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PREVIOUS PARTNER SUMMITS

2024 PARTNER SUMMIT

September 18, 2024

Introduction and Welcome:
Solving the Intractable Problems
in Private Markets

James P. Dowd, CFA

CEO, North Capital

Stories of Fintech Entrepreneurship

Featured Panelists:

Nikki Gilbreth, North Capital (moderator)

Ryan Frazier, Arrived Homes

Rob Moore, Acretrader

Kendall Almerico, Almerico Law

Fred Peña, Angel Funding

Deconstructing the Distribution Landscape

Featured Panelists:

Sara Judd, North Capital (moderator)

David Basch, Thompson Thrift

Steve Kelly, MLG

Amit Stern, Arion Fund

John Wakefield, Continental Properties

North Capital Roadmap

Sara Judd

COO, North Capital

Layers of Custody

Grant Nelson

MD, Head of Custody, North Capital

RWA Tokenization: Always on the Horizon, but is this the year?

Featured Panelists:

Minh Le, North Capital (moderator)

Collin Sellers, Provenance Blockchain

Joe D'Anna, Zeconomy

Jim Dowd, North Capital

Vlad Uchenik, INX

Fraud, Fraud, and more Fraud:
Fraud in the Age of Fintech

Featured Panelists:

Joseph Anderson, North Capital (moderator)

Jake Heidkamp, Factright

Mary Alexander, GBG IDology

Brian Snyder, Tristate Capital Bank

Betsy Voter, Michael Best

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