2021 Agenda
New York, 8 - 9 June 2021
Schedule
Create your personal agenda –check the favourite icon
Jun 809:00
Conference pass
Key Innovations in long-term strategies from value to momentum, growth and ‘impact’ investing
Investment Strategy
Lori M Heinel, Deputy Global Chief Investment Officer, State Street Global Advisors
Jun 809:30
Conference pass
Capitalizing on political and economic volatility post-pandemic
Investment Strategy
Eric Freedman, Chief Investment Officer, US Bank Wealth Management
Sebastian Culpan-Scott, Editorial Director, Savvy Investor
Daniel Kern, TFC Financial Management
Joel Shulman, Founder, Managing Partner And Chief Information Officer, Entrepreneurshares
Jeffrey Mortimer, Director of Investment Strategy, BNY Mellon Wealth Management
Jun 810:20
Conference pass
ETF Market Outlook
ETFs and Index Funds
Ben Slavin, Global Head of ETFs, Asset Servicing, BNY Mellon
Elisabeth Kashner, Director of Global Fund Analytics, FactSet Research Systems
Jun 810:50
Conference pass
Fixed Income ETFs - Credit Quality, Diversification, and Preservation
ETFs and Index Funds
Michael Arone, Chief Investment Strategist, Managing Director, State Street
Tom Lydon, CEO, E.T.F. Trends
Jun 811:20
Conference pass
Active, Passive, or Both?
ETFs and Index Funds
Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco
Kip Meadows, Chief Executive Officer, Nottingham Investment Administration
Anita Rausch, Head of Capital Markets, The Wisdom Tree
Nicholas J Elward, Senior Vice President And Head Of Business Development And ETFs, Natixis Investment Managers
Linda Zhang, Chief Executive Officer and Founder, Purview Investments
Jun 812:30
Conference pass
Leveraging data to maximize efficiency of distribution streams
Customers & Distribution
Malik Sarwar, Senior Partner, Global Leader Group, USA
Marshall Butler, Chief Marketing Officer, Wells Fargo Wealth & Investment Management
Jun 813:00
Conference pass
Transforming brands to optimize investor relations
Customers & Distribution
Charles Burke, Head of Global Marketing, Morgan Stanley Investment Management
Charlotte Ransom, Founder And Chief Executive Officer, Netwealth
Malik Sarwar, Senior Partner, Global Leader Group, USA
Jun 813:40
Conference pass
New technology in customer engagement
Customers & Distribution
Jonathan Nabrotzky, CEO & Managing Partner, Global Leader Group, USA
Alan Smith, Global Head of Investments, Citigroup
Lisa Crafford, Vice President, Advisor Solutions, BNY Mellon - Pershing
Pamela Sams, Financial Advisor, Jackson Sams Wealth Strategies
Ryan Neal, Technology Editor, Financial Planning, Arizent
Jun 814:50
Conference pass
ESG: Using data signals to optimize the tilt of investor portfolios
ESG Investing
Michael Kashani, Global Head of ESG Portfolio Management, Goldman Sachs
Caitlin Maclean, Milken Institute
Liam Hynes, EMEA Head, Capital Markets Product Specialist, S&P Global Market Intelligence
Jun 815:30
Conference pass
Increasing transparency & oversight in ESG investments
ESG Investing
Sarah Bratton Hughes, Head of Sustainability, Americas, Schroders
Eddie Deschapelles, Georgetown University
Jun 816:00
Conference pass
Aligning sustainability with profitability during a crisis
ESG Investing
Emily Thomas, VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst, Morgan Stanley Investment Management
Richard Lacaille, Global Chief Investment Officer, State Street Global Advisors
Harlin Singh Urofsky, Global Head of Sustainable Investing, Citi Private Bank
Namtse Namgyal, Head of Institutional Sales, North America, Trucost, part of S&P Global
Create your personal agenda –check the favourite icon
Jun 909:00
Conference pass
How fintech is disrupting wealth management
Tech & Innovation
Lisa Huang, Head of AI Investment Management & Planning, Fidelity Investments
Nikhita Iyar, Head of Strategic Business, Moxtra
Jun 909:30
Conference pass
Building a digital roadmap and app stack for enhanced advisory
Tech & Innovation
Ed Lecky Thompson, CTO, International Division, Vanguard
Elizabeth Oates, Global Leader Group, USA
Nikhita Iyar, Head of Strategic Business, Moxtra
Jun 910:20
Conference pass
Understanding emerging diversity in customers and investment culture
Diversity In Wealth
Gunjan Kedia, Vice Chair, US Bank Wealth Management
Beverly Goodman, Editorial Director, Investing & Asset Management, Barron's
Jun 910:50
Conference pass
Strategies for understanding and tapping into the value of a diverse client base and talent pool
Diversity In Wealth
Amanda Pullinger, Chief Executive Officer, 100 Women in Finance
Tiffani Potesta, Chief Strategy Officer, Schroders
Eve Ellis, VP, Wealth Advisor, William Blair
Phyllis Costanza, Head Of Philanthropy And Chief Executive Officer Optimus Foundation, UBS
Jun 912:00
Conference pass
Redirecting customer focus to secure new business from the newest generation
Family Office
Vincent Hayes, Global Head of Family Office & International Wealth, BNY Mellon Wealth Management
Kristi Kuechler, Family Office Educator, Kuechler Consulting
Jun 912:30
Conference pass
Preparing family offices for new risks and disruptions
Family Office
Courtney Birnbaum, Senior Advisor, Cooper Family Office
Blair Feldman, Director, Family Office, Prager Metis C.P.A.S. Llc
Brandon Laughren, Laughren Group
Jun 913:10
Conference pass
How machine learning can transform internal efficiencies – and where human advisors can provide value
AI & Data Driven Investments
Ryan Neal, Technology Editor, Financial Planning, Arizent
Aakaash Madhavan, Associate Director of Investment Banking Advanced Analytics, Rbc
Jun 914:00
Conference pass
Automation in Asset Management
AI & Data Driven Investments
Thomas Li, Co-Founder, daloopa
Abraham Thomas, Chief Data Officer, Quandl
Jun 914:30
Conference pass
Enhancing asset offerings to attract new generations and markets
Business Model Futures
Kristen Euretig, Brooklyn Plans
April Rudin, Founder And Chief Executive Officer, The Rudin Group
Jun 915:00
Conference pass
Dealing with volatility – what are the best alternative avenues in a high vol environment?
Alternative Assets & Funds
Jean-Francois Crousillat, Managing Director, Alternative Strategies, Franklin Templeton Investments
Eddie Deschapelles, Georgetown University
Jun 915:30
Conference pass
Evaluating new and traditional options in alternative Assets
Alternative Assets & Funds
Jean-Francois Crousillat, Managing Director, Alternative Strategies, Franklin Templeton Investments
Alex Catterick, Sr. Managing Director, Manulife
Jun 916:00
Conference pass
Alternatives to the 60/40 Portfolio Allocation Strategy
Alternative Assets & Funds
Rebecca Ungarino, Senior Finance Reporter, Business Insider
Jim Barry, Managing Director, Chief Investment Officer, BlackRock Alternative Investors
last published: 20/May/21 21:15 GMT
GET INVOLVED AT WLTH AMERICAS
Organiser
