December
 
31
 at 
7:00pm
 
Boxy Reset

David Doe

Designer - Redshoe

12pm - 1pm

How to Build Schedule Blocks

C. Doe



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About

The mission of the inaugural Wealth Management Technology & Cybersecurity Summit is to bring together the Wealth Management community to learn first-hand from industry leaders and influencers for an inspiring day of knowledge sharing, collaboration and networking. Every wealth management firm has a strong directive to make technology and security a core competency of their firm, yet most are having a hard time getting access to the information they need to make truly educated decisions. We invite you to join us!

When

Thursday
 
December
 
31
 at 
7:00pm
 
 
 

Where

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Agenda 

Clear your calendar - It's going down! Schedule Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. 

8:30am - 9:10am

Registration & Breakfast


9:15am - 9:30am

Welcoming Remarks

Sam Attias, Managing Director, Business Development, External IT

9:30 - 10:00am

Cybersecurity and Technology: How Prepared is the Wealth Management Industry

Justin Kapahi, Technical Director, External IT

10:00am - 10:50am

Technology & The Breakaway Trend

‎Moderator:

Trish Haskins, Vice President, Head of Technology & Operations Consulting,
Fidelity Investments


Panelists:

Tom Harms, Partner, Chief Operating Officer, Summit Trail Advisors


Paul Metzger, Chief Technology Officer, Dynasty Financial Partners


10:50am - 11:40am

Achieving Successful Tech Adoption

Moderator:

Steve Draper, Senior Technology Consultant, Family Office Exchange

 

Panelists:

Jennifer Goldman, President, My Virtual COO


Michael Goodman, Founder and President, Wealthstream Advisors


Jeffrey Fuhrman, President, LLBH Private Wealth Management, LLC.

11:40am - 12:30pm

Succession Planning

 

 

 

Moderator:

Robert E. Mallernee, CFA, Partner, Eton Advisors


Panelists:


Anita Venkiteswaran, Vice President, Focus Financial Partners


David Mrazik, Managing Director, ‎MarketCounsel

12:30pm - 1:30pm

Networking Lunch


1:30pm - 2:20pm

The Outlook For Wealth Management And Technology Enabled Advice

Jim Patrick, Executive Vice President, Head of Advisor Services, Envestnet

2:20pm - 2:50pm

Trending in Regulatory Compliance

Brian Hamburger, President & CEO, MarketCounsel

2:50pm - 3:05pm

Networking Break


3:05pm - 4:00pm

Millenials' Tech Dependence


The finance community is actively courting the millennial generation both as investors and as advisors, but with the average wealth advisor well above 50 years of age – how are they able to understand the next generation from communication channels to wealth management priorities?


• The types of technology resonating with younger investors and advisors vs. other age groups
• What are Millennials' expectations of technology and how does this impact the RIA business model
• Embracing the communication shift and incorporating social media

Moderator:

Max H. Mintzer, Managing Director, Focus Financial Partners, LLC


Panelists:

Mark Dupont, Vice President, Focus Financial Partners


Allen Eickelberg, Technology, Operations, and Marketing Consultant, Spire Investment Partners, LLC


Majed Daher, Director, Fidelity Clearing & Custody Solutions

4:00pm - 4:30pm

 Running the Regulatory Marathon: How To Avoid Getting Stuck at Mile 20 in Your Cybersecurity Efforts

Eldon Sprickerhoff, Founder & Chief Security Strategist, eSentire

4:30pm - 4:45pm

Closing Remarks

Sam Attias, Managing Director, Business Development, External IT

4:45pm - 6:00pm

Cocktail Reception


Our Speakers include:

Justin Kapahi

Technical Director, External IT

Jim patrick

executive vice president, head of advisor services, envestnet

Anita Venkiteswaran

vice president, focus financial partners

Jennifer Goldman

President, My Virtual COO

Sam Attias

Managing Director, Business Development, External IT

Eldon Sprickerhoff

Founder and Chief Security Strategist, eSentire

David Mrazik

David Mrazik, Managing Director, ‎MarketCounsel

Brian Hamburger

‎President & CEO, MarketCounsel

Michael goodman

Founder and President, Wealthstream Advisors

Tom Harms

‎Partner, Chief Operating Officer, Summit Trail Advisors

Paul Metzger

Chief Technology OfficER, Dynasty Financial Partners

Allen Eickelberg

Technology, Operations, and Marketing Consultant

Spire Investment Partners, LLC

Majed Daher

Director, Technology & Operations Consultant

Practice Management & Consulting, Fidelity Clearing & Custody Solutions

Steven Draper

Senior Technology Consultant, Family office exchange

Mark P. Dupont

Vice President, Focus Financial Partners

Max H. Mintzer

Managing Director, Focus Financial Partners, LLC

Robert E. Mallernee

CFA, PARTNER, Eton Advisors

Tricia B. Haskins

Vice President, FIDELITY INVESTMENTS

Jeff Fuhrman

President, LLBH Private Wealth Management, LLC

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