Overview

The Family Office Fintech Summit, Family Wealth Report’s flagship conference, is a forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single family offices.

At this time, the need for the right technology and systems to communicate and work effectively and efficiently whilst keeping information secure has never been greater.

The sixth Summit in the Family Wealth Report‘s FinTech series will focus on a number of areas such as:

  • Enhancement of technology capabilities, systems and devices
  • Hidden risks of connectivity
  • Technology design and maintenance

 

Hybrid Event

This sixth summit in the series will be held as a hybrid event on 23 and 24 March 2021.

On Tuesday 23 March, our guests will have the opportunity to hear presentations, join in discussions, view technology demonstrations and enjoy networking in a physical environment where social distancing will be observed and special health and safety measures will have been put in place by the venue. Concurrently, the summit program will also be live streamed through a virtual event platform where all attendees can connect and engage. On Wednesday 24 March, the summit program continues with another round of technology demonstrations and discussion through the virtual event platform.

 

For speaker, sponsorship and demo opportunities please contact: adriana.zalucka@clearviewpublishing.com

Agenda

Tuesday 23 March 2021 (In-person and Virtual)

Morning Program

8.00 Registration and Breakfast

8:50 Summit Opening and Welcome

9.00 Keynote 1

9:40 Panel Discussion 1

11:30 Morning Break

11:00 Panel Discussion 2

11:40 Technology Demonstrations Round 1

12:30 Lunch

 

Afternoon Program

1:30 Keynote 2

2:15 Panel Discussion 3

3:10 Afternoon Break

3:40 Technology Demonstrations Round 2

4: 35 Interview

4:55 Summit Summary and Close

5:00 Cocktail Reception

 

Wednesday 24 March 2021 (Virtual)

Morning Program

10:00 Technology Demonstrations Round 1

12:00 Keynote 3

 

Afternoon Program

2:00 Technology Demonstrations Round 2

 

 

 


Logistics

Date and Time

Date: Tuesday 23rd March - 2021
Time: 8:00 am – 6:00 pm

Venue

The Convene Center

Address: 101 Park Ave, New York, NY 10017, USA


Advisory Panel

Charlotte Beyer

Founder of IPI

Principle Quest Foundation

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999.
Beyer continues to remain active in several industry groups, and her recent book, Wealth Management Unwrapped Revised & Expanded (Wiley 2017) describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’ Currently, Beyer is President of the Principle Quest Foundation whose mission is women’s empowerment.

Douglas Fritz

Founder and President

F2 Strategy

The founder of F2 Strategy and former wealth management CTO.  His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions.  Doug has led teams through transformative initiatives such as robo-advisor integration, paperless client onboarding, digital client engagement and many other areas currently challenging our industry.

Carol R. Kaufman

Founder and CEO

Alternatives TLC

Carol R. Kaufman, Founder/CEO of Alternatives TLC, consults to HNW families, entrepreneurs and trusted advisers.  Her most recent consulting and software ventures (www.homeinventoryacademy.com)  focus on the need for home inventories, ensuring that important possessions are properly cataloged and securely shareable.  Her latest article for FWR on home inventories was one of the top read articles. Her first software product, InvesTier™, was acquired by SunGard in 2002.  An entrepreneur for over 35 years, Ms. Kaufman’s specialties include public speaking, training and software/service-based solutions to organizational problems. She resides in Hawthorne, NJ and Otis, MA.

Tania Neild

CTO and Owner

InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Associa¬tion, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the advisory board.

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 18 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.


Register

Ticket sales will be launched in January 2021. Please register your interest for this event here.

For speaker, sponsorship and demo opportunities contact: adriana.zalucka@clearviewpublishing.com