WealthTech Executive Summit Schedule at a Glance*

* Agenda subject to change

Wednesday, November 6, 2024

3:00 - 5:30 pm

Registration is Open

Estrella Ballroom Foyer

5:00 - 6:00 pm

Networking Cocktails

Sponsored by Orion

West Lawn

6:00 - 8:00 pm

Welcome Reception & Dinner

Sponsored by Orion

West Lawn

Thursday, November 7, 2024

7:00 - 8:00 am

Breakfast Networking

Sponsored by intelliflo

West Lawn

8:00 - 8:10 am

Estrella Ballroom

Summit Kickoff and Welcome

Doug Fritz

Doug Fritz, Co-Founder and CEO, F2 Strategy

8:10 - 9:00 am

Cheetah + AssetMark Session | Convergence of Trust and RIA

John Henry

John Henry, Business Development Officer, AssetMark

Patrick M Spencer

Patrick Spencer, Managing Director, Moneytree Software, an Accutech Company

Dan Wright

Dan Wright, Executive Director, Strategy at Accutech Systems Corporation

Dan Johnson

Dan Johnson, Managing Director, F2 Strategy (Moderator)

Estrella Ballroom

9:00 - 10:00 am

D1g1t Session | Deliver a Differentiated Advisor and Investor Digital Experience

Jennifer Ray

Jennifer Ray, Head of Business Strategy & Innovation, BBR Partners

Dr. Dan Rosen

Dr. Dan Rosen, CEO and Co-founder, D1g1t

Estrella Ballroom

10:00 - 11:00 am

iCapital Session | Innovation Meets Expansion: The Role of Technology in Scaling Alternative Investments

Doug Besso

Doug Besso, Chief Technology Officer, HighTower Advisors

Jalina Kerr

Jalina Kerr, Managing Director, Charles Schwab & Co.

Dieken Maloney

Dieken Maloney, Director, Trust & Investment Platform, Northern Trust Company

Binoy Talati

Binoy Talati, Head of Enterprise RIA, iCapital

Bryce Carter

Bryce Carter, Director, F2 Strategy (Moderator)

Estrella Ballroom

10:45 - 11:00 am

Snack Break

Sponsored by Alai Studios - Lydia

Estrella Foyer

11:00 - 11:50 am

VRGL + Nebo Session | Scalability through Personalization

John Ohsner

John Ohsner, President and Portfolio Manager, Heximer Investment Management

Josh Smith

Josh Smith, Co-founder and CEO, VRGL

Martin Tarlie

Martin Tarlie, Product Lead, Nebo Wealth

Doug Fritz

Doug Fritz, Co-Founder and CEO, F2 Strategy (Moderator)

Estrella Ballroom

11:50 - 12:40 pm

Arch Session | Beyond Alts Management - Moving From Cost Center to Competitive Advantage

Natasha Kingham

Natasha Kingham, Managing Director, Head of Technology, AlTi Tiedemann Global

Jennifer Rickards

Jennifer Rickards, Director, EPIQ Capital Group

Ryan Eisenman

Ryan Eisenman, Founder, Arch (Moderator)

Estrella Ballroom

12:45 - 1:45 pm

Lunch

Sponsored by Wealth Access

West Lawn

2:00 - 2:50 pm

Pershing + BNY Session | How Business Strategy Should Drive Platform Strategy

Bryan Kucholtz

Bryan Kucholtz, Managing Director, Texas Capital Bank Private Wealth Advisors

Ainslie Simmonds

Ainslie Simmonds, Head of Global Strategy, BNY Pershing, President, BNY Pershing X (Moderator)

Estrella Ballroom

2:50 - 3:40 pm

SS&C + Black Diamond Wealth Platform Session | Innovation, Operational Efficiencies, and the Ability to Scale: The building blocks for growth

Steve Leivent

Steve Leivent, SVP, Co-General Manager SS&C Black Diamond

Estrella Ballroom

3:50 - 4:30 pm

WealthHub Session | Modernizing Trust Administration: Using a CRM to Organize and Automate

