Proposed Discussion Topics

  • Tech Innovation
  • Measuring client relationship value
  • ESG Investing - Integrating climate/social Impact investing to portfolio's 
  • Digital Marketing to fuel your practice
  • Sound emerging market portfolios
  • Regulatory updates
  • Developing Presence in New Markets & Attracting New Clients
  • Manager due diligence & pre-qualification 
  • Benefits of Client Advisory Boards
  • Trends in Behavioral Finance
  • Career Development
  • M&A, Recruitment Activity
Portfolio Management
  • Future of Investment Management ...Active or Passive?
  • Building Strong Multi-Asset Portfolios and the Implications
  • Mitigating Risk, defensive strategies in times of uncertainty 
  • Fixed income outlook and strategies
  • Forecasting & Evaluating Portfolio Returns 
  • Regulatory trends in tax transparency and compliance, impact on private wealth
  • New approaches in Investment Management Fees
RIA FinTech
  • Redefining the customer relationship through data trends. How technology disruption is changing the client engagement preference
  • Emergence of "Cloud Native" and how top RIAs/Aggregators are leveraging the technology
  • Data-Inspired Growth, Data Management in Machine Learning/AI applications
  • Changing digital habits of financial consumers.
  • How the financial sector will use social networks in 2020
  • AI capabilities and the transformational-automation of portfolio management
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