Tuesday, July 11, 2017

 

8:30 - 8:40

Opening Remarks

Sebastian Dovey

Sebastian Dovey
Managing Partner and Co-founder, Scorpio Partnership

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9:00 - 10:15

Disrupt|Demos: Fast-paced, high pressure live demos from today’s innovators

John Almeida Robert Stanich David Lyon Justin Cvetkovsk Sylwia Hans Bimal Gandhi Robert Levine Shawn Preisler Anthony Stich Marianna Adamian Mike Gardner Stephane Dubois

John Almeida
Director, Financial Services Industry Solutions, Salesforce

Robert Stanich
Global Wealth Management Offering Manager, IBM

David Lyon
CEO and Founder, Oranj

Justin Cvetkovsk
Marketing Coordinator, Financial Services, Comarch

Sylwia Hans
Financial Services Director, Comarch

Bimal Gandhi
CEO, Uniken

Robert Levine
COO, Uniken

Shawn Preisler
Regional Sales Director, Advicent

Anthony Stich
Vice President, Global Marketing, Advicent

Marianna Adamian
Account Executive, Agreement Express

Mike Gardner
CEO, Agreement Express

Brandon Dewitt
Co-founder & Chief Technology Officer, MX

Stephane Dubois
Founder and CEO, Xignite Inc.

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10:30 - 12:00

Disrupt|Demos: Fast-paced, high pressure live demos from today’s innovators

Hussain Zaidi John Michel Carlos Simoes Jessica Liberi Michelle Cheng Joseph Mrak Yaela Shamberg Aaron Klein Kyle Van Pelt Matt Fellowes Andrew Vincent Bryan Sachdeva Simon Roy Justin Dickerson Jonathan Dahlberg Ari Brojde Brad Kotansky

Hussain Zaidi
Co-founder & CEO, Advizr

John Michel
CEO, CircleBlack

Carlos Simoes
CTO, CircleBlack

Jessica Liberi
VP, Product Management, eMoney Advisor

Michelle Cheng
Director, Adoption & Growth, FolioDynamix

Joseph Mrak
Chairman & CEO, FolioDynamix

Yaela Shamberg
Head of Product, InvestCloud Inc.

Aaron Klein
CEO, Riskalyze

Kyle Van Pelt
Managing Director, Partnerships, Riskalyze

Matt Fellowes
Founder and CEO, United Income

Andrew Vincent
VP of Product, United Income

Bryan Sachdeva
VP Wealth Management Solutions, NexJ Systems Inc.

Simon Roy
President and CEO, Jemstep

Justin Dickerson
General Manager - Fintech, DataRobot

Jonathan Dahlberg
VP, Data Science, DataRobot

Ari Brojde
Co-Founder and CEO, Onist

Brad Kotansky
Co-Founder and CEO, Onist

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12:00 - 1:00

Industry Innovation Lunch Session - Transform Wealth Management Client Interactions with Digital Onboarding and E-Signatures

Glenn Bolstad Amruta Dongre

Patrick Albert
Business Architect, eSignLive by VASCO

Glenn Bolstad
General Manager, North America, Appway

Amruta Dongre
Senior Engagement Lead, Appway

Sponsored by:

appway

e-sign

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1:30 - 1:50

The Indispensable Advisor in the Digital World

Joe Duran

Joe Duran
Founder and CEO, United Capital

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1:50 - 2:10

From Robo-Advice to Digital Business, and Beyond: Transforming the Financial Services Experience

Timothy Heier

Timothy Heier
Executive Vice President and Chief Technology Officer, Charles Schwab

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2:10 - 2:30

Driving Innovation: The Customer’s Digital Journey

Cheryl Nash

Cheryl Nash
President, Investment Services, Fiserv

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2:30 - 2:50

Digital Wealth Management: How Smart Investors Live Truly Examined Financial Lives

Mark Goines

Mark Goines
Vice Chairman, Digital Wealth Management, Personal Capital

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2:50 - 3:10

The Revolution is Now

Bill Crager

Bill Crager
President, Envestnet, Inc.

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3:10 - 3:30

Before the Log In: Rethinking the Role of a Public Site

Paula Pullano

Paula Pullano
Global Head of Marketing, Deutsche Bank Wealth Management

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Research Track

4:00 - 4:40

Why the Future of Retirement is Digital

Monica Gabel Bob Hedges Uday Singh

Monica Gabel
Principal, A.T. Kearney

Bob Hedges
Partner, Global Financial Practice Leader, A.T. Kearney

Uday Singh
Partner, A.T. Kearney

Sponsored by:

AT-Kearney

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Strategy & Innovation

4:00 - 4:40

Citizens & SigFig: Under the Hood

Lee Conrad Peter Fishman Mike Sha

Lee Conrad
Editor in Chief, Bank Investment Consultant

Peter Fishman
Director of Digital Investing, Citizens Bank

Mike Sha
CEO, SigFig

Track Sponsored by:

capco

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Advisor Tools

4:00 - 4:40

Hybrid Strategy IRL

Chelsea Emery Paul Duval Ben Jones Ryan Parker

Chelsea Emery
Editor-in-Chief, Financial Planning

Paul Duval
President, Genesis Wealth Advisors, LLC

Ben Jones
Managing Director - Intermediary Distribution, BMO Global Asset Management

Ryan Parker
Chief Executive Officer, Edelman Financial Services

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Research Track

4:45 - 5:25

The Psychology Behind Irresistible WealthTech

Barnaby Riedel, Ph.D.

