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FinTank WealthTech 2018

June 28 @ 12:45 pm - 6:45 pm

Wealth management is on the cusp of a digital transformation.  U.S. tech giants and fintech startups are relentlessly driving innovation with new cutting-edge technologies.  


Come join us as we hear from experts at leading financial firms discuss how these new technologies are reshaping the wealth management industry and providing investors and investment professionals with a wide range of opportunities to better manage and invest money.          


Agenda–
1:30 – 1:45   Introductions: 
– George Vukotich – CEO – FinTank
– ‘Overview of  WealthTech 2018’
– Rick Schmehl – Head of Sales – Morningstar                                                                                    – ‘Morningstar Welcome’ 
– David Carman – COO – FinTank
– ‘What’s Hot in WealthTech?’                                                           


1:45 – 2:15   Panel:  
‘How Robo-Advising is Changing the Investment Landscape’


– Tom Mantych – VP/Digital Wealth Consultant – BlackRock
– Ramsin Jajoo – Head of Asset Management Solutions – Morningstar                          – Brett Ladendorf – Principal Consultant – Omega Edge  


2:15 – 2:45   Panel:  
‘The Application of AI to Investing/Trading’      
                                             
– John “Morgan” Slade – CEO – CloudQuant                                                                                    
– Jack Boyle – VP of Broker-Dealer Services – Charles Schwab  
– Madison Sargis – Associate Director of Quantitative Research – Morningstar 
– Brad Goodman – Financial Advisor – William Blair                                                                            
– Chuck Bohm – Senior VP – ED&F MAN Capital Markets


2:45 – 3:15   Break


3:15 – 3:45   Keynote:                                                                                               ‘How Technology Can Increase Profits For Financial Advisors And Their Clients’


– Steven Sears – Chief Marketing Strategist at Stratifi Technologies/Former Senior                Editor at Barron’s                           


3:45 – 4:15   Panel:                                                                                             ‘Exchange Perspective on Crypto Investing/Trading’                                                                                                                                                – Catherine Clay – Global Head of Information Solutions – CBOE                                   – Stephen Calanni – Director of Sales – Nasdaq                                                                                                                                                                                                           – Julie Armstrong – Global Head of Market Technology Services – CME                        – Derek Urben – CFO – Coinigy                                                                                        – Sean Ristau – Director of Exchange Integration & Education – Bcause   


4:15 – 4:45   Panel:
‘How to Analyze an ICO’                                                                                                – Tayfun Icten – Senior Manager/Research Analyst – Morningstar                                                – Brent Traidman – Chief Revenue Officer – Bread                                                                           – Phil Fornaro – Managing Attorney – Fornaro Law                                                          – Brian Jenkins – Director of Business Development at BusinessBlock/Former Reporter/Correspondent at CNN                 


4:45 – 5:45   Speed Networking 
– Easy & efficient way to meet like-minded business professionals   


5:45 – 6:45   Open Networking Reception   


Early Registration – Only $199
– Become a FinTank member and attend for only $99  
– Contact [email protected] to become a member  


Sponsorship: 
– Become a FinTank sponsor and promote your company
– Contact [email protected] to become a sponsor        


*Note:  Seating is limited to 200 attendees 


 
 


 

Details

Date:
June 28
Time:
12:45 pm - 6:45 pm
Website:
https://www.eventbrite.com/e/fintank-wealthtech-2018-tickets-45621870242

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