Agenda

All Days
Thursday, June 18
7:30 a.m.
Registration opens
8:00 a.m.
The show begins: Sebastian Dovey's opening remarks
8:10 a.m.
The new competitiveness: The necessary transformation that all big brands need to explore
8:40 a.m.
Rolling thunder: Asset management giants find new ground in digital wealth management
9:25 a.m.
The next wave of market maturity
10:00 a.m.
Networking break
10:30 a.m.
Scale at any cost
11:15 a.m.
Wealthtech demos round 1
12:00 p.m.
Networking lunch & dessert in the exhibit hall
1:15 p.m.
Examining the path forward for transformation, engagement & digital wealth in the 2020s
1:45 p.m.
Laying the foundation for the transformation of your wealth platform
2:30 p.m.
Under the hood of a modern wealth advisory firm
3:00 p.m.
Networking break
3:45 p.m.
M&A + Investment Funding
How wealth techs can best position themselves for a Plaid-Type exit
Retirement
Sponsored by Abaka
Stay tuned. Session details to be announced!
Gut Check
Knowing when to plan a new route to success
Advisor Tools & Culture
K.I.S.S. off: Keeping your advisor tools simple
Innovation & Partnerships
Sponsored by Skience
Mini case studies: A nightmare on wealthtech street
4:15 p.m.
M&A + Investment Funding
How to get around cash constraints to achieve growth
Retirement
Sponsored by Abaka
Panel: Fintech and robo advice aren’t just for millennials – Tackling innovation for retirees and older generations
Gut Check
Is digital advice failing? Well, it’s complicated…
Advisor Tools & Culture
Can tech help rid wealth management of the bad apples?
Innovation & Partnerships
Sponsored by Skience
From #InvestTech to #AdviceTech: Innovation in advice-centric technology ecosystems
5:00 p.m.
M&A + Investment Funding
Good M&A vs. bad M&A
Retirement
Sponsored by Abaka
Transforming the retirement advisor experience
Gut Check
Real world perspective from implementing a digital platform
Advisor Tools & Culture
Stay tuned. Session details to be announced!
Innovation & Partnerships
Sponsored by Skience
Stay tuned. Session details to be announced!
5:45 p.m. - 7:00 p.m.
Networking reception
Friday, June 19
7:30 a.m.
Registration opens
8:00 a.m.
Networking breakfast
8:30 a.m.
Bank Wealth Management
Advice through the lens of retail banks
Connecting With The Customer
Ways To differentiate your wealth business with digital: Views through the consumer lens
High Net Worth
How to best serve the emerging ultra high net wort-segment as clients and as potential source of funds
In the Trenches: In-Depth Case Studies
Sustainable investing: Gaining insight into the future of ESG
The Future of Wealth Tech
The emergence of the neo-custodian
9:15 a.m.
Bank Wealth Management
Stay tuned. Session details to be announced!
Connecting With The Customer
Stay tuned. Session details to be announced!
High Net Worth
Stay tuned. Session details to be announced!
In the Trenches: In-Depth Case Studies
Reshaping strategy & organizing your firm to be less product-centric & more client-centric
The Future of Wealth Tech
Who is going to be relevant in 2030?
10:00 a.m.
Morning networking break
10:30 a.m.
Ensuring the ‘20s are remembered as the decade of female financial empowerment
11:00 a.m.
Wealthtech demos round 2
11:45 a.m.
Edelman financial engines, the future of comprehensive financial planning & the squirrel manifesto
12:30 p.m.
Industry Innovation Lunch Session
Sponsored by
Lunch
1:30 p.m.
Building the “Investor First” wealth management strategy for the ‘20s
2:15 p.m.
How to integrate the digital advisor & client experience
3:00 p.m.
What technology + designs are being adopted and working in wealth management
3:45 p.m.
Closing happy hour
Thursday, June 18
7:30 a.m.
Registration opens
8:00 a.m.
The show begins: Sebastian Dovey's opening remarks
8:10 a.m.
The new competitiveness: The necessary transformation that all big brands need to explore
8:40 a.m.
Rolling thunder: Asset management giants find new ground in digital wealth management
9:25 a.m.
The next wave of market maturity
10:00 a.m.
Networking break
10:30 a.m.
Scale at any cost
11:15 a.m.
Wealthtech demos round 1
12:00 p.m.
Networking lunch & dessert in the exhibit hall
1:15 p.m.
Examining the path forward for transformation, engagement & digital wealth in the 2020s
1:45 p.m.
Laying the foundation for the transformation of your wealth platform
2:30 p.m.
Under the hood of a modern wealth advisory firm
3:00 p.m.
Networking break
3:45 p.m.
M&A + Investment Funding
How wealth techs can best position themselves for a Plaid-Type exit
Retirement
Sponsored by Abaka
Stay tuned. Session details to be announced!
Gut Check
Knowing when to plan a new route to success
Advisor Tools & Culture
K.I.S.S. off: Keeping your advisor tools simple
Innovation & Partnerships
Sponsored by Skience
Mini case studies: A nightmare on wealthtech street
4:15 p.m.
M&A + Investment Funding
How to get around cash constraints to achieve growth
Retirement
Sponsored by Abaka
Panel: Fintech and robo advice aren’t just for millennials – Tackling innovation for retirees and older generations
Gut Check
Is digital advice failing? Well, it’s complicated…
Advisor Tools & Culture
Can tech help rid wealth management of the bad apples?
Innovation & Partnerships
Sponsored by Skience
From #InvestTech to #AdviceTech: Innovation in advice-centric technology ecosystems
5:00 p.m.
M&A + Investment Funding
Good M&A vs. bad M&A
Retirement
Sponsored by Abaka
Transforming the retirement advisor experience
Gut Check
Real world perspective from implementing a digital platform
Advisor Tools & Culture
Stay tuned. Session details to be announced!
Innovation & Partnerships
Sponsored by Skience
Stay tuned. Session details to be announced!
5:45 p.m. - 7:00 p.m.
Networking reception
Friday, June 19
7:30 a.m.
Registration opens
8:00 a.m.
Networking breakfast
8:30 a.m.
Bank Wealth Management
Advice through the lens of retail banks
Connecting With The Customer
Ways To differentiate your wealth business with digital: Views through the consumer lens
High Net Worth
How to best serve the emerging ultra high net wort-segment as clients and as potential source of funds
In the Trenches: In-Depth Case Studies
Sustainable investing: Gaining insight into the future of ESG
The Future of Wealth Tech
The emergence of the neo-custodian
9:15 a.m.
Bank Wealth Management
Stay tuned. Session details to be announced!
Connecting With The Customer
Stay tuned. Session details to be announced!
High Net Worth
Stay tuned. Session details to be announced!
In the Trenches: In-Depth Case Studies
Reshaping strategy & organizing your firm to be less product-centric & more client-centric
The Future of Wealth Tech
Who is going to be relevant in 2030?
10:00 a.m.
Morning networking break
10:30 a.m.
Ensuring the ‘20s are remembered as the decade of female financial empowerment
11:00 a.m.
Wealthtech demos round 2
11:45 a.m.
Edelman financial engines, the future of comprehensive financial planning & the squirrel manifesto
12:30 p.m.
Industry Innovation Lunch Session
Sponsored by
Lunch
1:30 p.m.
Building the “Investor First” wealth management strategy for the ‘20s
2:15 p.m.
How to integrate the digital advisor & client experience
3:00 p.m.
What technology + designs are being adopted and working in wealth management
3:45 p.m.
Closing happy hour