Washington, DC (October 5, 2016) — inStream Solutions, the premier financial planning software that is revolutionizing the way wealth managers deliver advice to clients, is pleased to participate in the semi-annual Tiburon CEO Summit at the Ritz Carlton San Francisco, October 10-12. inStream CEO John Wotowicz will facilitate the conference’s venture capital and private equity panel discussion on October 12.
The panel will include leading VC/PE investors Todd Crockett (Managing Director at TA Associates), Kyle Griswold (Partner at FTV Capital) and Todd Ruppert (Founder of Ruppert International) as well as
Doug Hammond, CEO of NFP (MDP portfolio company).
The panel will discuss some of the key drivers and trends in private investment in the financial services sector including financial technology. Commenting on recent financial services private investment trends and the upcoming panel discussion, John Wotowicz said, “The significant evolution of financial services including asset management, wealth management and fintech is creating extraordinary opportunities for early and later stage private investment. I think our expert panelists will have interesting insights into the most compelling of these opportunities as well as the risks that are of greatest concern.”
inStream Solutions provides innovative cloud-based software that is revolutionizing the way financial advisors deliver advice to their clients. inStream helps advisors deliver proactive communications with timely and relevant insights into their clients’ financial planning goals and objectives. Advisors can be confident in client outcomes knowing their financial plan is built on the most sophisticated and accurate financial planning engine, which was designed with inStream’s Chief Planning Strategist Wade Pfau Ph.D., CFA. With a new level of efficiency, accuracy and confidence, inStream empowers advisors to grow AUM and increase client retention while streamlining compliance with DOL requirements. www.instreamwealth.com