New York Agenda

TSAM

New York 2026

September 22-23, 2026

Two days of senior peer exchange bringing together the leaders of US asset management to address the defining strategic, operational, and technology challenges shaping the industry’s future

September 22, 2026 — The Competitive Landscape

September 23, 2026 — The New Frontier

TSAM New York 2026

Speakers

Melissa Stolfi

Global Chief Operating Officer

The TCW Group

Archana Kumar

Global Chief Operating Officer

Northern Trust

Chris Cafiero

Global Head of Asset & Wealth Management Regulatory Affairs

JPMorgan Chase

Cinda Whitten

Global Head of Investment Operations

Nuveen

Ron Ratcliffe

Managing Director

BlackRock

Bill Ahmuty

Global Head of Multi Assets and Model Portfolios

State Street Global Advisors

Kedar Sambhoos

Chief Data Officer, John Hancock

Manulife

Jonathan Wang

Chief Technology Officer

VanEck

Manish Ghayalod

Global Chief Technology Officer

The TCW Group

Carrie Benz

Global Investments COO

Janus Henderson Investors

Matt Goldwasser

Head of AI Data Science

T. Rowe Price

Leonora Xhekaj

Risk Professional

Dina Ting

SVP, Head of Global Index Portfolio Management

Franklin Templeton

Julie Gunts

SVP, Global Head of ETF Strategy and Partnerships

AllianceBernstein

Vince Sobocinski

Head of Portfolio Construction Methodology Research & Deployment

Vanguard

Katrina Dudley

SVP, Public Market Investments

Franklin Templeton

Kat Mello

Managing Director

Morgan Stanley

Marina Severinovsky

Head of Sustainability, Americas

Schroders

Alex Grassino

Global Chief Economist, Multi-Asset Solutions

Manulife Investment Management

Keri Tusa

Global Head of Investment Technology

Lazard Asset Management

Katherine Southwick

Head of Product, Portfolio Construction and Management

Vanguard

James Ferguson

Chief Operating Officer, Partner | US Private Client, Endowments & Foundations

Brown Advisory

Anthony Medici

Managing Director

BlackRock

Brian Donnelly

SVP, Head of Sales Technology

Lazard Asset Management

Geeta Gupta

Head of Sales Enablement

Apollo Global Management

Anatoly Shtekhman

Head of Investment Research & Portfolio Management

Vanguard

Evan Fire

Chief Operating Officer

Pzena Investment Management

Sylvester Marbey

Chief Compliance Officer

Vontobel Asset Management

Nicholas Sambuco

Head of Multi-Asset Investment Consultancy & Engineering

Columbia Threadneedle Investments

Kate Schaeffer

Head of Investment Management Strategy and Governance

MassMutual

Raj Sriram

Head of Data Engineering (Data, Analytics, AI)

Barings

Mike Maxwell

Partner, Head of Operations

Brown Advisory

Gaurangi Patel

Sr. Manager Investments, Head of ESG & Proxy Technology

Invesco

Alex Golbin

Chief Technology Officer

Hudson Bay Capital Management

Kevin Hebner

Global Investment Strategist

TD Epoch

Daniel Jacobson

Managing Director

Fiera Capital

Philip Maymin

Director of Asset Allocation Strategies

Janus Henderson Investors U.S.