Barnaby Riedel, Ph.D.
Co-Founder and Chief Research Strategist, Riedel Strategy

Sponsored by:

Riedel Strategy

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Strategy & Innovation

4:45 - 5:25

The Evolution of Betterment

Jon Stein Michael Wursthorn

Jon Stein
CEO and Founder, Betterment

Michael Wursthorn
Reporter, The Wall Street Journal

Track Sponsored by:

capco

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5:25 - 7:00

Reception in the Innovation Hall

Sponsored by:

salesforce

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Wednesday, July 12, 2017

 

8:30 - 9:20

The Empires Strikes Back – How are the Giants Regaining Digital Wealth Market Share?

Sebastian Dovey Kelli Keough Aron Levine Venu Krishnamurthy Richard Steinmeier

Sebastian Dovey
Managing Partner and Co-founder, Scorpio Partnership

Kelli Keough
Global Head of Digital Wealth Management, JPMorgan Chase

Aron Levine
Head of Consumer Banking and Merrill Edge, Bank of America

Venu Krishnamurthy
Head of Citigold, Citi Priority, Citi Personal Wealth Management

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

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10:00 - 10:50

FutureVision: AI in Wealth Management

Kapin Vora Jason Mars Joseph Kochansky Siddharth Sharma

Kapin Vora
Partner, North American Wealth Management, Capco

Jason Mars
CEO, Clinc Inc.

Joseph Kochansky
Managing Director, Head of the Aladdin Product Group at BlackRock, BlackRock

Siddharth Sharma
CTO & Head of AI Lab, Hedgeable, Inc.

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10:50 - 11:10

How Digital is Changing Wealth Management

Naureen Hassan

Naureen Hassan
Chief Digital Officer, Morgan Stanley Wealth Management

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11:10 - 12:00

Regulation as a Disruptor

April Rudin Rob Foregger Elizabeth Kelly Ian McKenna

April Rudin
Founder and President, The Rudin Group

Rob Foregger
Co-Founder, NextCapital

Elizabeth Kelly
Chief of Staff, United Income

Ian McKenna
Director, Finance & Technology Research Centre

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Strategy & Innovation

1:30 - 2:10

Innovations in Retirement

Suleman Din Yvette Butler Matt Fellowes Christian Maynard Philipp Aaron Schumm

Suleman Din
Managing Editor, Financial Planning

Yvette Butler
President, Capital One Investing

Matt Fellowes
Founder and CEO, United Income

Christian Maynard Philipp
CCO, Vault

Aaron Schumm
CEO, Vestwell

Track Sponsored by:

capco

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Advisor Tools

1:30 - 2:10

Tailoring Platform Choice to Customer Needs

Penny Crosman Jane Barratt Margaret Hartigan Drew Sievers

Penny Crosman
Editor-at-Large, American Banker

Jane Barratt
Founder & CEO, Gold Bean

Margaret Hartigan
Founder and CEO, Marstone

Drew Sievers
CEO, Trizic

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Research Track

2:15 - 2:55

Making AI Work for Financial Services

Mike Murphy

Keith Bossey
SVP Financial Services, GfK

Mike Murphy
Senior Design Director, User Experience, GFK

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Strategy & Innovation

2:15 - 2:55

Strategy Roundtables

Matt Faraone Toby Henry Ian McKenna Paresh Mutha Barnabas Szilagyi

Matt Faraone
Managing Principal, Capco

Toby Henry
Managing Principal, Capco

Ian McKenna
Director, Finance & Technology Research Centre

Paresh Mutha
Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business

Barnabas Szilagyi
Director, Capco

Track Sponsored by:

capco

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Advisor Tools

2:15 - 2:55

Changing the Conversation

Lori Hardwick Sarah Stanley Fallaw, Ph.D. Aaron Klein Anne Ting

Lori Hardwick
Financial Services Industry Advocate

Sarah Stanley Fallaw, Ph.D.
President, DataPoints

Aaron Klein
CEO, Riskalyze

Anne Ting
President & COO, Wishlife

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Research Track

3:00 - 3:45

Robo-Advice: Revenge of the Incumbents

Anton Honikman Alois Pirker

Anton Honikman
CEO, MyVest

Alois Pirker
Research Director, Wealth Management, Aite Group

Sponsored by:

myvest

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Strategy & Innovation

3:00 - 3:45

The Obligatory Millennial Panel

Whitney Stewart Jon Cooper Adam Dell Marc Teren Vicki Zhou

Whitney Stewart
SVP, Product Management, Fiserv ePayments

Jon Cooper
CEO, Life.io

Adam Dell
Founder and CEO, Clarity Money

Marc Teren
Founder and CEO, Divy

Vicki Zhou
Co-founder, WiseBanyan

Track Sponsored by:

capco

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Advisor Tools

3:00 - 3:45

Innovations in Impact Investing

Joshua Levin Dave Fanger

Bonnie McGeer
Executive Editor, American Banker

Joshua Levin
CSO, OpenInvest

Dave Fanger
Founder and CEO, Swell

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