Aite- Novarica Group's Wealth Management in Transition Executive Forum 2021 | Aite-Novarica Group | 10 November 2021 | Virtual Event
Venue
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| Event Date | Wed Nov 10 EST (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
The global wealth management industry is going through a great deal of change. Leading firms are well on their way to implement post-pandemic operating models that are centered around key disciplines such as mass customization, social selling, financial planning, and wellness, a scalable investment management process guided by model portfolios often developed by an in-house chief investment officer, a greater awareness of socially responsible investing and ESG, as well as a product offering that is going well beyond investments. In today’s environment, wealth management firms have to rely on a data infrastructure that allows for an efficient work environment for its financial advisors as well as a responsive and bespoke experience for its clients. Retooling is a necessity for wealth management firms in order to remain competitive in this fast-changing industry.
Aite-Novarica Group’s Wealth Management in Transition event is designed to bring executives from leading global wealth management firms together to discuss central topics that are reshaping this industry and to share their experiences on this journey. The multitrack event will center on client engagement and advice (Track 1), and portfolio management and product (Track 2).
Join Aite Group's Wealth Management analysts to:
• Hear from industry experts and executives and find out how leading firms are tackling the transition to financial planning and the strategic and tactical decisions taken to be successful
• Discover how leading financial institutions are positioning financial planning and identifying the models employed to service clients across age and wealth tiers
• Network virtually with your peers and share best practices and lessons learned to shape the next generation of wealth management practices
Who should attend:
• Heads of wealth management
• Directors of financial planning/advice
• Heads/VPs of strategy
• Heads/VPs of digital strategy
• Heads of advisor training and development
Speakers
2021 Speakers
Rudy Adolf
Founder, CEO & Chairman, Focus Financial Partners
Ryan Alexis
Senior Director, Client Support, Black Diamond
Brian Barnes
CEO and Founder, M1 Finance
Philip Barnes
CIO, Wealth, Old National Bancorp
Petra Besson Fencikova
Head of ESG Investments, Société Générale Private Banking
Tom Burmeister
VP of Financial Planning, NaviPlan
Dean Butler
Head of Digital Strategy, M&G
Alexandra Daly
Founder and CEO, AA Advisors Europe, Ltd.
Ilan Davidovici
Principal, Client Experience, Edward Jones
Michael Doniger
Head of Investment and Crypto, MoneyLion
Jason Gordo
VP, Head of Client Experience and Strategic Partnerships, Goldman Sachs
Anton Honikman
CEO, MyVest
Aaron Klein
CEO, Riskalyze
Tony Leal
President, Envestnet MoneyGuide
Amanda Lott
Executive Director, Head of Goals-Based Planning, J.P. Morgan Private Bank
Frank McAleer, Jr.
SVP, Wealth Planning, Global Wealth Solutions, Raymond James
Michelle Morris
Executive Director, Wealth Management Investment Solutions, Morgan Stanley
Dick Pfister
Founder & CEO, AlphaCore Wealth Advisory
Dr. Boris Rankov
Head of Digital Advisory, Private Banking & Wealth,InvestCloud
Scott Reddel
Managing Director, Accenture
Bryan Sachdeva
VP of Front Office Products, CGI
Chris Scott-Hansen
Managing Director, Head of Portfolio & Trading Solutions, Morgan Stanley
Tanya Seajay
CEO and Founder, Orenda Software Solutions, a SIX company
Charles Smith
Global Head of Digital Solutions, Refinitiv
Russ Tipper
Product Management Director, Capital Group
Jackie VanderBrug
Managing Director, Head of Sustainable & Impact Investment Strategy, Bank of America
Corey Walther
President, Allianz Life Financial Services, LLC
Anders Zachrisson
Head of Strategy, Formue
MODERATORS:
Dennis Gallant
Strategic Advisor, Aite-Novarica Group
Meghna Mukerjee
Strategic Advisor, Aite-Novarica Group
Wally Okby
Strategic Advisor, Aite-Novarica Group
Alois Pirker
Director, Wealth Management Practice, Aite-Novarica Group
William Whitt
Strategic Advisor, Aite-Novarica Group
Sponsors & Partners
2021 Sponsors
PREMIER SPONSORS:
• Accenture
• Six
PLATINUM SPONSORS:
• CGI Wealth360
• Myvest
• Navi Plan
• Refinitiv