The 2025 Asset & Wealth Management Summit

November 11-12, 2025 | Marriott Long Wharf | Boston, MA

Accelerating Innovation: AI Adoption & The Human Impact brings together thought leaders across the asset and wealth management industry to explore the rapidly evolving intersection of artificial intelligence and human capital.

Whether you’re charting your firm's AI roadmap or evaluating its impact on existing business assets, this event offers essential insights into the future of intelligent investing.

Highlights

  • Examine how firms are leveraging AI technologies to drive efficiency and deliver more personalized client experiences, 
  • Navigate the workforce implications, cyber risks, and governance of AI transformation. 
  • Gain strategic perspectives on balancing innovation with maintaining trust in an increasingly automated ecosystem. 
  • Network with industry thought leaders and peers across all job functions and departments.

Featured Speakers

Michael Sands

Principal, Managing Director, Beacon Advisory Partners

Kevin Mahn

President and Chief Investment Officer, Hennion & Walsh Asset Management

Tod McKenna

Head of Artificial Intelligence at Citi

Prime Sponsor

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