7:30 AM - 8:15 AM 45 Min(s) |
Networking Breakfast |
8:15 AM - 8:25 AM 10 Min(s) |
Opening Remarks
Conference Co-Chairs: Jean Heath, Principal Director, Asset Management Relations, Envestnet Brian Schappert, Senior Vice President, Co-Head of U.S. Intermediary Distribution, American Century Investments |
8:25 AM - 8:40 AM 15 Min(s) |
President’s Update
Craig Pfeiffer provides an update on MMI’s strategic areas of focus and key initiatives on behalf ofmember firms and the investment advisory industry.
Craig Pfeiffer, President and CEO, Money Management Institute |
8:40 AM - 9:05 AM 25 Min(s) |
Executive Fireside Chat
Where are we headed as an industry? Join us for a candid conversation on what the industry is getting right–and where it can do better. Discover ways you can think differently to deliver cutting-edge strategies, bring unparalleled customization and flexibility at scale, and ensure your people are up for the challenges of tomorrow.
Roland Kastoun, Asset and Wealth Management Consulting Solutions Leader(U.S.), PwC Craig Pfeiffer, President and Chief Executive Officer, Money Management Institute |
9:05 AM - 9:45 AM 40 Min(s) |
The Talent Imperative: Reimagining Today’s Challenges for a More Productive Tomorrow
Today’s business leaders are being confronted with a broad range of human capital challenges. The transition over the past three years from working fully in-office, to entirely remote, and now–in many instances–to a hybrid model, has caused repercussions across our workforce. Leading effectively in 2023 requires strategies that address the demand for flexible work arrangements, a tight labor market, escalating talent costs, and DEI concerns. This session starts with a review of the macro landscape, and then you’ll hear from a panel of experts on their own best practices and what they have seen as effective measures in the critical areas of talent acquisition, retention, and development.
Moderator: Tyler Cloherty, Managing Director, Head of the Strategy and Analytics’ Knowledge Center, Deloitte
Panelists: John Halaby, Executive Vice President, Head of Distribution, Harbor Capital Monica Patel, Head of Human Resources, Americas, Invesco Lauren Ziadie, Executive Director, Head of Women Without Limits, Morgan Stanley |
9:45 AM - 10:15 AM 30 Min(s) |
The Evolution of Investment Advisory Product: Innovation & Continuous Improvement
With holistic wealth management, customization, and values alignment increasingly in demand by investors, how are organizations evolving product strategy across the advisory value chain? In this session, two senior industry executives provide a look a head at the next evolution of advisory product. Hear how they are reimagining Product as a strategic asset for firms and modernizing the approach to providing solutions to meet client demands for today and the future.
Cheri Belski, Head of Global Product, T. Rowe Price Stephen Patrickakos, Head of Managed Investments, Bank of America Merrill Lynch |
10:15 AM - 10:30 AM 15 Min(s) |
Refreshment and Networking Break |
10:30 AM - 11:10 AM 40 Min(s) |
Concurrent Round Table Discussions: Trends in Investment Advisory Product
Our third set of Round Table Discussions explores developments on the product side of the advisory business. There is a lot to review and discuss. Select a topic and get ready for a free-flowing exchange with a table of your industry counterparts.
- Demystifying personalization– a product solution, a technology solution, an experience, or something else?
Discussion Leaders: Randy Bullard, Global Head of Wealth, Charles River Development Brendan Powers, Director, Product Development, Cerulli Associates
- Alternative investments–areas of opportunity in 2023
Discussion Leaders: Parker Roy, Chief Revenue Officer, Axxes Capital Daniil Shapiro, Director, Product Development, Cerulli Associates
- ESG at a crossroads–future trends and expectations
Discussion Leaders: Edward Allen, Managing Director, Head of ESG & Climate Client Coverage–Americas, MSCI Garrett Cox, Global Head of Product & Investor Marketing, Northern Trust Asset Management
- Customized SMAs–the next frontier in personalized portfolios?
Discussion Leaders: Sam Marciano, Head of SMA Distribution, Franklin Templeton Russell Tipper, General Partner, Investment Advisory, Edward Jones
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11:20 AM - 12:00 PM
40 Min(s) |
Concurrent Round Table Discussions: Effective Talent Strategies
For our final group of small-group conversations, we have saved a set of topics that are critical for business and team leaders advisory industry–namely, dealing with the talent challenges brought on by the pandemic, the Great Resignation, Quiet Quitting, and today’s hybrid work model. Choose your biggest pain point, pull up a chair, and be prepared to cross-pollinate ideas with other leaders who are wrestling with similar challenges.
- Acquiring talent in a tight labor market–how to position your firm as a destination for top talent
Discussion Leaders: Rocco Benedetto, Executive Vice President, Head of U.S. Retail Distribution, Invesco Brad Jung, Head of North America, Advisor & Intermediary Solutions, Russell Investments
- Re-engineering retention–current trends behind transitions and how to thoughtfully defend your firm from turnover Discussion
Leaders: Kathy Freeman, Founder and President, Kathy Freeman Company Karen Lutomski, Senior Managing Director, Co-Head of Private Wealth, Nuveen
- Talent development and engagement–maximizing coaching & development to elevate your workforce
Discussion Leaders: Michael Galkoski, National Sales Manager, U.S. Wealth Management, ETF & SMA Distribution, American Century Investments Monica Patel, Head of Human Resources, Americas, Invesco
- Moving the DEI needle–how to become more intentional and effective with DEI initiatives amid a volatile jobs market
Discussion Leaders: Josean Fernandez, Director of National Accounts, Institutional Marketing, Ariel Investments Lauren Ziadie, Executive Director, Head of Women Without Limits, Morgan Stanley
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12:10 PM - 12:40 PM 30 Min(s) |
Closing Keynote Presentation Megatrends in Data, Tech, Space and Geopolitics for 2030, 2040 and 2050
Given our rapidly changing world, business leaders have an imperative to be positive “change agents” and help their organizations go beyond the status quo. The 7 billion networked devices on the planet in 2013 doubled to 14 billion in 2015, and 2025 is forecast to have more than 75 billion networked devices globally relative to only 8.3 billion people on the planet. The amount of data is also growing exponentially, so much that estimates suggest that by 2025 there will be more data than three times all the conversations we ever had for the entire history of human species. With these rapid changes, the nature of leadership is also changing. This requires recognition of the exponential technology trends that have been growing in such fields as data, tech, space, and geopolitics. This presentation will provide you with awareness of the potential trends for 2030, 2040, and 2050 as well as action-oriented ways to be bold, brave, and benevolent for the future ahead.
Dr. David A. Bray, Distinguished Fellow, Henry L. Stimson Center
Non-Resident Distinguished Fellow, Business Executives for National Security
Introduction: Denise Wypiszenski, Founder and Co-Chief Executive Officer, 4U Platform
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12:40 PM- 12:45 PM 5 Min(s) |
Closing remarks
Conference Co-Chairs: Jean Heath, Principal Director, Asset Management Relations, Envestnet Brian Schappert, Senior Vice President, Co-Head of U.S. Intermediary Distribution, American Century Investments
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