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The State of WealthTech: How Generative AI is Changing the Game

Wednesday, March 6 | 1:25 PM - 7:00 PM

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Overview

Demographic shifts and client expectations have signaled a need for change in Wealth Management for years. The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale. The legacy trade-off between personalization and efficiency is being exposed as a false choice, displaced by the compelling potential of data-driven personalization.

In this event, you will hear from industry thought leaders about how WealthTech is:

  • Redefining advice and the skills advisors need to deliver it.
  • Changing where firms need to invest to keep pace.
  • Disrupting traditional value chains and enabling new business models for the industry.

Don’t miss this opportunity to network with peers and experts, and gain insights into the future of WealthTech. Register now and get ready to be inspired.

Agenda

1:25 PM | WELCOME REMARKS

Jack Sharry, EVP, Chief Growth Officer, LifeYield


1:30 PM | HOW AI CAN HELP ADVISORS DELIVER PERSONALIZATION WITHOUT ADDING COMPLEXITY

Moderator:

Craig Martin, Executive Managing Director, J.D. Power

Panelist:

Samuel Deane, President and CEO, Deane Wealth Management

Yelena Melamed, Head of Product, Catchlight

Charles Poliacof, Chief Revenue Officer, ModuleQ


2:15 PM | HOW AI IS BRINGING US CLOSER TO THE HOLY GRAIL OF DATA INTEROPERABILITY

Moderator:

Amy Young, CFA, Industry Digital Strategist, Microsoft

Panelist:

Ned Dane, CAIA, Chief Growth Officer, AdvisorEngine

Melissa Jakubowski, Director, Portfolio Solutions Consulting, BNY Mellon | Pershing

Cheryl Nash, Chief Customer Executive, InvestCloud


3:00 PM | COFFEE BREAK


3:15 PM | HOW DIGITAL ASSETS ARE LAYING THE FOUNDATION FOR THE NEXT WAVE OF PRODUCT INNOVATION

Moderator:

Joseph F. Keenan, Board Member and Industry Consultant

Panelist:

Maredith Hannon, Head of Business Development, Digital Assets, WisdomTree

Kelly Ye, CFA, Portfolio Manager, Head of Research, Decentral Park Capital


4:00 PM | HOW AI IS REDEFINING DISTRIBUTION MODELS

Moderator:

Tim Baker, CFA, Head of Financial Services Practice, Expero

Panelist:

Brian Moran, CIMA, CEO & Founder, FLX Networks

Charles Novicki, Product Director, Broadridge 

Roger Paradiso, Head of Advisor Portfolio & Technology Solutions, Franklin Templeton Distributors, Inc., Executive Chairman, O’Shaughnessy Asset Management

Nathan Stevenson, CEO, ForwardLane


4:45 PM | BREAK


5:00 PM | DISRUPTIVE DIGITAL EXPERIENCES: WHAT INGREDIENTS ARE DEFINING THE NEXT GENERATION WEALTHTECH

Moderator:

Pamela Cytron, President, The Founders Arena

Panelist:

Charles Almond, CEO, TaxStatus

Kiah Buchner, Head of Operations, Range

Tom Rieman, CPWA, CEO & Founding Partner, Practice Intel

Christine Simone, CEO, Caribou


6:00 PM | CLOSING REMARKS


6:10 PM | NETWORKING RECEPTION

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