2026 Assets and Wealth Management Summit

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The 2026 Asset & Wealth Management Summit

November 10-11, 2026 | Marriott Long Wharf | Boston, MA

Alts & AI: Transforming the Front, Middle, and Back Offices

AI is transforming how firms operate. Alts are reshaping portfolios, retirement, and distribution. The 2026 Asset & Wealth Management Summit convenes industry leaders across the asset and wealth management landscape for timely discussions around the trends, technologies, and strategic decisions redefining the front, middle, and back office.

Whether your focus is investment management, wealth management, operations, technology, product strategy, or distribution, the Summit can help industry executives navigate an evolving marketplace.

Join us for two days of strategic conversations on AI, alternatives, market trends, product innovation, and the evolving asset and wealth management landscape. Hear from the leaders driving transformation and leave with practical insights to help position your organization for what's next.

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Why Attend

At Nicsa, the conversations defining the future of asset and wealth management involve all facets of the industry. Get the executive-level insights and the industry connections you need to stay ahead in a rapidly changing marketplace.

At the 2026 Asset & Wealth Management Summit, you'll:

- Gain strategic perspective and practical insights around Alts and AI.
- Understand the policy, political, and macroeconomic developments influencing markets and investor behavior.
- Hone your approach to product innovation, distribution, and advisor adoption.
- Build meaningful connections with peers and industry leaders across the asset and wealth management ecosystem.

IWI Credits at the 2026 Asset & Wealth Management Summit

Earn Continuing Education (CE) credits at Nicsa’s 2026 Asset & Wealth Management Summit. Join industry leaders for expert insights and strategic networking designed to support your professional advancement.

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI). CE credits apply to CIMA®, CPWA®, RMA®, and CIMC® certifications.

Learn More About IWI

Featured Speakers

Humera Qazi

Managing Director, Head of Wealth Management Operations Client Services Group at Morgan Stanley

Zack Kass

Global AI Advisor and Former Head of Go-To-Market at OpenAI

Tod McKenna

Head of Artificial Intelligence at Citi

Prime Sponsor

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