Overview

The 5th Annual Family Office FinTech Summit NY, 17 March 2020 has been cancelled due to the Covid-19 outbreak. We re-launched it as the Virtual Family Office FinTech Summit, which took place from 1 April to 12 May 2020. You are invited to watch the replays (see below). 

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

 

Register Here for Replays of Our Virtual Agenda

 

18 March     

(Pre-event) Research Launch: Technology Traps Wealth Managers Must Avoid

1 April           

Interview with Logan Allin: FinTech and family Office – A Strategic Imperative

2 April

Interview with Elisabeth Préfontaine: Exploring Bitcoin

6 April           

Interview with Gregory Zuckerman: The Man Who Solved The Market

10 April

Generic Tools = Few Gains: Why Alternatives Investors Need Purpose-Built Technology

14 – 22 April 

Technology Demonstrations (Find out more here)

29 April         

Panel: Towards the Frictionless Family Office

4 May           

Panel: New Frontiers of Risk: Cybersecurity, Privacy, and Managing Your Digital Exhaust

12 May           

Panel: ESG and Impact – Can Tech Help Tell Fact From Fiction?

 

 

See you at our Family Office FinTech Summit 2021!

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

For questions about participating as a guest contact: theodora.viney@clearviewpublishing.com

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Keynote Speaker

Logan Allin

Logan Allin

General Partner

Fin VC

Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, sourcing/consummating investments, maintaining board responsibilities, and adding operating value with portfolio companies. Logan was most recently VP of SoFi Ventures, where he oversaw minority investments and corporate development. Logan has historically served in VC and Asset Management firm leadership roles as a Venture Partner at Light Street Capital, Partner at Formation Group, Managing Director at Invesco, SVP at City National Bank, and Director at PwC. Key firm investments led by Logan: Figure, SoFi, Avinew, Coinsuper, Aiera, Nestio, CRE Simple, Netomi, BrainTrust, Numbrs, Boost Insurance, Onfido, Tradeshift, and DailyPay.

Gregory Zuckerman

Gregory Zuckerman

Author of The Man Who Solved the Market

Wall Street Journal

Gregory Zuckerman is the author of the critically acclaimed books The Greatest Trade Ever and The Frackers and is a Special Writer at the Wall Street Journal. At the Journal, Zuckerman writes about financial firms, personalities and trades, as well as hedge funds and other investing and business topics. He's a three-time winner of the Gerald Loeb award, the highest honor in business journalism. Zuckerman appears regularly on CNBC, Fox Business and other networks and radio stations around the globe.

Speakers

Seth Brotman

CEO

Canoe Intelligence

Seth is responsible for building and managing the business, product development, and client service teams. Seth has seventeen years of alternative investment and FinTech experience. He started his career focused on alternative investments research and analysis working for multi-billion-dollar allocators and family offices. His responsibilities included creating investment criteria, developing a robust pipeline of prospective investments, and constructing portfolios of alternative investments for institutional clients. In addition to his investing experience, Seth had a senior role at Novus Partners, a venture capital funded buy-side financial technology analytics company that grew from 15 to over 100 employees during his tenure.

Peter Bruce-Clark

Partner

Social Impact Capital

Peter is Partner at Social Impact Capital, an early-stage impact venture capital firm based in New York and Silicon Valley. Prior to SIC, Peter was former Head of Business Development at RCI, an investment technology and lending startup backed by Soros Fund Management and 8VC. Based in San Francisco, Peter began his career in the valley by creating an early-stage AI VC firm, as well as a specialist strategy and management consultancy for institutional investors, Kalytix Partners. He has also led research on impact finance and strategic investment at Stanford and Oxford University, collaborating with UNW families. Peter has an MPhil in Business Administration and Finance from the Judge Business School, University of Cambridge, and a first-class honors BA from Queen Mary, University of London.

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Steven Edelman

Managing Director | Institutional Relationships

SEI Archway

As managing director of institutional relationships, Steven is responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Steve joined SEI Archway in 2015 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Relationship Services. While at PCR he was responsible for ensuring client satisfaction as well as the development of existing business relationships with the firm's Private Bank, Registered Investment Advisor (RIA) and Family Office clients. Steve holds a Bachelor of Arts from the University of Albany and a Masters in Public Administration from John Jay College.

