Wednesday Agenda | Thursday Agenda | Friday Agenda

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Wednesday, March 30

8:30 am ET
Board of Directors Meeting

11:30 am ET
Board of Directors Lunch

1:00 pm ET
Welcome Lunch for Attendees

2:00 pm ET
Opening Keynote Presentation

Enter Session

Overview

More information coming soon.

3:00 pm ET
Headlines & Horizons: Broker Dealer Perspective

Enter Session

Overview

Broker Dealer and Research perspective on today’s headlines and tomorrow’s trends:

Take a pulse on Democratization, Direct Indexing, and Portfolio Customization. Get an insider view on Disruption, Consolidation, Service Models, and Product Development. Don’t miss this candid look at the industry through the broker dealer lenses. Find out what themes are making these executives’ short lists, how they are preparing for seismic industry shifts, and what they look for in industry partnerships.

3:50 pm ET
Break

4:00 pm ET
Headlines & Horizons: Asset Manager Perspective

Enter Session

Overview

Asset Manager perspective on today’s headlines and tomorrow’s trends:

Take a pulse on Democratization, Direct Indexing, and Portfolio Customization. Get an insider view on Disruption, Consolidation, Service Models, and Product Development. Don’t miss this candid look at the industry through the asset management lenses. Find out what themes are making these executives’ short lists, how they are preparing for seismic industry shifts, and what they look for in industry partnerships.

5:00 pm ET
Welcome Reception