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Preview: Family Office Fintech Summit, March 17

Editorial Staff, March 2, 2020


One of the major points in this new organization's conference calendar, and a marquee event for the family offices and technology sector, is held in New York on March 17. Many of the topics in these pages will be discussed during the day.

Practitioners from the North American family offices sector will come up against those in technology to discuss forces changing the industry at a Family Wealth Report summit this month.

Meeting on March 17 at the Convene Center, 101 Park Avenue in New York City, senior figures from a spread of institutions will discuss how to make the best use of technology to make family offices more nimble and efficient, and ultimately deliver best value for clients. The program moves from high-level strategy all the way down to the fast-moving field of crypto currencies and emerging digital developments. 

The team at FWR know from past experience that these events generate tremendous discussions and chances for people to swap ideas, forge new connections and find partners. As part of the program, a number of firms will be pitching their wares and services in a set of tech demos in the morning and afternoon segments. 

Topics to be discussed include cybersecurity, privacy, and managing your digital exhaust; technology design for a frictionless family office, measuring impact to separate fact from fiction, bitcoin, fintech investment trends and navigating the family office fintech ecosystem. 

Gregory Zuckerman, special writer at the Wall Street Journal and author will give a talk about his recent bestseller The Man Who Solved The Market: How Jim Simons Launched the Quant Revolution.

Also speaking at the conference are Logan Allin, general partner, Fin VC; Gregg Schoenberg, managing partner, Wescott Capital Inc; Kevin Hulbert, member of the President’s Intelligence Advisory Board; Peter Bruce-Clark, partner, Social Impact Capital; Tim Ferguson, co-founder, Tilt Investments; Paul Freeland, head of sales and service, SEI Archway; Douglas Fritz, founder and president, F2 Strategy; Robert Kirby, COO and managing director, Kemnay; Jay Lipman, co-founder and president, Ethic; Edward Marshall, managing director, Boston Private; Tania Neild, CTO and owner, InfoGrate; Elizabeth Préfontaine, founder, Octonomics; Danielle Roseman, managing director, Truvvo Partners; Carolina Salazar, partner and director of reconciliation and technology, WE Family Offices.

Featured sponsors of the program are SEI Archway, Zenith, Rockit Solutions, Accusource, AgilLink by Datafaction, Canoe Intelligent Data Solutions, d1g1t; FundCount; Northern Trust; Oakbrook Solutions; PCR; Private Wealth Systems; Redblack, Sage Intacct, and SS&C.

To find out more about the event please click on this link. It gives details on registration, the speakers' biographies, agenda and location. 

"We look forward to the 5th edition of this event, which brings together various stakeholders in this dynamic ecosystem at the intersection of efficiency, investment, digital experience and risk management – all top of mind themes for private and multi family offices. We are confident this will be a productive day for all participants," Adriana Zalucka, publisher of FWR, said.

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