The industry leaders speaking at our events
The leading WealthTech innovators and experts speak at the event.
Alvina Lo – Wilmington Trust
CHIEF WEALTH STRATEGIST, EXECUTIVE VICE PRESIDENT
Michael Lane – BlackRock
HEAD OF US WEALTH ENTERPRISE
Reinaldo Ynchaustegui – Marathon Asset Management
CHIEF TECHNOLOGY OFFICER
Ash Rajan – Prudential
FINANCIAL PLANNER; FORMER CHIEF INVESTMENT STRATEGIST FOR MERRILL LYNCH
Vanessa Fernandes – Independent
FORMER BNY MELLON CHIEF DIGITAL EXPERIENCE OFFICER
Matthew Heintz – JP Morgan Chase & Co
HEAD OF STRATEGY - WEALTH MANAGEMENT SOLUTIONS
Thomas Sullivan – Societe Generale FORGE
MANAGING DIRECTOR
Megan Shearer – Janus Henderson Investors
SENIOR DATA SCIENTIST
Patricia Lizarraga – Hypatia Capital
MANAGING PARTNER
Michael Korby – Balyasny Asset Management
HEAD OF DATA STRATEGY
Arvind Joshi – Rockefeller Capital Management
HEAD OF DATA GOVERNANCE - SENIOR VICE PRESIDENT
Ryan Larsen – Capricorn
DIRECTOR OF DATA AND ANALYTICS
Mitchell Spector – Berkshire Global
PARTNER AND HEAD OF FINTECH
David Wu – Morgan Stanley
MANAGING DIRECTOR: HEAD OF KNOWLEDGE MANAGEMENT & GENERATIVE AI
Paul Miles – Charles Schwab
Platform Strategy & Analysis - Wealth management Technology
Saxon Sorrentino – Morgan Stanley
HEAD OF CLIENT DATA STRATEGY
Rod Sayegh – Fiduciary Trust
MANAGING DIRECTOR, HEAD OF DIGITAL STRATEGY
Nikhil Sharma – Capco
MANAGING PRINCIPAL, US HEAD OF CLIENT AND ADVISORY EXPERIENCE
Charles Almond – TaxStatus
FOUNDER & CEO
Stanley Czyzyk – Moors & Cabot
EXECUTIVE VICE PRESIDENT, STRATEGIC INITIATIVES
Gaurav Mehta – Deutsche Bank Securities
DIRECTOR
Howard Tiersky – FROM, The Digital Transformation Agency
CEO
Vinay Bantu – YMY Capital
CEO & FOUNDER
Thomas Caruso – Morgan Stanley
EXECUTIVE DIRECTOR
Previous Speakers
Jennifer Nelson Ray – BBR Partners
PARTNER, HEAD OF INNOVATION
David Chubak – Edward Jones
HEAD OF WEALTH MANAGEMENT
CJ Follini – NOYACK
FOUNDER AND CEO
Giancarlo Bruno – Deutsche Bank
HEAD OF THE INTERNATIONAL DESK, INTERNATIONAL PRIVATE BANK (IPB) AMERICAS
Rashmi Badwe – TIAA Wealth Management
CHIEF OPERATING OFFICER
Amanda Lott – J.P. Morgan Private Bank
EXECUTIVE DIRECTOR - HEAD OF WEALTH PLANNING STRATEGY
Scott Smith – Hightower Advisors
MANAGING DIRECTOR, HEAD OF PRODUCT MANAGEMENT, WEALTH SOLUTIONS
Craig Reid – Marsh McLennan Agency
PRESIDENT & NATIONAL PRACTICE LEADER
Nitya Gopalakrishnan – BlackRock
MANAGING DIRECTOR, CHIEF OPERATING OFFICERS, SEPARATELY MANAGED ACCOUNTS (SMA)
Billy Obregon – Deutsche Bank
MANAGING DIRECTOR, HEAD OF INTERNATIONAL PRIVATE BANK - LATIN AMERICA
Sunsy Hong – JP Morgan
MD HEAD OF FINANCIAL PLANNING
Ash Rajan – Merrill Lynch
FINANCIAL PLANNER, PRUDENTIAL AND FORMER CHIEF INVESTMENT STRATEGIST
Jacques Raphael – Deutsche Bank
MANAGING DIRECTOR, HEAD OF FINTECH ADVISORY
Thomas Sullivan – Société Generale
MANAGING DIRECTOR – SG FORGE MARKET ACCESS AND PRODUCT DEVELOPMENT
Philip Maymin – Janus Henderson Investors
DIRECTOR OF ASSET ALLOCATION STRATEGIES
Emily Green – Ellevest
DIRECTOR OF PRIVATE WEALTH
Saxon Sorrentino – Morgan Stanley Wealth Management
EXECUTIVE DIRECTOR
Nikhita Iyar – Moxo
HEAD OF PRODUCT MARKETING, GROWTH TEAM
What our clients say
- The event was outstanding. After a couple of years of no in-person events, taking an exhibition stand and having the opportunity to deliver a pitch has made such an impact on our pipeline.
Karena Vaughan
- We found the event to be really useful. There were some really valuable prospects there which we engaged with. I appreciate the support you gave us on the day
Adam Sideserf, Head of Marketing at Oxford Risk
- The quality of conversations between Shift data scientists and attendees interested in what Shift is all about was truly top notch.
Jeff Manricks, UK Sales Director at Shift Technology
- It is great to engage in conversation that we otherwise couldn’t have… we come here in one day and we are able to meet 10, 20, 30 different potential clients, leads or partners.
Nikolai Hack, COO at Exo Investing
- Events like this are great for start-ups to be with some of the bigger older institutions that may not be as agile… putting the two dynamic and static groups of the industry together and getting them to have an engaged conversation.
Monica Sasso, Director Head of Prospecting Strategy at Deutsche Bank
- It’s a great educational piece… I have seen a lot of great companies doing very exciting things
Lucy Dunnet, Investment Advisor at Berenberg
- I thought it was a great event. The best I have been to in 2019. A good balance of presentations and panels
Richard Day, Underwriting and Pricing Director at Hastings Direct
- We were very happy with the event… more than happy to join any future event
Nicolas Blanchard, Co-Founder at APIAX
