Featured Speakers

Matt Alfieri
Matt Alfieri
Partner
Centana Growth Partners
Frank Anguiano
Frank Anguiano
Head of Investment Products
UBS
Kapil Bansal
Kapil Bansal
Managing Director, Global Head of Business Architecture, Data Strategy and Analytics
DTCC
AJ Boury
AJ Boury
COO
TIFIN Wealth
Harald Collet
Harald Collet
CEO & Cofounder
Alkymi
Darlene DeRemer
Darlene DeRemer
Managing Partner
Grail Partners LLC
Michelle Dunstan
Michelle Dunstan
Chief Responsibility Officer
Janus Henderson Investors
Brian Fagen
Brian Fagen
Managing Director and Co-Head of Americas Cash Equities Markets
BNP Paribas
Evan Fire
Evan Fire
COO
Pzena Investment Management, LLC
Alvaro Fraguas
Alvaro Fraguas
Director
Bank of America
Elias Ghanem
Elias Ghanem
Global Head of Capgemini Research Institute for Financial Services
Capgemini
Daniel Gutman
Daniel Gutman
Vice President, Platform Strategy
Prudential
Mike Harrington
Mike Harrington
Head of Client Relationships
Citadel Execution Services
Erin Heide
Erin Heide
Director of Responsible Investing - Research & Strategy
Mackay Shields LLC
Marissa Herr
Marissa Herr
VP, Head of Technology Consulting
Fidelity
Susan Joyce
Susan Joyce
Head of Municipals Trading & FI Market Structure
AllianceBernstein
Nitesh Kadakia
Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch
Markus Lammer
Markus Lammer
COO Ultra High Net Worth & Global Lending
Credit Suisse, UBS Group
Michael Liersch
Michael Liersch
Head of Advice and Planning, Wealth & Investment Management
Wells Fargo
Chris Margraf
Chris Margraf
Sr. Program Manager, Program Management Office
Allspring Global Investments
Frank McAleer
Frank McAleer
Senior Vice President, Wealth Planning
Raymond James
Chris Napoli
Chris Napoli
Head of Wealth & Asset Management
Snowflake
Paige Nelson
Paige Nelson
VP and Senior Manager
Capital Group
Stan O'Marra
Stan O'Marra
Data Transformation and Governance Leader
N/A
Dave Odenath
Dave Odenath
Global Head of Quantitative Investment Solutions (QIS)
HSBC
Robert Paisley
Robert Paisley
Industry Director for Banking and Insurance
SS&C Blue Prism
Andrew Pritti
Andrew Pritti
Senior Vice President
Neuberger Berman
John Ramsay
John Ramsay
Chief Market Policy Officer
IEX Exchange
Amanda Robinson
Amanda Robinson
Vice President, Portfolio Solutions
Fidelity
Bill Sappington
Bill Sappington
EVP - Banking and Lending Solutions
LPL Financial
Paramita Sarkar
Paramita Sarkar
Head of Product Strategy, Insurance and Annuities, ESG, Performance Reporting and Analytics
Ameriprise Financial
Joram Siegel
Joram Siegel
MD, Head of Fixed Income Outsourced Trading
Cowen
Peter Stanton
Peter Stanton
CEO
Advisor Credit Exchange
Jon Stevenson
Jon Stevenson
Head of Wealth Management
MoneyLion Inc
Allison Tanenbaum
Allison Tanenbaum
MD and Global Head of Trading Operations
Apollo Global Investment
Sarah Tipple
Sarah Tipple
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
James Viceconte
James Viceconte
Head of Investment Product
Citizens Bank
Greg Vigrass
Greg Vigrass
CEO
Financial Trust Asset Management
Raghvender (Arni) Arni
Raghvender (Arni) Arni
Customer Acceleration Team (CAT) Lead
Amazon Web Services

Event Chairs and Moderators

Lisa Asher
Lisa Asher
Strategic Advisor
Datos Insights
Andrew Besheer
Andrew Besheer
Director of Wealth Management
Datos Insights
David Himmel
David Himmel
Associate
Datos Insights
Vinod Jain
Vinod Jain
Strategic Advisor
Datos Insights
Colby Jenkins
Colby Jenkins
Strategic Advisor
Datos Insights
Sang Lee
Sang Lee
Head of Products and Strategy
Datos Insights
Gavin Little-Gill
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Datos Insights
Wally Okby
Wally Okby
Strategic Advisor
Datos Insights
Adler Smith
Adler Smith
Advisor
Datos Insights

Interested in speaking at this event?
Please email [email protected] for more information on our speaking opportunities.