Press Room

Boston, MA – October 2026 – Nicsa will bring together a dynamic lineup of senior executives and industry innovators at its 2026 Asset & Wealth Management Summit, taking place November 10–11, 2026, at the Marriott Long Wharf in Boston. This year’s program, “Alts & AI: Transforming the Front, Middle, and Back Offices,” will convene leaders from across the asset and wealth management industry to examine how artificial intelligence, alternative investments, changing distribution models, and evolving investor needs are reshaping firms across the enterprise.

C-Suite Perspectives on Leading Through Transformation

A featured session, “Leading Through Transformation: C-Suite Perspectives,” will bring senior industry leaders to the main stage for a candid discussion on the opportunities and challenges facing firms today.

Moderated by John Stadtler, Retired Partner at PwC, the panel will feature:

• John Hailer, President, 1251 Asset Management
• Stephanie Pierce, Deputy Head, BNY Investments

The conversation will explore the issues commanding executive attention and offer perspectives on how organizations can position themselves for long-term success.

Industry Leaders Across AI, Alternatives and Distribution

The Summit’s speaker roster reflects the breadth of transformation taking place across the asset and wealth management industry, bringing together executives responsible for technology, product innovation, private markets, wealth management, distribution, regulation, and business strategy.

The full speaker lineup includes:

• Patrick Arey, VP, Intermediary Platform Distribution, Empower
• Thomas Burt, Managing Director and Head of Private Wealth Americas, Golub Capital
• Dominick Carlino, Global Head of Alternative Investments, PGIM Global Wealth
• Daniel Celeghin, Head of New Markets & Partnerships Sales, KKR
• Ethan Corey, Senior Counsel, Eversheds Sutherland
• Jennifer Debrosky, Senior Director, Product Manager Multi-Asset Strategies, American Century Investments
• Kaitlin Elliott, GTM | AI Success Engineer, OpenAI
• Holly Framsted, Head of Global Product Strategy, Capital Group
• Nicholas Graham, Vice President of Government Affairs, Invesco
• John Hailer, President, 1251 Asset Management
• Brennan Jablonski, Executive Director and Agentic AI Lead for Wealth Management, Morgan Stanley Wealth Management
• Jay Jackson, Senior Vice President, Investment Management Solutions, Annuities and Insurance – Wealth Management, LPL Financial
• Lee Kowarski, Head of Distribution Solutions & Head of GIDS U.S. Product, SS&C Technologies
• Rosemary McDuffee, Managing Director, Head of Private Markets Technical Specialists, Bank of America/Merrill Lynch
• Mark Mezzanotte, Managing Director and Head of Alternative Investments Distribution, iCapital
• Ron Miller, Head of Relationship Management, CAIS
• Leah Mullen, Head of U.S. Wealth Management Sales Enablement, Franklin Templeton
• Jacqueline O’Flanagan, Head of Financial Services – Americas, Microsoft
• Gabriel Parras, CFA, FDP, Director, Sales & Marketing Intelligence, Thornburg Investment Management
• Stephanie Pierce, Deputy Head, BNY Investments
• Daniil Shapiro, CFA, Director, Product Development, Cerulli Associates
• Stacey Snyder, Co-Head, Global Private Markets Product, Franklin Templeton
• John Stadtler, Retired Partner, PwC
• Chris Wilson, Head of IM Product and Strategy, Voya Investment Management

Together, these leaders will bring real-world perspectives to some of the industry's most consequential questions — including how firms are putting AI into action, expanding access to private markets, rethinking product and distribution strategies, and adapting operating models for a rapidly evolving marketplace.

From AI Adoption to the Evolution of Alternatives

The 2026 agenda is designed to move beyond broad discussions of disruption and into the strategic and operational decisions firms are making today. Sessions will examine AI implementation within wealth management and the advisor experience; the convergence of public and private markets; alternatives in retirement; evolving product structures and liquidity; and the next generation of alternatives distribution.

Featured conversations include Microsoft on the future of asset and wealth management, an inside look at the Morgan Stanley and OpenAI partnership, a discussion with LPL Financial on reimagining the advisor experience, and an executive conversation with Capital Group and KKR on bringing public-private investment solutions to market.

Attendees will also hear from leaders across the alternatives ecosystem on the changing role of private markets in wealth management, retirement, product development, and distribution.

The Summit will provide two days of executive-level insights, peer-to-peer discussion, and networking for professionals across investment management, wealth management, operations, technology, product strategy, distribution, and the broader asset and wealth management ecosystem.

Explore the agenda and register:
https://nicsa.org/summit-2026/

Press Contact:
Allison Lovett | [email protected] | Vice President, Content & Communications