Sponsored by:

Speaker

Jim Fitzpatrick, President & CEO, Nicsa

Speaker

Mark Giuliano, Senior Managing Director and Chief Administrative Officer, Invesco

Sponsored by:

Overview

What is our responsibility as an industry to close the savings/investment gap? What are firms doing to increase inclusivity and expand their client bases? Hear from forward looking industry leaders focused on community activity to increase financial literacy, influence savings and investment behavior, and build trust with historically underserved communities.

Moderator

Jessica Ruggles, Corporate Vice President, Financial Wellness Thought Leadership & Market Insights, New York Life

Speaker(s)

Lauren Bernstein, Head of Customer Experience, EVERFI

Melinda Hightower, Managing Director, Head of Multicultural Strategic Client Segments, UBS

Jamila Mayfield, Partner, EY

Overview

Learn about the Diversity Project North America, its programs, initiatives, and future goals. Learn about our upcoming 2023 DEI Perception Survey, the Fearless Leadership Symposium, and more. Find out how you can personally get involved to advance DEI within the asset and wealth management industry.

Speaker(s)

Cassie McCarthy, Senior Manager, Wealth and Asset Management Consulting, EY

Justine Phoenix, Head of Diversity Project North America, Nicsa

Overview

Listen to success stories from executives that leveraged technologies to gain efficiencies in their organizations. Panelists will discuss technical, operational and compliance-related achievements (and a few challenges), along with their impacts to customers and employees.

Moderator

Nicole Greene, Head of Global Investor and Distribution Solutions, US, SS&C

Speaker(s)

Eric Brothers, Managing Director, BlackRock

Mike Demissie, Global Head of Innovation and Advanced Solutions, BNY Mellon

Tod McKenna, Head of Data Science and AI, Securities Services, Citi

Overview

What would you do if you knew you could not fail? Chasing Failure is all about having a vision for a dream, a goal, a mission, and knowing that the road will be paved with failure, but still proceeding with conviction and passion. This is what sets those who succeed beyond measure, from those who simply exist. The fear of failure will keep you inside a box, stall innovation, and make sure you hesitate anytime you even think about taking a risk that could help you achieve goals beyond your wildest dreams. As leadership expert Ryan Leak shares, you don’t actually have to get over the fear. Just do it scared and take really good notes.

Speaker(s)

Ryan Leak, Author, Speaker, Executive Coach, and Filmmaker

Sponsored by: