How can FinTech make your business more human?
If utilized correctly, it could effectively free up your time to spend more of it building relationships with clients and prospects. Easier said than done. With the proliferation of FinTech comes the inundation of options. Hear from other industry practitioners who have successfully vetted and implemented software into their practice thus streamlining their client relationship management, portfolio management, rebalancing, financial planning, reporting, client portals, and compliance. This is a must see event for anyone thinking about enhancing their practice with best fit technology for their unique operation.
A panel discussion will provide anecdotal feedback on how they recently underwent a search for a FinTech product. We hope to draw out strengths and weaknesses of some of the most prevalently utilized FinTech products from the very people using them.
Share experiences in searching for, implementing and scaling the use of FinTech
Provide the Do's and Don'ts when thinking about bringing on a new software enhancement
Provide a backdrop for a debate on where FinTech is headed and how it could potentially change the financial advice industry
Who Should Attend?
- Ryon Beyer, Managing Principal and Co-Founder - Hemington Wealth Management
- Cindy Joyce, CPA, MBA, Chief Operation Officer - Joyce Payne Partners
- George Gouin, Managing Director - Information Technology and Systems
- Nir Kaissar, CFA, Managing Member and Portfolio Manager - Unison Advisors
- Kevin Lozer, CFP, Partner/Chief Operating Officer - ClearLogic Financial
- Walt Nockett, CFA, Portfolio Manager - Sullivan, Bruyette, Speros & Blayney
Ryon Beyer, Managing Principal and Co-Founder – Hemington Wealth Management
Ryon is a co-founder and principal of Hemington Wealth Management, and has a diverse background in the wealth management industry having served in virtually every role throughout his career. At Hemington he oversees the operations, personnel, strategy, compliance, investment philosophy, and day-to-day activities of the company, all while serving as a lead advisor. He is also an ERISA expert and works directly with clients to design and manage employer retirement plans so that they work in conjunction with our client’s wealth management goals. He has been the subject of case studies on the topic of business efficiency, is often quoted in industry publications, and has served as a mentor to business owners struggling with change.
Cindy Joyce, CPA, MBA, Chief Operating Officer – JoycePayne Partners
As Chief Operating Officer of JoycePayne Partners, Cindy oversees financial, budgeting, human resources, and office operations. She works to implement operational efficiencies and to standardize processes and procedures around employee onboarding and development and client services. She is currently leading growth initiatives focused on operational excellence and efficiency in human capital resources to increase the firm’s profit margins. As an example, she recently oversaw an extensive project to upgrade the firm’s CRM and is continuing to lead the development of the program to create further workflow and information-sharing efficiencies. She is a key member of the firm’s Leadership Team.
A Certified Public Accountant, Cindy began her career with Arthur Andersen, and worked with Union Pacific Corporation before lending her expertise to venture-backed biotech startups.
George Gouin, Managing Director – Information Technology and Systems
George is a Managing Director at The Mason Companies, a Registered Investment Advisor firm in Reston, Virginia, where he is responsible for managing the Reporting and Rebalancing teams, a team of Institutional Junior Consultants, and responsible for the management, implementation and usability of data through technology and systems. With over 11 years of experience, other areas of specialization include: customized reporting on Private Equity, Alternatives and unique balance sheets, Partnership reporting, Project management and Relationship management.
Nir Kaissar, CFA, Managing Member and Portfolio Manager – Unison Advisors
Nir Kaissar, CFA, is founder of Unison Advisors LLC, an investment management firm that constructs multi-asset portfolios for individuals and institutions. Nir is also a columnist for Bloomberg Gadfly, which offers data-driven commentary about corporate, financial and market news.
Nir's work focuses on alternative approaches to multi-asset investing, using quantitative methods such as valuation and momentum. With Unison's founding in 2005, Nir introduced one of the first multi-asset investment managers. Unison's Equity Bias strategy was twice ranked #1 by Lipper Marketplace in the multi-asset category (based on performance for 5 years ended December 31, 2013 (out of 30) and March 31, 2014 (out of 34)), in addition to numerous other appearances on Lipper Marketplace's list of Best Money Managers. Nir is a member of the CFA Institute, the CFA Society of Washington, DC and the American Finance Association.
Prior to founding Unison, Nir was an associate at Sullivan & Cromwell LLP, where he represented Wall Street's largest financial institutions in a variety of transactions, including financings and mergers and acquisitions. Nir began his career as a consultant with Ernst & Young LLP, where he prepared company valuations for proposed mergers and acquisitions.
Kevin Lozer, CFP, Partner/Chief Operating Officer - ClearLogic Financial
Kevin is a CFP© practitioner and has been a Financial Planner with ClearLogic Financial, Inc. since March, 2008. Prior to becoming a financial planner, he worked 11 years in various corporate finance positions in the lodging, telecommunications, and senior living industries.
Walt Nockett, CFA, Portfolio Manager – Sullivan, Bruyette, Speros & Blayney
Walt Nockett is a Portfolio Manager at Sullivan, Bruyette, Speros & Blayney (SBSB). Walt is responsible for investment strategy and policy for client portfolios and is a member of the firm's Investment Policy Committee. Prior to joining SBSB in 2016, he worked at Cambridge Associates, a global institutional investment advisor, where he worked as part of a dedicated investment team that provided discretionary, Outsourced Chief Investment Officer (OCIO), and advisory services to foundations, endowments, pensions, and ultra-high net worth families.
Walt is a Chartered Financial Analyst (CFA©) and a member of the CFA Society of Washington, DC.