Overview

Following the successful New York series, Family Wealth Report is launching its Family Office Fintech Summit in San Francisco in 2021.

This event is designed as a forum for discussion of trends in the universe of technology solutions for family offices and U/HNW wealth managers.

In addition to discussions and networking, our guests will have the opportunity to learn more about solutions from our partner vendor firms during live technology demonstration sessions.

With California’s leading role in technology innovation and driving the agenda on privacy, data protection, low carbon economy solutions and biotechnology, we will also discuss investment trends and competing priorities for funding.

Discussion Topics:
· Cybersecurity, privacy concerns and the hidden risks of connectivity
· Technology design, implementation and maintenance
· Measuring impact – technological and thematic challenges
· Achieving operational efficiency and client engagement
· Fintech Investment trends and competing priorities for VC funding

Who should attend:

Business leaders, operations, technology, investment, finance, compliance, client experience/service professionals at family offices and U/HNW wealth management firms, as well as UHNW/HNW individuals or families considering solutions.

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

Agenda

Conference

8:00am      Registration and Breakfast

9:00am      Welcome to Family Office Fintech Summit San Francisco 2020

9:05am     Keynote 1

9:40am     Panel 1

10:30am     Morning Refreshments and Networking

11:00am    Panel 2

11:40am    Technology demonstrations – round 1

12:35pm     Lunch

1:30pm     Keynote 2

2:10pm     Panel 3

3:00pm      Afternoon Refreshments and Networking

3:30pm     Technology demonstrations – round 2

4:25pm      Summary and Summit Close

 

Awards Reception

5:15pm        Welcome to Family Wealth Report Awards SF 2020
5:20pm       Introduction by Head Sponsor
5:25pm       First Round of Awards
5:40pm      Guest Speaker
5:50pm      Refreshments and canapes
6:10pm       Second Round of Awards
6:30pm      Close of Awards Ceremony with final drinks


Logistics

Date and Time

Venue

TBC San Francisco

About our Sponsors

 

Sponsors

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

Pinventory

Carol R. Kaufman consults to HNW families, entrepreneurs and trusted advisors.  Her newly released software venture, Pinventory®, coupled with her consulting service, www.homeinventoryacademy.com, focus on the responding to the need for home inventories, ensuring that important possessions and their supporting information are properly catalogued, securely shareable and easily accessible, anywhere and anytime that information is needed.  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.

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.


Sponsors