Derek Church

Derek Church, President and COO, Pendleton Square Trust Company

Zach Leeds

Zach Leeds, Principal and Technology Manager, St. Louis Trust & Family Office

Jim Marks

Jim Marks, President and CEO, WealthHub Solutions

Hummingbird

FactSet Session | Transforming Information into Actionable Intelligence. How AI is Revolutionizing Advisors’ Prospecting and Client Engagement Workflows

Michael Medvinsky

Darr Aley, Co-Founder, Aidentified

Michael Medvinsky

Michael Medvinsky, SVP, Head of Americas Wealth Management, FactSet

Falcon

4:30 - 5:10 pm

Envestnet & William Blair Session | Vendor vs Partner Relationships: How a Shift in Perspective Unlocks Opportunities for Growth

Daniel Hamer

Daniel Hamer, Head of Platform, William Blair

Anton Honikman

Blake Wood, Head of Platform Strategy, Envestnet (Moderator)

Hummingbird

InvestCloud Session | Delivering Personalized Client and Advisor Experiences

Kapin Vora

Kapin Vora, President, Digital Wealth North America

Rob Ziliak

Rob Ziliak, CFP®, Chief Experience Officer, Buckingham Wealth Partners

Falcon

5:10 - 6:00 pm

MyVest + TIAA Wealth Management | A Deep Partnership Future-proofing Managed Accounts

Anton Honikman

Anton Honikman, CEO, MyVest

Rob Ziliak

Shankar Saravanan, Senior Managing Director, Head of Wealth Products and Solutions, TIAA Wealth Management

Hummingbird

Catchlight Session | Breaking Down a Data-Driven Growth Funnel

Jen Abboud-Smith

Jen Abboud-Smith, SVP, Investor Marketing, Carson Group

Wilbur Swan

Wilbur Swan, CEO, Catchlight.ai / Fidelity Labs

Liz Fritz

Scott Lamont, Managing Director, F2 Strategy (Moderator)

Falcon

6:00 - 6:30 pm

Reception

Sponsored by J.D. Power

Jokake Inn

6:30 - 8:00 pm

Dinner

Jokake Inn

Friday, November 8, 2024

7:00 - 8:00 am

Breakfast Networking

Sponsored by Intelliflo

West Lawn

8:10 - 9:00 am

SEI Session | Achieving Business Transformation and Growth through Technology

Ashley Leftwich

Kevin Chorniak, CFP®, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management

Joseph McCabe

Joseph McCabe, Managing Director, Private Banking & Wealth Management, SEI

Liz Fritz

Scott Lamont, Managing Director, F2 Strategy (Moderator)

Estrella Ballroom

9:00 - 9:45 am

Rock the Street Wall Street Session | From Gap to Growth: Increasing Female Representation Across the Financial Industry

Maura Cunningham

Maura Cunningham, Founder, Rock the Street Wall Street

Ashley Leftwich

Ashley Leftwich, CEO, Rock the Street Wall Street

Liz Fritz

Liz Fritz, Co-Founder, F2 Strategy (Moderator)

Estrella Ballroom

9:45 - 10:35 am

Addepar Session | From Data to Decisions: Delivering Seamless, Personalized Wealth Experiences

Paul Algreen

Paul Algreen, CTO, Cresset

Travis Armstrong, Senior Director, Investment Operations and Technology at Oxford Financial Group

Trevor Hicks

Trevor Hicks, CTO, LNW

Ashley Leftwich

Robert Pisani, CTO, Addepar (Moderator)

Estrella Ballroom

10:35 - 11:25 am

Orion Session | Data-Driven Advantage: Competing with Confidence in Wealth Management

Adam Palmer

Adam Palmer, VP, Strategic Product Development, Orion Advisor Solutions

George Svagera

George Svagera, SVP, Institutional Sales

Estrella Ballroom

11:25 - 11:40 am

Predicting Tomorrows Trends 2025 and Beyond

Joe McCabe

Doug Fritz, Co-Founder and CEO, F2 Strategy

Estrella Ballroom

11:45 am

Lunch

Estrella Foyer