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Monday, October 22 • 2:40pm - 3:50pm
The Democratization of Financial Advice

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Hear from some of revolutionary CEOs driving the transformation of the wealth management industry. The companies they lead are responding to a new generation of investors that prefer digital solutions, demand convenience and desire transparency and control over their finances. In this curated series of presentations and interviews, learn how these innovative companies are leveraging advances in technology to meet changing customer needs and provide more people with access to investment strategies and advice that has been traditionally reserved only for high net worth individuals.

Moderator
avatar for Catherine Berman

Catherine Berman

Co-Founder & CEO, CNote
Catherine Berman is the CEO and Co-founder of CNote, an impact investment platform delivering competitive returns by investing in women, minorities and low-income communities across America. She’s a three-time entrepreneur with experience building scalable businesses. Her last startup... Read More →

Speakers
avatar for Maya Chorengel

Maya Chorengel

Senior Partner, Impact, Financial Services Sector Lead, The Rise Fund, TPG Global
Ms. Chorengel is Senior Partner, Impact, and the Financial Services Sector Lead at The Rise Fund. The Rise Fund is committed to achieving social and environmental impact alongside competitive financial returns by partnering with creative entrepreneurs to build successful businesses... Read More →
avatar for Jeffrey Cruttenden

Jeffrey Cruttenden

Co-Founder & CEO, SAY
Jeffrey Cruttenden is the co-founder of SAY, a technology platform for open communication between companies and their owners. SAY is transforming stock ownership by connecting shareholders to each other and empowering them to access their full ownership rights. The idea was born at... Read More →
avatar for Noah Kerner

Noah Kerner

CEO, Acorns
Born in New York City’s East Village, Noah Kerner got involved with Acorns two months after launch as an adviser, investor, board director and then CEO. His background is colorful: 3X entrepreneur, Co-author of "Chasing Cool” with the former CEO of Barneys, and former DJ for Jennifer... Read More →
avatar for Theodora Lau

Theodora Lau

Founder, Unconventional Ventures
Theodora (Theo) Lau is an innovator and technologist, whose work seeks to spark innovation to improve consumer financial well-being and health. She focuses on developing and growing an ecosystem of financial institutions, corporates, entrepreneurs, and venture capitalists to better... Read More →
avatar for Jay Shah

Jay Shah

CEO, Personal Capital
Jay Shah, as founding executive member and current CEO of Personal Capital, shaped the pioneering digital wealth management company into what it is today. With more than 20 years of experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon... Read More →


Monday October 22, 2018 2:40pm - 3:50pm
The Vault at Titian Ballroom, Level 2