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
John Amore
John Amore
Head of Wealth Management
Kestra Financial
Greg Beltzer
Greg Beltzer
Head of Technology
RBC Wealth Management
Scott Brady
Scott Brady
VP, Head of Product Development and Strategy
Columbia Threadneedle Investments
Andrew Cant
Andrew Cant
VP, Financial Services Solutions
NexJ Systems
Cameron Dawson
Cameron Dawson
Chief Investment Officer
NewEdge Wealth
Darlene DeRemer
Darlene DeRemer
Managing Partner
Grail Partners LLC
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
Daniel Gutman
Daniel Gutman
Vice President, Platform Strategy
Prudential
Morten Hermansen
Morten Hermansen
Head of CX
Formue
Michele Hillery
Michele Hillery
Managing Director
DTCC
Coley Jellinghaus
Coley Jellinghaus
Head of Financial Product Partnerships
Addepar
Nitesh Kadakia
Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch
David Knoch
David Knoch
Chief Executive Officer
Docupace
Markus Lammer
Markus Lammer
MDR
Credit Suisse
Bob Leaper
Bob Leaper
VP Sales & Marketing
Smartleaf Asset Management
Tobin McDaniel
Tobin McDaniel
General Manager, Invest
SoFi
Michelle Morris
Michelle Morris
Executive Director
Morgan Stanley
Sarah Norman
Sarah Norman
Investment Strategist
Bank of America
Ryan O'Connor
Ryan O'Connor
Global Head of Product Development and Management
Goldman Sachs
John Olerio
John Olerio
Head of Webster Investments, SVP
Webster Bank
Robert Pettman
Robert Pettman
Executive Vice President
LPL Financial
Jens Rabe
Jens Rabe
COO
Unblu
Ram Ramaswamy
Ram Ramaswamy
Managing Director, Head of NB Custom Direct Investing (NB CDI)
Neuberger Berman
Scott Reddel
Scott Reddel
Managing Director
Accenture
Justin Ruchka
Justin Ruchka
Vice President
KeyBanc Capital Markets
Anish Shah
Anish Shah
Managing Director – Head of Product and Digital
BNY Mellon
Niharika Shah
Niharika Shah
EVP, Chief Growth Officer
TIFIN Wealth
Vian Sharif
Vian Sharif
Group Head of Sustainability
FNZ
Alex Sion
Alex Sion
Managing Director, Head of Partnerships
Motive Partners
Jaisundar Siva
Jaisundar Siva
Executive Director
Morgan Stanley
Jon Stevenson
Jon Stevenson
Head of Wealth Management
MoneyLion Inc
Thomas Sullivan
Thomas Sullivan
Managing Director - Head of Market Access and Business Development
Societe Generale
Sarah Tipple
Sarah Tipple
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Samantha Trebesch
Samantha Trebesch
SVP, Head of Sustainable Investing, Private Client Group
Raymond James Financial, Inc.
Evelyn Varner
Evelyn Varner
Head of Advice Enablement
Wells Fargo
Gabriela Weiss
Gabriela Weiss
Vice President
Advent International
Anders Zachrisson
Anders Zachrisson
Head of Strategy
Formue

Aite-Novarica Group Event Chairs and Moderators

Andrew Besheer
Andrew Besheer
Director of Wealth Management
Datos Insights
Vinod Jain
Vinod Jain
Strategic Advisor
Datos Insights
Gavin Little-Gill
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Datos Insights
Meghna Mukerjee
Meghna Mukerjee
Strategic Advisor
Datos Insights
Wally Okby
Wally Okby
Strategic Advisor
Datos Insights
Alois Pirker
Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group

Agenda at a Glance*

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 

Premier Sponsor

Platinum Sponsors

Gold Sponsor

Supporting Sponsor

Interested in sponsoring this event? Please contact us at [email protected].