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Robo-Advisers: Disruptors in the Financial Services Industry; Dan diBartolomeo & Jarrod Wilcox

March 15, 2016 @ 6:00 pm - 8:00 pm

| $30

Boston QWAFAFEW Meeting: Tuesday, 15 Mar 2016


Time: 6:15 PM sharpe

3rd Floor of the Tennis & Racquet Club, 939 Boylston Street

RSVP to hugh@QWAFAFEW.org


QWAFAFEW Mailing List



Robo-Advisers:  Disruptors in the Financial Services Industry



A QWAFAFEW discussion led by:




Dan diBartolomeo

Jarrod Wilcox




Jarrod will discuss robo-investing’s radical side — disruptive because of a changing business model that will challenge many current practices.

A hopeful aspect for investing professionals is the role that the discretionary wealth framework can play in integrating financial planning and investing.  He will show simple examples from the Wealthmate project.  Download: robo_advisor_rev_jw


Dan will illustrate in depth the evolution of pre-existing expert knowledge that makes a high quality robo-adviser practical.  He will cover the various analytical methods that have been deployed in automated investment processes at major firms.   To the extent that each of these automated processes is well accepted in the investment community, their aggregate forms a baseline for the requirements of a robo-investing service.  He will review two approaches to define investor preferences and risk aversion.   Finally, we will consider tax loss harvesting and methods to address real world issues such as risks of job loss, disability and divorce. Download: Making Robo Investing Work Key Requirements DdB






Dan diBartolomeo is founder (1986) and president of Northfield Information Services.   He is currently a Visiting Professor at Brunel University and London.  Dan serves on numerous industry boards including the Chicago Quantitative Alliance,  Boston Economics Club (past president), the Boston Committee on Foreign Relations and the International Association for Quantitative Finance.   With more than thirty professional publications, he is a prolific researcher and author.  In 2010 Institutional Investor magazine named him one of the Forty Most Influential Executives in financial technology.


Jarrod Wilcox began in 2001 to serve investing families through Wilcox Investment, Inc.  Earlier, he was at various times director of international equities, of currency, and of research, Panagora Asset Management, director of international investments, Batterymarch Financial Management, and chief investment officer, Colonial Management Associates.   Earlier, he was an assistant professor at MIT’s Sloan  School and a consultant at The Boston Consulting Group.  Jarrod serves on the advisory board of the Journal of Portfolio Management, and is co-author of the CFA Research Institute ‘s Investment Management for Taxable Private Investors, and co-author of Financial Advice and Investment Decisions: A Manifesto for Change, John Wiley & Sons, 2013.   More recently, he founded Wealthmate, Inc. to develop Internet-based financial planning and investment tools.


Please RSVP hugh@QWAFAFEW.org


QWAFAFEW Mailing List




All annual dues ($150) should be paid to Boston QWAFAFEW by credit card, Bitcoin or check.

By credit card (PayPal)



By Bitcoin

Send us Bitcoin, our address is:


Please send a separate email identifying your anonymous payment.


By check:

Executive Management Associates

12 Academy Avenue

Atkinson, NH  03811




Please RSVP for all meetings you plan to attend: hugh@QWAFAFEW.org

Guests who do not RSVP may have to wait to enter the meeting, due to space constraints (capacity=100, BFD).


Guest fees ($30) can be paid through EMA (check or PayPal, bring receipt) or bitcoin (at address above). We still allow walk-ins (space permitting). The $30 guest fee can be paid by bitcoin, cash or check at the door, no credit cards at the meeting. Please bring exact change (two twenties = $40 Guest Fee).


As always, if you have names or discussion topics, please forward them to any member of the Steerage Committee


Questions, comments:



Steerage Committee

Hugh Crowther (Treasurer)

Dan diBartolomeo

Mike Dunn

Steve Gaudette

Sri Krishnamurthy

Mark Kritzman

John Minahan

Donna Cool Murphy (Dinners)

Larry Pohlman

Dan Potter

Dan Rie

Evan Schulman

Michael Wilcox


The members of the Steerage Committee are responsible for coordinating the program content.

Program suggestions from members are always welcome.


RSVP to: hugh@QWAFAFEW.org

How to Pay


Bitcoin: 153GtwqHHxdHaTh8i1SC1UmZUuFpXN6wye

Check or cash

Boston QWAFAFEW Payments


March 15, 2016
6:00 pm - 8:00 pm




Tennis & Racquet Club
3rd Floor of the Tennis & Racquet Club, 939 Boylston Street
Boston, MA,
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