7:30 AM - 8:30 AM
1 Hour(s) |
Networking Breakfast in the Solutions Center |
8:30 AM - 8:40 AM
10 Min(s) |
Day Two Welcome |
8:40 AM - 9:00 AM
20 Min(s) |
President’s Update
Craig Pfeiffer provides an update on MMI’s strategic areas of focus and key initiatives on behalf of member firms and the investment advisory industry.
Craig Pfeiffer, President and CEO, Money Management Institute
|
9:00 AM - 9:50 AM
50 Min(s) |
What You Need to Know About Blockchain and Digital Assets – And How They Will Impact Your Business
Blockchain technology is simplifying and streamlining processes related to commercial transactions and enterprise trust. In the process, it is disrupting the financial services industry as we know it. The digital assets space is evolving daily with new trends such as NFTs, DeFi, and smart contracts emerging. In this session, legendary financial advisor Ric Edelman reveals the basics that industry professionals must understand – including what blockchain is and why you should care about it, crypto as an asset class, and trends in fintech.
Ric Edelman, Founder, Digital Assets Council of Financial Professionals (DACFP) |
10:00 AM - 10:50 AM
50 Min(s) |
Distribution Track: Session 1
Modernizing the Value Proposition of Sales and Rethinking Approaches
Moderator: Lee Kowarski, Vice President, Head of Distribution Solutions, SS&C | Research, Analytics and Consulting
Panelists: Ronice Barlow, Senior Vice President, Co-Head, U.S. Retail Sales, Franklin Templeton Annie Brown, Head of Broker/Dealer Distribution, U.S. Intermediaries, T. Rowe Price Jaime Magyera, COO and Head of Strategy, U.S. Wealth Business, BlackRock |
10:00 AM - 10:50 AM
50 Min(s) |
Investment Solutions Track: Session 1
What Product Wins the Future – SMA, ETF or Mutual Funds?
Moderator: David Blank, Head of UBS Advice, SMA, UMA, and Mutual Fund Advisory Platforms, UBS Global Wealth Management
Panelists: Dominic Maister, Managing Director, Head of iShares ETF Due Diligence, BlackRock Jason Nicastro, Vice President, Investment Product Management, LPL Financial Russ Tipper, Senior Vice President, Director of Wealth Management Product, Capital Group |
10:00 AM - 10:50 AM
50 Min(s) |
Tools & Technology Track: Session 1
The Next Frontier for AI in Wealth and Asset Management
Moderator: Om Deshmukh, Head of Data Sciences and Innovation, Envestnet Data & Analytics Panelists: Will Bailey, Chief Strategy Officer, InvestCloud Paul Newmann, Director, Aladdin Wealth Enterprise Business Development, BlackRock |
10:00 AM - 10:50 AM
50 Min(s) |
Leading Through Disruption Track: Session 1
Bringing Ideas to Life: Leading Innovation
Moderator: Helene Kubon Skulstad, Partner, Leader, Customer Data & Analytics, PwC
Panelists: Calvin DeBoer, Chief Technology & Operations Officer, Horizon Investments Taneka Lawrence, Senior Relationship Manager, National Accounts, Polen Capital Management Lori Murphy, Vice President, Strategic Relationship Management, Hartford Funds Sibil Sebastian Patri, Vice President, Strategy & Corporate Development, American Century Investments |
| 10:50 AM - 11:20 AM |
Networking Break in the Solutions Center |
11:30 AM - 12:20 PM
50 Min(s) |
Distribution Track: Session 2
Getting the Most Out of Partnerships
Moderator: Amma Boateng, Principal, Head of Broker-Dealer, Financial Advisor Services, Vanguard
6 Panelists: Josean Fernandez, Director of National Accounts, Ariel Investments Kristy Ives, Head of National Accounts, Goldman Sachs Asset Management Ninon Marapachi, Managing Director, Head of Asset Management Relationships, Bank of America Greg Toskos, Global Head of Partnerships, UBS
|
11:30 AM - 12:20 PM
50 Min(s) |
Investment Solutions Track: Session 2
Beyond Product: How Innovation is Driving Enhanced Client Services and Experiences
Moderator: Kate Magaram, Head of Strategy, Retail Advice and Solutions, Prudential Financial
Panelists: Matt Caulfield, Chief Revenue Officer, Archer Katie D’Angelo, Managing Director, Head of Wealth & Investment Management Partnerships & SMA Specialists, Allspring Global Investments Kara Julian, Managing Director, Associate Director, Consulting Group, Morgan Stanley Wealth Management |
11:30 AM - 12:20 PM
50 Min(s) |
Tools & Technology Track: Session 2
The Wealth Management Platform of the Future
Moderator: Rob Klapprodt, Corporate Strategy Officer, Vestmark
Panelists: Jessica Liberi, Head of Platform Technology, Fidelity Investments Amna Raheem, Head of Strategy for Advisory and Planning Products, Americas, UBS Steve Trzcinski, Vice President, Advisory Product Management | Wealth Management Solutions, LPL Financial |
11:30 AM - 12:20 PM
50 Min(s) |
Leading Through Disruption Track: Session 2
Talent is Abundant. Opportunity is Not: What Everyone Can Do to Attract and Retain Diverse Talent
Moderator: Brett Wright, Senior Managing Director, Head of Client Solutions Group, Macquarie Asset Management — Americas
Panelists: Karen Brown, Founder and Managing Director, Bridge Arrow Clara Sierra, Senior Director, Business Development, Global Sales, Moody’s Analytics Byron Slosar, CEO and Founder, HIVE Diversity
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12:20 PM - 1:15 PM
55 Min(s) |
Networking Luncheon |
1:15 PM - 1:35 PM
20 Min(s) |
MMI Industry Leadership Award Presentation
The 2022 MMI Industry Leadership Award, formerly known as the MMI Pioneer Award, is presented to an individual whose visionary leadership and accomplishments have made a significant and lasting contribution to the asset and wealth management industry and the stakeholders it serves.
