Overview

Family Wealth Report is excited to announce the launch of the inaugural Family Office Fintech Summit on March 9, 2016 in New York City, in association with Archway Technology Partners.

Technology has become an almost inescapable part of daily life in financial services and is extremely hot on the family office sector’s radar today for reasons including clients’ and advisors’ evolving needs and desires alike, costs associated with buying and maintenance, and – perhaps biggest of them all – security.

Investment in technology continues to rise – the US high net worth banking and financial planning sector spent $3.3 billion on technology in 2013 – a figure which the firm anticipated will rise to $4.2 billion through 2018.*

Family Wealth Report’s exclusive fintech event aims to unpick some of the toughest technology-related questions and concerns facing executives in the space through four dynamic panel sessions, as well as in-depth discussions and networking opportunities.

Some of the biggest names in the family office and technology spheres are expected to attend this event, which is exclusively for members of the Family Wealth Report network.

*source: Ovum

 

Agenda

08:00 – 09:00 Registration and breakfast 09:00 – 09:05 Introduction 09:05 – 09:15 Keynote speech: Helping families achieve their legacy by building a better working world, does better begin with you? 09:15 – 10:05 Panel Session: Technology selection and implementation for family offices Investing in new technology and selecting a provider are significant decisions for family offices, bringing costs and risks. What do family offices need to consider throughout technology implementation to minimize these risks and ensure costs deliver positive change for the organization? This panel will look at reviewing technology needs, selecting new systems and making the right upgrades to staff and processes to ensure technology works effectively for family offices. 10:05 – 10:35 Refreshment break 10:35 – 11:25 Panel Session:Co-Source Solutions: Combining technology and service to optimise the back-office The back office in wealth management and the family office has always been plagued with inefficiencies and a lack of system integration. Of late, it has also come into focus as a business area where cybersecurity, complex regulatory requirements and revenue pressures are all contributing as drivers for change. How can firms ensure their business and technology strategies are properly aligned in the back office? 11:25 – 11:55 Refreshment break 11:55 – 12.15 Tech Presentation One: Leverage next gen technology to enhance the efficiencies and security of your Family Office - Presented by External IT 12.15 - 12.35 Tech Presentation Two:  ATWeb – The Enterprise is Now - Presented by Archway Technology Partners 12.35 - 12.55 Tech Presentation Three: Semantic search - KYC processing comes of age with smartKYC 12:55 – 13:55 Lunch 13:55 – 14:45 Panel Session: Banking on Digital: Improving the client experience through operational efficiency gains A desire for growth and scale combined with competitive pressure from technology and increasing client expectations have created an essential focus among wealth managers on operational efficiency and client experience. By embedding technology into operations and workflow, wealth managers can deliver a smoother journey for their clients while making operational efficiency gains. But wealth managers must ensure technology is used appropriately and seamlessly in client interactions. This panel will identify where and how technology can target improved efficiency for the benefit of the client and firm. 14:45 – 15:05 Tech Presentation Four: Dynamo Software – Dynamo™ Family Office Edition - Presented by Dynamo Software 15.05 - 15.25 Tech Presentation Five: Trusted Family Product Demo - Presented by Trusted Family 15:25 - 15:55 Refreshment Break 15:55 – 16:45 Panel Session: The hidden technology challenges of family offices Family offices are typically personal organizations run in a lean manner, with longstanding client relationships over generations. But they face a complex environment across several aspects of their business today and are having to rethink operational models and organizational structures. Harnessing the power of technology can help family offices solve some of these challenges, but it also provides new challenges of its own. This panel examines where and how leading family offices are adopting technology to tackle thorny issues. 16:45 - 17:35 Panel Session: Delivering on alternatives: private market platforms for family, multi-family, and other UHNW audiences Family offices and UHNW individuals have a large and growing interest in direct investing into private market investments, a trend that is playing out through emerging technologies. To name a few examples: online platforms are enabling broader access and simpler means of carrying out due diligence and investing across strategies; so-called “crowdfunding” sites bring deal-level investment opportunities to accredited investors; and family offices in particular are looking to source and negotiate discrete private deals among themselves, often assisted by technology. Private equity and traditional “alternative” fund-raising will not soon be displaced, but online platforms and investor demand are helping this industry to evolve. 17:35 – 17:40 Closing remarks 17:30 – 19:00 Cocktail reception

Logistics

Date and Time

Date: Wednesday 9th March - 2016
Time: 8:00 am – 7:00 pm

Venue

The University Club – New York

Address: The University Club of New York, One West 54th Street, New York, NY 10019

About our Sponsors

Featured Sponsors


Sponsors


Speakers

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 […]

