Thursday, June 16, 2016

 

9:00 - 10:30

Pre-Conference Workshop: Idea Hackathon

Sebastian Dovey

Sebastian Dovey
Managing Partner and Co-founder, Scorpio Partnership

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10:30 - 12:00

Pre-Conference Session: Disrupt | Demos

John Michel Patrick Masset Mike Orr Robert Stanich Shuang Chen Benjamin Bilski Wladimir Huber Joe Duran Stephane Dubois

John Michel
CEO, CircleBlack

Patrick Masset
EVP Sales & Client Experience, Doxim

Mike Orr
Founder, Grapevine6

Robert Stanich
Global Wealth Management Offering Manager, IBM

Shuang Chen
Co-founder and CEO, RightCapital

Benjamin Bilski
Founder & CEO, Swipestox

Wladimir Huber
Co-Founder, Swipestox

Joe Duran
Founder & CEO, United Capital

Stephane Dubois
CEO and Founder, Xignite Inc.

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12:00 - 1:00

Pre-Conference Research Briefing: The Coming Age of Digital Advice (Lunch will be served)

Monica Gabel Bob Hedges Uday Singh

Monica Gabel
Principal, A.T. Kearney

Bob Hedges
Partner, A.T. Kearney

Uday Singh
Partner, A.T. Kearney

Sponsored by:

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1:30 - 1:50

Keynote - The Path Ahead: Technology and the Future of Wealth Management

Neesha Hathi

Neesha Hathi
EVP, Investor Services Platforms, Strategy and Client Experience, Charles Schwab

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2:10 - 2:30

Keynote - The Age of the Client

Mike Capelle Jeff Otto

Mike Capelle
Head of Platform, United Capital

Jeff Otto
Director, Financial Services Product Marketing, Salesforce

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2:30 - 2:50

The Evolution of Personal Capital

Bill Harris

Bill Harris
Founder and CEO, Personal Capital

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2:50 - 3:10

The Digital Decision

Bo Lu

Bo Lu
CEO, FutureAdvisor

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3:10 - 3:30

The Retirement Blooom

Greg Smith

Greg Smith
President, blooom

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Millennials

4:00 - 4:30

Millennials to Millionaires: HENRY, MIME, and DINK…

Toby Henry Nitesh Kadakia

Toby Henry
Managing Principal, Capco

Nitesh Kadakia
Managing Principal, Capco

Track Sponsored By:
Capco

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Advisor Tech

4:00 - 4:30

Getting to Goals-Based

Scott Wenger Cheryl Nash Stephen Wendel

Scott Wenger
Group Editorial Director, Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive

Cheryl Nash
President, Investment Services, Fiserv

Stephen Wendel
Head of Behavioral Science, Morningstar

Track Sponsored By:
Fiserv

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Research

4:00 - 4:30

The Future of Wealth in America: Mapping Trends in Generational Wealth

Gauthier Vincent Max Roosevelt Val Srinivas

Gauthier Vincent
Principal, Head, Deloitte Consulting’s Wealth Management Practice

Max Roosevelt
Senior Consultant, Deloitte Consulting

Val Srinivas
Research Leader, Deloitte Center for Financial Services

Sponsored by:

Deloitte

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Strategy & Partners

4:00 - 4:30

Partnership and the “Pay What You Want” Revenue Model

Mike Butler Andrei Cherny

Mike Butler
President & CEO, Radius Bank

Andrei Cherny
CEO, Aspiration

Track Sponsored By:

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Millennials

4:35 - 5:05

Innovation and Design-Centric Thinking

Gordon Hui Kunal Vaed Alexey (Lex) Sokolin

Gordon Hui
VP of Strategy and Innovation, Smart Design

Kunal Vaed
SVP, Digital Channels, E*TRADE

Alexey (Lex) Sokolin
Global Director – Fintech Strategy, Autonomous Research US LP

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Advisor Tech

4:35 - 5:05

Everyone Is Going Digital… What Does “Digital” Really Mean?

