Wednesday, March 30
All in-person general sessions will take place in the Confluence Ballroom.
8:30am - 11:30am ET
Board of Directors Meeting
11:30am - 12:30pm ET
Board of Directors Lunch
1:00pm - 1:45pm ET
Welcome Lunch for Attendees
1:45pm - 2:00pm ET
President's Address and Welcome Remarks
2:00pm - 3:00pm ET
Opening Keynote Presentation
Overview
Join us for an intimate gathering with the “First Lady of Wall Street,” Sue Herera, as she shares her perspective on the ever-changing global relationships between the U.S. and its business partners. Don’t miss this exclusive opportunity to hear CNBC’s Anchor at Large discuss her seasoned view of the headline stories and major issues that are moving global markets.
Speaker(s)
Sue Herera, CNBC Anchor at Large
Sponsored By:
Introducing the keynote speaker: Jill Evans, Global Head of Marketing and Communications for Citi Securities Services
3:00pm - 3:50pm ET
Headlines & Horizons: Broker Dealer Perspective
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.
Moderator
Sandy Bolton, Senior Advisor, FS Investments
Speaker(s)
David Rosen, Managing Director, Head of Traditional Investment Products, Morgan Stanley
Steve Rueschhoff, Principal, Edward Jones
Anna Snider, Head of Due Diligence, CIO Office, Merrill Lynch
3:50pm - 4:00pm ET
Break
4:00pm - 4:50pm ET
Headlines & Horizons: Asset Manager Perspective
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.
Moderator
John Cooper, Former Head of Distribution, Morgan Stanley
Speaker(s)
Erin Carney, Head of Strategic Development, Thornburg
Clint Harris, Head of Wealth Management Platforms and Global Consulting, Invesco
Roger Paradiso, Head of Product Solutions, Franklin Templeton Distributors, Inc.
5:00pm - 6:30pm ET
Welcome Reception
Sponsored by:
