Conference Agenda


Tuesday, October 9, 2018

7:30 AM Registration & Breakfast
8:30 AM Welcome & Opening Remarks
8:45 AM Asset Management Business 2018: The State of Change
The US asset management business is undergoing profound change, driven by a host of forces from within and outside the industry. Evolution and adaptation are new watchwords, as asset managers and wealth distributors chart new paths in response to exogenous factors and internal competitive pressures. In this session, Strategic Insight’s Goshka Folda will set the stage for the ensuing discussions of the future of asset management supported by fact-based evidence of the change underway.
9:15 AM Charting the Future Course of the Wealth Management Industry
Wealth management executives discuss their outlook for the future of the advice business, including how asset managers can succeed within the evolving ecosystem.
10:15 AM Refreshment Break
10:30 AM Navigating the Future of Intermediary Distribution
Explore a detailed analysis across 20+ years’ of research and 15 data sources covering $40T in assets to discover how the industry is trending in terms of staffing, compensation, product, and advisor sentiment.
11:00 AM Intermediary Distribution: Best Practices for Success
Distribution leaders from asset managers will discuss future opportunities and challenges within the intermediary marketplace and how they are preparing their teams to succeed moving forward.
12:00 PM Lunch
1:00 PM CEO Spotlight: Insights from a Distribution Leader
The financial service business globally is in a state of transition, precipitated by tectonic shifts in investor demographics, technology advancements and evolving regulatory landscape. In the U.S.—the world’s largest investment market—financial advice-givers are evolving their value proposition to best meet all of the changing needs. During this fireside chat, John Taft, Vice Chairman of Baird, will share his thoughts on how to build and maintain a thriving personalized financial advice organization in the face of the ever changing and increasingly complex financial services landscape.
Keynote Presenter: John Taft, Vice Chairman, Baird
1:45 PM Product Updates & Analytics Platform
Strategic Insight’s product leaders will introduce the newest enhancements to our business intelligence and analytics tools.
2:45 PM Refreshment Break
3:00 PM Breakout Sessions: Peer Best Practice Roundtables
Join a deep-dive, interactive breakout session led by industry peers and colleagues. Discover operational best practices, discuss key factors driving initiatives for 2019, and share which partners, resources and solutions are most critical to streamlining internal functions, improving collaboration, and expediting new product strategies. These roundtable-style, peer-to-peer discussions will synthesize like minds and roles to facilitate better outcomes in the future.

Session 1: Distribution & Business Intelligence Strategy Breakout
Session 2: Product Strategy & Analytics Breakout
4:00 PM Evolving Role of Advanced Analytics in Distribution Enablement
In a world of big data, firms rely on advanced analytical techniques and data scientists to mine insights from the flood of information. This panel of industry leaders will share how they utilize new analytical methods, advancements in artificial intelligence and machine learning to better engage clients through custom-tailored outreach and messaging strategies. Learn how firms organize their analytical teams, measure ROI on analytical projects, and many more topical issues.
4:50 PM Day 1 Closing Remarks
5:00 PM Networking Cocktail Reception
7:00 PM Day 1 Concludes


Wednesday, October 10, 2018

8:00 AM Breakfast
9:00 AM Day 2 Welcome & Opening Remarks
9:15 AM Asset Management Industry of Tomorrow
Continuing the theme of an industry in flux, join top executives as they brainstorm about the future of the asset management business. From product and pricing strategies, new–and unexplored–sources of revenues, and refined distribution strategies to expanded target markets local and foreign, executives will challenge the audience to think out of the box to plot the industry’s expansionary path for the future.
10:15 AM Key Product Strategy Considerations for an Evolving Market
Led by findings highlighted in Strategic Insight’s most read research and perspectives, understand key forces impacting product strategy today and in the future. Dive deep into evolving investor demand characteristics, new product development considerations, and understand trends in pricing strategies.
10:45 AM Refreshment Break
11:15 AM The Future of Product Strategy
Panelists will discuss the changing face of product strategy – including opportunities and challenges around non-mutual fund vehicles, pricing and profitability considerations, product line management issues, and more.
12:00 PM Lunch
1:00 PM Navigating the Advisor-Sold Marketplace
Executives from key distributors discuss what they’re seeing within their businesses and the businesses of their advisors, as well as best practices for asset manager partners.
1:45 PM Fireside Chat with Voya Financial's Chief Executive Officer of Retirement and Employee Benefits
Retirement plans in the U.S. are worth trillions of dollars, with investment managers, advisers, and platforms all in a race to accumulate assets. Charles Nelson, CEO of Retirement and Employee Benefits at Voya Financial, will discuss the role of the recordkeeper in this distribution network and how strong partnerships are formed. With more than 30 years of leadership experience in the retirement and employee benefits industry, Charles will reflect on how things have changed, and how parties will win business--and shelf space--in the future.
Keynote Presenter: Charles Nelson, Chief Executive Officer, Retirement and Employee Benefits, Voya Financial
2:15 PM The Future of DC
At nearly $8 trillion asset base, the US defined contribution retirement market remains a core expansionary opportunity for recordkeepers and their asset management partners. Learn how data analytics helps organizations pinpoint sales opportunities and optimize engagement with DC plan sponsors and advisors.
3:00 PM Closing Remarks
3:15 PM Conference Concludes

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*Agenda subject to change.

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