FinTech is a hot-button issue in the world of finance. This conference will convene leading FinTech practitioners to demystify concepts and explain potential impacts to asset managers (and profitability). Attendees will learn about new business models, revenue streams and business opportunities and how disruptive technology is forcing a shift in thinking and re-tooling of skill sets.

AGENDA
Wednesday, May 10, 2017
8:00 a.m. - 4:30 p.m.

Sequence of sessions is subject to change.

8:00  Registration and Networking Continental Breakfast
 
8:50  Welcome and Opening Remarks
 
9:00  The Current FinTech Landscape - A Fireside Chat
  Sarah Biller, FinTech Entrepreneur & Advisor
  David Jegen, Partner, F-Prime Capital
 
9:45  Blockchain: Lessons Learned

Gordie Sands, Executive Director IT Architecture & Office of FinTech Strategy for DTCC
  Bobbie Cochrane, CTO for Data - Blockchain Solutions, IBM 
 
10:30 BREAK
 
11:00 Artificial Intelligence: Discovering Intelligence in Unstructured Data
  Dan diBartolomeo, President and Founder of Northfield Information Services, Inc. 
  Dan Joldzic, CFA, FRM, President, Alexandria Investment Research and Technology
 
11:45 NETWORKING LUNCH
 
1:00 FinTech Sandbox - Mini Demos
Join us for a unique experience of exploring the emerging technologies changing today’s financial services industry, powered by FinTech Sandbox. FinTech Sandbox is a Boston-based nonprofit that helps FinTech entrepreneurs build great products by getting them access to financial data and facilitating connections within the financial services industry.
 
1:45 FinTech for Reducing Operational and Regulatory Risk
  • Data governance and enterprise data management
  • Reducing risks when communicating investment results
  • FinTech use by regulators and the impact on asset managers
  - Thusith Mahanama, CEO, Assette
  - David Blaszkowsky, MD of Financial Semantics
  - Dmitry Chesnokov, Assistant Director - Supervisory Attorney and Senior Technology Officer for the US Securities and Exchange Commission's Office of Compliance Inspections and Examinations
 
2:30 BREAK
 
3:00 The Evolution of Robo-Advisors
  - John Danahy, Head of Digital Managed Accounts Solutions, Fidelity Investments
  - Jason Goldlist, General Manager, Wealthsimple
 
3:45 Closing Remarks - Future State of the Investment Profession
  - Dan Fasciano, CFA, CAIA, Managing Director, BNY Mellon Wealth Management
                                           Presidents Council Chair, CFA Institute
 
 
 
 
 
 
 
 

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