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Wednesday, October 6

9:45 am EST
Opening Remarks

10:00 am EST
Opening Keynote: How Data and Technology Shape the Future of Meaningful Human Experiences

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Overview

With so much emphasis in business on artificial intelligence, automation of various kinds, and digital transformation, the future of human work — and even humanity itself — can feel uncertain. And while we often talk about user experience, customer experience, patient experience, and so on, we rarely consider what a truly integrated human experience might look and feel like. But “Tech Humanist” Kate O’Neill presents the case for why the future of humanity is in creating more meaningful, dimensional, and integrated experiences, and how emerging technologies like chatbots, wearables, IoT devices, and more can be included in this kind of human-centric design. While weaving in examples from a range of industries, applications, and even pop culture, Kate offers an inspiring and useful framework for designers, strategists, or anyone creating experiences for humans.

Speakers

Kate O’Neill, Founder and CEO of KO Insights, Author of Tech Humanist, early employee at Netflix

10:50 am EST
Pop-Up Speaker: DFIN

10:55 am EST
Break

11:00 am EST
C-Suite Roundtable: Architects of Innovation

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Overview

How will your firm adapt, survive, and thrive? Gain a C-Suite perspective on the issues that are top-of-mind for industry leaders. From talent management to technology adoption, to product development, learn how bold visionaries are helping their firms stay relevant and bolster client value in the next three to five years.

Moderator

Sharon Epperson, Senior Personal Finance Correspondent, CNBC

Speakers

Paul Dawe, CEO and COO, HSBC Global Asset Management (USA)

Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management

Joe Sullivan, Future Chairman and CEO, Allspring Global Investments (Wells Fargo)

11:50 am EST
Pop-Up Speaker: Northern Trust

11:55 am EST
Break

12:00 pm EST
How to Enhance Advantage and Create Value

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Overview

Business model innovation is the art of achieving growth through a continuous willingness to adjust and adapt to new challenges and opportunities. Learn how changes in investor behavior, globalization and technological innovations are currently creating a "window of opportunity" for asset managers and their service providers in 2022 and beyond.

Moderator

Andre Veissid, Partner – Strategy and Transactions, EY

Speakers

Heather Lord , SVP, Head of Strategy & Innovation, Capital Group, American Funds

Riya Sen, Head of Product Leadership, Vanguard

Michael Snell, SVP, Head of Asset Management Strategy and Central Finance, Fidelity Investments

12:50 pm EST
Pop-Up Speaker: Mediant