 

Tim Ferguson

Co-Founder

Tilt Investments

Tim has a distinguished track record of building and turning around financial services businesses. He believes that investors are finally ready to commit themselves to mission aligned investing, and that conventional investment management businesses are unable to meet this demand. During the first 26 years of Tim’s career, he worked to develop and lead investment management businesses in Asia, North America and the United Kingdom. From 1996-2002 at Putnam Investments (Boston, US), Tim managed the firm’s investment teams and grew assets from $175 billion to $450 billion. Tim managed the organization through the boom of the late 1990s - seeking balanced business expansion - and through the bust of the dotcom bubble - requiring dramatic resource reallocation and refocusing the business. Before embarking on TILT, Tim built and led a successful social enterprise: Next Street, which revolutionizes how its clients provide capital, customers and services to small businesses and entrepreneurs.

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.

Stephen Harris

CEO

ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.

Taking his wealth management knowledge from behind his publications, Stephen is often at the centre of a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.

Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.

Kevin Hulbert

Member of the President's Intelligence Advisory Board

Kevin Hulbert retired in 2014 after an illustrious career with the Central Intelligence Agency where he held a variety of high-level jobs in the fabled Directorate of Operations becoming an expert on counterterrorism, counterproliferation, covert action, cybersecurity, and nontraditional operations. From an overseas location, Kevin led some of the Agency’s most complex worldwide counterterrorism operations. Near the end of his government career, Kevin was detailed from CIA to the FBI as the Senior Advisor for Counterterrorism. In 2018, Kevin was appointed by the President of the United States to be on the President’s Intelligence Advisory Board, a position he currently maintains.

Robert Kirby

COO and Managing Director

Kemnay

Robert Kirby most recently served as the Chief Operating Officer and Managing Director of Kemnay, a single-family office, and was responsible for all investment operations. He brings over twenty-five years of experience as an executive managing the infrastructure and operations of a range of complex
investment platforms. Robert’s experience spans family office, hedge fund, private equity and broker-dealer structures and he has led organizations with operations spanning the United States, Europe and Asia.
Robert holds a MBA from Cornell University and a BS from Rutgers University.  He is a Certified Public Accountant in the State of New Jersey and State of New York.

Timothy Kropp

CISO

SS&C

Timothy Kropp is the Global Chief Information Security Officer at SS&C Technologies. Mr. Kropp is also an Agile/DevOps leader.
In Timothy’s previous role he served as the Technology Security Lead at Bridgewater Associates. Mr. Kropp received a master’s degree in computer science at Fordham University.

Jay Lipman

Co-founder and President

Ethic

Jay Lipman is a co-founder and president of Ethic, a tech-driven asset manager that powers the creation of custom sustainable investing portfolios for advisors and institutional investors. Born in the UK, he now lives in San Francisco and is driven by the need to address climate and environmental risks with the resources to which we each have access. In 2018, Jay was ranked among Forbes' 30 Under 30: Social Entrepreneurs. Prior to founding Ethic, he managed the capital of ultra-high-net-worth investors in Deutsche Bank’s cross-asset capital markets structuring and sales team.

Will Lymer

Managing Director

Banyan Risk Group – Cyber

Will Lymer is a Managing Director for Banyan Risk Group – Cyber, a trusted family office cybersecurity provider whose solutions are exclusively designed to meet the distinct digital security needs of single– and multi–family offices. Headquartered in Houston, the firm's Family Office Security Operations Center provides end–to–end 24.7.365 white–glove service and support to its clients globally.
Prior to joining Banyan Risk Group – Cyber, Will lead growth activities at the executive level for two award-winning cybersecurity companies. In these roles, he developed an intimate understanding of the unique cybersecurity requirements faced by different organizations, both in the commercial and government sectors.
Will served as an Army Officer with Her Majesty’s Canadian Armed Forces and his operational experience includes deploying to Afghanistan as the leader of a specialized team. He also served as Special Assistant to the Prime Minister of Canada.

Dennis Mangalindan

Vice President

SEI Archway

Dennis is vice president of business development and is responsible for developing strategies to help Archway reach new markets, attract new leads and acquire new clients. His responsibilities range from SEO strategy, positioning, communications and sales cycle management to the continual development and improvement of the sales and marketing team.

Prior to joining Archway, Dennis served as managing director of sales and marketing at Financial Navigator, where he was responsible for the company’s growth and market penetration.

