3rd New York Family ​Office Fintech Summit 201​8

Family Wealth Report is excited to announce the launch of the third Family Office Fintech Summit on March 13, 2018 in New York City.

Technology has become a transformational force within financial services and is now central to the wealth management dialogue – particularly in the US, where investment is set to exceed $4bn annually by 2018.

At both ends of the wealth spectrum, firms are seeking – and achieving – huge gains through technology investment. Yet dilemmas around where to spend and how to implement for optimal impact remain.

Clients’ wants and needs are evolving at a startling rate across all segments, but for family offices the need to offer truly modern wealth management is even more pronounced. Securing the loyalty of Next Gen clients, while also (profitably) tackling the challenges of operational efficiency, data management and security is the weighty task facing technology chiefs.

Who should attend: 

Business leaders, operations, information technology, compliance, client service professionals, relationship managers within SFOs, MFOs, Private Banks, Trust Companies and RIAs serving UHNW clients.

This event is exclusively for qualifying members of the Family Wealth Report network and invited guests.


High performing technology has today become the sine qua non of financial services and is central to the HNW wealth management dialogue.  Satisfying the basic requirements, not to say securing the loyalty, of an increasingly tech-savvy clientele, is now table stakes in the business.  That’s why IT investments are set to exceed $4bn annually by 2018 in the US alone.  But navigating the trade-offs of competing solutions and efficiently implementing them in the business is a huge challenge. Clients’ wants and needs are evolving at a startling rate across all segments, but for family offices the need to offer truly modern wealth management is even more pronounced. Tackling the challenges of operational efficiency, data management and data security are some of the weighty tasks facing technology chiefs that we will explore in this Fintech Summit. 8:00 - Registration and Breakfast     8:40 - Conference Introduction
  • Stephen Harris, CEO, ClearView Financial Media  
8:45 - Panel 1: Making Essential Upgrades to Ensure Your Aren’t Left Behind
  • Mike Slemmer, Chief Operating Officer - Americas, FundCount
  • Chris Martinez, Managing Director, Oakbrook Solutions
  • Susan Colpitts, Founder & Chief of Client Experience, Signature Family Wealth Advisors
  • Melissa Mattison, Managing Director, Chief Operating Officer, Athena Capital Advisors
  • CHAIR: Stephen Harris, CEO, ClearView Financial Media
9:40 - UHNW and Family Offices – TAMP Redux
  • Jamie McLaughlin, Founder and Chief Executive, J. H. McLaughlin & Co.
  • ​​​​​William Trout, Head of Wealth Management Research, Celent        
10:10 - Presentation: Optimising Efficiency in Operations & Accounting: Streamlining Family Offices for the Present and Future
  • Dennis Mangalindan, Vice President, SEI Archway
10:30 - Networking and Refreshment Break 11.00 - Panel 2: Using Data to Drive Success
  • Bob Miller, CEO and Vice Chairman of the Board, PCR
  • Josh Smith, Co-Founder and CEO, Solovis
  • Liora Brenner, COO, Fingerboard Family Office
  • CHAIR: Erin Hulse, Owner, Deviate Consulting
11:55 - Presentation: SS&C Private Capital Group: Family Office Solutions for the next Generation
  •  Darren Berkowicz, Managing Director, SS&C GlobeOp
12:15 - Presentation: Trump Tax Reform: How will it affect the operations of various types of family offices?
  • Jim Medeiros, Partner, EY
12:40 - Lunch and Networking 13:50 - Keynote: Raising the Future: How Philosophy, Psychology, and Parenting Will Transform Technology
  • Peter Scott, Author of Crisis of Control: How Artificial SuperIntelligences May Destroy or Save the Human Race
14:30 - Panel 3: Seeing Beyond the Hype Surrounding New Technologies
  • Sonny Saksena, MD & Director, Maihar Group
  • Rik Willard, Founder, Agentic Group and CEO of Global Blockchain Technologies
  • Richard Christopher Whalen, Chairman, Whalen Global Advisors
  • CHAIR: Tom Burroughes, Editor, Family Wealth Report
15:20 - Networking and Refreshments Break 15:50 - Presentation: Mercury iFunds
  • Donald Mastrangelo, Partner, Mercury Capital Advisors
16:10 - Panel 4: Cybersecurity and the High Net Worth Family
  • Joe Levy, Chief Revenue Officer, Rubica
  • Martin Hartley, COO, PURE
  • Theresa Pratt, CISO, Market Street Trust
  • CHAIR: Thomas J. DeMayo, Principal, Cyber Risk Management, PKF O'Connor Davies
17:00 - Closing Remarks and Summit Close 17:05 - Drinks Reception


