Univeris Summit 2018

Univeris is thrilled to invite you to Summit 2018, taking place on Thursday, October 25th, at the Metro Toronto Convention Centre in downtown Toronto.

Enjoy engaging talks from Univeris’ Carmine Tullio, President and CEO; and Graeme Shiomi, VP of Technology, as well as special presentations from our valued partners: Jos Schmitt, CEO, NEO Connect; Brooke Biscoe, Vice President of Business Development, Fundata; Camilo Gil, Executive Director, Institutional ETF Services Global Markets, CIBC Capital Markets; and Karen Adams, President and CEO, Fundserv, as we explore the probabilities and possibilities on the horizon for wealth-tech.

You also won’t want to miss a special keynote address from Kendra Thompson, Managing Director and Head of Wealth Management, North America, Accenture, who will look at the future of client servicing & advice.

Join the Univeris team in the afternoon for interactive breakout sessions to share ideas and insights within compliance, UX, operations and customer success.

We’ll round out the day with a cocktail reception, brought to you by Invesco, prizes and dinner.

To view the full day agenda, visit www.univeris.com/summit-2018