Tuesday, October 29
7:30am - 8:30am ET
Networking Breakfast
Join us for a Welcome Networking Breakfast to kick off the 2024 Asset & Wealth Management Summit.
Sponsored by:
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 c-suite executives in the asset & wealth management industry. 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)
Moderator: Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management
Michelle Fuller, Independent Consultant, formerly Head of US Private Wealth at John Hancock
Kristina Hooper, Chief Global Market Strategist, Invesco
Rob Kane, Director, Alternative Investments, Commonwealth Financial Network
9:50am – 10:20am ET
Keynote: The Artificial Intelligence Revolution
Overview
Dive into a visionary keynote exploring how artificial intelligence 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
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry.
10:40am – 11:25am ET
Artificial Intelligence 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.
Speaker(s)
Moderator: Michael Sands, Senior Manager, Strategy & Consulting - Capital Markets, Accenture
Kate Chatzopoulos, Independent Consultant
Carl Lingenfelter, Artificial Intelligence Product Manager, Northern Trust
Tod McKenna, Global Head of Data Science and Artificial Intelligence, Citi Securities Services
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)
11:45am – 12:15pm ET
Networking Break
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry.
12:15pm – 1:45pm ET
NOVA Awards Luncheon & Presentation
Each year, Nicsa recognizes industry leaders for innovation and leadership across a number of categories within the asset & wealth management industry. The Nicsa NOVA Awards aim to showcase best-in-class initiatives, technologies, and leadership in today's landscape.
The 2024 Nicsa NOVA Award winners will be presented during the luncheon.
Sponsored by:
Speaker(s)
1:45pm – 2:00pm ET
Networking Break
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry.
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
Justin Schwartz, Executive Director, Product Management, Wealth Management Services, DTCC
3:20pm - 3:40pm ET
Networking Break
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry.
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!
Speaker(s)
Beralda Kokoshi, Business Development Lead, DTCC Digital Assets
4:00pm - 4:45pm ET
Regulatory Shifts: What’s Next for Artificial Intelligence and Alts
Overview
Prepare for transformative shifts in AI and Alternative Investments. Get the latest insights from industry experts on what could be landmark regulatory changes and their impact on these dynamic sectors.
Speaker(s)
Moderator: Joanne Kane, Chief Compliance Officer, Global Investor and Distribution Services, US, SS&C
Jocelyn Aqua, Data, Privacy, Risk and AI Governance Leader, PWC
4:45pm – 6:30pm ET
Networking Reception
Unwind and forge new connections at our Networking Reception, where industry professionals gather for an evening of engaging conversations and relationship-building over cocktails and hors d oeuvres.