Bill Safarik

Head of Client Technology Strategy

Allspring Global Investment

Michael Soss

Chief Investment Officer

Millburn Ridgefield LLC

Rob De Gracia

Chief Technology Officer

Bregal Investments

Asha Mehta

Chief Investment Officer

Global Delta Capital

Milind Sharma

CEO

QuantZ Capital Management

James Stewart

VP, Strategic Execution Manager, Alternatives

AllianceBernstein

George Mylnikov

Portfolio Manager

Charles Schwab

TSAM New York 2026

Speakers

Jonathan Wang

Head of R&D Strategy and Partnerships

MassMutual

Mallory Vaughn

Director of Business Transformation

Liberty Mutual Investments

Antonio Ferreira

VP, Senior Director, Global Marketing Strategy & Digital Execution

MFS Investment Management

Blaise Jenkins

SVP

Fortitude RE

Edward Kim

Director, Performance and Analytics

Cambridge Associates

David Gulkowitz

Chief Operating Officer

DSC Meridian Capital LP

Rachel Dorris

Director, Distribution Enablement and Analytics

Principal Asset Management

Jared Eisenberg

VP / ETF Specialist

AllianceBernstein

Timothy Kirwan

Chief Compliance Officer

Knights of Columbus Asset Advisors

Nelda Kacyem

US Chief Compliance Officer

Partners Capital

Marat Molyboga

Chief Risk Officer, Director of Research

Efficient Capital Management

Lisa Sheeler

Chief Compliance Officer and General Counsel

RhumbLine Advisers

Russell Newman

Chief Operating Officer

Great Lakes Advisors

Katy Rose

Head of Performance and Data

Amova Asset Management

Abhishek Sinha

CEO & CIO

Nelumbium Capital

Michelle Graham

Chief Operating Officer

NorthStar Asset Management

Rochelle Levy

Chief Compliance Officer

Bluespring Wealth Partners

Vinh Tran

Associate Director of Business Development

WisdomTree Asset Management

Ayesha Kiani

Chief Operating Officer

Monarq Asset Management

Steven Dorfman

Chief Operating Officer

Rhino Investment Partners

Clark Hsu

CIO

Paramita Capital

Esther Pan Sloane

Managing Director

Eyre Street Capital

Adam Sokolic

Chief Operating Officer

Bluespring Wealth Partners

Stephen Brown

AllianceBernstein

Brian Tsai

CFO

Ardinall Investment Management

Jon Ambos

Chief Operating Officer

Bentley Road Group

Caroline Banfield

Head of Marketing

Bluespring Wealth Partners

Nick Stanojev

Founder and Principal

AnchorPointe Advisory

Professor Ned Gandevani

CEO/CIO

NMG Funds

Jason Thalmann

VP, ETF Operations

AllianceBernstein

Chris Theodore

Senior Solution Architect

Quadient

Rich Falk-Wallace

Founder & CEO

Arcana

Dean McIntyre

Chief Commercial Officer

SimCorp

Rochelle Glazman

VP of Product Marketing

Arcesium

Mei-Li da Silva Vint

Chief Commercial Officer

Brevet Capital

Kelly Mathieson

Chief Business Development Officer

Digital Asset

Gary Hoberman

Founder and CEO

Unqork

Sarah Hoffman

Director of AI Thought Leadership

AlphaSense

Gregoire Hug

CEO

WeeFin

Spencer Edman

Senior Account Executive

Responsive

Arianna Colombo

UK Operations Manager

MDOTM

Tom Wheatley

COO

Watson Wheatley

Sean Tuffy

Strategic Regulatory Advisor

Firebrand Research

Ron Allen

CEO

OnCorps

TSAM New York 2026

The Competitive Landscape — Tuesday, September 22, 2026

8:00 - 9:00	Registration and Coffee
9:00 - 9:40	Opening Keynote Fireside Chat with Melissa Stolfi, Global Chief Operating Officer at the TCW Group How a global COO views scale, distribution access and technology as competitive advantages - and where focus and agility still beat sheer size Why fee pressure, consolidation and AI are raising the stakes for firms of every size, not just the giants The strategic choices that matter most now on operating model, growth, distribution and build-versus-buy
9:45 - 10:25	Plenary What the Winning Operating Model Looks Like For the Modern Asset Manager Why there is no single winning operating model, and how the right answer differs for a $10bn firm and a $500bn one How ownership, outsourcing and technology choices shape scalability, cost position and operating leverage at your scale The practical trade-offs efficient firms are making across people, process and platform, without a mega-firm budget
10:25 - 11:25	Networking & Solutions Spotlights
	10:30 - 10:45 — Build, Rebalance & Explain Portfolios at Scale With AI - MDOTM
	10:50 - 11:05 — Automated Reconciliation & Data Aggregation - Watson Wheatley
	11:10 - 11:25 — Scale to Win: Transform RFP & DDQ Workflows with AI - Responsive

