Calendar of Events

Upcoming Events


 

InVest 2019

July 16-17, 2019

New York City, NY 


Wealth/Stack

September 8-10, 2019

Scottsdale, AZ


Riskalyze Fearless Investing Summit

October 2-4, 2019

Boston, MA


Family Wealth Investment Strategies Summit

November 21, 2019

New York, NY








 




Past Events


 

Family Office 

Fintech Summit

March 21, 2019

New York, NY 


BISA Annual Convention March 5-8, 2019

Miami, FL 

 

ABA Wealth Management & Trust

February 10-12, 2019 

San Francisco, CA


InVest West 2018

Speaker: Bank Wealth Management State of Play: Leveraging Technology to Accelerate Business Strategy

December 6-7, 2018

San Francisco, CA


ThinkAdvisor Webinar: 

5 Areas AI and Behavioral Tools Can Transform Your Advisory Business

November 29, 2018


InVest 2018

Speaker: AI in Wealth Management

July 10-11, 2018 ​

New York City, NY 


ABA Digital Banking Conference

June 6-8, 2018

Austin, TX


Family Office Fintech Summit 2018

March 13, 2018

New York, NY


BISA Annual Convention March 6-9, 2018 Miami, FL 


ABA Wealth Management & Trust 

February 25-27, 2018  

Austin, TX  

 

InVest 2017
July 11-12, 2017
​New York City, NY

BISA Annual Convention
March 16-18, 2017
Miami, FL

InVest 2016
June 16-17, 2016
​New York City, NY


 MMI Annual Convention April 20-21, 2016 Washington, DC 


 BISA Annual Convention March 16-18, 2016 

Miami, FL 


FinovateEurope
February 9-10, 2016
London, UK​


MMI Annual Convention
April 22-23, 2015
Charlotte, NC​

Bank Innovators Council May Lab Day
May 11, 2015

San Jose, CA​


​FinovateSpring 2015
May 12-13, 2015
San Jose, CA​


InVest 2015
June 18-19, 2015
New York City, NY​


FinovateFall 2015
September 16-17, 2015
New York City, NY

FRA Managed Accounts and UMA Summit
September 28-29, 2015
New York City, NY


Speaking Engagements

We are available for speaking engagements at industry and corporate events.