Banco Popular de Puerto Rico

Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.

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Baby Boomers

Boomers are the new millennials (full session)

Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest

July 11
Blockchain

Blockchain, quantum computing, AI — what’s next in wealth? (full session)

Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

July 11
Morningstar

The rise of the model marketplace (full session)

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
Retirement readiness

Dagmar Nikles, CFA, CAIA, FRM, Managing Director, BlackRock (full session)

Analytics for retirement readiness.

July 11
Fintech

Tell me something I don't already know! (full session)

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
RIAs

The big picture panel (full session)

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
Wealth management

Building a digital culture (full session)

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
Client strategies

Matt Brinker, Chief Business Development Officer, Head of Acquisitions, United Capital (full session)

The makings of a true destination RIA

July 12
Robo advisors

The new, new robos (full session)

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
Alternative investments

Onboarding and distributing alternatives (full session)

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

July 12

STOCK SNAPSHOT

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