Converge: The Robo-Advisor Forum 2017 | Financial Research Associates LLC | 16 October 2017 | The Princeton Club, 15 West 43rd Street, New York, New York 10036

Venue
The Princeton Club
The Princeton Club, 15 West 43rd Street, New York, New York 10036

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Event Date Mon Oct 16 EDT - Tue Oct 17 EDT (about 7 years ago)
Location The Princeton Club
15 West 43rd Street, New York, New York 10036
Region Americas
Details

The rise of automated investment advice platforms has captured everyone’s attention. Robo-advisors are more than just a new player in the game, they’re a fundamental disruption. Join proponents and skeptics alike at Converge: The Robo-Advisor Forum, a conference for the future of investment services. Learn about cognitive computing and deep learning systems, digitally-enhanced consumer engagement techniques, and hybrid approaches for managing wealth.

Speakers

Mike Kane
Master Sensei
Hedgeable

Adam Grealish
Quantitative Portfolio Analyst
Betterment

William Trout
Head of Wealth Management Research
Celent

Kai Stinchcombe
Founder and Chief Executive Officer
True Link Financial

Raj Motay
Head of Advice Engines
Morningstar, Inc

Richard Marshall
Partner
Katten Muchin Rosenman LLP

Nathan Stevenson
Chief Executive Officer
Forwardlane

Vinod Raman
Vice President, Digital Advice Solutions
Fidelity Investments

Russ Kliman
Strategic Programs and Innovations
SEI

Mike Sha
Chief Executive Officer and Co-Founder
SigFig

Jared Shaw
Risk Advisory, Financial Services Consultant
Ernst & Young

Rich Cancro
Founder and CEO
AdvisorEngine

Isabella Fonseca
Senior Analyst, Wealth Management
Aite Group

Sponsors & Partners

2017 SPONSOR

Silver
• KattenMuchinRosenman LLP