Click here to view the sessions organized by topic.

Sessions, speakers, and timing are subject to change.

Thursday, October 10, 2024
7:30 AM - 8:15 AM
Arrival and Networking Breakfast
 
8:15 AM - 8:30 AM
Welcome & Opening Remarks
 
8:30 AM - 9:00 AM
Keynote Session - The Investor’s Investor Looks to the Future
John Dowd- Fiduciary Trust International
9:00 AM - 9:05 AM
Impact Award: Wealthtech Startup
 
9:05 AM - 9:45 AM
State of the Union: M&A Perspectives in the RIA Channel
Lisa Asher- Datos Insights
Mike Rieker- Constellation Wealth Capital
Abby Salameh- RFG Advisory
Anton Honikman- MyVest
9:45 AM - 9:50 AM
Impact Award: Advisory Enablement
 
9:50 AM - 10:30 AM
Hyper-Personalization Solutions Driving Success for Wealth Managers
Wally Okby- Datos Insights
Ilan Davidovici- Edward Jones
Paramita Sarkar- Ameriprise Financial
Amanda Robinson- Fidelity Investments
Jane Gulian-Moiroux- BMO
Jerone Abueva- Samsung Electronics America
10:30 AM - 10:50 AM
Networking Break and Sponsor Showcase
 
10:50 AM - 10:55 AM
Impact Award: Client Experience
 
10:55 AM - 11:35 AM
Squaring the Wealth Management Circle, or a New Take on Trust
William Trout- Datos Insights
Jim Bertles- Alti Tiedemann Global
Rosemary Hueser- BOK Financial
Kara Pass- Market Street Trust Company
Ken Stern- Lido Advisors
11:35 AM - 11:40 AM
Impact Award: AI-Data Management
 
11:40 AM - 12:00 PM
Flagship Research Presentation - Toward the Holistic Advisory Model: Insights from the 2024 Datos Financial Advisor Survey
William Whitt- Datos Insights
12:00 PM - 1:00 PM
Networking Lunch
 
1:00 PM - 1:05 PM
Impact Award: Technology Transformation
 
1:05 PM - 1:45 PM
Tackling the Retirement Tsunami of Worry to Drive Positive Client Outcomes
Lisa Asher- Datos Insights
Angie O'Leary- RBC Wealth Management
Manish Malhotra- Income Discovery
Paresh Mutha- TIAA
Kathryn Delcavo- Prudential Financial
1:45 PM - 2:05 PM
Unlocking the Power of Pricing
William Trout- Datos Insights
2:05 PM - 3:00 PM
Networking Break and Sponsor Showcase
 
3:00 PM - 3:05 PM
Impact Award: Prospecting Technology
 
3:05 PM - 3:45 PM
Laying the Groundwork for Success: Cultivating the Next Generation of Financial Advisors
William Whitt- Datos Insights
Kate Healy- AdvoKate IQ, LLC
Robert Goff- Raymond James Financial
Lydia DiClemente- Merrill Lynch
Gabriela Weiss- Advent International
3:45 PM - 3:50 PM
Impact Award: AI-Customer Engagement
 
3:50 PM - 4:30 PM
Emerging Trends, Use Cases and Challenges in Generative AI
Wally Okby- Datos Insights
Paige Nelson- Capital Group
Greg Beltzer- RBC Wealth Management
Jerone Abueva- Samsung Electronics America
Nitesh Kadakia- Merrill Lynch
Tim Foley- LPL Financial
4:30 PM - 5:00 PM
Stranger Than Fiction: The Real Story Behind The Wolf of Wall Street
Gregory Coleman- Coleman Worldwide Advisors LLC
5:00 PM - 5:10 PM
Closing Remarks
William Trout- Datos Insights
5:10 PM - 6:10 PM
Cocktail Reception