Invaluable Insights
Gain knowledge from leading insurance carriers, broker-dealers, and more.
Stay Ahead of the Curve
Learn how to embrace the latest cutting-edge tools.
Tech-Savvy Solutions
Discover new strategies to redefine how you do business.
DATA
Unlocking Data to Craft a Scalable Ecosystem
Tuesday, December 3 | 1:00 PM ET (45 mins)
Data leaders from FIDx, iCapital, and Envestnet explore why data management and utilization are essential for success. Through insights and actionable strategies, they’ll equip you with the knowledge and resources necessary to create and sustain a scalable data environment, helping you optimize processes, and achieve meaningful outcomes in a rapidly evolving industry.
Panelists:
- Colleen Ruane, Chief Data Officer, FIDx
- Robert Huntsman, Chief Data Officer, iCapital
- Jeremi Karnell, Head of Data Solutions, Envestnet
COMING SOON:
TECHNOLOGY
Maximizing the Power of AI
Tuesday, February 11 | 1:00 PM ET (45 mins)
Gain actionable insights and guidance to leverage artificial intelligence powered tools that can elevate your practice.
SALES
Capturing the Attention of New-Age Investors
April 2025 | 1:00 PM ET (45 mins)
Attract a new generation of investors, who are technologically adept, socially aware, and in search of fresh investment opportunities.