Leadership Conference


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Business Negosyo management investment agenda Will Firms Session Leadership Agenda

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3:00 – 3:30 p.m. Networking Break and Exhibitors 3:30 – 5:30 p.m. Breakout Sessions – AUM (SEC-Registered IA’s only) Under 500 Million AUM 500 Million -- 1 Billion AUM 1 Billion -- 5 Billion AUM (A) 1 Billion -- 5 Billion AUM (B) 5 Billion -- 10 Billion AUM 10 Billion -- 25 Billion AUM Over 25 Billion AUM 5:30 – 6:00 p.m. Board of Governors Meeting (Board members only) 6:30 – 9:30 p.m. Welcome Reception SPONSORED BY FIDELITY The Langham Hotel, Horseshoe Gardens THURSDAY, MAY 5 7:15– 8:00 a.m. Continental Breakfast with Exhibitors 8:00 – 9:00 a.m. Cybersecurity  Gary Sorrentino, Chief Technology Officer, J.P.. The presentation will include discussion of:      The growth of assets in the field and new product development across asset classes Varying approaches to ESG integration New methods of measuring impact at the portfolio level The fiduciary landscape based on recent DOL updates under ERISA Examples of how to bring SRI language into the investment policy statement 10:15 – 10:45 a.m. Networking Break with Exhibitors 10:45 a.m. – 12:00 p.m. At the Intersection of Disruption or Beyond Robo: Predictive Analytics, Watson and More  April Rudin, Founder, The Rudin Group Predictive analytics, machine learning and digital advice are enabling a new age of investment management and process integration..


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