Wednesday, November 10, 2021
*All times are in U.S. Eastern Standard Time

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10:00 AM - 10:10 AM
Opening Remarks and Key Findings from Aite Group Research
10:00 AM - 10:10 AM
10:10 AM - 10:30 AM
Fireside Chat
10:10 AM - 10:30 AM
10:30 AM - 11:15 AM
Client Engagement and Advice Track — Panel 1: Evolution Toward a Dynamic Customer Segmentation
10:30 AM - 11:15 AM
Portfolio Management and Product Track — Panel 1: Model Portfolios and the Rise of Shared and Centralized Discretion
10:30 AM - 11:15 AM
11:15 AM - 11:30 AM
Networking Coffee Break – Virtual Sponsor Showcase
11:15 AM - 11:30 AM
11:30 AM - 12:15 PM
Client Engagement and Advice Track — Panel 2: What’s Next for Goals-Based Investing?
11:30 AM - 12:15 PM
Portfolio Management and Product Track — Panel 2: ESG Supercharging Into 2022
11:30 AM - 12:15 PM
12:15 PM - 1:00 PM
Client Engagement and Advice Track — Panel 3: Financial Householding—Aggregation Efforts and Emerging Unified Platforms
12:15 PM - 1:00 PM
Portfolio Management and Product Track — Panel 3: Longevity Planning: Delivering Advice and Income
12:15 PM - 1:00 PM
1:00 PM - 1:30 PM
Networking Lunch Break – Virtual Sponsor Showcase
1:00 PM - 1:30 PM
1:30 PM - 2:15 PM
Client Engagement and Advice Track — Panel 4: The Retail Investor Revolution and the Future of Online Brokerage
1:30 PM - 2:15 PM
Portfolio Management and Product Track — Panel 4: Proliferation of Private Markets and Alternative Investments
1:30 PM - 2:15 PM
2:15 PM - 2:20 PM
Closing Comments
2:15 PM - 2:20 PM
2:20 PM - 3:00 PM
Networking Sponsor Showcase
2:20 PM - 3:00 PM

*Subject to change