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

Greg Prosowicz Anna Sacha Marianna Adamian Mike Gardner

Greg Prosowicz
Head of Product Management, Comarch

Anna Sacha
Senior Consultant, Comarch

Marianna Adamian
Account Executive, Agreement Express

Mike Gardner
CEO, Agreement Express

Additional speakers to be announced

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10:30 - 12:00

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

John Michel Carlos Simoes Lou D'Addario Joseph Mrak Kyle Van Pelt Matt Fellowes Andrew Vincent

John Michel
CEO, CircleBlack

Carlos Simoes
CTO, CircleBlack

Lou D'Addario
National Sales Director, FolioDynamix

Joseph Mrak
Chairman & CEO, FolioDynamix

Kyle Van Pelt
Managing Director, Partnerships, Riskalyze

Matt Fellowes
Founder and CEO, United Income

Andrew Vincent
VP of Product, United Income

Additional speakers to be announced

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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

Digital Strategy Before the Login

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

Teresa Epperson Monica Gabel Bob Hedges Uday Singh

Teresa Epperson
Partner, A.T. Kearney

Monica Gabel
Principal, A.T. Kearney

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

Uday Singh
Partner, A.T. 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

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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

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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

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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 Preferred Banking and Merrill Edge, Bank of America

Venu Krishnamurthy
Head of Citigold, Citi Priority, Citigold 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

Joseph Kochansky Siddharth Sharma

Joseph Kochansky
Managing Director, Head, BlackRock

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

Additional speakers to be announced

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10:50 - 11:10

Morgan Stanley’s Digital Push

Naureen Hassan

Naureen Hassan
Chief Digital Officer, Morgan Stanley Wealth Management

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11:10 - 12:00

Regulation as a Disruptor

Rob Foregger Elizabeth Kelly

Rob Foregger
Co-Founder, NextCapital

Elizabeth Kelly
Chief of Staff, United Income

Additional speakers to be announced

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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.
Founder and President, DataPoints LLC

Aaron Klein
CEO, Riskalyze

Anne Ting
President & COO, Wishlife

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