Introductions: Mike Perry, Executive Vice President, Global Client Group, Nuveen Jeff Cusack, Senior Managing Director, Strategic Accounts, RetireOne
2022 MMI Industry Leadership Award Recipient: Jeff Carlin, Senior Managing Director, Global Head of Wealth Advisory Services, Nuveen |
1:45 PM - 2:35 PM
50 Min(s)
|
Distribution Track: Session 3
Making Data Actionable for Distribution
Moderator: Michael Winnick, Partner, AdvisorTarget
Panelists: Mike Bieselin, Chief Marketing Strategy & Operations Officer, TIAA Beth Rodenhuis, Senior Vice President, Head of Digital & Capabilities Development, Capital Group Teofil Rus, Senior Manager, Chief Data and Analytics Office, Vanguard |
1:45 PM - 2:35 PM
50 Min(s) |
Investment Solutions Track: Session 3
Ideal Alternative Investment Structures for Mass Affluent Investors
Moderator: Erin Berry, Executive Director, Investment Solutions, Morgan Stanley Wealth Management
Panelists: Milissa Hutchinson, Managing Director, Client Solutions Group, Macquarie Asset Management Keith Jones, Senior Managing Director, Head of Alternative Investments Product, Nuveen Scott Napier, Executive Director, Private Real Estate Americas, J.P. Morgan Asset Management |
1:45 PM - 2:35 PM
50 Min(s) |
Tools & Technology Track: Session 3
How Technology is Shaping Today’s Retirement Landscape
Moderator: Tim Munsie, Head of RIA, Platform Distribution and Planning, Jackson National Life Distributors
Panelists: Kyle Fleming, Senior Manager, Product Management, SS&C Advent Matt Radgowski, Chief Operating Officer, Halo Investing Jack Sharry, Executive Vice President, Chief Growth Officer, LifeYield |
1:45 PM - 2:35 PM
50 Min(s) |
Leading Through Disruption Track: Session 3
Winning the Talent Wars: Surrounding Yourself with Excellence
Mary MacDonald, Partner, Heidrick & Struggles |
2:35 PM - 3:05 PM
30 Min(s) |
Networking Break in the Solutions Center |
3:15 PM - 4:05 PM
50 Min(s) |
Distribution Track: Session 4
Harnessing the Big [D]
Host: Maureen Bromwell, Executive Vice President, Chief Marketing Officer, Northern Trust Asset Management
Panelists: Chuck Burke, Head of Global Marketing, Morgan Stanley Investment Management Tara Giuliano, Chief Marketing Officer, Nuveen Matt Witkos, President, Eaton Vance Distributors Paul Zettl, Executive Vice President, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers |
3:15 PM - 4:05 PM
50 Min(s) |
Investment Solutions Track: Session 4
Building Resilient Portfolios in the Post-Pandemic World That Capture Alpha and Manage Risk
Moderator: Orian Williams, Managing Director, Southeast Region, Pacific Life Advisory
Panelists: Matt Forester, Managing Director, Chief Investment Officer, BNY Mellon | Lockwood Advisors Scott Stolz, Managing Director, iCapital Solutions Bebe Wilkinson, Vice President, Head of Wealth Management Product, MML Investors Services, a MassMutual Company |
3:15 PM - 4:05 PM
50 Min(s) |
Tools & Technology Track: Session 4
The Future of Personal Finance is Embedded
Dani Fava, Group Head of Product Innovation, Envestnet |
3:15 PM - 4:05 PM
50 Min(s) |
Leading Through Disruption Track: Session 4
Strategic Thinking and Action: Today's Disruption Raises New Implications for Leaders
Dennie Kim, Assistant Professor of Business Administration, University of Virginia, Darden School of Business |
4:15 PM - 4:55 PM
40 Min(s) |
Executive Fireside Chat
Moderator: Craig Pfeiffer, President and CEO, Money Management Institute
Roger Paradiso, Global Head of Product Solutions, Franklin Templeton Natalie Wolfsen, CEO, AssetMark
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Day Two Wrap-Up
5 Min(s) |
Day Two Wrap-Up |
5:30 PM - 6:30 PM
30 Min(s) |
Networking Reception in the Solutions Center |
