The Future of Investment and Wealth Management

Keeping up with the pace of change in investment and wealth management is no easy task. Withhundreds of startups in the sector utilizing the latest technologies, industry disruption can come atany moment. That’s why we created the executive immersion program The Future of Investmentand Wealth Management. A five-day experience in Silicon Valley, the program cuts through thenoise surrounding innovation. It brings participants into direct contact with the areas of theinvestment and wealth management sector where we see the most disruptive activity today. Theseinclude:

o Lending, banking, and robo-advisory
o Cryptocurrency, peer-to-peer platforms, and ethical investing
o Angel investing, venture capital, and startup incubation
o Payments, identity management, and risk analysis

Program participants connect with companies innovating in each of these branches of investmentand wealth management. These interactive sessions provide both data on current trends andinsights into how those trends will create the sector’s future. Having gained that knowledge andmet disruptive companies, participants will be ready to lead their own innovation initiatives.