Agenda

Tuesday, October 3, 2023
8:30 AM - 9:30 AM	Women in Wealth Networking Breakfast (invite only)	General Conference Breakfast
9:30 AM - 9:50 AM	Welcome & Opening Keynote
9:50 AM - 10:30 AM	Mass Customization: Apocalypse or Catalyst for Packaged Financial Products? Gavin Little-Gill
10:30 AM - 10:40 AM	Break
10:40 AM - 11:20 AM	Client Engagement Track – ANG Flagship Research Wealth Management	Market Innovation Track – ANG Flagship Research Capital Markets
11:20 AM - 12:00 PM	Client Engagement Track – Can Today’s Financial Planning Deliver on the Promise of Financial Wellness? Meghna Mukerjee	Market Innovation Track – The New U.S. Credit Trading Landscape: Paving New Roads for Institutional and Retail Credit Investors Colby Jenkins
12:00 PM - 1:00 PM	Lunch & Roundtable
1:00 PM - 1:40 PM	Client Engagement Track – CRM: How to Attain Agility and Efficiency in the Client Journey Andrew Besheer	Market Innovation Track – SEC Market Structure Proposals: Who Wins? Who Loses? Sang Lee
1:40 PM - 2:20 PM	Client Engagement Track – Building Bridges: Converging Channels to Acquire and Retain Clients David Himmel	Market Innovation Track – The Democratization of Private Markets: Driving Growth … and Commoditization Vinod Jain
2:20 PM - 2:30 PM	Break
2:30 PM - 3:10 PM	Client Engagement Track – Goals-Based Investing and the Customer Journey Greg Vigrass	Market Innovation Track – Love It or Hate It, ESG Is Here to Stay Paul Sinthunont
3:10 PM - 3:50 PM	Client Engagement Track – Digitizing the Customer Reporting Experience: Innovate or Be Left Behind Wally Okby	Market Innovation Track – Everyone Wants to Manage Your Data: The New EDM Paradigm Adler Smith
3:50 PM - 4:10 PM	Networking Break & Sponsor Showcase
4:10 PM - 4:50 PM	Regulatory Reporting: Keeping Up With the Changes Sang Lee
4:50 PM - 5:10 PM	Keynote Session
5:10 PM - 6:00 PM	Cocktail Reception