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Friday June 13, 2025 1:00pm - 1:45pm PDT
While traditional investment strategies—buy-and-hold, costly advisors, and generic robo-solutions—still dominate the market, iFlip is breaking new ground. In this session, explore how AI-powered “Smartfolios” are revolutionizing wealth preservation and outperformance for everyday investors, RIAs, and custodians, all while cutting through the noise of Wall Street.

Discover how automation, transparency, and machine learning are not just changing the game—they’re leveling it.

If you’re looking for more than the status quo in protection and performance, this is the conversation you can’t afford to miss.
Speakers
avatar for Randy Tate

Randy Tate

Empowering Everyday Investors with AI Innovation
Randy Tate is the co-founder and CEO of iFlip Invest, a cutting-edge company at the forefront of AI-driven investment strategies. With a background in health sciences and a passion for making finance accessible, Randy brings innovative thinking to the world of investment. His approach... Read More →
Exhibitors
avatar for iFlip

iFlip

iFlip is a simple to use investment platform powered by AI and machine learning that protects your wealth while consistently outperforming the market.
Friday June 13, 2025 1:00pm - 1:45pm PDT
Ventura

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