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6th Family Office FinTech Summit 2021

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Schedule

· Sessions
Summit welcome & Opening remarks: Pandemic as the driver of a paradigm shift
Introduction of this year’s program, partners and the event platform from the Family Wealth Report Team & keynote by SEI’s Natalie Peters
Natalie Peters Stephen Harris Adriana Zalucka Theodora Viney
2021-05-04T10:00:00Z 2021-05-04T10:20:00Z America/New_York Summit+welcome+%26+Opening+remarks%3A+Pandemic+as+the+driver+of+a+paradigm+shift https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking Break
Visit our partners and meet your peers
2021-05-04T10:15:00Z 2021-05-04T10:35:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Networking
Expo & Networking Break
Visit our partners and meet your peers
2021-05-04T10:20:00Z 2021-05-04T10:35:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Making family office work in the digital sphere post-COVID
Operations in a post-pandemic world, challenges bringing people back into the office and striking a balance in remote vs. in person.
Sergei Bourlatskii Bob Oros Allyson Stewart-Allen Richard Chen Dennis Mangalindan
2021-05-04T10:35:00Z 2021-05-04T11:15:00Z America/New_York Panel+discussion%3A+Making+family+office+work+in+the+digital+sphere+post-COVID https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Safeguarding data privacy: a vital fiduciary duty for family offices
Legal, reputational issues, digital estate planning, cybersecurity best practices, creating safe client spaces.
Steve Locke Bill Wyman Antonis Patrikios Doris Bonora
2021-05-04T11:15:00Z 2021-05-04T11:55:00Z America/New_York Panel+discussion%3A+Safeguarding+data+privacy%3A+a+vital+fiduciary+duty+for+family+offices https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Technology demonstrations Round 1
SEI, SS&C Technologies, Bill.com, Way2B1
Darren Berkowicz Carl Krass Brandon Roth Marissa Frizzell
2021-05-04T11:55:00Z 2021-05-04T12:20:00Z America/New_York Technology+demonstrations+Round+1 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Technology demonstrations Round 2
ETON Solutions, Sage Intacct, Northern Trust, Summitas
Kelly Gonyea Bill Wyman Mary Timmons Allen Wilson
2021-05-04T12:20:00Z 2021-05-04T12:45:00Z America/New_York Technology+demonstrations+Round+2 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Peer discussion: Making family office work in the digital sphere
Join to talk to your peers about today’s topics
Edward Marshall Richard Chen Sergei Bourlatskii Doris Bonora Joseph Reilly Carol Kaufman
2021-05-04T12:45:00Z 2021-05-04T13:15:00Z America/New_York Peer+discussion%3A+Making+family+office+work+in+the+digital+sphere https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking
Visit our partners and meet your peers
2021-05-04T13:15:00Z 2021-05-04T13:45:00Z America/New_York Expo+%26+Networking https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: ESG and impact in portfolios and giving vehicles
Technology’s role in unpacking complexities: understanding issue areas, building portfolios, supporting due diligence and reporting.
Jules Pulda Lisa Hayles Susan Winer Jennifer Astone
2021-05-05T10:00:00Z 2021-05-05T10:45:00Z America/New_York Panel+discussion%3A+ESG+and+impact+in+portfolios+and+giving+vehicles https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Why family offices are doubling down on FinTech companies
Emerging trends, compelling sub-verticals against mandate, family office considerations and predictions.
Ulrike Hoffmann-Burchardi Logan Allin David Teten Anna Garcia Carole Crawford
2021-05-05T10:45:00Z 2021-05-05T11:25:00Z America/New_York Panel+discussion%3A+Why+family+offices+are+doubling+down+on+FinTech+companies https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Cryptocurrency & digital assets 101
Drivers of this market, incorporating digital assets into portfolios, operational and environmental concerns.
Tom Burroughes Sinead Colton Grant Anatoly Crachilov
2021-05-05T10:45:00Z 2021-05-05T11:25:00Z America/New_York Panel+discussion%3A+Cryptocurrency+%26+digital+assets+101 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking Break
