You Can Do That? The Wonders of Software in Wealth Management

Wednesday, 3:30 pm - 5:00 pm
Location: Zoom Meeting
Speakers: SPEAKERS
Nicole Casperson – FinTech reporter, Podcast Host and Producer
Edwin Choi – Co-Founder and CEO, Capitect
Sheryl O'Connor – Founder and CEO, IncomeConductor
Min Zhang, CFA – Co-Founder, MeFi


Time: 3:30 pm - 5:00 pm
Add to Calendar 12/01/2021 3:30 PM 12/01/2021 5:00 PM America/Los_Angeles You Can Do That? The Wonders of Software in Wealth ManagementZoom Meeting CFALA false MM/DD/YYYY
A Wealth Management and FinTech Group Sponsored Event 

Part 4 of 4 in our 2021 Wealth Management Excellence Series.


Join us as we explore how technology is impacting wealth management. We will broadly explore WealthTech and investigate how some FinTech startups are impacting the work of advisors. We will showcase some exciting new technologies and survey CEOs to discover what they find most interesting other than their companies.

Nicole Casperson | Nicole Casperson is the host of WTFintech? A fintech podcast and newsletter that provides industry professionals the news and analysis they need to get ahead in their careers — and hosts interviews with founders and investors you won’t hear anywhere else.

Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content that explores how technology sparks innovation, inclusion and fun in financial services.

Nicole is a part of rising media company, Workweek, as one of their founding content creators. Workweek entertains, educates, and connects the business community through unique personalities, unparalleled expertise, and innovative operations. Back To Top ^^

Edwin Choi | Edwin Choi is Co-Founder and CEO of Capitect, a provider of wealth management software that enables advisors to easily construct and implement personalized portfolios. Edwin is also the founder of Mariposa Capital Management, a boutique evidence-based wealth management firm in Los Angeles. Edwin is frequently quoted by the media for his thoughts and opinions on the direction of wealth management technology.

Prior to starting Mariposa, Edwin Choi was a structured credit derivatives trader with Merrill Lynch in New York. He was last a Director managing proprietary investments in index and bespoke tranches, CLOs, and for its short life, ABS correlation products. Back To Top ^^

Sheryl O'Connor | Sheryl O’Connor has spent over 25 years in the financial services industry including stops at insurance and investment management firms where she led strategic business growth and technology innovation.

In 2006, Sheryl co-founded 3D Asset Management, an SEC-registered investment management firm that provides innovative practice management solutions and investment portfolios to fee-based advisors where she built a high performing TAMP. In 2017 Sheryl co-founded a retirement income focused FinTech firm, IncomeConductor, that provides a revolutionary strategy and technology to advisors and their clients that meets the needs of today’s retirees and serves as its CEO.

She is passionate about supporting technology innovation and volunteers as Vice-Chair on the Executive Board of the CT Technology Council and as a global ambassador to encourage women entrepreneurship in technology.

Sheryl and IncomeConductor have received a number of awards and recognitions for their work, including 1st place in the 2018 Female Founders in FinTech global competition, as one of InvestmentNews’ 2021 Icons & Innovators Innovative Firm Award winners, and as a member of ThinkAdvisor’s 2021 Class of Luminaries in the Executive Leadership categories. Back To Top ^^

Min Zhang, CFA | Min Zhang is co-founder of MeFi, a self-custody DeFi neobank for the international middle class who lack equal access to the global financial system.

She is responsible for financial product innovation, user experience, capital markets partnership, growth, legal & compliance at MeFi. Min had over 15 years of experience in investment management and digital transformation at Goldman Sachs, PIMCO, and her fintech startups, Totum and ConsciousCo.

Min holds Series 7, 24, and 63 at Hina Group, where she supports cross-border M&A transactions. Min earned an MBA from Stanford Graduate School of Business and a bachelor’s degree in computer science and economics with honors from Dartmouth College. Back To Top ^^


As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.

Sponsored By:



Registration Fees
$5 (Member) | $20 (Non-Member)

Part 4 of 4 in our 2021 Wealth Management Excellence Series.

Payment Information
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If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail
Yves-Marc Courtines, CFA
Cynthia Harrington, CFA
Karyn Williams, PhD
Event Chairs:
John DeFonso, CFA, CPWA®




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