech innovation — and the ideas, technologies, and risks shaping the next generation of payments.

DISCUSSION TOPICS

  • AI-first fintech startups reengineering payments operations and developer infrastructure from the ground up
  • Agent-driven commerce and the future of how consumers interact with payments
  • Data-driven underwriting and dynamic credit decisioning in practice
  • Open banking as the foundation for entirely new business models
  • Regulatory uncertainty, election-year volatility, and the fragility of sponsor bank ecosystems

SPEAKERS

  • Kevin Jones, CEO, Celero Commerce

PRIVATE EQUITY VIEWS

Scaling, Consolidation & Late-Stage Opportunities

July 23 • 1PM ET

Free for Members • $99 Non-Member

Private equity's read on sustainable growth, driving consolidation, and creating defensible value in a maturing payments landscape. If you work in payments, this is your weathervane.

DISCUSSION TOPICS

  • M&A across merchant services, vertical SaaS, and fraud/AML/KYC providers
  • Using AI to unlock margin expansion at scale
  • Investing in real-time rails and deep open banking integration
  • Pricing pressure, interchange compression, and global compliance challenges

SPEAKERS

  • Adam Hark, Managing Member, Wellesley Hills Financial
  • Darrin Peller, Managing Director, Wolfe Research

Webinar Speakers

Tim Chiodo's headshot

Tim Chiodo

Head of Payments & FinTech Research

UBS

LinkedIn
Scott Dworshak

Scott Dworshak

Managing Director, Technology Investment Banking

J.P. Morgan

LinkedIn
Adam Hark

Adam Hark

Managing Member

Wellesley Hills Financial

LinkedIn
Kevin Jones

Kevin Jones

CEO

Celero Commerce

LinkedIn
Darrin Peller

Darrin Peller

Managing Director

Wolfe Research

LinkedIn
Sanjay Sakhrani

Sanjay Sakhrani

Managing Director

KBW

LinkedIn

UNLOCK THE FULL SERIES

Save With One Registration

Experience the entire series with a single registration and participate in all live sessions at a special bundled rate. Thoughtfully organized in three parts, the series gives each topic the depth it deserves, offering professionals a clear and comprehensive learning experience.

Free for members and non-members save ~20% compared with individual sessions.

Terms & Conditions

Access & Use

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Cancellations & Refunds

All registration fees are non-refundable. No-shows are non-refundable.

In the unlikely event of program cancellation, ETA will refund 100% of registration fees paid. ETA assumes no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties, or other incidental costs that a registrant might incur as a consequence of a program cancellation.

ETA CPP CE Credits

The ETA Certified Payments Professional (ETA CPP™) certification program sets the standard for professional performance in the payments industry and is a symbol of excellence. It signifies that an individual has demonstrated the knowledge and skills required to perform competently in today’s complex electronic payments environment.

This webinar series is approved for ETA CPP™ Continuing Education (CE) credits. Credit is earned at the rate of one credit per 50 minutes of electronic transactions industry-related session time, including questions and answers, excluding lunches and breaks.

ETA CPCP CE Credits

The ETA Certified Payments Compliance Professional (ETA CPCP) certification program sets the standard for compliance expertise in the payments industry. As a recognized mark of excellence, it signifies that an individual has successfully completed ETA’s Payments Compliance certification program and demonstrated the knowledge and skills required to navigate today’s complex and evolving regulatory landscape.

This webinar series is approved for ETA CPCP Continuing Education (CE) credits. Credit is earned at the rate of one credit per 50 minutes of electronic transactions industry-related session time, including questions and answers, excluding lunches and breaks.