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Featured Speakers - T3 Conference 2023
Mark Hurley
Founder
Undiscovered Managers
Speaking on... His controversial white paper on cybersecurity
and the opportunities it presents for advisors
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Dan Moisand
Senior Financial Advisor
Moisand Fitzgerald Tamayo
Speaking on... CFP
®
Competency Standards
and Professional Ethics
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Pietro La Greca
Author
Speaking on... His best-selling book and forthcoming movie
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Marco DiMaggio
Ogunlesi Family Associate Professor of
Business Administration Harvard
Speaking on... Crypto and digital asset use inside of client portfolios
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Tom Bradley
Managing Director
Schwab Advisor Services
Speaking on... Innovation in technology over the years
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Stacy Havener
Founder / CEO
Havener Capital
Speaking on... Social media and digital marketing
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Joel Bruckenstein
Columnist, Editor, Publisher
Technology Tools for Today
Speaking on... Results of the T3 / Inside Information Software Survey
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Samantha Russell
Chief Evangelist
FMG Suite
Speaking on... Social media and digital marketing
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Bob Veres
Columnist, Author, Editor, Publisher
Inside Information
Speaking on... Results of the T3 / Inside Information Software Survey
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Nitin Seth
CEO
Incedo
Speaking on... Results of the T3 / Incedo Data Readiness Survey
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Scott Victoria
Chief Operating Officer
TradePMR
Speaking on... Results of the Cyber Security paper they are releasing at T3
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Rich Cancro
CEO
AdvisorEngine
Speaking on... Topic TBA
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Larry Roth
Managing Partner
RLR Strategic Partners
Speaking on... How Leading Advisors + Platforms Use Technology to Transform Their Businesses
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Craig Iskowitz
CEO
Ezra Group
Speaking on... How Leading Advisors + Platforms Use Technology to Transform Their Businesses
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John Mackowiak
Chief Business Development Officer
Advyzon
Speaking on... Taking the Stack Out of Your Tech
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Lee Andreatta
CEO
Advyzon Investment Management
Speaking on... TBD
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Aaron Klein
Co-Founder and CEO
Riskalyze
Speaking on... Topic TBA
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Chrissy Lee
Chief Operating Officer
Merit Financial Advisors
Speaking on... Innovation, Integration, and everything in-between
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