Join us for Aite-Novarica Group's Wealth & Asset Management Forum this November!

Keeping up with change is no longer enough to thrive. Wealth and asset management business models are undergoing substantial disruption, driven by client behavior, technology, product innovation, and new regulations. Wealth and asset management firms must anticipate and embrace the shifting reality with new operating models, active investment in staff, infrastructure, and new partnerships. Firms that miss the window for transformation or choose the wrong places to invest won’t just lose market share: They will become targets for those that changed faster.

This conference will provide Aite-Novarica Group’s insights into the four essential disruptive factors and what to do about them. We’ll cover digital tools, product evolution (direct indexing, ESG, private markets, digital assets, and more), regulation, and technology. You will be joined by executives leading innovation and transformation within their firms who will describe how their firms are positioned for growth in 2023 and beyond.

Key reasons to attend:

  • Learn from Aite-Novarica Group advisors, industry experts, and executives about the critical trends impacting your business
  • Gain recommendations for how to position your organization for success in today’s evolving market
  • Participate in interactive panel discussions covering the industry’s hottest topics
  • Exchange ideas through networking with wealth and asset management executives, leading technology providers, and thought leaders from Aite-Novarica Group
  • Share best practices and lessons learned to shape your business for 2023 and beyond

Who should attend:

  • Heads of wealth management
  • Heads/VPs of strategy
  • Heads/VPs of digital strategy
  • Chief technology officers
  • Heads of distribution (asset management)
  • Chief operating officers
  • Heads of advisor training and development


Featured Speakers

Special Guest Speaker

Neesha Hathi
Managing Director, Head of
Wealth & Advice Solutions
Charles Schwab

Greg Beltzer
Head of Technology
RBC Wealth Management

Stephen Carlson
Managing Director
SCS Investment Partners

Ilan Davidovici
Client Experience
Edward Jones

Eugene Elias, Jr.
COO and Founding Partner
Atria Wealth Solutions

David Gordon, CFA®, CPWA®
SVP, Direct Indexing


Michael Jabara 
Managing Director
Morgan Stanley

Cynthia Loh
Managing Director,
Head of PFMG Product
Goldman Sachs

Sarah Norman
Director, Senior Investment
Strategist, Sustainable &
Impact Investment Strategy
Bank of America Merrill & Private Bank

Sarah Tipple
VP, Head of Advisor
Technology & Reporting

Bernstein Private Wealth Management

Samantha Trebesch
SVP, Head of Sustainable Investing,
Private Client Group

Raymond James

Aite-Novarica Group Event Chairs and Moderators

Dennis Gallant
Strategic Advisor
Aite-Novarica Group
Gavin Little-Gill
Head of Securities & Investments
Insights & Advisory
Aite-Novarica Group
Vinod Jain
Strategic Advisor
Aite-Novarica Group
Meghna Mukerjee
Strategic Advisor
Aite-Novarica Group
Wally Okby
Strategic Advisor
Aite-Novarica Group
Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group
Paul Sinthunont
Strategic Advisor
Aite-Novarica Group
Adler Smith
Senior Associate
Aite-Novarica Group

Additional speakers to be announced soon. 

Agenda at a Glance*

 Wednesday, November 9, 2022
*All times are in U.S. Eastern Standard Time

8:00 AM - 9:00 AM Registration and Networking
9:00 AM - 9:30 AM Opening Remarks & Key Findings by Aite-Novarica Group
9:30 AM - 10:00 AM Fireside Chat – The Next Phase of Digital Advice
10:00 AM - 10:20 AM Networking Break (Sponsor Showcase)
  Business & Operating Model  Digital Wealth Product Revolution
10:20 AM - 11:05 AM Changing the asset management proposition: What does the future hold? Client engagement models: How to get ahead of customer expectations? Environmental, social, and governance data: How to overcome the data challenge?
11:10 AM - 11:55 AM The democratization of private markets: When will innovation become gains for all? Digitizing the client life cycle: Big challenges or big benefits? Direct indexing asset management perspective: How can asset managers plan for the 2025 landscape
12:00 PM - 1:00 PM Networking Lunch
1:00 PM - 1:30 PM  Solutions Spotlight Solutions Spotlight Solutions Spotlight
1:30 PM - 2:15 PM Data and analytics: What is fueling sales and service for wealth managers? Turning client reporting into digital engagement: How do leading companies support growth and retention? Direct indexing wealth management perspective: What is the demand for retail portfolio customization?
2:15 PM - 3:00 PM Beyond TAMPs: What’s next for evolving investment/advice platforms? Marketing automation and sales enablement: What does today’s advisor toolkit demand? Alternative investments: How to scale distribution?
3:00 PM - 3:20 PM Networking Break (Sponsor Showcase)
3:20 PM - 4:05 PM Wealth-management-as-a-service: What is the true business opportunity? Client migration across the advice continuum: How to grow old together? Digital assets: Are they ready for prime time?
4:10 PM - 4:40 PM General Session–Fireside Chat
4:40 PM - 4:50 PM Closing Comments
4:50 PM - 6:00 PM Networking & Cocktail Reception
6:30 PM - 8:00 PM Aite-Novarica Group Digital Wealth Management Impact Awards Presentation & Dinner (Invitation Only)

*Subject to change 

Platinum Sponsor

Additional sponsors to be announced soon.

Interested in sponsoring this event? Please contact us at