Speakers

This year’s event features a line-up of dynamic thought leaders from inside and outside of the financial services industry. Expect actionable take-aways that will help your organization thrive in a dynamic environment.

Your Guide and Moderator


Guy Raz
Guy Raz
Award-Winning Reporter, Creator and host of three of the biggest radio programs and podcasts: TED Radio Hour, How I Built This, and the children's science program Wow in the World
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Key Speakers



Mark Albers
Mark Albers
Founder, Albers & Associates Consulting
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Denis Anscomb
Denis Anscomb
CEO, Index.io
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Jason Barsema
Jason Barsema
Co-Founder and President, Halo Investing, Inc.
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Paul Begala
Paul Begala
Political Analyst & Commentator, CNN
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Jeff Bischoff
Jeff Bischoff
Founder and President, Old Greenwich Consultants
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Laszlo Bock
Laszlo Bock
CEO and Founder, Humu; Senior Vice President of People Operations, Google (2006 - 2016)
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Daniel Burrus
Daniel Burrus
Futurist, Innovator, Author
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Laura Carstensen
Laura Carstensen
Fairleigh S. Dickinson Jr. Professor in Public Policy, Professor of Psychology, Director, Stanford Center on Longevity
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Joe Duran
Joe Duran
CEO, United Capital
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Stewart Gross
Stewart Gross
Managing Director, Lightyear Capital
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Chip Heath
Chip Heath
Professor, Stanford Graduate School of Business, Best-Selling Author
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Salene Hitchcock-Gear
Salene Hitchcock-Gear
President, Prudential Advisors
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Sheena Iyengar
Sheena Iyengar
Inaugural S.T. Lee Professor of Business in the Management Division at Columbia Business School
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Jay Lipman
Jay Lipman
Co-Founder, Ethic
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Rajini Sundar Kodialam
Rajini Sundar Kodialam
Co-Founder, Focus Financial Partners
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Richard Lampen
Richard Lampen
President and CEO, Ladenburg Thalmann
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Steven Lockshin
Steven Lockshin
Founder and Principal, AdvicePeriod
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Michael Murphy
Michael Murphy
Political Strategist; Political Analyst, NBC News
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Ed O’Brien
Ed O’Brien
CEO, eMoney Advisor
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Platon
Platon
World-Renowned, Award-Winning Photographer, The New Yorker
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Condoleezza Rice
Condoleezza Rice
United States Secretary of State (2005-2009); Denning Professor in Global Business and Economy, Stanford University
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Danny Rodriguez
Danny Rodriguez
Partner, Lee Equity Partners
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Jon Stein
Jon Stein
Founder and CEO, Betterment
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Todd Thomson
Todd Thomson
Co-Founder and Chairman, Dynasty Financial Partners
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Jase Wilson
Jase Wilson
Founder and CEO, Neighborly
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Fidelity Speakers




Sean Belka
Sean Belka
Head of Fidelity Labs, Fidelity Investments
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David Canter
David Canter
Executive Vice President, Head of the RIA Segment, Fidelity Investments
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Carolyn Clancy
Carolyn Clancy
Executive Vice President, Head of Broker-Dealer Segment, Fidelity Investments
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Bill Doyle
Bill Doyle
Senior Vice President, Research, Fidelity Center for Applied Technology
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Michael Durbin
Michael Durbin
President, Fidelity Institutional
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Dirk Hofschire
Dirk Hofschire
Senior Vice President, Global Asset Allocation
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Brian Hogan
Brian Hogan
Head of Investment Product Solutions and Innovation, Fidelity Investments
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Abigail Johnson
Abigail Johnson
Chairman and CEO, FMR, LLC
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J.J. Johnson
J.J. Johnson
Chief Communications Officer, Executive Vice President, Communications, Public Affairs
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Megan Kelley
Megan Kelley
Vice President, Research, Fidelity Center for Applied Technology
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B. Lane MacDonald
B. Lane MacDonald
President and Chief Investment Officer, FMR Diversified Investments
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Judy Marlinski
Judy Marlinski
President, Fidelity Institutional Asset Management
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Sanjiv Mirchandani
Sanjiv Mirchandani
President, Fidelity Clearing & Custody Solutions, Fidelity Investments
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Charlie Morrison
Charlie Morrison
President, Asset Management, Fidelity Investments
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Colby Penzone
Colby Penzone
Head of Investment Product, Fidelity Investments
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Amy Philbrook
Amy Philbrook
Head of Diversity & Inclusion, Fidelity Investments
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Chad Renfro
Chad Renfro
Executive Vice President, Head of Cybersecurity, Fidelity Investments
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Hadley Stern
Hadley Stern
Senior Vice President, Managing Director, Fidelity Investments
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Jurrien Timmer
Jurrien Timmer
Director of Global Macro, Fidelity Investments
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Ready to Debate, Incubate, and Accelerate?


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