Join us for Aite-Novarica Group's Wealth Management and Capital Markets Forum this October!
The securities and investments industry seems to be struck by an insatiable demand for MORE. Clients want new products, access to private markets, and new tools and solutions. Employees want better products, tools, and support for remote and hybrid environments. Regulators want more data, more quickly, in easily manipulated digital formats.
Register now to join executives from leading financial institutions, Aite-Novarica Group’s Wealth Management and Capital Markets advisors, and other Securities & Investments industry experts as they explore the client and regulator in the context of the new products and digital capabilities firms are deploying to offer a more holistic solution. Key themes we will explore include the following:
New Investment Products
Alternatives/private markets
Credit trading
Direct indexing
ESG
New Tools and Digital Capabilities
CRM/client engagement hubs
Customer reporting
Data and EDM
Financial wellness
Goals-based investing
Regulatory Change
Compliance and reg reporting
Evolving risk and control models to support regulatory change
Market structure updates
Key reasons to attend:
Exchange ideas through intimate networking sessions with wealth management and capital markets c-suite executives, leading technology providers and thought leaders from Aite-Novarica Group. Come away with new ideas, new solutions and new contacts who can help you to achieve your goals.
Gain proven recommendations on how to position your organization for success in today’s evolving market from practitioners who’ve blazed the trails.
Learn from peers, Aite-Novarica Group advisors, and industry experts about the critical trends impacting your business. Hear real world success stories of innovation to anticipate, address and capitalize on the challenges and opportunities presented.
Participate in interactive sessions covering the industry’s hottest topics, from alternative assets to channel convergence to platform evolutions to regulatory change, it’s all going to be laid out there.
Share best practices and lessons learned across the breadth of wealth management and capital markets that will shape your business for the balance of 2023 and prepare you to meet 2024 fully armed.
Who should attend:
Chief operating officers
CTOs
Heads of advisor training and development
Heads of distribution (asset management)
Heads of wealth management
Heads/VPs of digital strategy
Heads/VPs of investment operations
Heads/VPs of strategy
Aite-Novarica Group Event Chairs and Moderators
Andrew Besheer Director of Wealth Management Aite-Novarica Group
Interested in sponsoring or speaking at this event?
Please email events@aite-novarica.com for more information on our sponsorship and speaking opportunities.
