REGISTRATION & BREAKFAST

OVERVIEW

The New Imperative: Digital & AI or Die

In today's digital epoch, industries must re-create themselves, and asset management is no exception. Investors have moved online, and asset managers and fund sponsors must meet them there. This session explores how digital transformation and AI are reshaping the industry. Attendees will learn how the pandemic accelerated change, forcing asset managers to embrace digital tools to thrive in an increasingly competitive landscape. The future will divide the industry into digital "haves" and "have-nots," with those leveraging AI positioned for long-term success.

TECH

From Tech Stack to Growth Stack

Technology has shifted from a support role to becoming a critical driver of growth in asset management. This session reveals how modern tech stacks can streamline business development, enhance marketing and sales collaboration, and improve investor journeys. Participants will gain insights into maximizing tech ROI and the potential of AI to amplify client acquisition and AUM growth.

WEBSITES

Asset Manager Websites: Brave New World

Websites are often the first touchpoint for investors, yet many asset managers underestimate their importance. This session will explore the findings of a recent survey on asset manager websites, highlighting what attracts or repels investors. Learn how to make your website an effective tool for engaging advisors and investors while showcasing your firm's strengths.

BREAK

Tea, Coffee & Networking

OUTREACH

Digital Outreach: Drive Traffic to Your Website and Flows to Your Funds

Reaching investors online is essential in today's digital-first era. This session will cover key developments in digital outreach, including email marketing, social media, SEO, SEM, and digital advertising. Learn how to optimize your outreach strategies, build trust, and engage with investors across multiple platforms, while also preparing for disruptions like AI search summaries and the end of third-party cookies.

CONTENT

How to Win With Content in the Era of Digital, Data, and AI

Superior content drives investor decisions. This panel will discuss how asset managers can leverage various content types—from thought leadership to infographics and social media engagement—to build trust and attract assets. Explore how to align content with investor expectations and the role of AI and data in creating impactful, personalized content strategies that boost business outcomes.

LUNCH

Group Lunch

LUNCH KEYNOTE

Generative AI: The Game-Changer for Wealth & Asset Management

Generative AI is reshaping the investment industry. This keynote will delve into recent industry findings on how wealth and asset managers are leveraging AI to enhance client experiences, streamline operations, improve decision-making, and grow. Learn how to integrate AI into your firm's strategy to unlock new growth opportunities and stay ahead of the competition.

ROUNDTABLE

Future Focus: Distribution Leader Roundtable

Top distribution leaders share their experiences and lessons on digital marketing's power and pitfalls. Key topics include implementing successful digital strategies, aligning sales and marketing, building effective digital teams, and staying competitive by incorporating AI. This roundtable will provide actionable insights for overcoming the most pressing challenges in distribution.

COMPLIANCE

Compliance in the Digital and AI Era: Navigating Cross-Border Challenges and EU Regulations

As asset managers go digital, they face new compliance challenges, especially in cross-border operations. This session will examine the evolving regulatory landscape, including GDPR, digital governance, and the latest EU AI regulations. Attendees will gain practical advice on navigating these complex requirements while leveraging digital strategies to ensure compliance and stay competitive across Europe.

BREAK

Tea, Coffee & Networking

TOKENIZATION AND DIGITIZATION

Brave New World: Tokenization of Private and Listed Assets in Europe

Tokenization is transforming the asset management industry. This session will focus on multiple use cases, from the first forays into bond tokenization by European banks to tech-driven platforms that are facilitating the tokenization of private and alternative assets. Learn how tokenization can enhance liquidity, increase access to private markets, and streamline distribution, opening new opportunities for asset managers.

WORKSHOP BREAKOUT SESSIONS

Digital Marketing Bootcamp: Actionable Tactics for Asset Managers

Potential workshop topics - check back for updates:
- Leveraging AI for Client Segmentation and Personalization: Discover how AI can revolutionize client segmentation, enabling hyper-personalized engagement that boosts conversions and enhances client experiences.
- The Future of Client Acquisition: Digital Lead Generation Strategies: Stay ahead with cutting-edge digital lead generation techniques that attract high-quality clients, driving growth and boosting AUM.
- David Can Beat Goliath: Digital Marketing for Hedge Funds and Boutiques: Uncover the digital marketing tactics smaller firms can use to compete with industry giants and win over investors.
- Cyborg Content Creators: AI and Data for Content: Learn how AI and data can transform your content strategy, delivering personalized, impactful stories that engage investors.
- Data-Driven Decision-Making: Analytics for Asset Managers: Master the use of data analytics to drive smarter decision-making in product development, portfolio management, and client servicing.
- Storytelling for Asset Managers: Tap the Emotional Power of Narrative: Leverage the art of storytelling to create emotional connections with investors, building trust and enhancing fundraising success.

WORKSHOPS AND WINE

Workshop Findings & Wine: An Interactive Exchange of Insights

Join fellow participants for a relaxed and informal session to share key takeaways from the workshops. Enjoy a glass of wine while discussing digital marketing strategies, AI-driven content creation, and storytelling techniques. This is a chance to collaborate, network, and exchange actionable insights with peers in an engaging atmosphere.

RECEPTION

Networking

Please stay for our closing reception. Network with industry peers and our expert speakers.

Schedule, topics, and speakers subject to change.Check back for updates!