For the past 18 months, our world has been defined by change and the financial industry is no exception. When an industry changes, it’s essential to distinguish between core truths that will persist and traditional practices that may not endure. Changes in the investment management industry are occurring due to data, technology, investor preferences, product features, and much more.
The most successful investment advisors seek opportunities to question what they know, reevaluate their opinions, and rethink their systems to adapt. That's why this conference will focus on the evolution of investment management.
Learn from the best of the best – investment advisors, portfolio managers, institutional consultants, industry experts, and Ivy League academics – and learn what works (and what doesn’t work) when navigating the evolution of investment management.
With Faculty from The Wharton School of the University of Pennsylvania, the University of Denver, and Duke University.