Agenda: Datos Insights Wealth Management and Capital Markets Forum 2023

Tuesday, October 3, 2023
6:00 AM - 8:00 AM	Event & Exhibitor Setup
8:00 AM - 8:45 AM	General Breakfast
8:45 AM - 9:15 AM	Welcome & Opening Remarks
9:15 AM - 10:00 AM	Generative AI in Wealth and Capital Markets: Perspectives from AWS and Partners Gavin Little-Gill
10:00 AM - 10:10 AM	Break
10:10 AM - 10:50 AM	Mass Customization: Apocalypse or Catalyst for Packaged Financial Products? Gavin Little-Gill
10:50 AM - 11:00 AM	Break
11:00 AM - 11:45 AM	Client Engagement Track – Can Today’s Financial Planning Deliver on the Promise of Financial Wellness? Lisa Asher	Market Innovation Track – The New U.S. Fixed Income Landscape: Paving New Roads for Institutional and Retail Fixed Income Investors Colby Jenkins
11:45 AM - 12:30 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
12:30 PM - 1:15 PM	Lunch
1:15 PM - 2:00 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
2:00 PM - 2:45 PM	Client Engagement Track – Mass Personalization/Customization at Scale: Responding to the Voice of the Customer Andrew Besheer	Market Innovation Track – Love It or Hate It, ESG Is Here to Stay Adler Smith
2:45 PM - 3:30 PM	Break
3:30 PM - 4:15 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
4:15 PM - 4:25 PM	Break
4:25 PM - 5:05 PM	AI: Embrace It? Or Rage Against the Machine? Wally Okby
5:05 PM - 5:15 PM	Closing Remarks
5:15 PM - 6:00 PM	Cocktail Reception