Global WealthTech Summit USA 2024 | FinTech Global | 19 March 2024 | @Ease 605, 605 3rd Ave 7th Floor, New York, NY 10158, USA
Venue
@Ease 605
@Ease 605, 605 3rd Ave 7th Floor, New York, NY 10158, USA
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| Event Date | Tue Mar 19 EDT (9 months ago) |
| Location |
@Ease 605
605 3rd Ave 7th Floor, New York, NY 10158, USA |
| Region | Americas |
Details
The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States
The event hosts the most senior-level investment leaders and innovators to discuss the critical industry challenges amid increased adoption of AI solutions and competition by digital challengers.
Don’t miss the opportunity to:
• Connect with investment leaders and experts who are using technology to transform areas such as client retention, hybrid advice, digital assets, ESG and more!
• Engage with senior-level execs working in wealth management, asset management, private banking, financial advisory and retail banking
• Make high-impact business connections with the industry’s most active WealthTech buyers, sellers, investors and innovators who can help you meet your business objectives
• Stay on top of the leading-edge industry innovations by visiting the dedicated Demo Stage and see how technology can transform the investment value chain.
• Understand the emerging challenges and requirements put forward by the next generation of customer to capitalise on opportunities in the great wealth transfer
Speakers
2024 Speakers
Alvina Lo
Chief Wealth Strategist, Executive Vice President, Wilmington Trust
Michael Lane
Head of US Wealth Enterprise, BlackRock
Reinaldo Ynchaustegui
Chief Technology Officer, Marathon Asset Management
David Wu
Managing Director: Head of Knowledge Management & Generative AI, Morgan Stanley
Carol Houle
Global Head of Banking, Financial Services and Insurance, Thoughtworks
Ash Rajan
Financial Planner; Former Chief Investment Strategist for Merrill Lynch, Prudential
Saxon Sorrentino
Head of Client Data Strategy, Morgan Stanley
Vanessa Fernandes
Former BNY Mellon Chief Digital Experience Officer, Independent
Matthew Heintz
Head of Strategy, Wealth Management Solutions, jP Morgan Chase & Co
Thomas Sullivan
Managing Director, Societe Generale FORGE
Philip Maymin
Director of Asset Allocation Strategies, Janus Henderson Investors
Ryan Larsen
Director of Data and Analytics, Capricorn
Patricia Lizarraga
Managing Partner, Hypatia Capital
Mitchell Spector
Partner and Head of Fintech, Berkshire Global
Michael Korby
Head of Data Strategy, Balyasny Asset Management
Arvind Joshi
Head of Data Governance, Senior Vice President, Rockefeller Capital Management
Sponsors & Partners
2024 Sponsors and Partners
SPONSORS:
• TaxStatus
• Flyer Financial Technologies
• Moxo
PARTNERS:
• Aixigo
• Appen
• Appway
• Asset + Map
• Autorek
• BetaSmartz
• Bricknode
• CAIS
• CFRA
• Co Investor
• Comarch
• Currencycloud
• Delio
• Docupace
• Doxim
• Dreamquark
• ERI
• EV
• iLI
• Futora
• GBST Financial Services Technology
• Glassbox
• Globant
• Hearsay Systems
• Invest Cloud
• Kasisto
• Kidbrooke
• Kurtosys
• Movius
• MyDocSafe
• Nexj Systems
• NorthRow
• Nucoro
• Nviso
• Objectway
• Oxford Risk
• PassFort
• Above
• Purefacts
• Quantfol.io
• Saffron IOS
• SAI Global
• Seismic LiveSocial
• SimCorp
• Smart Communications
• Tech Rules Financial Solutions
• Thetalake
• Tietoevry
• Tradesocio
• Truelayer
• UBS
• Unblu
• Wealth Objects
• Wealth Wizards
• Weave
• Worksmart