Fintech Series: Digital Wealth Management in the Robo-Advisor Era
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Fintech Series: Digital Wealth Management in the Robo-Advisor Era

3/30/2017
When: Thursday, March 30
From 4:30pm until 7:00pm
Where: Lending Club
595 Market Street
2nd Floor
San Francisco, California  94105
United States
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Digital Wealth Management in the Robo-Advisor Era

 

If we could look at the digital wealth landscape 3 to 5 years from now, who will stay and who will go? Faced with high customer acquisitions costs, competition from existing financial institutions, and low average account balances, what does it take for robo-advisors to be sustainable and profitable? Do asset managers and wealth management firms see robo-advisors as an opportunity or a threat? How will the DOL Fiduciary rule (as currently proposed) help or hurt the robo-advisor cause?

 

In our first CFASF FinTech panel discussion, we expect a lively discussion with our selected group of panelists to get their perspectives on the current state of digital wealth and what the future holds.

 

Panelists:

Min Zhang, CFA is CEO and co-founder of Totum Wealth.  Min brings over 10 years of institutional investing experience to transform wealth management.  Previously, Min was Director of Investment Risk Management at Pacific Life and VP in Asset Allocation Product Management at PIMCO.  She also worked at Causeway Capital to create quantitative equity strategies, and at Nutmeg.com to build automated recommendation algorithms.  In addition to fintech, Min is passionate about causes that help build human capital, including education, mental wellness, entrepreneurship, personal development, and reducing inequality.  Min was selected as a Women Worth Watching 2016 Award Winner by the Profiles in Diversity Journal, and Top 10 to Watch in 2017 by the Wealth Management magazine. Min earned an MBA from Stanford Graduate School of Business and a bachelor’s degree in Computer Science and Economics with Honors from Dartmouth College. 

Joe Cianciolo is Head of Sales and Business Development for BlackRock’s FutureAdvisor business.  He leads the team responsible for strategy, negotiations, and relationship management with partner financial institutions for the distribution of FutureAdvisor’s white-labeled capabilities to partners’ advisors and end-customers.  Joe joined FutureAdvisor in 2013 and was among the firm’s first ten employees. Prior to joining FutureAdvisor, he led business development efforts for SecondMarket (acquired by Nasdaq), a venture-backed company that delivered liquidity for shareholders of top-tier private technology companies.  Earlier in his career, Joe was an investment banker at both Thomas Weisel Partners and Allen & Company focusing on M&A and IPO advisory work for technology companies. Joe earned a Bachelor of Science degree in Economics from Pennsylvania State University, as well as an MBA from the Smeal College of Business at Pennsylvania State University.

Rick Frisbie is the Chief Executive Officer of RobustWealth, a firm funded by investment advisors and institutional venture capital, offering private-label services, exclusive commitment to the advisor channel, and an institutional-quality investment platform. Rick most recently served as Executive Vice President for Franklin Templeton’s multi-asset and alternative businesses. Prior to these positions, Rick served as Chief Administrative Officer, where his responsibilities included acquisitions and strategic planning. As President of Franklin Templeton's Retirement Division, he led the buildout of a business with over $100 billion in assets under management. Rick currently serves on the Board of the San Francisco 49ers Foundation. He earned his MBA from Georgetown University's McDonough School of Business, and a BA from the University of Virginia.

Simon Roy is President of Jemstep and has overall responsibility for business development, sales and services. Mr. Roy oversees corporate strategy and manages the investment systems function, which develops and maintains sophisticated financial modeling applications that support investment decision-making on the Jemstep platform. Mr. Roy has more than 20 years of experience serving as an investor in, consultant to and chief executive officer (CEO) of several technology companies. Prior to joining Jemstep, he served as CEO of a start-up, Accrue Software, which was subsequently listed on the Nasdaq. Prior to that, Mr. Simon served as a senior consultant with McKinsey & Company, serving the financial services industry. Mr. Roy holds an MBA in finance with distinction from University of Pennsylvania – The Wharton School.

 

Moderator:

Drew Voros is editor-in chief for ETF.com, where he supervises its media properties including ETF.com, ETF Report and newsletters. He has more than 25 years of experience in journalism, including serving as the longtime business editor for the Oakland Tribune and sister papers of the Bay Area News Group, as well as covering public entertainment companies for Hollywood trade papers Daily Variety and Variety. Drew is a graduate of the University of Southern California.

 

 


This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.


Cancellation Policy: Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.