SEPTEMBER 05, 2024
- 7:30 AM - 3:30 PM
- ST. JULIEN HOTEL AND SPA IN BOULDER, COLORADO
Breakfast and Coffee Bar
Welcome
Rob Pettman
TIFIN President and CRO
Where are we in the AI innovation cycle?
TIFIN Board Member and CEO, ARK Investment Management
Samantha Davison
CMO, TIFIN AG
The Future of Wealth
CEO and Chairman, TIFIN
AI Adoption - Observations, Opportunity and Hurdles
EVP, Group Business Leader for Spend, Invest, Protect and Save, SoFi
CEO, Morningstar
Founder and Managing Partner, Motive Partners
Anil Arora
TIFIN Board Member and Former Vice-Chairman, Envestnet
Innovation within Incumbents - Areas of Strategic Interest and Challenges
EVP, Head of New Business Ventures, SEI
CEO SandHill East; Former Group CTO, UBS
CEO, TIFIN Sage
How does the macro support the innovation cycle?
TIFIN Board Member; Professor and Former Dean at Columbia Business School; Former Chairman of the U.S. Council of Economic Advisers
Is it finally time for the INDIA Opportunity?
Vice-Chair, DSP Asset Management
Co-Founder and Executive Vice-Chair, Avendus
Tom Tinsley
TIFIN Board Member and Former Partner, General Atlantic
Big Tech, Fintech and Financial Services: How might they converge?
TIFIN Board Member and Sway Ventures; Former CEO, Emotient
Global Head of Franklin Strategic Ventures
Marc McDonough
CEO, TIFIN@Work
Summary of Ideas and Takeaways
TIFIN President and CRO
AT THE ST. JULIEN HOTEL
IN THE HEART OF BOULDER
