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
Neesha Hathi
Managing Director, Head of Wealth & Advice Solutions
Charles Schwab
Greg Beltzer
Greg Beltzer
Head of Technology
RBC Wealth Management
Alastair Cairns
Alastair Cairns
Head of Marketplace
Addepar
Stephen Carlson
Stephen Carlson
Managing Director
SCS Investment Partners
Cameron Dawson
Cameron Dawson
Chief Investment Officer
NewEdge Wealth
Joshua Dietch
Joshua Dietch
Head of Retirement Thought Leadership
T. Rowe Price
Eugene Elias, Jr.
Eugene Elias, Jr.
COO and Founding Partner
Atria Wealth Solutions
David Gordon
David Gordon
SVP, Direct Indexing
Vestmark
Neil Greenbaum
Neil Greenbaum
Executive Vice President, Sales & Partnerships North America
Ortec Finance
Michele Hillery
Michele Hillery
General Manager of Equity Clearing and DTC Settlement Service
The Depository Trust & Clearing Corporation (DTCC)
Michael Jabara
Michael Jabara
Managing Director
Morgan Stanley
David Knoch
David Knoch
Chief Executive Officer
Docupace
Cynthia Loh
Cynthia Loh
Managing Director, Head of PFMG Product
Goldman Sachs
Sarah Norman
Sarah Norman
Director, Senior Investment Strategist, Sustainable & Impact Investment Strategy
Bank of America Merrill & Private Bank
Ram Ramaswamy
Ram Ramaswamy
Head of NB Custom Direct Investing (CDI)™
Neuberger Berman
Scott Reddel
Scott Reddel
Managing Director
Accenture
Vian Sharif
Vian Sharif
Group Head of Sustainability
FNZ Group
Thomas Sullivan
Thomas Sullivan
Managing Director
Societe Generale-Forge
Sarah Tipple
Sarah Tipple
VP, Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Samantha Trebesch
Samantha Trebesch
SVP, Head of Sustainable Investing, Private Client Group
Raymond James

Aite-Novarica Group Event Chairs and Moderators

Vinod Jain
Vinod Jain
Strategic Advisor
Aite-Novarica Group
Gavin Little-Gill
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Aite-Novarica Group
Meghna Mukerjee
Meghna Mukerjee
Strategic Advisor
Aite-Novarica Group
Wally Okby
Wally Okby
Strategic Advisor
Aite-Novarica Group
Alois Pirker
Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group
Paul Sinthunont
Paul Sinthunont
Strategic Advisor
Aite-Novarica Group
Adler Smith
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 & Networking
9:00 AM - 9:30 AM
General Session
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
10:20 AM - 11:05 AM
Business & Operating Model Track
Changing the asset management proposition: What does the future hold?
Digital Wealth Track
Client engagement models: How do wealth managers get ahead of customer expectations?
Product Revolution Track
Environmental, social, and governance data: How can firms overcome the data challenge?
11:10 AM - 11:55 AM
Business & Operating Model Track
The democratization of private markets: When will innovation become gains for all?
Digital Wealth Track
Digitizing the client life cycle: Big challenges or big benefits?
Product Revolution Track
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
1:30 PM - 2:15 PM
Business & Operating Model Track
Data and analytics: What is fueling sales and service for wealth managers?
Digital Wealth Track
Turning client reporting into digital engagement: How do leading companies support growth and retention?
Product Revolution Track
Direct indexing wealth management perspective: What is the demand for retail portfolio customization?
2:15 PM - 3:00 PM
Business & Operating Model Track
Beyond TAMPs: What’s next for evolving investment/advice platforms?
Digital Wealth Track
Marketing automation and sales enablement: What does today’s advisor toolkit demand?
Product Revolution Track
Alternative investments: How do firms scale distribution?
3:00 PM - 3:20 PM
 
Networking Break & Sponsor Showcase
3:20 PM - 4:05 PM
Business & Operating Model Track
Wealth-management-as-a-service: What is the true business opportunity?
Digital Wealth Track
Client migration across the advice continuum: From disconnected transactions to a lifetime relationship
Product Revolution Track
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 

Premier Sponsor

Platinum Sponsors

Supporting Sponsor

Additional sponsors to be announced soon.

Interested in sponsoring this event? Please contact us at events@aite-novarica.com.