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The death of robo (full session)
Mike Sha, Co-Founder and CEO, SigFig
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New technology gives every shareholder a louder voiceJuly 12
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Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.July 12
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Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, ArtivestJuly 12
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ESG goes mainstreamJuly 12
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Panelists: Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital; Peter Phelan, Founder & CEO, ValuesCulture; and Patrick Tucker, Founder, True Measure Advisors.July 12
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The makings of a true destination RIAJuly 12
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Panelists: Danielle Fava, Director, Product Strategy and Development, TD Ameritrade Institutional; Andrew Manning, MBA, FCSI®, Head of Wealth Management Intermediaries Marketing, Americas Invesco; and Max G. Winthrop, CEO, Winthrop Wealth Management.July 11
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Panelists: Randy Bullard, General Manager of Wealth Management, SigFig; Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network; Jon Stevenson, Head of Wealth Management & Banking, MoneyLion; and Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture.July 11
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Analytics for retirement readiness.July 11
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Panelists: Hollie Fagan, Managing Director, BlackRock; Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet; Kunal Kapoor, CFA, Chief Executive Officer, Morningstar; Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark.July 11
