Keynote Speakers at Nicsa's Asset and Wealth Management Summit

A Deep Dive into the Future of Finance

Nicsa's highly anticipated Asset and Wealth Management Summit, set to take place in October 2024, is set to bring together some of the most influential industry voices. Groundbreaking discussions on artificial intelligence (AI) and alternative investments will drive this Summit toward forward-looking conversations on the evolution of asset and wealth management. Here’s a look at the key speakers who will be shaping the conversation.

C-Suite Fireside Chat

Moderated by Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management, our C-Suite fireside chat will dive into the most pressing issues and innovations in our industry today with a candid conversation with:

Michelle Fuller, former Head of US Private Wealth Distribution at John Hancock Investment Management; and

Kristina Hooper, Chief Global Market Strategist at Invesco.

Artificial Intelligence

One of the most anticipated sessions at the summit will be the keynote on artificial intelligence. The Summit will not only focus AI concepts, but the journey toward implementation and getting results.

David Wu, Head of Generative AI at Morgan Stanley Wealth Management, will explore how AI can streamline operations, improve decision-making, and enhance customer experiences.

Alternative Investments

The alts landscape has seen a significant surge in interest as investors seek diversification beyond traditional assets. The Summit keynote on this area will address structured wealth solutions for a global client base, as well as the distribution strategies and advisor education needed to support this critical area. This session will feature:

Doug Krupa, Managing Director and Head of Global Wealth Solutions in the Americas at KKR; and

David Unanue, Director of Wealth Management Investment Resources at Capital Group.

The Nicsa Asset and Wealth Management Summit is open for registration now. The event will be an essential event for anyone in the industry looking to stay ahead of the curve on these two high-growth areas. 

The full agenda can be viewed here. Don’t miss this opportunity to position your firm for success in an evolving financial landscape.

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