	Stream A – Operations & Technology	Stream B – AI & Data	Stream C – Clients, Talent & Growth	Stream D – Strategy & Leadership	Roundtables
11:25 - 11:55	Unqork Opening Remarks Why the traditional model of large-scale, multi-year transformation is struggling to keep pace with the speed at which asset managers now need to change. How firms can create a more adaptable operating environment, where new products, processes and client requirements can be supported without continually rebuilding the technology stack. What the next generation of investment operations could look like when flexibility, speed of change and interoperability become as important as scale and efficiency.	AI Beyond Alpha: Where It's Actually Earning Its Keep Across the Firm Where AI is delivering measurable productivity outside the front office, operations, reconciliations, reporting, compliance, client service and marketing How to prioritise use cases by ROI and risk, and what separates a production win from a pilot that stalls Why this is the great equaliser for lean teams, doing the work of headcount a mid-size firm doesn't have	From Content to Conversation: How AI Is Transforming Marketing and Client Engagement How AI is accelerating content, DDQs, RFPs and client personalisation, and what that frees smaller marketing teams to do Why getting found is changing: from search-engine optimisation to showing up inside ChatGPT, Gemini and Claude answers How to measure what's actually working, engagement, retention and real ROI, without a mega-firm martech stack	Rethinking the Menu: A Macro View amid Evolving Landscapes where Global Diversification Matters Why the era of US-only returns is ending, and how AI's global supply chain, from semiconductors to memory, is rewriting where opportunity lives Where product strategy is heading as fee compression bites: barbelling vanilla exposures that compete on cost against differentiated products that compete on trust How managers of every size respond as clients demand a full global menu from one relationship - and what that means for the product shelf	Waystone Roundtable Hosted peer networking discussion for delegates to compare priorities, challenges and approaches with peers facing similar business and operational pressures Themes include benchmarking current initiatives, sharing lessons learned, identifying common pain points and discussing where firms are investing next Key questions include what others are doing, what is working in practice and where peer experience can help sharpen decision-making

	Stream A – Operations & Technology	Stream B – AI & Data	Stream C – Clients, Talent & Growth	Stream D – Strategy & Leadership	Roundtables
12:00 - 12:30	Scaling Smart: Overcoming the Modern Investment Operational Challenges for Boutique & Institutional Asset Managers Examining where growth most commonly creates operational strain, from new strategies and investor onboarding to reporting expectations and time-to-market pressure Exploring how firms are improving visibility with automation across the investment lifecycle, and what it takes to connect workflows, data and decision-making more effectively Assessing how operations teams can build more adaptable processes, reduce manual dependency and protect team capacity as complexity increases	BNY Custom Session Exploring how asset managers are strengthening data foundations to support AI adoption across operations, reporting and decision-making Assessing where firms are facing the greatest implementation challenges, from fragmented data and legacy platforms to governance, trust and control Discussing practical steps firms can take to move from AI ambition to scalable adoption, with clearer workflows, better oversight and more usable data	The Talent and Capability Reckoning: Building the Workforce the New Operating Model Requires Why tomorrow's operating model demands new skills, roles and leadership behaviours How AI literacy, data fluency and workflow design are becoming firm-wide requirements, not specialist ones How smaller firms reskill teams, compete for scarce talent and lead through automation-driven change	Rebuilding the Core: How To Modernize Without Losing 3 Years and a Fortune The unvarnished story of a core-platform modernisation, what went right, what went wrong, and what saved it What separates successful transformations from costly failures across selection, migration and parallel runs How to modernise on a realistic budget and timeline, the decisions and red flags that decide whether it delivers or derails	F2 Roundtable Hosted peer networking discussion for delegates to compare priorities, challenges and approaches with peers facing similar business and operational pressures Themes include benchmarking current initiatives, sharing lessons learned, identifying common pain points and discussing where firms are investing next Key questions include what others are doing, what is working in practice and where peer experience can help sharpen decision-making
12:30 - 14:15	Lunch & Solutions Spotlights
	12:50 - 13:05 — Quadient
	13:10 - 13:25 — Fractal Analytics
	13:30 - 13:45 — DEFT Consulting
	13:45 - 14:00 — Solutions Spotlight G
14:15 - 14:45	The New Investment Operations Mandate: Scaling Complexity Without Scaling Headcount Why product and asset-class complexity is outpacing traditional operations models, especially for lean teams Where automation, AI and outsourcing create real operational leverage without adding bodies How smaller and mid-size firms scale ETFs, private markets and multi-asset complexity by working smarter, not bigger	AI- and Data-Driven Alpha: Democratizing Intelligence Across the Front Office How AI is broadening access to advanced analytics across research, portfolio and risk teams What democratised intelligence means for alpha as powerful tools become cheap and widely available Where a defensible investment edge comes from when AI capabilities commoditise, and how smaller shops compete	Serving the Individual Investor: the Retail Rebuild and the Great Wealth Transfer Why retail growth and the great wealth transfer force institutionally built managers to rethink products, service and distribution How individual and next-generation investors differ in expectations, preferences and adviser relationships Which product categories benefit, and what distribution and service changes are needed to capture the opportunity	AI Governance That Holds Up Without Holding Back: Cyber, Data Leakage and Third-Party Risk How to enable AI adoption without the handbrake - telling high-risk investment AI apart from low-risk operational automation The exposure points that matter most: cyber, data leakage to third-party models, and the AI hiding in your vendor stack How to build governance that protects the firm and satisfies clients without grinding innovation to a halt	Growing Without Strain: Building the Operating Model for the AI Era - MAIA A discussion exploring how asset managers can scale AUM while preserving agility, service quality and operational control and what's required beyond the technology Assessing the leadership, data and platform foundations needed to adopt AI effectively across the operating model Sharing practical approaches to automation, resilience and innovation without adding unnecessary complexity or compromising the client experience

