The industry leaders speaking at our events
The leading WealthTech innovators and experts taking the stage this year. More speakers to be announced soon.
Michael Lane
Head of iShares U.S. Wealth Advisory, BlackRock
Jennifer Nelson Ray
Partner, Head of Innovation, BBR Partners
David Chubak
Head of Wealth Management, Edward Jones
CJ Follini
Founder and CEO, NOYACK
Giancarlo Bruno
Head of the International Desk, International Private Bank (IPB) Americas, Deutsche Bank
Rashmi Badwe
Chief Operating Officer, TIAA Wealth Management
Amanda Lott
Executive Director - Head of Wealth Planning Strategy, J.P. Morgan Private Bank
Thomas Caruso
Executive Director, Morgan Stanley
Matthew Heintz
Head of Strategy - Wealth Management Solutions at JPMorgan Chase & Co.
Scott Smith
Managing Director, Head of Product Management, Wealth Solutions, Hightower Advisors
Nikhil Sharma
Head of US Digital Wealth Management, Managing Principal, Capco
Craig Reid
President & National Practice Leader, Marsh McLennan Agency
Nitya Gopalakrishnan
Managing Director, Chief Operating Officers, Separately Managed Accounts (SMA), BlackRock
Billy Obregon
Managing Director, Head of International Private Bank - Latin America, Deutsche Bank
Sunsy Hong
MD Head of Financial Planning, JP Morgan
Alvina Lo
Chief Wealth Strategist, Executive Vice President, Wilmington Trust
Ash Rajan
Financial Planner, Prudential and former Chief Investment Strategist, Merrill Lynch
Jacques Raphael
Managing Director, Head of FinTech Advisory, Deutsche Bank
Thomas Sullivan
Managing Director – SG Forge Market Access and Product Development, Société Generale
Philip Maymin
Director of Asset Allocation Strategies, Janus Henderson Investors
Emily Green
Director of Private Wealth, Ellevest
Saxon Sorrentino
Executive Director, Morgan Stanley Wealth Management
Nikhita Iyar
Head of Product Marketing, Growth Team, Moxo
Mazy Dar
CEO, OpenFin
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
