Experience Digital Wealth

Women In Digital Wealth Breakfast: Use this intimate setting to discuss the challenges women in wealth management face and celebrate your successes as a group! You’ll come away feeling inspired, supported, and ready to take on your next big idea. This session is only open to wealth and asset management executives.

A unique opportunity to mingle and brainstorm. Attendees will get feedback on their ideas and will be able to contribute to other attendees’ ideas and setbacks. This will feature a 10 minute audience discussion in small groups to tackle a related challenge/ opportunity from the preceding presentation or panel.

This format will open the floor for attendees to ask questions of a senior wealth management executive. The questions will not be prepared ahead of time, so attendees will gain earnest and valuable insights.

These interactive roundtables will bring together wealth and asset management executives with similar challenges. They will have the opportunity to tackle their biggest technology hurdles and learn best practices from one another.

Led by a member of our carefully curated speaker faculty, the Digital Wealth Tech Hub Workshops will give attendees the insights they need to implement innovate technology.

Lively discussion where executives each take one side of the discussion, and answer questions. This moderated session is structured similarly to a panel discussion.