	Stream A – Operations & Technology	Stream B – AI & Data	Stream C – Clients, Talent & Growth	Stream D – Strategy & Leadership	Roundtables
14:50 - 15:20	Protiviti Custom Session As AI, automation and new operating models move into production, are firms redesigning their controls at the same speed, or relying on governance built for processes that no longer exist? Exploring how ownership, oversight and accountability change when decisions and workflows increasingly span people, technology, third parties and AI. Identifying where traditional control frameworks need to evolve, from testing and monitoring to exception management, change governance and the division of responsibility across the three lines.	Everyone's a Builder Now: Governing the Explosion of Individual-Made AI Tools Why citizen-developed AI tools are multiplying faster than firms can document or control The hidden risks: fragile, undocumented tools nobody can fix, key-person dependency and silent model drift How to enable bottom-up building while keeping track of what's been built, by whom and on what	What Needs to be Built, Offered, and Changed to Win the Model Portfolio Channel Why winning the model-portfolio channel takes a different product, service and relationship model, not just good performance What platforms and home offices expect beyond returns: analytics, tax efficiency, workflow support and practice management How mid-size managers build the operational credibility to compete for model inclusion at scale	After the Label: The Future of Sustainable Investing at US Asset Managers How backlash, regulation, and performance scrutiny are reshaping sustainable-investing positioning in the US, and how this compares with Europe's more formalised sustainability regime. What disclosure, marketing and product approaches remain viable as firms navigate diverging client expectations, regulatory standards and political pressures across markets. Explore what the US future could look like, how public and private markets can align around a more systematic approach, and whether global divergence can complicate a single strategy.	Ridgeline Roundtable Hosted peer networking discussion for delegates to compare priorities, challenges and approaches with peers facing similar business and operational pressures Themes include benchmarking current initiatives, sharing lessons learned, identifying common pain points and discussing where firms are investing next Key questions include what others are doing, what is working in practice and where peer experience can help sharpen decision-making
15:20 - 16:00	Afternoon Refreshments & Exhibition
16:00 - 16:30	After the Deal: The Operational Reality of Making M&A Work Where asset-management deals actually succeed or fail: systems and data consolidation, operating-model merge and vendor rationalisation The integration playbook, the 100-day plan, retaining key operations people and avoiding the synergy mirage What it looks like from both sides of the table: the mid-size acquirer rolling up boutiques, and the firm being bought	Foundations First: The Data Layer Behind Better Investment Decisions Why AI and analytics ambitions stall on weak data foundations, and why that hits resource-constrained firms hardest Where quality issues concentrate across reference data, pricing, positions and third-party feeds What serious remediation actually takes, and why early movers compound the advantage	Vanguard Presentation - Personalization at Scale: Why Models and Rules Run Out, and the Operating Model That Replaces Them Why personalisation doesn't scale today: model portfolios and rule-based engines breaking under tax, preferences and multi-account complexity How methodology and product teams partner to shift from rules-based to risk-based, creating reusable capabilities with governance built in What scaling personalisation looks like in practice: continuous, tax-aware, household-level management where data and platform fragmentation is the bottleneck	Regulation After the Reset: Where Rules Have Changed, and Where Risk Hasn't Which regulatory shifts are real, which are delayed, and which are overstated in the current environment Why cutting compliance capability now may create risk in the next regulatory cycle, a real danger for lean teams Where vigilance stays essential: fiduciary duty, cyber, data privacy and cross-border divergence	Build vs Buy Roundtable Peer-led discussion for operations, technology and transformation leaders on where outsourcing, vendor partnerships and internal builds are delivering or falling short Themes include service quality, accountability, integration, SLAs, vendor concentration, cost pressure and the capabilities firms should retain in-house Key questions include when to build, buy or partner, how to fix weak relationships and what genuine partnership should look like
16:35 - 17:05	Operating Across Public and Private: the Multi-Strategy Data, Valuation and Servicing Model Why running public and private assets together is outpacing many firms' operating, data and servicing models What scale requires across illiquid and private-market data, valuation, capital calls, reporting and investor experience Where rushed multi-strategy expansion creates avoidable operational and reputational risk, and how to avoid it without a huge build	The Agentic Frontier: What Autonomous AI Workflows Look Like in Production How AI agents are moving from experiments into live asset-management workflows, and what's actually running today Real production use cases across exceptions, reporting, surveillance and client communication The oversight, controls and guardrails autonomous workflows need, and how lean teams adopt them safely	The Human Edge: Distribution Effectiveness, Trust and the Story Only Your People Can Tell Why AI runs the back of the spear but people are still the tip - the sales fundamentals and fiduciary trust AI can't replace The four pillars of a firm ready to adopt AI: culture, employee experience, firm experience and client experience How the non-giants win assets on story, service and passion, can your people articulate what makes you different in 30 seconds?	Stress-testing Claude: A Live Teardown on Reconciliation, Statement Review & Data Extraction Setting up a live AI agent workflow in the room and watching what happens in real time, including where outputs hold up or break down Discussing where AI agents add value and should be deployed, but also where issues emerge and where human judgment, review and escalation still matter Exploring the broader failure points firms need to plan for, from data quality and permissions to validation, controls and auditability	Are We Creating AI Dependency Without Realising It, or is This the New Normal? Exploring what is working in AI upskilling, and where firms are moving beyond basic tool training toward practical workflow adoption Assessing whether growing confidence in AI is strengthening productivity or quietly weakening judgment, challenge culture and core analytical skills Debating which skills should be automated, augmented or deliberately protected as AI becomes embedded across operations, technology and decision-making
17:05	Networking Drinks

