* Agenda subject to change
3:00 - 5:30 pm
Estrella Ballroom Foyer
5:00 - 6:00 pm
Sponsored by Orion
West Lawn
6:00 - 8:00 pm
Sponsored by Orion
West Lawn
7:00 - 8:00 am
Sponsored by intelliflo
West Lawn
8:00 - 8:10 am
Estrella Ballroom
Doug Fritz, Co-Founder and CEO, F2 Strategy
8:10 - 9:00 am
John Henry, Business Development Officer, AssetMark
Patrick Spencer, Managing Director, Moneytree Software, an Accutech Company
Dan Wright, Executive Director, Strategy at Accutech Systems Corporation
Dan Johnson, Managing Director, F2 Strategy (Moderator)
Estrella Ballroom
9:00 - 10:00 am
Jennifer Ray, Head of Business Strategy & Innovation, BBR Partners
Dr. Dan Rosen, CEO and Co-founder, D1g1t
Estrella Ballroom
10:00 - 11:00 am
Doug Besso, Chief Technology Officer, HighTower Advisors
Jalina Kerr, Managing Director, Charles Schwab & Co.
Dieken Maloney, Director, Trust & Investment Platform, Northern Trust Company
Binoy Talati, Head of Enterprise RIA, iCapital
Bryce Carter, Director, F2 Strategy (Moderator)
Estrella Ballroom
10:45 - 11:00 am
Sponsored by Alai Studios - Lydia
Estrella Foyer
11:00 - 11:50 am
John Ohsner, President and Portfolio Manager, Heximer Investment Management
Josh Smith, Co-founder and CEO, VRGL
Martin Tarlie, Product Lead, Nebo Wealth
Doug Fritz, Co-Founder and CEO, F2 Strategy (Moderator)
Estrella Ballroom
11:50 - 12:40 pm
Natasha Kingham, Managing Director, Head of Technology, AlTi Tiedemann Global
Jennifer Rickards, Director, EPIQ Capital Group
Ryan Eisenman, Founder, Arch (Moderator)
Estrella Ballroom
12:45 - 1:45 pm
Sponsored by Wealth Access
West Lawn
2:00 - 2:50 pm
Bryan Kucholtz, Managing Director, Texas Capital Bank Private Wealth Advisors
Ainslie Simmonds, Head of Global Strategy, BNY Pershing, President, BNY Pershing X (Moderator)
Estrella Ballroom
2:50 - 3:40 pm
Steve Leivent, SVP, Co-General Manager SS&C Black Diamond
Estrella Ballroom
3:50 - 4:30 pm
Derek Church, President and COO, Pendleton Square Trust Company
Zach Leeds, Principal and Technology Manager, St. Louis Trust & Family Office
Jim Marks, President and CEO, WealthHub Solutions
Hummingbird
Darr Aley, Co-Founder, Aidentified
Michael Medvinsky, SVP, Head of Americas Wealth Management, FactSet
Falcon
4:30 - 5:10 pm
Daniel Hamer, Head of Platform, William Blair
Blake Wood, Head of Platform Strategy, Envestnet (Moderator)
Hummingbird
Kapin Vora, President, Digital Wealth North America
Rob Ziliak, CFP®, Chief Experience Officer, Buckingham Wealth Partners
Falcon
5:10 - 6:00 pm
Anton Honikman, CEO, MyVest
Shankar Saravanan, Senior Managing Director, Head of Wealth Products and Solutions, TIAA Wealth Management
Hummingbird
Jen Abboud-Smith, SVP, Investor Marketing, Carson Group
Wilbur Swan, CEO, Catchlight.ai / Fidelity Labs
Scott Lamont, Managing Director, F2 Strategy (Moderator)
Falcon
6:00 - 6:30 pm
Sponsored by J.D. Power
Jokake Inn
6:30 - 8:00 pm
Jokake Inn
7:00 - 8:00 am
Sponsored by Intelliflo
West Lawn
8:10 - 9:00 am
Kevin Chorniak, CFP®, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management
Joseph McCabe, Managing Director, Private Banking & Wealth Management, SEI
Scott Lamont, Managing Director, F2 Strategy (Moderator)
Estrella Ballroom
9:00 - 9:45 am
Maura Cunningham, Founder, Rock the Street Wall Street
Ashley Leftwich, CEO, Rock the Street Wall Street
Liz Fritz, Co-Founder, F2 Strategy (Moderator)
Estrella Ballroom
9:45 - 10:35 am
Paul Algreen, CTO, Cresset
Travis Armstrong, Senior Director, Investment Operations and Technology at Oxford Financial Group
Trevor Hicks, CTO, LNW
Robert Pisani, CTO, Addepar (Moderator)
Estrella Ballroom
10:35 - 11:25 am
Adam Palmer, VP, Strategic Product Development, Orion Advisor Solutions
George Svagera, SVP, Institutional Sales
Estrella Ballroom
11:25 - 11:40 am
Doug Fritz, Co-Founder and CEO, F2 Strategy
Estrella Ballroom
11:45 am
Estrella Foyer