Agenda
All times listed in Eastern Time
11:00AM
11:45AM
The Intelligent Financial Life
Bill Crager, CEO, Envestnet
11:45AM
12:15PM
Envestnet Solutions Roadmap
Tom Sipp, Group Head, Envestnet
Dana D'Auria, Co-CIO, Envestnet
12:15PM
12:45PM
Impact of Analytics in the Financial Services Industry
Farouk Ferchichi, Chief Data & Analytics Officer
Stuart DePina, President
1:00PM
2:00PM
Main Street vs. Wall Street: Back to Basics
1:00PM
1:30PM
How to Deliver Personalized Portfolios at Scale
1:00PM
1:45PM
Envestnet | Tamarac Roadmap
1:30PM
2:00PM
Think you know Analytics? Meet the Envestnet Recommendations Engine
2:00PM
3:00PM
Invest with IMPACT
2:00PM
3:00PM
Misunderstood and Unconvinced: How to Successfully Engage Female Investors
2:00PM
2:30PM
Tax Overlay Services
2:00PM
2:30PM
Envestnet | MoneyGuide Roadmap
2:30PM
3:00PM
Show Me the Data: Recommendations on a Holistic Picture of Your Business
3:00PM
3:30PM
The Future of AI and Automation in Financial Services
Drew Propson, World Economic Forum
11:00AM
11:30AM
Enabling Equality Through Financial Education
Tyrone Ross, Jr., Onramp Invest
11:30AM
12:15PM
Envestnet Platform Roadmap
Molly Weiss, Head of Wealth Product
Kevin Hong, SVP Product Managemen
Daran Becker, SVP, Wealth Product
12:15PM
1:15PM
Fixed Income: Same Song, Different Dance
12:15PM
1:00PM
Misunderstood and Unconvinced: How to Successfully Engage Female Investors
12:15PM
12:45PM
How to Deliver Personalized Portfolios at Scale
12:45PM
1:15PM
Empower Your Advisors with Best In Class Insights for Home Offices
1:30PM
2:30PM
Model Portfolios: Build It or Buy It – That is the Question
1:30PM
2:30PM
Advisor Services Exchange Practice Management Session
1:30PM
2:00PM
How to Deliver Personalized Portfolios at Scale
2:00PM
2:30PM
How Some of the Most Successful RIAs are Using Analytics to Grow Their Business
2:30PM
3:00PM
Envestnet | MoneyGuide Roadmap
2:30PM
3:00PM
How to Deliver Personalized Portfolios at Scale
3:00PM
3:30PM
A New Category in Financial Services
Dani Fava, Head of Strategy, Envestnet
11:00AM
11:30AM
Winning the Future: A CIO’s Perspective
Dana D'Auria, Co-CIO, Envestnet
Rick Rieder, Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Team, BlackRock
11:30AM
12:30PM
The Best of Both: Cost Effective Active Management with Strategic Beta
11:30AM
12:00PM
Private Wealth Consulting
11:30AM
12:00PM
Finding Opportunities in Your Plan Analytics
12:00PM
12:30PM
Introducing Sallus
12:00PM
12:30PM
Envestnet | MoneyGuide Roadmap
1:00PM
2:00PM
Build Your Business for the Future
1:00PM
1:30PM
Insurance Exchange
1:00PM
1:30PM
Bitcoin: A Digital Monetary System
1:30PM
2:00PM
Envestnet Retirement Solutions
2:00PM
3:00PM
Advisor Services Exchange Practice Management Session
2:00PM
3:00PM
Practice Management Session
3:00PM
3:30PM
The Great ReWrite
Leonard Brody
© 2008 - Envestnet. All rights reserved.
This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.