Program | Wealth Management and Trust Conference

Overcoming the Talent Challenge with Generative AI and Digital Technologies

The wealth management industry faces a tidal wave of changes. Get an overview of how technology can elevate the overall employee experience and drive greater retention, stronger employee satisfaction, and improved assets under management (AUM) inflows and financial outcomes in a highly competitive environment and shifting landscape.

• Falguni Desai, Managing Director, Senior Advisor, Banking & Capital Markets, Microsoft

Enhancing Advisor and Investor Experiences

Many wealth and advisory firms are focused on enriching advisor and investor experiences with the goal of reducing areas of friction, offering more digital simplification tools and supporting advisor-investor collaboration.

• Kevin A. Pemberton, Americas COO, Investment Management, Banking & Capital Markets, Microsoft

Navigating Potential 2025 Economic Shocks

Join us for an insightful journey into the 2025 economic landscape and the crosscurrents affecting U.S. growth, interest rates and Fed policy. As a top advisor, learn what you can to prepare your current clients and win new clients in such a landscape.

• Chip Hughey, Senior Vice President, Managing Director, Fixed Income, Truist Wealth

The Evolution of Bank Investment Platforms

Hear from an expert panel of heads of manager research and investment executives about how their bank structures their investment platform for the various business lines; thinks about newer vehicles such as active ETFs, SMAs, direct-indexing and semi-liquid alternatives, and their place on the investment platform; and prioritizes initiatives for 2025 and beyond.

• Kelly Finegan, CFA, Head of Multi-Manager Solutions, Northern Trust
• Greg Maddox - Product Management Executive, Investment Solutions, Wells Fargo Investment Institute, Inc.
• Ric Mayfield, CFA, CAIA, Head of Manager Evaluation Group, Truist
• Anna Snider, CAIA, Head of Due Diligence for CIO Office, Bank of America

Influencing Modern Consumers: Building Connections and Sales in the Age of Memes, GIFs and Selfies 

In this engaging and insightful presentation, former Google executive Steve Lerch decodes the modern consumer — their behaviors and motivations — and how to connect with them authentically. Lerch blends humor, pop culture and insightful data to challenge your assumptions about today’s consumers. He’ll teach you to use free digital tools to tap into real-time consumer interests and provide actionable strategies to cut through the digital clutter.

• Steve Lerch - Expert in Digital Strategy, Marketing, Consumer Behavior & Innovation; Former Google Executive; Founder & President of Story Arc Consulting

Post-Election Outlook

Dan Clifton will unravel the latest political developments and their implications for the economy, while Steve Chiavarone will translate these insights into actionable investment strategies. Together, these two leading voices in policy and portfolio management will provide a comprehensive outlook on navigating the current financial landscape.

• Steve Chiavarone, Head of Multi Asset Group, Senior Vice President, Senior Portfolio Manager and Equity Strategist, Federated Hermes
• Dan Clifton, Partner and Head of Policy Research, Strategas Securities

Scripts and Stories from ‘The Big Bang Theory’ Writers’ Room – Lessons on Laughing, Learning and Life, Invested

There’s more overlap between making someone laugh and providing a successful wealth management experience than you think. Be prepared to laugh, learn and reflect as we take an unconventional approach to investing and finance through the eyes of comedy writer David Goetsch.

• David Goetsch, Producer and Writer