Datos Insights' Wealth Management and Capital Markets Forum 2023

Thank you for an outstanding Wealth Management and Capital Markets Forum!

Nearly 200 executives from 60+ leading wealth, securities, and investment industry firms came together on October 3, 2023 to discuss challenges and opportunities in a rapidly evolving market.

They discussed how clients want new products, access to private markets, and new tools and solutions. Meanwhile, employees want better products, tools, and support for remote and hybrid environments and regulators want more data, more quickly, in easily manipulated digital formats.

Save the date for our next gathering on October 10, 2024 at Quorum by Convene, New York, NY.

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 Datos Insights. 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, Datos Insights 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.

Matt Alfieri
Partner
Centana Growth Partners

Frank Anguiano
Head of Investment Products
UBS

Kapil Bansal
Managing Director, Global Head of Business Architecture, Data Strategy and Analytics
DTCC

AJ Boury
COO
TIFIN Wealth

Harald Collet
CEO & Cofounder
Alkymi

Darlene DeRemer
Managing Partner
Grail Partners LLC

Michelle Dunstan
Chief Responsibility Officer
Janus Henderson Investors

Brian Fagen
Managing Director and Co-Head of Americas Cash Equities Markets
BNP Paribas

Evan Fire
COO
Pzena Investment Management, LLC

Alvaro Fraguas
Director
Bank of America

Elias Ghanem
Global Head of Capgemini Research Institute for Financial Services
Capgemini

Daniel Gutman
Vice President, Platform Strategy
Prudential

Mike Harrington
Head of Client Relationships
Citadel Execution Services

Erin Heide
Director of Responsible Investing - Research & Strategy
Mackay Shields LLC

Marissa Herr
VP, Head of Technology Consulting
Fidelity

Susan Joyce
Head of Municipals Trading & FI Market Structure
AllianceBernstein

Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch

Markus Lammer
MDR
Credit Suisse

Michael Liersch
Head of Advice and Planning, Wealth & Investment Management
Wells Fargo

Chris Margraf
Sr. Program Manager, Program Management Office
Allspring Global Investments

Frank McAleer
Senior Vice President, Wealth Planning
Raymond James

Chris Napoli
Head of Wealth & Asset Management
Snowflake

Paige Nelson
VP and Senior Manager
Capital Group

Stan O'Marra
Data Transformation and Governance Leader
N/A

Dave Odenath
Global Head of Quantitative Investment Solutions (QIS)
HSBC

Robert Paisley
Industry Director for Banking and Insurance
SS&C Blue Prism

Andrew Pritti
Senior Vice President
Neuberger Berman

John Ramsay
Chief Market Policy Officer
IEX Exchange

Amanda Robinson
VP, Portfolio Solutions
Fidelity Investments

Bill Sappington
EVP - Banking and Lending Solutions
LPL Financial

Paramita Sarkar
Head of Product Strategy, Insurance and Annuities, ESG, Performance Reporting and Analytics
Ameriprise Financial

Joram Siegel
MD, Head of Fixed Income Outsourced Trading
Cowen

Peter Stanton
CEO
Advisor Credit Exchange

Jon Stevenson
Head of Corporate Development & Wealth Management
MoneyLion

Allison Tanenbaum
MD and Global Head of Trading Operations
Apollo Global Investment

Sarah Tipple
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management

James Viceconte
Head of Investment Product
Citizens Bank

Greg Vigrass
CEO
Financial Trust Asset Management

Raghvender (Arni) Arni
Customer Acceleration Team (CAT) Lead
Amazon Web Services

Lisa Asher
Strategic Advisor
Datos Insights

Andrew Besheer
Director of Wealth Management
Datos Insights

David Himmel
Associate
Datos Insights

Vinod Jain
Strategic Advisor
Datos Insights

Colby Jenkins
Strategic Advisor
Datos Insights

Sang Lee
Head of Products and Strategy
Datos Insights

Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

Adler Smith
Advisor
Datos Insights

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 Gavin Little-Gill
5:15 PM - 6:00 PM	Cocktail Reception

Featured Speakers

Event Chairs and Moderators

Agenda

Premier Sponsors

Platinum Sponsors

Gold Sponsor

Supporting Sponsors

Venue