David Canter

David Canter
EVP, Practice Management and Consulting, Fidelity Clearing & Custody Solutions

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Research

4:35 - 5:05

What Investors Want…and Don’t…from Robos: Findings of a National Survey

Warren Cormier Campbell Edlund Danielle Fava Brett Rees

Warren Cormier
Partner and CEO, Boston Research Technologies

Campbell Edlund
President, EMI Strategic Marketing

Danielle Fava
Senior Product Manager, iRebal

Brett Rees
Senior Account Director, EMI Strategic Marketing

Jack Sharry
Principal and EVP of Strategic Development, LifeYield

Sponsored by:

EMI

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Strategy & Partners

4:35 - 5:05

BBVA + Future Advisor=Fintech Dream Team?

Penny Crosman Joe Cianciolo Jorge Moller

Penny Crosman
Editor-at-Large, American Banker

Joe Cianciolo
Head of Sales and Business Development, FutureAdvisor

Jorge Moller
EVP and Director, Retail Digital Segment, BBVA Compass

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Millennials

5:10 - 5:45

The Evolution of Social Investing Tools

Jon Marino Vishnu Beri Pierce Crosby Mike Vien

Jon Marino
Wall Street Reporter, CNBC Digital

Vishnu Beri
CEO, AlphaStreet, Inc.

Pierce Crosby
Business Director & Data Evangelist, StockTwits

Mike Vien
CEO, Vetr.com

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Advisor Tech

5:10 - 5:45

The Evolving Client-Advisor Relationship

Ian McKenna Kevin Hughes Niko Karvounis Hussain Zaidi

Ian McKenna
Director, Finance & Technology Research Centre

Kevin Hughes
Senior Product Manager, Aggregation Services, Fiserv

Niko Karvounis
Co-founder and Chief Strategy Officer, Quovo

Hussain Zaidi
Co-founder & CEO, Advizr

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Strategy & Partners

5:10 - 5:45

SigFig's Enterprise Strategy

Mike Sha Richard Steinmeier

Mike Sha
CEO, SigFig

Richard Steinmeier
Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management – Americas

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Strategy & Partners

5:10 - 5:45

Going it Alone

Michael Wursthorn John Foley Brandon Krieg Amanda Steinberg

Michael Wursthorn
Reporter, The Wall Street Journal

John Foley
President, SoFi Wealth

Brandon Krieg
President & Co-Founder, Stash

Amanda Steinberg
Founder & CEO, DailyWorth|WorthFM

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Friday, June 17, 2016

 

7:30 - 8:30

Breakfast Briefing - Best Practices in On-boarding with eSignatures for Wealth Management

Mauro Franco Mary Ellen Power

Mauro Franco
Solutions Architect, eSignLive by VASCO

Mary Ellen Power
VP, Marketing, eSignLive by VASCO

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8:35 - 9:15

Keynote Panel - Point | Counterpoint: The Role of Robos

Suleman Din Joe Duran Mitchell Caplan Jon Stein Hardeep Walia

Suleman Din
Managing Editor, Financial Planning

Joe Duran
Founder & CEO, United Capital

Mitchell Caplan
CEO, Jefferson National

Jon Stein
CEO and Founder, Betterment

Hardeep Walia
CEO & Founder, Motif Investing

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10:00 - 10:45

Robos 2.0: Targeted Markets

April Rudin Jane Barratt Ramona Ortega Sharon Liebowitz

April Rudin
Founder and President, The Rudin Group

Jane Barratt
Founder & CEO, Gold Bean

Ramona Ortega
Founder & CEO, My Money My Future

Sharon Liebowitz
CEO, Meritam Investment Advisors

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10:45 - 11:15

Chinese Investors: $31 Trillion Up for Grabs?

