Join the big players in the financial industry to discuss the latest developments in products, pricing, distribution, sales, and marketing strategies.
For the first time ever, this event will also feature a special executive Advisors Afternoon. 50 of Canada’s elite financial advisors will be invited to participate in an afternoon of interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!
Plus, take away new strategies to:
Be at the industry forefront attending Canada’s leading event in the funds industry. Register Now!
Eli Broverman is the Co-Founder of Betterment and is an advisor to other technology startups.
Eli started Betterment with a vision that technology and automation will help people plan for their financial needs better and reach their goals. As President and COO at Betterment, Eli helped scale the company from inception to growth stage, working across all facets of the business. To aid that growth, the Betterment team has raised $275mm in equity financing.
Eli is a frequent guest on CNBC, FOX, and Bloomberg TV, and is a regular speaker at leading industry events.
Eli is a graduate of Brown University and New York University School of Law.
Structured Empathy is a small consulting firm based in Toronto, providing
consulting services for a broad range of clients. Services include customer experience strategy, corporate training, and business transformation, with a focus on customer experience design based on journey mapping. The principal, Brian Walsh, has introduced thousands of people to the emerging discipline of consumer journey mapping to design better experiences of all types for consumers, customers, users, employees, donors, volunteers, students, citizens, suppliers and partners.
Michael Schweitzer is Senior Vice President and Director of Distribution for High Net Worth at Capital Group. Prior to joining Capital, Michael was Global Head of Sales and Distribution for Group Wealth Management at HSBC. Concurrent with this role, he was also Global Head of Insurance Sales and Distribution and Regional Head of Wealth Management for Europe. Prior to joining HSBC, Michael was Managing Director at UBS Wealth Management Americas, where he co-founded their Private Wealth Management business in 2003. Prior to that, he was at Merrill Lynch, where he helped launch and then directed sales and strategy for the Private Banking and Investment Group. Michael began his career with the international accounting and consulting firm Deloitte Haskins +Sells as a consultant in their Emerging Business Services practice.
Michael received a B.S. in business administration, with an emphasis in accounting, from San Diego State University. He and his family recently relocated to Los Angeles from London (U.K.).
