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SCHWAB IMPACT 2019 CONFERENCE

November 4-7th, San Diego CA

Schwab IMPACT 2019 promises record attendance, great speakers and a chance to explore some of the largest technology companies in the space.

CONTACT:
wlichtwald@pcrinsights.com

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SIFMA PRIVATE CLIENT CONFERENCE 

April 11-12th, Naples FL

We made many new friends at this year's conference which focused on Private Clients.  Data Agg and Privacy were top of mind for many attendees.

 

CONTACT:
mhendy@pcrinsights.com

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HFS FORA 2019 SUMMIT
NEW YORK CITY

October 1-2nd, New York NY

Bob Miller sharing his knowledge and experience around the substantial power of automation across financial services.

CONTACT:
jhendren@pcrinsights.com

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FAMILY WEALTH REPORT FINTECH SUMMIT

March 21st, New York NY

Always a productive event, FWR put together an impressive roster of topics and speakers.  We had a chance to go on and on about privacy.

 

CONTACT:
mhendy@pcrinsights.com

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IN|VEST 2019
NEW YORK CITY

July 16-17th, New York NY

Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers.

CONTACT:
bshapiro@pcrinsights.com