Emerging technologies and new data around soft skills are transforming how we interact with wealth and financial services. Join us as we analyze the innovative investment trends and practices that are changing the ways we best invest. We will touch on money attitude, the attraction and complexity of cryptocurrencies, how AI can be a useful investment tool, and the benefits of being emotionally intelligent. To better understand today’s trends can lead to more effective investing—and be the next big money maker.

Come be part of our event, “The Next Big Money Maker: Can AI and EQ revolutionize the financial industry?”

AGENDA
9:30am – Registration
9:50am – Welcoming Remarks
10:00am – Opening Keynote
10:30am – What’s Your Money Attitude? Assessing Your Views On Wealth And Risk
11:30am – Breaking Down The Opportunities in Cryptocurrencies: Where Are The Women?
12:30pm – Lunch Break and Opening Network
1:30pm – How AI Can Make You A Better Investor
2:30pm – Why Emotional Intelligence Is The Next Money Maker: How Soft Skills Are Critical To Tailoring Your Investment Strategy
3:30pm – Closing Remarks and Mix & Mingle

OPENING KEYNOTE SPEAKER
Tallia Hart
President and CEO of San Francisco Chamber Of Commerce

What’s Your Money Attitude? Assessing Your Views On Wealth And Risk
Melissa Pancoast
Founder and CEO of The Beans

Alexander Fahmi
Investment Advisor at Goldman Sachs

Trish Costello
CEO of Portfolia

Moderator – Cianna Allen, Director of Media Relations at Lipstick & Politics

Breaking Down The Opportunities in Cryptocurrencies: Where Are The Women?

Calvin Chin
Partner at E14 Fund

Alison McCauley
Founder of Unblocked Future

Masha Prusakova
Founder/Chief Legal Officer at Crypto PR Lab

Moderator – Adam Jackson Managing Partner and CTO of Cambrian Asset Management LLC

How AI Can Make You A Better Investor

Lindsey Thompson
VP at American Century Investments

Molly Newborn
Financial Advisor at Morgan Stanley

Moderator – Mira Veda, CEO and Publisher at Lipstick & Politics

Why Emotional Intelligence Is The Next Money Maker: How Soft Skills Are Critical To Tailoring Your Investment Strategy

Melissa Taunton
Partner at New Enterprise Associates

Nathan Shedroff
Executive Director of Seed Vault Ltd.

Jaz Banga
CEO of Airspace

Moderator – Jonathan Yaffe, CEO of AnyRoad

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