Hardeep Walia

Hardeep Walia

Founder & Chief Executive Officer, Motif Investing

Hardeep Walia

Hardeep founded Motif Investing, a next-generation online broker that is pioneering thematic investing for individuals and financial advisors. He spent more than six years as an executive at Microsoft where he last served as General Manager of their Enterprise Services business. He started at Microsoft as Director Corporate Development and Strategy, helping to oversee Microsoft’s investments and acquisitions. He began his career as a consultant at The Boston Consulting Group. He holds a BS in Economics and Engineering from Yale University, an MBA from the Wharton School of Business and carries Series 7, 24 and 63 licenses in the securities industry. He is an active member of FINRA's Small Firm Advisory Board and currently sits on FINRA’s Technology Advisory Committee. Hardeep blogs for Yahoo! Finance and is a regular guest on CNBC.

Sessions

  • Thursday, May 07, 2015 3:45pm - 4:15pm

    Disruption in Wealth Management

    As they introduce new operational efficiencies while enabling personalization and enhanced client service, digital disruptors are challenging traditional elements of the Wealth Management value chain. What does the future of wealth management look like as conventional firms recalibrate their business models and harness digital technology and the power of Big Data to transform their business?