8:00am – 8:15am

8:15am – 9:00am

9:00am – 9:45am

9:45am – 10:00am

10:00am – 10:45am

10:45am – 10:50am

10:50am – 11:20am

Opening Remarks and Key Findings from Aite Group Research – European Focus

Panel 1: Redefining the Private Banking Value Proposition - A C-Suite Discussion

Panel 2: Eliminating Inefficiencies: Getting Digital and Strategic Transformation Right

Networking Break – Virtual Sponsor Showcase

Panel 3: Mastering Next-Generation Client Engagement Through Sustainability

Closing Comments

Networking – Virtual Sponsor Showcase

10:00am – 10:10am

10:10am – 10:30am

10:30am – 11:15am 

11:15am – 12:00pm

12:00pm – 12:30pm

12:30pm – 1:15pm

1:15pm – 2:00pm

2:00pm – 2:05pm

2:05pm – 2:30pm

*Subject to Change

Opening Remarks and Key Findings from Aite Group Research – North America Focus

Fireside Chat with Andy Sieg, President, Merrill Lynch Wealth Management

Panel 1: Increasing Emphasis on Advice and Financial Planning

Panel 2: The Role of Portfolio Management in an Advice-Driven Market

Networking – Virtual Sponsor Showcase

Panel 3: Financial Wellness: Taking a Holistic Approach to Personalize the Client Experience

Panel 4: Retooling the Advisor’s Value Proposition and Practice

Closing Comments

Networking – Virtual Sponsor Showcase