Visit our partners and meet your peers
2021-05-05T11:25:00Z 2021-05-05T11:40:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Networking
Networking break
2021-05-05T11:25:00Z 2021-05-05T11:40:00Z America/New_York Networking+break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Technology demonstrations Round 1
ETON Solutions, Sage Intacct, Bill.com, Way2B1
Kelly Gonyea Carl Krass Allen Wilson Brandon Roth
2021-05-05T11:40:00Z 2021-05-05T12:05:00Z America/New_York Technology+demonstrations+Round+1 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Technology demonstrations Round 2
SEI, SS&C Technologies, Northern Trust, Summitas
Darren Berkowicz Bill Wyman Mary Timmons Marissa Frizzell
2021-05-05T12:05:00Z 2021-05-05T12:30:00Z America/New_York Technology+demonstrations+Round+2 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Peer discussion: Drivers of technological change & investment opportunities
Join to talk to your peers about today’s topics
Jules Pulda Tom Burroughes Jennifer Astone Carole Crawford Susan Winer Logan Allin David Teten Joseph Reilly Carol Kaufman
2021-05-05T12:30:00Z 2021-05-05T13:00:00Z America/New_York Peer+discussion%3A+Drivers+of+technological+change+%26+investment+opportunities https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking
Visit our partners and meet your peers
2021-05-05T13:00:00Z 2021-05-05T13:30:00Z America/New_York Expo+%26+Networking https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Welcome to day 3
Welcome to Day 3 & Family Wealth Report Awards 2021 - Winner Announcement
Stephen Harris Adriana Zalucka Theodora Viney
2021-05-06T10:00:00Z 2021-05-06T10:15:00Z America/New_York Welcome+to+day+3 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Selecting a solution and due diligence (vendor perspectives)
Jon discusses how to select new tech: establishing goals, different solutions and needs, best-of-breed vs all-in-one, types of vendors and scenarios
Steve Edelman Ben Collins Jonathan North Steve Leivent
2021-05-06T10:15:00Z 2021-05-06T11:00:00Z America/New_York Panel+discussion%3A+Selecting+a+solution+and+due+diligence+%28vendor+perspectives%29 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking Break
Visit our partners and meet your peers
2021-05-06T11:00:00Z 2021-05-06T11:15:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Networking
Expo & Networking
2021-05-06T11:00:00Z 2021-05-06T11:15:00Z America/New_York Expo+%26+Networking https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Panel discussion: Making your technology work - plans, processes and people (client perspectives)
What made your operation resilient throughout the pandemic; Moving forward: designing processes for resiliency and flexibility; Examples of technology tools
Catherine McCormick Vikram Chugh Rusdi Sumner Anna Sears Tania Neild
2021-05-06T11:15:00Z 2021-05-06T12:00:00Z America/New_York Panel+discussion%3A+Making+your+technology+work+-+plans%2C+processes+and+people+%28client+perspectives%29 https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking Break
Visit our partners and meet your peers
2021-05-06T12:00:00Z 2021-05-06T12:15:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Networking
Expo & Networking Break
2021-05-06T12:00:00Z 2021-05-06T12:15:00Z America/New_York Expo+%26+Networking+Break https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Sessions
Peer discussion: Selecting solutions and making them work: plans, processes and people
Tania and Jon consolidate the vendor and client perspectives, share take-aways and answer your questions.
Rusdi Sumner Anna Sears Vikram Chugh Catherine McCormick Tania Neild Jonathan North
2021-05-06T12:15:00Z 2021-05-06T12:45:00Z America/New_York Peer+discussion%3A+Selecting+solutions+and+making+them+work%3A+plans%2C+processes+and+people+ https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)
· Expo
Expo & Networking
Visit our partners and meet your peers
2021-05-06T12:45:00Z 2021-05-06T13:15:00Z America/New_York Expo+%26+Networking https%3A%2F%2Fhopin.com%2Fevents%2F6th-family-office-fintech-summit-2021 Hosted virtually on Hopin (link in the description)

