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
New Tools and Digital Capabilities
- CRM/client engagement hubs
- Customer reporting
- Data and EDM
- Financial wellness
- Goals-based investing
- 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
- 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
|Tuesday, October 3, 2023|
|8:30 AM - 9:30 AM|
|9:30 AM - 9:50 AM|
|9:50 AM - 10:30 AM|
|10:30 AM - 10:40 AM|
|10:40 AM - 11:20 AM|
|11:20 AM - 12:00 PM|
Client Engagement Track – Can Today’s Financial Planning Deliver on the Promise of Financial Wellness?
Market Innovation Track – The New U.S. Credit Trading Landscape: Paving New Roads for Institutional and Retail Credit Investors
|12:00 PM - 1:00 PM|
|1:00 PM - 1:40 PM|
|1:40 PM - 2:20 PM|
Market Innovation Track – The Democratization of Private Markets: Driving Growth … and Commoditization
|2:20 PM - 2:30 PM|
|2:30 PM - 3:10 PM|
|3:10 PM - 3:50 PM|
|3:50 PM - 4:10 PM|
|4:10 PM - 4:50 PM|
|4:50 PM - 5:10 PM|
|5:10 PM - 6:00 PM|
*Subject to change
Quorum by Convene
1221 6th Ave
New York, NY 10020
Please email firstname.lastname@example.org for more information on our sponsorship and speaking opportunities.