Plug and Play Morningstar: The Asset/WealthTech Advisory

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Plug and Play Tech Center

440 North Wolfe Road

Sunnyvale, CA 94085

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The Asset / WealthTech Advisory - Tuesday, January 29th

Plug and Play and Morningstar have partnered to offer a unique glimpse into the future state of Asset / WealthTech, and to explore its impact on the industry.

The Advisory is bringing industry leaders and innovators to tackle key opportunities and challenges regarding:

  • The new asset / wealthtech ecosystem

  • B2B Strategies for the digitally connected investor

  • Convergence of frontier technologies in reinventing business models

Emerging fintechs looking to compete, collaborate, and impact the asset and wealth management industry will be showcasing their stuff.

The audience will be made up of leaders in the asset management and wealth management sectors, as well as VCs, investment managers and fintechs.

11:00 am - 12:30 pm: Registration/Lunch

12:30 pm - 12:45 pm: Opening Remarks - Plug and Play CEO, Saeed Amidi

12:45 pm - 12:50 pm: Introduction to Theme A: The New Asset/Wealth Management Ecosystem

12:50 pm - 1:05 pm: Showcasing companies

1:05 pm - 2:05 pm: Panel discussion led by Michael Sands, Managing Partner, Accenture

2:05 pm - 2:20 pm: Break

2:20 pm - 2:30 pm: Introduction to Theme B: B2B Strategies for the digitally connected investor

2:30 pm - 2:45 pm: Showcasing companies

2:45 pm - 3:45 pm: Panel discussion led by Bob Litle, Head of Intermediary Sales, Fidelity Investments

3:45 pm - 4:00 pm: Break

4:00 pm - 4:10 pm: Introduction to Theme C: Convergence of frontier technologies for reinventing business models

4:10 pm - 4:25 pm: Showcasing companies

4:25 pm - 5:25 pm: Panel discussion led by James Rhodes, Chief Technology Officer, Morningstar

5:25 pm - 5:35 pm: Closing remarks

5:35 pm - 7:00 pm: Cocktail reception/Networking

Over the past 12 years, Plug and Play has built the largest innovation platform in the world by bringing together startups, investors and industry-leading corporations. Since 2015, Plug and Play FinTech has accelerated 225+ startups while investing in over 60. With more than 40 Corporate Partners, our ecosystem is a key factor in driving innovation across multiple business units. Plug and Play FinTech now has 8 offices in Silicon Valley, New York, Paris, Frankfurt, Tokyo, Abu Dhabi, Singapore and Jakarta.

Morningstar is a global leader in independent investment research and data. From emerging technology startups to the most prominent names in tech, Morningstar’s Fintech Team powers innovative solutions that are shaping the future of investing. Through hundreds of APIs and configurable components, alliance clients drive their business leveraging capabilities such as account aggregation, market data, investment data analytics, portfolio analytics, research, and investment management solutions

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Plug and Play Tech Center

440 North Wolfe Road

Sunnyvale, CA 94085

View Map

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