8:00 – 9:00 a.m.
Breakfast / Registration
9:00 – 9:30 a.m.
The Rise of Augmented Analytics and Data Literacy in Financial Services
+ Speakers
Mike CaponeCEO, Qlik
9:35 – 10:25 a.m.
VC / PE Perspectives – A Lay of the Land
+ Speakers
Garrett DeNinnoSenior Vice President, Raymond James (Moderator)
Chris MitchellManaging Director, Spectrum Equity
Nick BeimPartner, Venrock
Scott FeldmanManaging Director, Susquehanna Growth Equity
Todd MacLeanManaging Partner, Silversmith Capital Partners
10:30 – 11:20 a.m.
All Inclusive Perspectives on Financial Inclusion
+ Speakers
Paul MeinshausenData Scientist in Residence, Montane Ventures (Moderator)
Sophie BenbenekHead of Data Science, TrueAccord
Habib AdamNorth American Data Scientist, TransferWise
David SnitkofCo-Founder & Chief Analytics Officer, Orchard Platform
Mark HookeyFounder & CEO, DemystData
11:25 – 12:15 p.m.
A New Era of Product Development with Personal Financial Data
+ Speakers
Eytan BensoussanFounder & CEO, NorthOne (Moderator)
Poulomi DamanyVice President, Data Products, Credit Karma
Craig SnodgrassChief Data Officer, Cardlytics
Kevin Novak Chief Data Officer, Tala
12:15 – 1:00 p.m.
Lunch
1:00 – 1:10 p.m.
The Data Avalanche and its Impact on the Financial Services Industry
+ Speakers
Didi GurfinkelCo-Founder & CEO, DataRails
1:15 – 1:45 p.m.
Innovating For the Future
+ Speakers
James RhodesChief Data Officer, Morningstar
1:50 – 2:40 p.m.
Advising the Advisors
+ Speakers
Bob HerrmannPresident & CEO, Discovery Data (Moderator)
Aaron KleinCEO, Riskalyze
Mark Trousdale Chief Marketing Officer, InvestCloud
Ed O’BrienCEO, eMoney Advisor
2:45 – 3:35 p.m.
The Best of the Best in Financial Advisory Data Analytics
+ Speakers
Greg NeufeldPartner, ValueStream Ventures (Moderator)
Gary Lotts AVP, Enterprise Data & Insight Platforms, USAA
Beaumont VanceDirector of the Analytics Center of Excellence, TD Ameritrade
Hamilton FarisHead of Enterprise Data & Analytics, Northwestern Mutual
3:40 – 4:10 p.m.
Analytics, Innovation and Disruption
+ Speakers
Amir OradCEO, Sisense
4:10 – 4:30 p.m.
Networking Break
4:30 – 5:00 p.m.
AI and Digital Disruption in Wealth Management
+ Speakers
Robert StanichGlobal Banking & Financial Markets Offering Manager, IBM
5:05 – 5:35 p.m.
Data Behaving Well
+ Speakers
James GuszczaChief Data Scientist, Deloitte Consulting
5:45 – 6:45 p.m.