2017 East Coast Regional Meeting

East Coast Regional Meeting | april 6, 2017




PricewaterhouseCoopers, LLP

101 Seaport Blvd.
3rd Floor
Boston, MA 02210



SOLD OUT | Registration is closed. 



THEME | Transforming the Industry Through Artificial Intelligence

Attend the East Coast Regional Meeting (ECRM) and you will:

Explore developing AI trends with leading industry insiders and tech experts. Topics will include: Robotics, Machine Learning, Data Analytics and Audit and Risk Profiling.

  • Develop new partnership opportunities with influential decision makers and peers
  • Share strategies and concepts with peers and thought-leader panelists
  • Advance leading practices among industry participants 


1:30 - 2:00 pm
2:00 - 2:15 pm
Welcome Remarks | East Coast Committee Co-Chairs

Michelle Carlow, Consulting - Asset Management, Accenture
Dan Fink, Managing Director, Money-Media
2:15 - 3:15 pm

Robotics & Machine Learning: A Financial Services View

Financial services insiders explore the evolving trends of Robotics and Machine Learning.  Panelists will delve into the differences between the two, and how to leverage each in order to provide automated process solutions that work for financial services businesses. Get insights and lessons learned from industry leaders on: how and where to begin; identifying scenarios that may generate value for your firm; and executing for success.

Hannah Glover, Managing Editor, Ignites

Wynn Davies, Capital Markets Managing Director, Accenture
Stephen Lawrence, Ph.D., Head of Quantextual Research, State Street Global Exchange
Jon Theuerkauf, Head of Performance Excellence, Robotic Process Automation Program Head, BNY Mellon

3:15 - 3:30 pm

Transitional Break


Sponsored by: 




3:30 - 5:15 pm

Technical Perspectives on the Current and Future Impact of Robotics

Asset managers are beginning to turn to non-traditional service providers to help transform operational processes. A panel of technology experts will explore how robotics can help shape how financial firms analyze market research, news, and filings data, as well as audit and risk profiling. Hear directly from cutting edge tech companies about the newest AI technologies and their potential to transform the investment company industry in the years to come.


Hannah Glover,
Managing Editor, Ignites

Jeremy Achin, CEO and Co-Founder, DataRobot
Jenna Switchenko, Risk Assurance Director, PwC
Slater Victoroff, CEO, Indico Data
Greg Woolf, Founder & CEO, Coalesce.Info and Vantage Software


5:15 - 5:20 pm
Closing Remarks
5:30 - 6:30 pm

Networking Reception - 3rd Floor Atrium

This special 1-hour cocktail reception will convene conference participants who are interested in networking, discussion, and industry collaboration.

Sponsored by:


























CANCELLATION DEADLINE: Friday, March 31, 2017.

Cancellations must be received in writing no later than 4:00 p.m. (Eastern Time) on the above date to qualify for a refund.  No refunds will be issued for cancellations received after the deadline.
Substitutions are permitted with advance written notice.
For more information regarding refunds, cancellations and complaints, please contact Travis Orton at 508.683.1618.




There is no hotel block for this meeting.

Nearby hotels include:





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