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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:

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

Sponsor

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

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