More information coming soon.

Tuesday, October 29

7:30am - 8:30am ET
Networking Breakfast

8:30am - 8:45am ET
Chairman’s Welcome Remarks

8:45am – 9:45am ET
C-Suite Unplugged: Powerhouse Panel

Overview

Kick off the Summit with a dynamic session featuring top CTOs, COOs, and CSOs. Moderated by Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management, this session dives into the most pressing issues and innovations in our industry today.

Speaker(s)

Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management

9:50am – 10:20am ET
Keynote: The AI Revolution

Overview

Dive into a visionary keynote exploring how AI is set to transform asset and wealth management. Discover groundbreaking insights and prepare for the future of finance!

Speaker(s)

David Wu, Head of Generative AI, Morgan Stanley Wealth Management

10:20am – 10:40am ET
Networking Break

10:40am – 11:25am ET
AI Unleashed: Game-Changing Strategies for Every Vertical

Overview

Discover where AI is making the biggest impact! Learn which AI strategies are delivering the most value, from investment management and client engagement to compliance, risk management, and reporting. Get the inside scoop on maximizing AI's potential across your organization.

11:30am – 11:45am ET
Lightning Talk: Election Impact Outlook

Overview

Dive into a fast-paced session on the 2024 election's potential effects on global policies, financial markets, and regulatory landscapes. Don't miss these critical insights!

Speaker(s)

Jennifer Flitton, Head of US Government Affairs, Invesco

11:45am – 12:15pm ET
Networking Break

12:15pm – 1:00pm ET
NOVA Awards Luncheon

1:00pm – 1:45pm ET
2024 NOVA Awards Presentation

Honoring Excellence in Asset & Wealth Management

Speaker(s)

Jim Fitzpatrick, President & CEO, Nicsa

1:45pm – 2:00pm ET
Networking Break

2:00pm – 2:30pm ET
Keynote: Bringing Alts to Market

Overview

Top wealth managers unveil the secrets behind blending alternatives with liquid mutual funds. Get insider tips on distribution strategies and advisor education in this must-attend session for product and distribution pros!

Speaker(s)

Doug Krupa, Managing Director and Head of Global Wealth Solutions in the Americas, KKR

David Unanue, Director, Wealth Management Investment Resources, Capital Group

2:35pm - 3:20pm ET
The Alts Boom: Navigating the Ecosystem

Overview

Prepare for the explosive growth of alternatives! Discover how this diverse asset class is reshaping the industry for retail, HNW, UltraHNW, and institutional clients. Explore the landscape of niche firms, technology platforms, and service providers that are evolving to support the alts ecosystem in this must-attend session.

Speaker(s)

Moderator: Marty Griffin, Managing Director, Fund Operations, Beacon Ridge Capital Management

Nick Darsch, Managing Director, Ultimus Fund Solutions

York Lo, Global Head of Alternative Product Management, John Hancock

3:20pm - 3:40pm ET
Networking Break

3:40pm - 3:55pm ET
Lightning Talk: 360 Degree View of Tokenization

Overview

Get a comprehensive look at asset tokenization in this fast-paced dive into the future of digital assets!

4:00pm - 4:45pm ET
Regulatory Shake-Up: The New Rules of AI and Alts

Overview

More information coming soon.

4:45pm – 6:30pm ET
Networking Reception