The industry leaders speaking at our events
The leading WealthTech leaders and innovators speaking at the event. 2027 speakers to be announced soon.
Joe Cordeira – UBS Global Wealth Management US
Chief Data and Analytics Officer
Katherine Lucas – State Street
Head of North America and Global Client Division Marketing
Ranjit Samra – JP Morgan Chase & Co
Head of J.P. Morgan Wealth Management Product & Experience
Matt Heintz – JPM Chase
Head of Strategy – Wealth Management Solutions
Emily Green – Ellevest
Head of Private Wealth Management
Vincent Fontana – HSBC
Head of Product Specialists Americas
Jennifer Ray – BBR Partners
Partner and Head of Business Strategy and Innovation
Nitya Gopalakrishnan – BlackRock
Head of Technology Platform and Product
Cary Carbonaro – Ashton Thomas Private Wealth
Managing Wealth Advisor, Woman and Wealth Ambassador
Tuppy Russo – AllianceBernstein
SVP/Head of Client Infrastructure Services
Tara Popernik – Bernstein
SVP/Head of Wealth Strategies
Mitchell Spector – Berkshire Global Advisors
Partner and Head of FinTech
Cristian Homescu – Bank of America Merrill Lynch
Director, Portfolio Analytics
Paul Miles – Charles Schwab
Director, Wealth and Investment Platform Strategy
Pat Gallagher – Morgan Stanley
Executive Director
Michelle Slinn – JP Morgan
Executive Director
Anthony Bassili – Coinbase
Head of Allocators
Kara Valentine – The Rudin Group
MD HNW and RIA Marketing Strategy
Ash Rajan – Prudential
Financial Planner
Tom West – Signature Estate & Investment Advisors
Senior Partner
Jared Eisenberg – AllianceBernstein
VP ETF Specialist
Gaurav Mehta – Deutsche Bank
FinTech Investment Banking
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
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
- An excellent event for wealth & asset managers and advisors to network and learn the latest innovations in the FinTech space.
Arun Subbiah, Investment Director at EGR Wealth
- Overall a really great day, with lots of learnings and opportunities to connect with industry peers. Very well run and easy to navigate the various sessions on the day
Lynne Northcote, Chief Procurement Officer at Fidelity International
- Great to attend. A well organised event, with some insightful and thought-provoking panel sessions alongside the networking opportunities.
Mark Chuter, Director - Structured Finance & Capital Markets at Balder
- A day well spent - relevant and fresh content and the chance to see the innovations live and hear first-hand from the experts.
Julie Greenwood, Head of Strategic Accounts at Octopus Money
- I was very impressed by the event that you organised and it was a top quality panel.
Chris McHugh, Senior Advisor ESG at International Association of Credit Portfolio Managers
- A don't miss event for professionals in the WealthTech industry.
Andreas Schweitzer, Managing Director at Arjan Capital
- Such an impressively run conference. Absolutely first class and one of the best run that I have attended.
Otakar Hubschmann, Chief AI Officer at TransRe
