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Event Date |
Fri Sep 16 ADT (about 2 years ago)
In your timezone (EST): Thu Sep 15 11:00pm - Thu Sep 15 11:00pm |
Location |
Shangri-La Hotel
188 University Ave, Toronto, ON M5T 1A1, Canada |
Region | Americas |
Emerging technologies, changing investor demographics, client relation management, and ESGs – the wealth management industry is rapidly changing and dealing with multiple business opportunities.
2022 Speakers
MAIN SPEAKER:
Dr. Dave Williams
Astronaut and Speaker
SPEAKERS:
Sylvain Simpson
President, Croesus
Maria Mantzaras
Application and Data Analyst, Croesus
Lucas D'Alessandro
Training Advisor, Croesus
Annik Voyer
Business Product Leader, Croesus
Raghid Nami
Business Product Leader, Croesus
Sheila Chau
Vice President, Solution Engineering, Mako Fintech
Richard Boyce
Managing Director, North America, Ortec Finance
Stacie Calder
Vice President Sales and Marketing, Conquest Planning
Philip Whitford
President, PSTOX
Jean-Philippe Bernard
CRO & Senior Partner, Soljit
Annie Sinigagliese
Vice President and Chief Product Officer, Croesus
Matthieu Cardinal
Vice President, Business Development and Strategic Partnership, Croesus
Michael Blicker
Business Product Manager, Croesus
2022 Sponsors
• FUNDATA
• ORTEC FINANCE
• PSTOX