Date and Time

Date: Tuesday 13th March - 2018
Time: 8:00 am – 5:00 pm


Grand Hyatt New York

Address: 109 East 42nd Street, New York, NY 10017, USA

About our Sponsors


Keynote Speaker

Peter J. Scott

Futurist, Author, Technology Change Consultant

Family ​Office Fintech Summit 201​8

Born in the United Kingdom, Peter Scott received a master’s degree in Computer Science from Cambridge University in 1983 and went to work for NASA’s Jet Propulsion Laboratory (JPL) in […]


Bob Miller

CEO and Vice Chairman of the Board

Private Client Resources (PCR)

Bob became CEO of PCR in 2016 after a year as Vice Chairman and strategic advisor.  A founder of 5 financial technology companies in which he was both technical architect […]

Chris Martinez

Former Managing Director

Oakbrook Solutions

Chris is former managing director of the family office practice at Oakbrook Solutions, a leading family office management consultancy. With over 20 years of operations and technology expertise within the […]

Christopher Whalen


Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage […]

Darren Berkowicz

MD, SS&C GlobeOp Fund Services

SS&C GlobeOp

Mr. Berkowicz is Managing Director of SS&C GlobeOp Fund Services, the global hedge, private equity, fund of fund and private capital administration unit of SS&C Technologies Inc. He joined SS&C […]

Dennis Mangalindan

Vice President


Dennis is responsible for developing strategies to help SEI Family Office Services reach new markets, attract new leads and acquire new clients. In this role, he leads speaking engagements at […]

Donal Mastrangelo

Head of US iFunds Distribution

Mercury Capital Advisors

Donal Mastrangelo is a Partner and Head of U.S. iFunds Distribution. He was previously responsible for business development, client service and portfolio dialogue at Guggenheim Partners. His product capabilities cover […]

Erin Hulse

Owner and Family Office Technology Consultant

Deviate Consulting

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional […]

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, […]

Joe Levy

Chief Revenue Officer


Joe Levy has spent the past decade working in data and security. At Rubica, Joe is responsible for marketing, sales, business development and product management. Joe came to Rubica from […]

Josh Smith

Co-Founder & CEO


Josh brings a wealth of experience in investment management working in various investment capacities and as a consultant for investment management organizations. Josh’s background includes roles as an analyst, investment […]

Liora Brener

Chief Operating Officer

Fingerboard Family Office

Liora Brener is the Chief Operating Officer of the Fingerboard Family Office, which works with a multi-generational family of 35 households and over 100 family members. Liora provides strategic tax […]

Martin Hartley

Executive Vice President, Chief Operating Officer


Martin is the Chief Operating Officer of the PURE Group of Insurance Companies, a specialist insurer serving high net worth individuals and families across the United States. Prior to founding […]

Melissa Mattison

Managing Director, COO

Athena Capital Advisors LLC

Melissa is a Managing Director and Chief Operating Officer at Athena. She sits on the firm’s Executive Committee, overseeing all aspects of client onboarding, data management, project management, investment operations, […]

Mike Slemmer

LP Sales Director

Dynamo Software

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments […]

Rik Willard

Founder and Managing Director of Agentic Group & CEO of Global Blockchain Technologies

Global Blockchain Technologies

Rik Willard is the Founder of Agentic Group, a New York-based federation of over fifty blockchain companies worldwide. Concurrently, he is CEO of Global Blockchain Technologies, a publicly traded blockchain […]

Sonny Saksena

CIO and MD


Sonny Saksena is the CIO and MD for Maihar, a nine-year old private investment office that pursues a broad spectrum of investments. He combines a unique background of principal investing […]

Theresa Clarkson

Solutions Architect


In her current role, Theresa oversees and manages the implementation of everything from workflows and SharePoint to accounting migrations. Prior to joining InfoGrate Wealth, she worked for Market Street where […]

Thomas DeMayo

Principal, Cyber Risk Management

PKF O’Connor Davies

Thomas DeMayo is a Principal in the Cyber Risk Management group of PKF O’Connor Davies and is responsible for the implementation and design of the Firm’s cybersecurity service client offerings, […]

Todd Angkatavanich



Todd Angkatavanich is a Principal in EY’s National Tax Department, Private Client Services Group. He focuses on representing domestic and international families and family offices in structuring multigenerational wealth transfer, […]

William Trout

Director of the Securities and Investments

Datos Insights

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]