Richard Bradley Robert Cortright Mike Kane Gregory Van den Bergh

Richard Bradley
Editor in Chief and Chief Content Officer, Worth Group

Robert Cortright
CEO, DriveWealth, LLC

Mike Kane
Co-Founder and Master Sensei, Hedgeable

Gregory Van den Bergh
CEO, MiCai

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11:15 - 12:00

VC Panel: Investments in Investing, Saving & Advice

Maria Aspan Gareth Jones Steve McLaughlin Akbar Poonawala

Maria Aspan
Money Editor, Inc. Magazine

Gareth Jones
Co-Founder and General Partner, FinTech Collective

Steve McLaughlin
Founder / CEO / Managing Partner, FT Partners

Akbar Poonawala
Co-Founder, Pivot Investment Partners LLC

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12:00 - 12:30

Retirement 2.0: Reinventing the Retirement Industry

Rob Foregger Blaine Aikin Elizabeth Kelly

Rob Foregger
Co-Founder, NextCapital

Blaine Aikin
CEO, fi360

Elizabeth Kelly
Special Assistant to the President for Economic Policy, White House National Economic Council

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Millennials

1:30 - 2:10

Innovations in Content

Chelsea Emery Jennifer Barrett Wayne Gomes Kristi Ross

Chelsea Emery
Editor-in-Chief, Financial Planning

Jennifer Barrett
Chief Education Officer, Acorns

Wayne Gomes
Co-founder, Grapevine6

Kristi Ross
co-CEO and President, dough Inc.

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Advisor Tech

1:30 - 2:10

Pershing's Open Architecture

Ram Nagappan Michelle Feinstein

Ram Nagappan
Chief Information Officer, Pershing LLC, a BNY Mellon Company

Michelle Feinstein
Director, Product Strategy and Client Engagement for Technology Solutions, Pershing LLC, a BNY Mellon company

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Retirement

1:30 - 2:10

Technology & Strategy Beyond TDFs

Gauthier Vincent Jeff Kletti Jim Smith

Gauthier Vincent
Principal, Head, Deloitte Consulting’s Wealth Management Practice

Jeff Kletti
SVP, Head of Investments – Institutional Retirement and Trust, Wells Fargo & Company

Jim Smith
Head of Workplace Strategy and Sales for North America, Morningstar

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Strategy & Partners

1:30 - 2:10

Capital One’s Combo

Yvette Butler Rachel Witkowski

Yvette Butler
President, Capital One Investing

Rachel Witkowski
Reporter, The Wall Street Journal

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Millennials

2:15 - 2:55

Onboarding Millennials

Carmina Venditti Glenn Bolstad Dan Lingeza Devon McConnell

Carmina Venditti
Partner, Capco

Glenn Bolstad
General Manager, North America, Appway

Dan Lingeza
Executive Director, Morgan Stanley

Devon McConnell
Managing Director and Head of Digital, Wells Fargo Advisors

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Advisor Tech

2:15 - 2:55

The Value of Advice in a Robo World

Suleman Din John Michel Bill Crager

Suleman Din
Managing Editor, Financial Planning

John Michel
CEO, CircleBlack

Bill Crager
President, Envestnet, Inc.

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Retirement

2:15 - 2:55

Retirement Goes Digital

Lee Conrad Diana Moy

Lee Conrad
Editor in Chief, Bank Investment Consultant

Diana Moy
SVP, Head of Wealth Management Digital, US Bank

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Strategy & Partners

2:15 - 2:55

Say No to "Robo" Say Yes to Digital Wealth

Mike Everett Roger Alt Charles Smith

Mike Everett
VP of Business Development, MyVest

Roger Alt
Head of Digital Channels, AssetMark

Eric Lordi
Managing Director, Morgan Stanley

Charles Smith
Executive Director, Advisory Services, EY

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3:00 - 3:30

Conversational Commerce

Kristian Hammond Jeff McMillan Shahar Rabin Jasen Yang

Kristian Hammond
Chief Scientist and Co-Founder, Narrative Science

Jeff McMillan
Chief Analytics and Data Officer, Morgan Stanley

Shahar Rabin
CEO and Co-Founder, Capitali.se

Jasen Yang
Founder & CEO, Polly Portfolio

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