Speakers

Jules Pulda

Impact Analyst at Ballentine Partners, LLC

Edward Marshall

Global Head, Family Office and HNW Group at Dentons

Carole Crawford

Managing Partner, fincap360 | Chair 100WFinTech | Fintech 2.0 | Family Office

Joseph Reilly

CEO Circulus, Family Office Advisor, Director of The Inheritance Project

Kelly Gonyea

Senior Solution Consultant at Sage Intacct, Inc.

Darren Berkowicz

Managing Director at SS&C Technologies

Catherine McCormick

Tax Manager at Pisces, Inc

Carl Krass

Business Development at Way2B1

Ulrike Hoffmann-Burchardi

Senior Portfolio Manager, TUDOR Investment Corporation

Brandon Roth

Sr. Manager, Technical Marketing at Bill.com

Allen Wilson

President at Eton Solutions LP

Lisa Hayles

Investment Manager at Trillium Asset Management

Allyson Stewart-Allen

Advisor, Author, Broadcaster, Speaker, Educator, Non-Executive Director

Bob Oros

Chairman and CEO Hightower

Sergei Bourlatskii

CEO & COO Ananta Family Office

Richard Chen

Attorney Who Counsels Wealth Management Professionals on Compliance & Legal Issues

Steve Locke

Chief Information Security Officer at Northern Trust Corporation

Dennis Mangalindan

Vice President - Business Development at SEI Family Office Services

Marissa Frizzell

Sales Director at SEI Family Office Services

Steve Edelman

Managing Director | Institutional Relationships at SEI Family Office

Ben Collins

Senior Director, Financial Services Industry Marketing at Sage Intacct, Inc.

Vikram Chugh

Chief Operating Officer at Robertson Stephens

Natalie Peters

Director of Investor Relations, Family Office Services, SEI

Anna Sears

Principal at The St. Louis Trust Company

Rusdi Sumner

Leader, Sales Specialist, Problem Solver, Market Street Trust

Anna Garcia

Early Stage VC; Capital Markets Expert

Sinead Colton Grant

Deputy Chief Investment Officer and Head of Equities at BNY Mellon Wealth Management

David Teten

Founder, Versatile Venture Capital

Doris Bonora

Partner and Head of Wills and Estates Group at Dentons

Jennifer Murtie

Partner and Head of High Net Worth Practice at Ballentine Partners, LLC

Logan Allin

Managing General Partner & Founder, FinVenture Capital

Antonis Patrikios

Partner, Privacy & Cybersecurity, Dentons

Mary Timmons

Practice COO, Global Family and Private Investment Offices at Northern Trust Corporation

Jennifer Astone

Principal at Integrated Capital Investing

Bill Wyman

CEO at Summitas

Susan Winer

Chief Operating Officer, Strategic Philanthropy, Ltd.

Steve Leivent

Co-General Manager, SS&C Advent

Theodora Viney

Family Wealth Report

Adriana Zalucka

Business Development Director, Family Wealth Report

Anatoly Crachilov

Founding Partner & CEO, Nickel Digital Asset Management

Jonathan North

Head of Products, 4Pines Fund Services

Stephen Harris

CEO, ClearView Financial Media, Publisher of Family Wealth Report

Tom Burroughes

Group Editor, ClearView Financial Media, Publisher of Family Wealth Report

Tania Neild

CTO and Owner, InfoGrate

Carol Kaufman

Inventor of Pinventory® , HR and organizational Consultant for Entrepreneurs

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Family Wealth Report

The Awards program for the Family Office and Wealth Management Industry and their providers

SEI

Wealth Management Technology and Outsourced Service Solutions for Family Offices and Financial Institutions

Northern Trust

Northern Trust Family Office Technology Solutions

Sage Intacct

Leading Cloud Financial Management and Accounting Software for the Multi-Family Office

Bill.com

Manage your family office and high-net-worth clients with greater confidence

Eton Solutions

An integrated platform for the family office

Way2B1

Simplify your complex life. Connect people, information, and services in one secure platform.

Black Diamond Wealth Platform

Connecting the dots of your practice so you can connect with your clients.

SS&C Technologies

Come visit the SS&C Technologies stand to speak to our experts on solutions for your Family Office needs.

The TM Group, Inc.

Empowering Organizations And People With Technology

Pinventory

Know what you have and access it any time. Your home inventory is the best insurance for your insurance and estate planning!

Summitas

Organize. Protect. Share. All from one place.