2023 MMI Leadership Pathway Seminar

Welcome & Opening Remarks

Conference Co-Chairs:
Tyrus Hilliard, CFP^®, Vice President, Portfolio Manager, Morgan Stanley Wealth Management
Amanda Robinson, Vice President, Portfolio Solutions, Fidelity Investments

MMI Governor:
Matthew Goulet, CFA, Head of Asset Manager Services & Business Development, Fidelity Institutional^SM

Explore the World of Innovation at Fidelity

Fidelity believes that the possibilities for helping their customers are endless. The firm challenges the status quo and explores new technologies to harness innovation, fosters a culture that encourages new ideas, and embraces agile approaches to move faster. And to kick off the Seminar, they are opening their doors and giving Seminar attendees a front-row seat to their eye-opening operations.

Attendees will hear from Fidelity's leaders of innovation, take tours of the facility, and network with fellow attendees.

Carolyn Orfanella, Vice President, FCAT Relationship Manager, Fidelity Investments
Mona Vernon, Head of Fidelity Labs, Fidelity Investments

Note, lunch will be provided during this highly interactive session.

Asset and Wealth Management Industry Trends

What’s on the horizon for the industry? Two of the industry’s leading researchers will share their predictions on the big picture trends impacting both asset and wealth management.

T. Neil Bathon, Managing Partner, FUSE Research Network 
Brendan Powers, CFA, Director, Product Development, Cerulli Associates

Be a Marketer for your Personal Brand

How can a personal brand help you drive business and advance your career? What tools are available to help you build a personal brand? How do you capitalize on LinkedIn and its many features to build a personal brand and grow your network? Learn tricks of the trade from the industry's most creative marketing masterminds.

Justine Bartholomew, Senior Strategic Marketing Consultant and 529 Marketing Lead, Hartford Funds
Matt Nollman, Vice President of Marketing, LifeYield; Producer and Guest Host, WealthTech on Deck

Paid Leave – Take it or Leave it? 

There are many challenges around taking paid leave – whether it be maternity/paternity leave, vacation time, etc. – that impact today’s professionals. Firms offer it, employees earn it, yet they’re afraid to take it. Why? Hear this panel’s take on paid leave and what they think employers and employees should do to address and eliminate the *often unspoken* challenges around it.

Moderator:
Danielle Morrison, Director of Strategic Relationships, Thornburg Investment Management

Panelists:
Lucinda Candal, Chief of Staff, Thornburg Investment Management
Courtney Dunne, Vice President, National Accounts, American Century Investments
Corrigan Kardatzke, Managing Director, Pacific Life Advisory, Pacific Life
Jason Nicastro, Vice President, Enterprise Business Development, LPL Financial

Breakout Session – Navigating your Career through Turbulence

In this “closed door” session, groups will discuss the obstacles that emerging leaders are facing while they are trying to grow their careers in this unstable, post-Covid environment.

Keynote - Artificial Intelligence and Innovation in Practice

Two partners with PwC’s Customer Transformation practice will discuss the key concepts of innovative business models, how to meet evolving customer needs, and the trends shaping the artificial intelligence revolution across industries. They will also share an industry example of how artificial intelligence has been a key driver for innovation.

Introduction:
Noelle Hozumi, Head of Sales, Regional Enterprise, InvestCloud

Presenters:
Amit Dhir, Partner, Pricing & Sales Leader, PwC
Amit leads the Pricing and Sales practice areas. Amit works with Fortune 500 companies to help in their front-office transformation using advanced analytics. He has over 25 years of experience in operating and consulting roles at high technology companies. His operating experience was in executive roles covering general management, strategic planning, business operations (pricing, forecasting, systems), and product development at Xilinx and MIPS Technologies. Amit also served as an EIR at Foundation Capital, where he was the CEO of a Series-C semiconductor start-up.

Helene Kubon Skulstad, Advisory Partner, Data and Analytics, PwC
Helene leads the Customer Experience and Insights team. She is also the global PwC insurance data and analytics lead. She has worked as a consultant for more than 20 years, specializing in helping global companies across industries build their data and analytics capabilities to gain insights that enhance value to the business and end customer. She works closely with clients to realize benefits incrementally applying a business driven and agile approach.

Keynote Breakout - Test and Learn

Following their presentation, Amit and Helene will help attendees put innovation into practice during an interactive breakout session.

Amit Dhir, Partner, Pricing & Sales Leader, PwC
Helene Kubon Skulstad, Advisory Partner, Data and Analytics, PwC

Sourcing and Nurturing Diverse Talent

Advancing the future of investment advisory solutions begins by providing an inclusive environment and growth opportunities for those that are historically underserved in the industry. Hear from impactful leaders who are moving the needle in DEI about how your organizations can find and support diverse talent.

Moderator:
Ron Taylor, Executive Vice President, Head of Diversity, Equity and Inclusion, Natixis Investment Managers

Panelists:
Christie-Belle Garcia, Ph.D., Executive Director, Talent Acquisition and Diversity Inclusion for Investment Solutions, Morgan Stanley Wealth Management
Kendell Taylor, Director, Financial Advisor Talent Acquisition, Edward Jones

Become the Leader You Aspire to Be

If you’re attending this event, you share at least one common trait with all other attendees – you’re an emerging leader. This final session will provide insights from experienced, established leaders that will help guide you on your journey of becoming a leader.

A Leadership Pathway alumna will team up with industry executives and members of MMI’s Board of Governors to discuss leadership styles, leveraging mobility for career growth, and more.

Moderator:
Luci Strauss Garren, Senior Relationship Manager, National Accounts, Goldman Sachs

Panelists:
Roger Paradiso, Global Head of Product Solutions, Franklin Templeton; Executive Chairman, O’Shaughnessy Asset Management
Anne Steer, Head of Distribution, Congress Asset Management Company
Troy Thornton, Partner, Client Solutions & Capital Markets, Goldman Sachs

Closing Remarks

Conference Co-Chairs:
Tyrus Hilliard, CFP^®, Vice President, Portfolio Manager, Morgan Stanley Wealth Management
Amanda Robinson, Vice President, Portfolio Solutions, Fidelity Investments