8:00 – 8:45 a.m.

Breakfast / Registration


8:45 – 8:55 a.m.

Opening Remarks


9:00 – 9:30 a.m.

Visualizing the Future

+ 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)
  • Brandon WrightCEO & Co-Founder, Cognical
  • 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, Ferst Digital (Moderator)
  • Poulomi DamanyVice President, Data Products, Credit Karma
  • Craig SnodgrassChief Data Officer, Cardlytics
  • Kevin Novak Chief Data Officer, Tala

12:15 – 1:15 p.m.

Lunch


1:15 – 1:45 p.m.

Invigorating an Icon – It’s Morning in America

+ 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
  • John WiseChairman & CEO, 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)
  • Eric SmithChief Data & Analytics Officer, USAA
  • Beaumont VanceDirector of the Analytics Center of Excellence, TD Ameritrade
  • Hamilton FarisHead of Enterprise Data & Analytics, Northwestern Mutual

3:40 – 4:20 p.m.

Analytics, Innovation and Disruption

+ Speakers

  • Amir OradCEO, Sisense

4:20 – 4:35 p.m.

Networking Break


4:35 – 5:05 p.m.

Keynote Presentation

+ Speakers

  • Robert StanichGlobal Banking & Financial Markets Offering Manager, IBM

5:10 – 5:40 p.m.

Data Behaving Well

+ Speakers

  • James GuszczaChief Data Scientist, Deloitte Consulting

5:45 – 7:45 p.m.

Networking Reception