See What Financial Services is Talking About
Thought-provoking sessions led by a roster of visionary speakers.
Every Critical Conversation Happens Here
Our 20th Anniversary agenda celebrates where we’ve been, how far we’ve come, and where we’re going.
Monday, Jan 22 Agenda
Agenda Coming Soon!! 10:00am Session time
Agenda Coming Soon!! 11:00am Session time
Tuesday, Jan 23 Agenda
Agenda Coming Soon!
Wednesday, Jan 24 Agenda
Agenda Coming Soon!
Thursday, Jan 25 Agenda
Agenda Coming Soon!
Featured Speakers - More to Be Announced Soon
Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.
Kunal Kapoor, CFA
Chief Executive Officer
Morningstar
Robb Baldwin
President and CEO
TradePMR
Gerard Michael
President, Co-Founder
Smartleaf
Rich Cancro
Chief Executive Officer
AdvisorEngine