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Clint Harris, Nicsa Chairman, Invesco
Kick off the day with a high-level, research-driven lens on how artificial intelligence is reshaping the landscape of asset and wealth management.
Leading industry analyst shares a big picture view of where the industry stands today, where it’s headed, and what it means for your strategic roadmap.
Featured Speaker:
Tiffany Wade, Equity Analyst and Portfolio Manager, Columbia Threadneedle Investments
Discover how forward-thinking firms are moving beyond theory to deploy AI that delivers. Learn how to use AI to sharpen decision-making, elevate client engagement, and boost operational efficiency. Featuring voices from across the ecosystem, including fintech disruptors, asset managers, and rising talent putting innovation into motion.
Speakers:
Moderator: Maria Nazareth, Partner, Data Analytics, AI and Gen AI Leader for Financial Services, PwC
Ranjani Iyer, Managing Director, Head of Asset Servicing Transformation and Portfolio Governance, BNY
Tod McKenna, Head of Artificial Intelligence at Citi
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry
Explore how AI is enabling more personalized, timely, and effective interactions across the wealth and asset management spectrum. From meeting prep and follow-ups to predictive outreach and intelligent self-service tools, this session showcases how firms are using AI to make every touchpoint smarter and more human. Hear from leaders leveraging AI to redefine service models, deepen client relationships, and shape a new era of engagement.
Step into the future of AI with a live demo showcasing how intelligent agents are transforming both front and back-office operations. This lightning talk brings Agentic AI to life—from proactive client engagement and real-time decision support to automated workflows that talk to each other. See how today’s tools go beyond chatbots to drive real results across service, compliance, and investment functions. Fast-paced, hands-on, and packed with insights for leaders across the value chain.
Featured Speaker:
Michael Sands, Principal, Managing Director, Beacon Advisory Partners
With a new administration in place and a potential shift toward a more open regulatory environment, the digital assets space is entering a pivotal phase. This session will explore how evolving attitudes toward crypto (and other digital assets) could influence product development, distribution, investment strategies, and client demand across the asset and wealth management industry. Join us for an in-depth discussion on the opportunities and challenges digital assets present for firms looking to innovate, grow, and meet the expectations of the next generation of investors
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry
Each year, Nicsa recognizes industry leaders for innovation and leadership across a number of categories within the asset & wealth management industry. The Nicsa NOVA Awards aim to showcase best-in-class initiatives, technologies, and leadership in today's landscape. The 2025 Nicsa NOVA Award winners will be presented during the luncheon.
This dynamic panel explores disruptor technologies from AI agents to OCR-powered alt asset processing. Learn how they are redefining workflows, enhancing advisor-client interactions, and simplifying complexity across the value chain. Get a glimpse into their roadmaps, their future impact today, and what tomorrow holds for the industry’s digital transformation.
As AI accelerates, so do the threats. This rapid-fire session dives into the evolving landscape where AI plays both hero and villain. From ethical hackers to real-time defense tools and bug bounty strategies, see how leading firms are staying ahead of the curve to protect client data and digital infrastructure.
Take advantage of the Networking Break to mingle with fellow attendees, exchange ideas, and build valuable connections in the industry
A quick, top-of-house perspective on the policies, oversight structures, and ethical considerations shaping AI’s future in asset and wealth management. Explore the macro implications for firms, regulators, and the industry at large, with insights from governance leaders and policy experts.
Featured Speaker:
Jeffrey Alberts, Partner, Pryor Cashman
Implementing AI and emerging tech isn’t just about the tools—it’s about people, process, and mindset. This session explores how firms are navigating the real-world challenges of adoption: from retraining teams and shifting behavior to overcoming security concerns and misaligned expectations. Hear from business leaders who’ve led through the transition—across front and back offices—and gain insights into what works, what doesn’t, and how to turn curiosity into action across your organization.
Speakers:
Moderator: Vanessa Touma, Chief Operating Officer for the Americas Distribution Team, Invesco
Josh Olson, Senior Product Manager, Investment Advisory, Edward Jones
Humera Qazi, Managing Director, Morgan Stanley
Unwind and forge new connections at our Networking Reception, where industry professionals gather for an evening of engaging conversations and relationship-building over cocktails and hors d oeuvres.
