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Overview

Tyler Mathisen is back for our annual fireside chat with industry visionaries. Join us for unscripted discussions, immersive storytelling, and a look at what excites these thought leaders about the future.

Moderator

Tyler Mathisen, CNBC

Speaker(s)

Riley Etheridge, President of the Wealth Management Client Group, Capital Group

Lena Haas, Head of Wealth Management Advice and Solutions, Edward Jones

Michael Lane, Head of iShares U.S. Wealth Advisory, BlackRock

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Overview

Dr. Vu Pham has a unique background in academia and an extraordinary ability to facilitate discussions around real-world practical applications that align the impact of ERG/BRG initiatives with business strategies.

He has been featured on international media, such as CNN, MSNBC, Forbes, the Voice of America, and KSCI International Television. He has published multiple books and articles. His specialties include culture, organizational development, and leadership, and his Lightning Talk is aimed at allowing your ERGs/BRGs to evolve to the next level and impact your bottom line.

Speaker(s)

Vu Pham, CEO of Spectrum Knowledge & Chair of Elevate

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Overview

Disruption can come in many forms. This panel will review prior predictions and take a view toward the evolution of investment management. The discussion will touch upon various themes including technology evolution, ecosystem disruption and workforce of the future.

Moderator

Amanda Walters, Principal, Casey Quirk

Speaker(s)

Dan Houlihan, President, STP Investment Services

Eric Stacy, Head of Front & Middle Office Product & Strategy, Northern Trust

Allison Weaver, Vice President, Operations Strategy and Performance Delivery, Fidelity Investments

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Overview

What is the metaverse and how will it affect employees, products, and services in the future? Learn how and why other industries are leveraging the metaverse and get a peek into what may be in store for the global asset and wealth management industry.

Moderator

John W. Stadtler, Partner, Financial Services Industry, PwC

Speaker(s)

Grady Hua, Director, PwC

Ryan Rugg, Head of Digital Assets TTS, Citi