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 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.