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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:
Vanessa Kargenian, Director of Research, Fidelity Center for Applied Technology, Fidelity Investments
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