Thomson Reuters Insight Wealth 2017 | Thomson Reuters | 13 November 2017 | The St. Regis Bal Harbour, 9703 Collins Avenue, Bal Harbour - Miami Beach, FL, 33154, US
Venue
The St. Regis Bal Harbour
The St. Regis Bal Harbour, 9703 Collins Avenue, Bal Harbour - Miami Beach, FL, 33154, US
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| Event Date | Mon Nov 13 EST - Wed Nov 15 EST (over 7 years ago) |
| Location |
The St. Regis Bal Harbour
9703 Collins Avenue, Bal Harbour - Miami Beach, FL, 33154, US |
| Region | Americas |
Details
The 2017 Insight Wealth Conference will focus on Innovation in Wealth Management and will see the top wealth management firms from the U.S. and Canada gather together for three days of knowledge sharing, social events and networking. The event focuses on digital and cloud initiatives . As a partner, Mphasis will be part of the partner pavilion showcasing its service transformation and Front to Back ( F2B) proposition.
During the event , our Wealth Management Practice Head, Rob Kirk will be part of a panel focused on cognitive computing and provide some insight on robotic process automation.
Speakers
2017 Speakers:
Anthony M. Gallea
Managing Director - Wealth Management, Senior Portfolio Management Director, Financial Advisor, Morgan Stanley
Aisling Murphy
Chief Compliance Officer, Vanguard Marketing Corporation
Corey Daleness
Head of Business Relationship Management, NAWM ,Thomson Reuters
Darren Duffy
Head of Wealth Management, Thomson Reuters
David P. Akellian
Managing Director, Wealth Management, Thomson Reuters
Deborah Orr
Forbes
Dr. R Preston McAfee
Corporate Vice President, Chief Economist, Microsoft
Gina Hyde
Chief Compliance Officer - Capital Markets, Stifel
Gregg Brett
Head of Global FSI Business Development and Channels - Intel Saffron AI
Helen Heimann
WFA Director of Regulatory Change Management, Wells Fargo Advisors
Jeremy Cohn
Head of Product Management, Advisor Tools, Thomson Reuters
Jerry Nappi
Global Business Director, Strategic Customers and Solutions Group, Thomson Reuters
Joseph Mrak
Chairman & CEO, FolioDynamix
Kimberly Farkouh
Head of Adivisor Solutions, Global Wealth Management Division, Thomson Reuters
Larry Zywicki
Head of Product Management, Trading Solutions, Thomson Reuters
Marcelo Fava
Principal, Advisory Services, EY
Mark Berkhahn
Head of Product Management, BETA Host, Thomson Reuters
Robert J. Kirk
Principal Consultant, Wealth & Brokerage
Robert Schukai
MBE, Global Head of Design, Digital Identity Solutions, Thomson Reuters
Sarlota Hohwald
Head of Global Digital Solutions Proposition, Wealth Management, Thomson Reuters
Tom Davenport
Professor of Information Technology and Management, Babson College
William Trout
Head of Wealth Management Research, Celent
Sponsors & Partners
2017 Sponsors
GOLD:
• FolioDynamix
SILVER:
• Mediant
• Mphasis
• Vestmark
BRONZE:
• Computer Resource Company (CRC)
• First Rate
• Tradeweb Direct