Sessions will cover a wide array of topics, including product & distribution, regulatory updates, the convergence of wealth & retirement, artificial intelligence, synthesized voice, the economic outlook, and DEI.

Monday, November 6

12:00pm - 1:00pm ET - Board of Directors Luncheon

For Board members only.
1:00pm - 3:30pm ET - Board of Directors Meeting

For Board members only. 
4:00pm - 5:00pm ET - Committee Co-Chair Town Hall (Board Members and Co-Chairs Only)

For Committee Co-Chairs and Board members only. Committee members are not expected to attend. 
5:00pm - 8:00pm ET - Board and Committee Co-Chair Reception and Dinner (Board Members and Co-Chairs Only)

For Committee Co-Chairs and Board members only. Committee members are not expected to attend. 

Tuesday, November 7

7:15am - 8:15am ET - Networking Breakfast

Open to all attendees. 
8:15am - 8:30am ET - Welcome Remarks

Open to all attendees. 
8:30am - 9:30am ET - Opening Keynote: Rising Expectations | Mutual Fund Industry 2030

Open to all attendees. 
9:30am - 10:30am ET - What's Driving the Alts Landscape

Open to all attendees. 
10:30am - 10:45am ET - Networking Break

Open to all attendees. 
10:45am - 11:45am ET - A Confident Board: Strategies for Effective Governance

Open to all attendees. 
11:45am - 12:20pm ET - Networking Break

Open to all attendees. 
12:20pm - 2:00pm ET - NOVA Awards Luncheon

Open to all attendees. 
2:00pm - 3:00pm ET - The Convergence of Wealth & Retirement

Open to all attendees. 
3:00pm - 3:15pm ET - Lightning Talk: Secure 2.0

Open to all attendees. 
3:15pm - 3:30pm ET - Networking Break

Open to all attendees. 
3:30pm - 4:30pm ET - Unleashing the Power of AI

Open to all attendees. 
4:30pm - 4:45pm ET - Lightning Talk: Voice Scam Demo

Open to all attendees. 
4:45pm - 6:30pm ET - Networking Reception

Open to all attendees. 

Wednesday, November 8

7:15am - 8:15am ET - Breakfast Session: Sponsored by Broadridge

Open to all attendees. 
8:30am - 9:30am ET - C-Suite Roundtable: Chartering Your Trajectory

Open to all attendees. 
9:30am - 9:45am ET - Lightning Talk: 2023 DEI Survey Key Takeaways

Open to all attendees. 
9:45am - 10:00am ET - Networking Break

Open to all attendees. 
10:00am - 10:45am ET - Fireside Chat: Public Policy & Economic Indicators 

Open to all attendees. 
10:45am - 11:45am ET - Generational Debate: Workforce Evolution

Open to all attendees. 
11:45am ET - Conference Concludes

Open to all attendees.