LSEG Insight Series: Data and technology innovations shaping wealth management
Tuesday, May 20 | 3:30 pm ET – 8:00 pm ET
Midtown Loft & Terrace, New York City
LSEG Financial Markets Connect 2024
4:00pm - 9:00pm ET
Wednesday, October 9, 2024
Hard Rock Hotel, The Venue on Music Row,
New York, NY
LSEG Insight Series: Data and technology innovations shaping wealth management
Tuesday, May 20 | 3:30 pm ET – 8:00 pm ET
Midtown Loft & Terrace, New York City
What you can expect
3:30 pm – Registration opens
4:00 pm – LSEG welcome and introduction by Sune Mortensen, Global Head of Data and Analytics, Wealth Management, LSEG
4:10 pm – 4:40 pm
Keynote Session: The opportunity for AI in Wealth Management with David Wu, Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley
Join us for an insightful fireside chat with Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley to hear his views on the trends, challenges, and opportunities for AI in Wealth Management in conversation with Mikael Schvarzman, Group Director of Strategic Accounts, LSEG
4:40 pm – 5:20 pm
Panel discussion 1: Transforming advisor and investor experiences
Moderator: Peter Smith, Director, Customer Strategy, LSEG
Panelists:
Eric Lordi, Head of Wealth Platform and Experience, Citi
Michael Boardman, Wealth & Asset Management Consulting Practice, BCG
Kevin Scrivanich, Executive Director, Digital Product Management, Morgan Stanley
This panel will dive into how wealth firms are enhancing and transforming their advisor and investor experiences through data and technology. You’ll hear our expert speakers discuss the latest trends, technologies and strategies that are shaping the future of wealth management, such as:
Innovative approaches: Exploring methods to improve advisor and investor interactions.
Digital transformation: Digital onboarding and KYC, leveraging AI to enhance services.
Advisor productivity: Tools, technology and techniques to boost efficiency and reduce toggle tax.
Client experience: Elevating the client journey through personalization & relevancy.
5:20 pm – 6:00 pm
Panel discussion 2: The continued evolution of direct indexing and advisor adoption
Moderator: Ryan Sullivan, FTSE Russell Relationship Manager, LSEG
Panelists:
Patrick Shaddow, President and CEO, Syntax
Brian C. Smith, CFP®, Executive Director, Co-Head of the Wealth Strategies Group, Eaton Vance
This panel will help you gain insights into the FTSE Russell 2025 direct indexing survey and trends in implementation ideas, advisor viewpoints and expectations for the future, weaving in themes and trends in adoption of direct indexing in wealth management and looking into:
Advisor perceptions: Where are advisors adopting direct indexing, and how?
Expectations for the future: What are advisors looking for from indexes and platforms?
Barriers to execution: What obstacles are advisors facing and what can be done to mitigate them?
6:00 pm – Closing remarks by Sarlota Lujza Hohwald, Director Wealth Data Solution, LSEG
6:10 pm – 8:00 pm
Networking and drinks. LSEG demo booths open.
Join industry leaders from across the financial markets ecosystem as we meet for an afternoon of insightful panels, thought-provoking discussions, and networking. Explore pressing themes such as the transformative influence of AI in financial services, the evolution of automation tools and the ripple effects of macroeconomic shifts.
You will have the opportunity to attend dedicated sessions tailored to your interests, listen to a keynote address from David Rowan, as well as experience our flagship solution LSEG Workspace in our virtual reality space. You will also have plenty of time to connect with industry peers during our evening networking reception. Our agenda covers:
How AI and interoperability are shaping the industry
From idea to alpha: Strategies for navigating information in uncertain times
Artificial intelligence: Impact on investment banker workflows
Wealth management: Elevating client experience in an omni-channel environment
Breakout session 1: From idea to alpha: Strategies for navigating information in uncertain times
Impact of macro and geopolitical events on day-to-day activities for buy and sell-side
AI and machine learning: Lessons learned from successful implementations
Measuring the success of a trade
Breakout session 2: Artificial intelligence: Impact on investment banker workflows
High value use-cases when driving workflow improvements
How to measure the effectiveness of AI innovation
Best practices for monitoring risks regarding transparency, compliance and controls
Breakout session 3: Wealth management: Elevating client experience in an omni-channel environment
Integrating digital and traditional channels to create a seamless client experience
Using data and analytics to personalise services and communications
Ensuring interoperability of systems for a unified client view
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At LSEG (London Stock Exchange Group), we are more than a leading global financial markets infrastructure and data group. We are dedicated partners with a deep commitment to excellence, delivering value for our customers. We’re leaders in data and analytics, risk, collateral and processing solutions, capital formation and trade execution.
