WealthTech 2018

Thursday, June 28th 

Chicago, IL

WealthTech 2018

Thursday, June 28th 

Chicago, IL


The world of wealth management is undergoing a profound transformation.

The emergence of technologies in new fields such as artificial intelligence, big data & predictive analytics, and blockchain are changing the investment landscape forever.

At ‘WealthTech 2018' you will hear from experts at leading financial firms discuss disruptive technologies which are making the biggest impact on the wealth management industry and beyond.

- Business Insider Intelligence forecasts that robo-advisors (investment products which include any type of automation) will manage close to $1T by 2020 and $4.6T by 2022.

- Over the past 14 months, blockchain and related startups have raised $4.5B via ICOs versus $1.3B in traditional venture financing worldwide.

- Global WealthTech funding is on track to surpass 2017’s record of $2.5B with over $2B already invested in the 1st quarter of 2018.

Attendees will walk away with key insights including:

- How cutting-edge technologies can empower financial advisors to provide advice that used to be available only to the ultra-wealthy

- How robo-advising and artificial intelligence can significantly improve investment results

- How cryptocurrencies and ICOs may provide an alternative option for both investing and raising capital

Don’t miss out on this golden opportunity to learn more at ‘WealthTech 2018' about the new world of investing and improve your investment performance whether you’re an individual investor, financial advisor, or money manager.


Jack Boyle

VP of Broker Dealer Services, Charles Schwab

Sean Ristau

Director of Exchange Integration & Education, Bcause

Chuck Bohm

Senior VP, ED&F MAN Capital Markets

Tayfun Icten

Senior Manager/Research Analyst, Morningstar

Ramsin Jajoo

Head of Asset Management Solutions, Morningstar

Phil Fornaro

Managing Attorney, Fornaro Law

Tom Mantych

VP/Digital Wealth Consultant, BlackRock

Catherine Clay

VP/Global Head of Information Solutions, CBOE

Julie Armstrong

Global Head of Market Technology Services, CME Group

Brent Traidman

Chief Revenue Officer, Bread

Brad Goodman

PWM - Integrated Solutions, William Blair

Brian Jenkins

Development Director - BusinessBlock. Former CNN anchor/correspondent

Madison Sargis

Associate Director of Quantitative Research, Morningstar

John “Morgan” Slade

CEO, CloudQuant

David Valentine

Head of Investment Banking, Athena Blockchain

Derek Urben

CFO, Coinigy

Brett Ladendorf

Principal Consultant, Omega Edge

Rick Schmehl

Director of Business Development, Morningstar

More Speakers To Be Announced


Steven M. Sears

Sears is the Chief Market Strategist for StratiFi Technologies which helps financial advisors identify and manage hidden risks in a portfolio. In February 2018, he left Barron’s after contributing for 11 years as Senior Editor and Columnist and releasing “The Indomitable Investor: Why a Few Succeed in the Stock Market When Everyone Else Fails.”

Prior to joining Barron’s, he reported for Dow Jones Newswires and The Wall Street Journal. In addition, he played a key role as a member of exchange executive teams that modernized the U.S. options market and introduced electronic trading. Mr. Sears helped to mainstream options trading and contributed to the institutional acceptance of volatility as an asset class similar to stocks and bonds.

The Chicago Board Options Exchange recognized and honored him with naming the CBOE Volatility Index (VIX) as the “fear gauge” that is now universally used to describe VIX. He’s been an industry leader in establishing the VIX as the options market equivalent of the S&P 500 index.



Chicago's FinTech community is brimming with talent and expertise. It is our job to be a resource to take you where you want to go.

We are here to make a difference. We are building a community, a hub where individuals interested in FinTech can learn and contribute. It starts with awareness and education and leads to building solid businesses that grow and prosper. By bringing startups, contacts at large companies and investors looking for opportunities together, we connect the ecosystem to ensure evolution and development.

We've scheduled an exciting and informative programming line up for the afternoon, featuring speakers from multiple companies and industries to discuss the direction of WealthTech. Both Speed and Open Networking sessions are planned so you can meet others and learn from them.

12:45 - 1:30
1:30 - 1:45
- George Vukotich (Founder/CEO of FinTank) - Overview of ‘WealthTech 2018’

- Rick Schmehl (Head of Sales at Morningstar) - ‘Morningstar Welcome’

- David Carman  (Co-Founder/COO of FinTank) - ‘What’s Hot in WealthTech?’
1:45 - 2:15
‘How Robo-Advising is Disrupting WealthManagement’—
- Tom Mantych ( VP - BlackRock)
- Ramsin Jajoo
(Head of Asset Management Solutions - Morningstar)

- Brett Ladendorf
(Principal Consultant - Omega Edge)
2:15 - 2:45
‘How AI Can Enhance Investment Returns’—
- Morgan Slade
(CEO - CloudQuant)

- Jack Boyle
(VP of Broker Dealer Services - Charles Schwab)

- Madison Sargis
(Associate Director of Quantitative Research - Morningstar)

- Brad Goodman
(PWM - Integrated Solutions - William Blair)

- Chuck Bohm
(Senior VP - ED&F MAN Capital Markets)
2:45 - 3:15
3:15 - 3:45
Keynote: 'How Technology Can Increase Profits For Financial Advisors And Their Clients'— Steven M. Sears (Chief Marketing Strategist at StratiFi Technologies/Former Senior Editor & Columnist at Barron’s)
3:45 - 4:15
‘Exchange Perspective on Crypto Investing’—
- Catherine Clay
(VP/Global Head of Information Solutions - Cboe)

- Julie Armstrong
(Global Head of Market Technology Services - CME Group)

- Derek Urben
(CFO - Coinigy)

- Sean Ristau
(Director of Exchange Integration & Education - Bcause)
4:15 - 4:45
'How to Analyze an ICO’—
- Tayfun Icten
(Senior Manager Research Analyst - Morningstar)

- Brent Traidman
(Chief Revenue Officer - Bread)

- Brian Jenkins
(Development Director at BusinessBlock and Former CNN anchor and correspondent)

- Phil Fornaro
(Managing Attorney - Fornaro Law)

- David Valentine
(Head of Investment Banking - Athena Blockchain)
4:45 - 5:45
Speed Networking
5:45 - 6:45
Open Networking


WealthTech 2018 will be hosted at Morningstar.

22 W Washington
7th Floor Auditorium
Chicago, IL 60602

We're excited to welcome you

We're excited to welcome you

Interested in sponsoring, speaking, or exhibiting?


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