5th Annual Family Office Fintech Summit 2020 | ClearView Financial Media Ltd. | 17 March 2020 | Convene, 101 Park Ave, New York, NY 10178, USA

The Family Office Fintech Summit, Family Wealth Report’s flagship event, is a forum for discussion and sharing of best practice and real life examples about:
• Which technologies and tools family offices and HNW wealth managers are adopting to improve operational efficiency and the experience of their clients or family members, and to unlock access to investments they demand.
• How to select and implement solutions in the right way and cost effectively whilst keeping information secure.

In addition to discussions, presentations and networking sessions, our guests have the opportunity to meet and learn more about the software and solutions offered by our partner vendor firms during live technology demonstration sessions.

2020 Speakers

KEYNOTE:

Logan Allin
General Partner, Fin VC

Gregory Zuckerman
Author of The Man Who Solved the Market, Wall Street Journal

SPEAKERS:

Peter Bruce-Clark
Partner, Social Impact Capital

Tim Ferguson
Co-Founder, Tilt Investments

Paul Freeland
Head of Sales and Service, SEI Archway

Douglas Fritz
Founder and President, F2 Strategy

Kevin Hulbert
Member of the President's Intelligence Advisory Board

Robert Kirby
COO and Managing Director, Kemnay

Timothy Kropp
CISO, SS&C

Jay Lipman
Co-founder and President, Ethic

Edward Marshall
Managing Director, Boston Private

Tania Neild
CTO and Owner, InfoGrate

Elisabeth Préfontaine
Founder, Octonomics

Danielle Roseman
Managing Director, Truvvo Partners

Carolina Salazar
Partner and Director of Reconciliation & Technology, WE Family Offices

Gregg Schoenberg
Managing Partner, Wescott Capital Inc.

Jennifer Yap
Project Management Consultant

2020 Sponsors

FEATURED SPONSOR:
• SEI

SPONSORS:
• Zenith
• Rock It Solutions
• AccuSource
• AgiLink
• CANOE
• D1G1T
• FundCount
• Northern Trust
• OakBrook Solutions
• PCR
• Private Wealth Systems
• RedBlack
• Sage Intacct
• SS&C