Registration & Breakfast

Opening Remarks & Key Findings by Aite-Novarica Group

Fireside Chat: Building the Wealth Management Model for the Future

Client engagement models: How do wealth managers get ahead of customer expectations?

Changing the asset management proposition: What does the future hold?

Digitizing the client life cycle: Big challenges or big benefits?

Direct indexing wealth management perspective: What is the demand for retail portfolio customization?

Networking Break & Sponsor Showcase

Turning client reporting into digital engagement: How do leading companies support growth and retention?

Beyond TAMPs: What’s next for evolving investment/advice platforms?

Networking Lunch

Data and analytics: What is fueling sales and service for wealth managers?

Alternative investments: How do firms scale distribution?

Environmental, social, and governance data: How can firms overcome the data challenge?

The democratization of private markets: When will innovation become gains for all?

Networking Break & Sponsor Showcase

Client migration across the advice continuum: From disconnected transactions to a lifetime relationship

Digital assets: Are they ready for prime time?

Fireside Chat: Where Do We Go From Here: A Private Equity Perspective on Investment Trends in Wealth and Fintech in a Bear Market

Closing Comments

Networking & Cocktail Reception

Aite-Novarica Group Digital Wealth Management Impact Awards Presentation & Dinner (Invitation Only)