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

Bob Shepro

Senior Vice President, Head of Private Capital

SS&C

Bob Shepro is Senior Vice President and Head of the Private Capital unit where he has overall responsibility for strategic direction, sales and service.  Mr. Shepro originally joined SS&C via […]

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 […]

Cynthia Mullock

General Counsel and Chief Compliance Officer

Artivest

Cynthia is General Counsel and Chief Compliance Officer of Artivest. Prior to Artivest, she was a founding partner of Snowden Lane Partners, an independent wealth management firm, where from 2010 […]

David Teten

Founder and Partner

Versatile VC

David Teten is Founder of Versatile Venture Capital. He has advised such institutional investors as Birch Hill Equity Partners, Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Real Ventures, Right Side […]

Dennis Mangalindan

Vice President

SEI

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 […]

Edouard Thijssen

Co-Founder, CEO

Trusted Family

Edouard Thijssen is co-founder and CEO of Trusted Family. Trusted Family helps leading family businesses and family offices around the world to communicate with their shareholders, directors, family members and […]

Edward Swenson

Chief Operating Officer

Dynasty Financial Partners

Mr. Swenson is the co-founder of Dynasty Financial Partners. He is responsible internally for all technology, operational and client servicing relationships and externally for all outside vendor and technology relationships […]

Gamal Maklad

Head of Information Technology

Advance Publications

Gamal has over 12 years of experience leading and managing project teams in the design, delivery, and support of enterprise-scale financial systems. These projects have resulted in improved business processes, […]

Glenn Bolstad

General Manager, North America

Appway

Glenn Bolstad develops and executes Appway’s expansion strategy throughout North America. With over 18 years of experience in the financial services industry, Bolstad has held various senior sales positions on […]

Hugh Bagatelle

Founding Partner

Windward Advisory Group

Hugh Bagatelle is a founding partner of Windward Advisory Group. Windward provides consulting services to financial institutions, focusing predominantly on family offices, assisting clients in selecting service providers, implementing new […]

Jason Brown

Chief Executive

Archway Technology Partners

Jason Brown founded Archway Technology Partners in 2002. He holds overall responsibility for all aspects of the firm as broad as strategic growth and as detailed as daily company operations. […]

Jeff Sesar

Vice President

Zenith

Jeff Sesar, vice president of Zenith Information Systems, Inc., has been with the company for over 47 years focusing on payments, process engineering and technology.  He is uniquely qualified to […]

John Rompon

Managing Director and Co-Founder

McNally Capital

John is a Managing Partner and co-founder of McNally Capital, a private equity investment firm that partners with family offices to make and manage direct private equity investments. John has 30 years […]

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family […]

Joseph Larizza

Chief Administrative Officer

Fieldpoint Private

Joseph Larizza’s 20-plus years of experience as a senior technology and operations manager has concentrated predominately in the financial services industry. He served in many management roles across Credit Suisse’s […]

Kenji Mochizuki

Chief Investment Officer

Akemi Capital

At the Akemi Capital single family office, Kenji allocates investments primarily into commercial real estate and investment funds, and secondarily into direct investments in companies.  Previously, Kenji worked on the […]

Peter Lehrman

CEO

Axial

Peter is Founder and CEO of Axial, responsible for driving the company’s vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in […]

Robert Stover

Americas Family Office Leader

EY

Bobby Stover is EY’s Americas Family Office Leader as well as the leader of the Southwest U.S.region Private Client Services Practice. His primary focus in both roles is on advising […]

Sam Attias

Managing Director

External IT

Sam oversees business development, direct sales and strategic partner relationship management at External IT. Sam joined the company in 2010, and has more than 15 years in the Financial Services […]

Steven Draper

Senior Consultant

Family Office Exchange

Steven is a Senior Consultant at Family Office Exchange (FOX).  He focuses on the “business’ side of family offices as well as wealth management advisor clients.  The emphasis is on […]

Susan Devlin

Director of Information Technology

Pitcairn

Susan Devlin is Director of Information Technology. Sue is responsible for providing technical leadership for business applications, process improvements, web delivery, programming, network and database management and software support. Sue […]

Theresa Clarkson

Solutions Architect

InfoGrate

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 […]

Todd Burns

Vice President of Institutional Sales

Dynamo Software

Mr. Burns is Dynamo Software’s Vice President of Institutional Sales, and is responsible for managing client relationships and communicating Dynamo’s product vision to prospects and existing users in the family […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]

To be announced soon

Family Office Fintech Summit 2016


Register

If you would like to engage in this leading industry event please register now by clicking on the button below. Please note this event is open to attend on complimentary basis to qualified subscribers and buy-side firms only.  If you’d like to enquire about attending, please contact us.