FinTank WealthTech 2018

Date/Time
Date(s) - 06/28/18
12:45 pm - 6:30 pm

Location
Morningstar

Hosted by
FinTank


FinTank WealthTech 2018

Thu, June 28, 2018 12:45 PM – 6:30 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′
- Lawrence Johnson – Head of FinTech Engagement
– ‘Morningstar Overview’
- 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

2:15 – 2:45 Panel:
‘The Application of AI to Investing/Trading’

- John “Morgan” Slade – CEO – CloudQuant
- Jack Boyle – VP of Broker-Dealer Services – 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 – 3:30 Keynote:
‘Innovation in WealthTech’

3:30 – 4:00 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

4:00 – 4:30 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

4:30 – 5:30 Speed Networking
- Easy & efficient way to meet like-minded business professionals

5:30 – 6:30 Open Networking Reception

Early Registration - Only $199
- Become a FinTank member and attend for only $99
- Contact info@fintank.org to become a member

Sponsorship:
- Become a FinTank sponsor and promote your company
- Contact info@fintank.org to become a sponsor

*Note: Seating is limited to 200 attendees

REGISTER HERE

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