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

7:30 AM - 8:30 AM
Registration & Breakfast
8:30 AM - 8:45 AM
Opening Remarks & Key Findings by Aite-Novarica Group
8:45 AM - 9:15 AM
Fireside Chat: Building the Wealth Management Model for the Future
9:30 AM - 10:15 AM
Client engagement models: How do wealth managers get ahead of customer expectations?
Changing the asset management proposition: What does the future hold?
10:20 AM - 11:05 AM
Digitizing the client life cycle: Big challenges or big benefits?
Direct indexing wealth management perspective: What is the demand for retail portfolio customization?
11:05 AM - 11:15 AM
Networking Break & Sponsor Showcase
11:15 AM - 12:00 PM
Turning client reporting into digital engagement: How do leading companies support growth and retention?
Beyond TAMPs: What’s next for evolving investment/advice platforms?
12:00 PM - 1:00 PM
Networking Lunch
1:00 PM - 1:45 PM
Data and analytics: What is fueling sales and service for wealth managers?
Alternative investments: How do firms scale distribution?
1:50 PM - 2:35 PM
Environmental, social, and governance data: How can firms overcome the data challenge?
The democratization of private markets: When will innovation become gains for all?
2:35 PM - 3:00 PM
Networking Break & Sponsor Showcase
3:00 PM - 3:45 PM
Client migration across the advice continuum: From disconnected transactions to a lifetime relationship
Digital assets: Are they ready for prime time?
4:00 PM - 4:30 PM
Fireside Chat: Where Do We Go From Here: A Private Equity Perspective on Investment Trends in Wealth and Fintech in a Bear Market
4:30 PM - 4:45 PM
Closing Comments
4:45 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