TSAM New York 2026

The New Frontier — Wednesday, September 23, 2026

9:30 - 10:10

Opening Keynote

The Last Moat: Will AI Widen or Narrow the Edge Between Asset Managers?

How AI could reshape competitive advantage between mega-managers, mid-sized firms and boutiques, and where scale still matters
Why cheaper intelligence may democratise capability, but make proprietary data, distribution, culture and execution more important
What firms should build now to defend their edge as AI changes research, operations, product and client engagement

	Stream A – Investment Operations of Tomorrow	Stream B – Technology & Data: The Next Chapter	Stream C – The Growth Frontiers	Roundtables
10:15 - 10:50	When Vendors Fail: Vendor Concentration Risk and What Real Third-Party Resilience Looks Like How dependent asset managers, especially leaner ones, have become on a handful of critical providers Where concentration risk bites hardest across administrators, platforms, data providers and cloud infrastructure What real resilience takes beyond SLAs: tested alternatives, clear accountability and operational depth	Tokenisation in Practice: From Pilot Funds to Live Infrastructure How tokenised funds are moving from pilot concepts into live operating models What tokenised operations require across infrastructure, onboarding, custody, settlement and provider readiness Where efficiency gains are real, and where the market is still ahead of the infrastructure	Customization at Scale: Direct Indexing & SMAs Why direct indexing and SMAs are among the fastest-growing vehicles in US asset management What customisation at scale demands, tax-loss harvesting, personalisation and values tilts delivered account by account Where mid-size managers play when scale leaders dominate: compete, partner or white-label	Retail Alternatives in Practice: Making Private Markets Work in Advisor Portfolios Peer-led discussion for product, distribution, operations and private-markets leaders on making alternatives usable in advisor-led portfolios Themes include product structure, liquidity, education, reporting, suitability, platform access and the operational demands of retail alternatives Key questions include what advisors need, where private markets fit and what firms must build before scaling distribution
10:50 - 11:30	Morning Networking Break
11:30 - 12:05	Private Credit: the Operational Readiness Gap Why private credit operations are under pressure as fundraising momentum meets servicing complexity What mature operating capability looks like across covenants, cash, valuation, data and reporting How managers build scalable infrastructure for fast-growing, still-bespoke markets rather than improvising around complexity	AI in 2026: The Shifts Reshaping Business Sarah Hoffman, Director of AI Thought Leadership at AlphaSense, talks through how AI has moved beyond experimentation to measurable business value, and what separates meaningful deployment from hype-driven adoption. The talk takes stock of the major AI developments of 2026, including the shifts, breakthroughs and challenges shaping the next phase of enterprise adoption. Looking ahead to 2027, the audience will get a practical view on where business leaders should focus their AI priorities, investment and governance.	The Rise of Private Markets: Reshaping the Future of Asset Management - Harvard Professor Ned Gandevani How private markets are moving from a niche allocation to a core growth driver, and redefining the competitive landscape for managers of every size Why private assets are becoming central across both institutional and wealth channels, and how product structures, access models and distribution are evolving to widen participation What that shift demands operationally: the operating-model, technology and client-servicing investments firms, distributors and platforms must make to keep up	Winning Advisor Trust, Model Access and Shelf Space in the ETF Market Collaborative discussion for ETF, distribution, product and platform leaders on winning adviser attention, model access and durable shelf space Themes include active ETF positioning, adviser education, model-portfolio selection, platform requirements, tax efficiency and service expectations Key questions include how managers differentiate beyond performance, what gatekeepers require and how ETF distribution needs to evolve