Edward Marshall

Managing Director

Boston Private

Edward V. Marshall is a Managing Director responsible for leading business development and account management of UHNW and family office relationships for the firm’s Private Banking, Wealth & Trust business.  He helps lead the family office practice as well as strategic initiatives with the commercial bank at Boston Private.  He is noted author, consultant, and subject matter expert on family office matters and advises family offices around the world. Mr. Marshall joined Boston Private from Citi Private Bank’s Global Family Office Group.  Prior to joining Citi, he was at Credit Suisse and Booz Allen Hamilton. He earned his MBA from NYU Stern and his B.S. in human biology from Michigan State University. He is also a guest lecturer on wealth management at NYU Stern.

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.

Deborah Nitka

Manager

CohnReznick

Deborah Nitka, manager with CohnReznick’s Cybersecurity and Privacy practice, has a passion for translating technical cyber and data privacy needs into strategic business decisions for her clients. Her expertise spans family offices, equity groups, and governmental and enterprise organizations across industries. Prior to joining CohnReznick, Deborah served as Chief of Staff for Business Systems Delivery at Moody’s, Client Delivery Manager at Neustar/Marketshare, and Director of Global Projects at Accessory Exchange. Deborah holds several degrees and certifications, including a Masters in Cybersecurity from Fordham University and CAE-CD from the National Security Agency and Department of Homeland Security.

Elisabeth Préfontaine

Founder

Octonomics

With over 25 years of experience, Elisabeth Préfontaine is among the few who can claim to have traded both physical coupon bonds, and bitcoins. Her professional experience includes online banking, over-the-counter capital markets and investment funds. She is the former Head of Wealth Sales for BlackRock in Canada. Her academic profile includes the CFA, CAIA and MBA designations. Ms. Prefontaine is a free and forward-thinking individual whose bold assertions and confident, no-nonsense stance have branded her as a trailblazer. She is the founder of Octonomics, an independent research and consulting firm dedicated to financial technologies with a focus on the technology of Bitcoin.

Danielle Roseman

Managing Director

Truvvo Partners

Danielle is a Managing Director at Truvvo Partners, focused on implementing operational processes and enhancing technology systems. She also co-manages Truvvo’s client support initiatives. Prior to Truvvo, Danielle was a Vice President within the Goldman Sachs Asset Management division, serving on the Fixed Income Chief Operating Officer’s team from 2010 to 2013. Danielle began her career in Operations at Goldman Sachs, where she served as an analyst on the Mortgage and Rates Middle Office desk. She serves as an advisory board member for Solovis, Inc.

Daryl Roxburgh

President and Global Head

BITA Risk

Daryl has led BITA Risk since 2004. He has full responsibility for the BITA product set, its roadmap and client engagement. Daryl has held executive and director roles at Credit Suisse Asset Management, M&G and Prudential Portfolio Managers. He was a founding director of the London Quant Group, a contributor to various investment books and is a member of the PIMFA Indices Committee.

Carolina Salazar

Partner and Director of Reconciliation & Technology

WE Family Offices

Carolina Salazar has worked in the financial services industry for more than 20 years.  In 2001, Ms. Salazar joined WE’s predecessor, TBK Investments Inc.  She currently serves as WE’s Director of Reconciliation and Technology. In that capacity, Ms. Salazar is responsible for the digital transformation at WE. As an experienced software designer and engineer, she designs and implements the current core aggregation and reporting system that WE uses for its operation and the client portal. She is focused on continuing to evaluate current systems and procedures, improving them and implementing changes as necessary to maximize the organization’s performance in order to deliver value-adding effective and secure client services. In addition, Carolina manages a team that reconciles and performs quality control on clients’ monthly account statements and produces monthly consolidated reports in a timely and accurate manner.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Jennifer Yap

Project Management Consultant

Jennifer Yap is a project management software consultant for single and multi-family offices, high-net-worth individuals, investment advisers, and hedge fund administrators. Her primary family office consulting focus has been on data integration, performance reporting, system review, and requirements development. She functions as an internal consultant to provide training, solve problems, implement solutions, and improve operational efficiencies. Prior to independent consulting, Jennifer was the Chief Operating Officer at a San Francisco-based RIA and multi-family office, where she oversaw day-to-day operations and the implementation of technology improvements for re-design and automation.

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.

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.


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