Dive into the agenda now! (more sessions being added)
Uncovering the True Behaviors of U.S. Investors Post-2020
Sunday 18 October, 11:15 AM–11:40 AM
Duration: 25 mins
Location: Family Office & WealthTech Summit: Marco Polo 705-707
Overview
Speakers
Speaking
Dan Egan
Betterment
Head of Behavioral Science & Investing
Sherry Baker
FIS
SVP & Head, Global Wealth Products
Moderators
Paula Grieco
Commonwealth
Senior Vice President
Tags
Pillars
- Partnerships as the Engine to Scale
Topics
- Wealth Management & WealthTech
- Open Banking & Open Finance
- Investment
- Retail and Consumer Finance
Session Types
- Panel Discussion

And That's Just The Start. We're adding new sessions every week.
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