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Way2b1 & Nines

Moderator: Natasha Pearl

Date: 11 June 2024

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Eton & Summitas

Moderator: Jon Carroll

Date: 23 May 2024

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SumIt & Collation AI

Moderator: Michael Perez

Date: 27 February 2024

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Luminary & K1x

Moderator: Efi Avigdor

Date: 18 January 2024

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RSM & Trusted Family

Moderator: Andy Fox

Date: 7 December 2023 

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Asora & iownit

Moderator: Ray DiNunzio

Date: 16 August 2023

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leafplanner & MTM360

Moderator: Phil Strassler

Date: 2 August 2023 

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Allvue & VRGL

Moderator: Joe Larizza

Date: 20 July 2023 

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Orca & Giving Place (acquired by TIFIN Give)

Moderator: John Castrucci

Date: 14 June 2023 

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Elysys, Greenlock & 1FS

Moderator: Tania Neild

Date: 25 May 2023

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Masttro & Aumni (acquired by JP Morgan)

Moderator: Danielle Roseman

Date: 23 February 2023

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Asset Vantage & Harmonate

Moderator: Erin Hulse

Date: 15 December 2022

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Xero & Datasnipper

Moderator: Laura Macca

Date: 19 January 2023

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Ledgex & Envestnet Tamarac

Moderator: Mark Rogozinski

Date: 9 August 2022

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Black Diamond & Vanilla

Moderator: Joe Larizza

Date: 7 June 2022

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Magpie & PFA Solutions

Moderator: Ken Eyler

Date: 17 May 2022

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Eton & Summitas

Moderator: Chris Martinez

Date: 8 Feb 2022

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Arch Labs & Sage Intacct

Moderator: Laura Macca

Date: 4 Jan 2022

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SEI Archway & Canoe

Moderator: Erin Hulse

Date: 19 October 2021

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FundCount & WealthHub

Moderator: Andy Fox

Date: 3 Aug 2021

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iPaladin & Solovis (acquired by Nasdaq)

Moderator: Danielle Roseman

Date: 21 Sept 2021

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PCR, FundRecs & Alkymi

Moderator: Tania Neild

Date: 6 July 2021

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KnowLedger & Addepar

Moderator: Joe Larizza

Date: 8 June 2021

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Panel Discussions

 

The Future of Family Office Technology: What Needs to be Solved to Achieve True Efficiency in Data Management 
July 26, 2022 (watch here)

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    Speakers

    Moderator:
    Jamie Mclaughlin, Founder of J.H. McLaughlin, LLC​

    Panelists:
    Joe Larizza, Managing Partner of Mirador LLC
    Danielle Roseman, Co-Hed of Lazard Fmily Office Services
    Andy Fox, CFO – Single Family Office


Tax accounting, Legal and Technology Considerations in the Selection of Partnership Record Keeping Solutions​
9 December, 2021

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    Speakers

    Moderator:
    Jolyne Caruso-Fitzgerald, Divisional Vice Chairman at UBS in the firm’s High New Worth Division with the Global Wealth Management Business​

    Panelists: 
    Ken Eyler, CEO Aquilance 
    Chris Spiegelman, Managing Director, Andersen
    Patrick B. Fenn, Partner, Akin Gump Strauss & Feld LLP