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Friday, March 3
7:30am – 8:30am ET
Breakfast in the Nicsa Hub
8:30am – 9:30am ET
Face the Membership with Tyler Mathisen
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.
Tyler Mathisen, CNBC
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
9:30am – 9:45am ET
DEI Lightning Talk: The ROI for ERGs
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.
Vu Pham, CEO of Spectrum Knowledge & Chair of Elevate
9:45am – 10:00am ET
Break in Nicsa Hub
10:00am – 11:00am ET
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.
Amanda Walters, Principal, Casey Quirk
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
11:00am – 12:00pm ET
The Metaverse & Me
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.
John W. Stadtler, Partner, Financial Services Industry, PwC
Grady Hua, Director, PwC
Ryan Rugg, Head of Digital Assets TTS, Citi
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