For all attendees.

For Board members only. 

A legendary presence behind one of America’s most beloved television shows, Lindsay
Shookus is a seven-time Emmy award-winning producer who, for 20 years, worked as a
veteran producer for Saturday Night Live. During her tenure, as both producer and head
of the talent department, Shookus helped engineer the show’s success from booking
and managing celebrity hosts and musical guests, to scouting rising stars to join the
show’s ranks. She played a pivotal role in launching the careers of household names,
including Kristin Wiig and Kate McKinnon — cementing her reputation for having a
sharp eye for talent within the entertainment industry. Shookus speaks to her own
experiences to lead an on-stage masterclass on personal transformation, building
connections, and embracing life’s obstacles on the road to overcoming them.

Featured Speaker:
Lindsay Shookus, Legendary Saturday Night Live Producer

A hard-hitting look at how U.S. policy shifts, interest rates, and inflation risks shaped the global economy—and what it all means for volatility, elections, and the road ahead.

Featured Speaker:
Mike Dembro, Lead Investment Strategist at MFS Investment Management

For all attendees.

 

Stablecoins, tokenization, and digital assets are reshaping product design and distribution. Learn how evolving attitudes could redefine investment strategies and client expectations.

Featured Speaker:
Don Friedman, CEO, Digital Assets Council of Financial Professionals (DACFP)

From direct indexing and dual-share-class ETFs to the rise of alternative investments, innovative retirement solutions, and blockchain technology, emerging structures and trends are redefining wealth management. Cutting-edge technology and increased personalization are transforming the client experience—but not without risk. This session will explore how the industry can balance innovation with collaboration to create a smarter, more connected financial ecosystem and build the wealth platform of tomorrow.

Speakers:
Moderator: Neil Bathon, Managing Partner of FUSE Research Network
Marc Dextraze, Managing Director, Head of Traditional Investment Products, Morgan Stanley
Stephen Patrickakos, Head of Managed Investments, Bank of America / Merrill Lynch
Russ Tipper, Principal, Edward Jones

Unpack the seismic changes in SEC priorities—what’s changed, what’s coming, and how to stay ahead of compliance challenges.

Featured Speaker:
Elad Roisman, Former SEC Commissioner - now a Partner at Cravath

 

Private investing, 401(k)s, and digital tools are reshaping client expectations. Explore how innovation is transforming retirement strategies and outcomes.

Confirmed Speakers:
Jeremiah (Jeremy) France, Head of Institutional Consulting Solutions and Co-Head of OCIO, Morgan Stanley
Shawn O’Brien, Head of Retirement Insights, Data & Analytics, Broadridge
Carrie Schroen, Managing Director, BlackRock Retirement

A rapid-fire tech spotlight on how automation is revolutionizing Collective Investment Trusts and scaling them for tomorrow’s investors.

 

Stay tuned for more details.

 

Join us for the exclusive Future of the Industry Networking Reception, a private gathering for Nicsa Rising Stars and Next Gen professionals to connect, collaborate, and enjoy a cocktail. The reception is invite only.

 

 

From back-office efficiencies to client engagement breakthroughs, explore how AI is transforming roles, workflows, and the industry ecosystem.

A fast-paced briefing on defending firms and clients from evolving cyber risks, fraud schemes, and AI-driven scams.

 

A powerhouse executive panel tackles the most urgent macro forces shaping asset and wealth management—and what’s next for the industry.

Speakers:
Tyler Mathisen, Former CNBC Anchor & Correspondent 
Ed Murphy, CEO, Empower
Cathie Wood, CEO & CIO, ARK Invest