Tuesday, March 12

All day - Early Arrival & Networking

Arrive in sunny Orlando and take advantage of all the resort has to offer! Schedule networking events, hit the Park, or relax at the pool.

Wednesday, March 13

1:00pm - 2:00pm ET - Welcome Lunch in Nicsa Hub | Sponsored by J.P. Morgan
2:15pm - 3:15pm ET - Keynote: The Science of Managing Time, Focus & Energy
3:15pm - 4:00pm ET - Reshaping the Value Chain with AI
4:15pm - 4:30pm ET - Lightning Talk: European Trends
4:30pm - 5:15pm ET - Think Like a Futurist
5:15pm - 7:00pm ET - Networking Reception in Nicsa Hub | Sponsored by Northern Trust

Thursday, March 14

8:00am - 8:45am ET - Breakfast Session | Sponsored by Broadridge
8:55am - 9:30am ET - Fireside Chat with Marty Flanagan, Invesco
9:30am - 10:20am ET - Building Tomorrow’s Portfolio
10:45am - 11:00am ET - Lightning Talk: Lessons Learned Through a Century of Investing
11:00am - 11:50am ET - The Quest for Hyper-Personalization
Starts at 1:00pm - Nicsa Gives Back Volunteer Event (Sponsored by Capital Group) or Golf Tournament
6:30pm - 8:30pm ET - Nicsa Gives Back Dinner | Sponsored by Invesco

Friday, March 15

7:30am - 8:30am ET - Networking Breakfast | Sponsored by STP Investment Services
8:30am - 9:30am ET - Face the Membership | Bob Pisani, CNBC; Penny Pennington, Edward Jones; Yie-Hsin Hung, SSGA
9:30am - 10:15am ET - Economic & Public Policy Outlook | Candi Wolff, Citi
10:30am - 10:45am ET - Lightning Talk: Driving DEI in Asset and Wealth Management
10:45am - 11:30am ET - M&A Hotbed