12:05 - 13:25	Lunch
	Peer Benchmarking Roundtables
13:25 - 14:00	Investment Operations Leaders Peer-led networking discussion for COOs, operations heads, middle office, transformation, outsourcing and vendor oversight leaders on scaling operational complexity Themes include automation, operating-model modernisation, outsourcing quality, vendor concentration and ETF/private-markets operating demands Key questions include where leverage is real, what stays in-house, and how firms improve resilience without adding headcount	Data, AI & Technology Leaders Peer-led networking discussion for CTOs, CDOs, data heads, AI leads and digital transformation leaders on moving technology into production Themes include AI governance, data quality, agentic workflows, architecture modernisation, cloud dependency and automation Key questions include which use cases deliver value, who owns oversight, and what foundations are now essential	Client, Distribution & Marketing Leaders Peer-led networking discussion for CMOs, distribution heads, client experience, RFP/DDQ, consultant relations and marketing leaders on winning access and trust Themes include platform access, model portfolios, OCIO relationships, AI-enabled content, adviser education and client personalisation Key questions include how managers differentiate beyond performance, adapt to gatekeeper consolidation and improve client engagement safely	Product & Investment Strategy Leaders Peer-led networking discussion for product, investment strategy, ETF, alternatives, portfolio solutions and product development leaders on future growth priorities Themes include active ETFs, model portfolios, private markets, retirement, wealth channels, product rationalisation and fee pressure Key questions include which opportunities are real, what to build next, and what infrastructure is needed before launch
	Women in Asset Management Leadership Peer-led networking discussion for women across operations, technology, distribution, product, investment, risk and strategy leadership roles Themes include career progression, sponsorship, executive visibility, cross-functional influence and leadership through AI and operating-model change Key questions include how women build influence, how firms strengthen leadership pathways, and how networks create practical outcomes	Boutique & Mid-Sized Managers Peer-led networking discussion for founders, partners, COOs and functional heads at boutique, specialist and mid-sized asset managers Themes include selective outsourcing, technology prioritisation, platform access, lean AI adoption, distribution focus and operational resilience Key questions include what is table stakes, where smaller firms can differentiate, and how to scale without losing control	Global & Mega-Scale Asset Managers Peer-led networking discussion for senior leaders at large, global and multi-product asset managers on managing enterprise complexity Themes include global standardisation, enterprise data, vendor concentration, platform governance, operating-model fragmentation and distribution scale Key questions include what to centralise, how to stay agile, and how to balance innovation, resilience and cost discipline	Wealth, Retirement & RIA Channel Leaders Peer-led networking discussion for wealth, retirement, RIA, model portfolio, national accounts and platform strategy leaders on competing for future US AUM Themes include 401(k) access, mega-RIA consolidation, model portfolios, adviser expectations, private markets in wealth and next-generation investors Key questions include what platforms expect, how product and distribution must adapt, and which capabilities will determine success
14:00	Drinks Reception and Cocktail Bar

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