Tuesday, July 11, 2017


4:00 p.m. - 4:40 p.m.

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

The debate about robo vs. human advisor seems to be over, as research indicates that most customers across all wealth categories prefer a hybrid approach. This session will explore how that works in real life, with experienced advisors talking about how they integrate tools and conversations on a daily basis.

4:45 p.m. - 5:25 p.m.

Integrating Alternatives

Gareth Jones Matt Brown Lawrence Calcano Sang Lee

Gareth Jones
Managingl Partner, FinTech Collective

Matt Brown

Lawrence Calcano
CEO, iCapital Network

Sang Lee
CEO & Co-Founder, DarcMatter

Investor demand for alternatives remains strong, but so does pressure on fees and the demand for more liquidity. This session will focus on the tech developments that are increasing access and liquidity, and how firms are fitting these tools and strategies into their tech stack.

Wednesday, July 12, 2017


1:30 p.m. - 2:10 p.m.

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

Banks and wealth managers have options when they choose a digital wealth platform provider, with the choice dependent primarily on who their customers are and their needs. This panel will look at three different kinds of platforms and explore how to build and choose the right levels of advice, support, and delivery models for each class of client, based on partner offerings. What are the most important factors in choosing a white-label partner? What are the most important functions for each customer segment?

2:15 p.m. - 2:55 p.m.

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

There’s no shortage of discussion about how new platforms and tools can increase advisor efficiency and insights, allowing time for more and better conversations. This discussion wlll look at some of the newest tools available for improving advisers’ conversations, and a look at what’s on the horizon.

3:00 p.m. - 3:45 p.m.

Innovations in Impact Investing

Bonnie McGeer Joshua Levin Dave Fanger

Bonnie McGeer
Executive Editor, American Banker

Joshua Levin
CSO, OpenInvest

Dave Fanger
Founder and CEO, Swell