Tuesday, February 6 | Wednesday, February 7 | Thursday, February 8

Tuesday, February 6

Young Professionals Meet Up

Young Professionals Meet Up

Young professionals gather for a networking and introduction session, fostering connections early in the event.


Opening Keynote Session

Opening Keynote Session

Houtan Moshrefi, Assistant Special Agent in Charge at the Federal Bureau of Investigation, San Diego Field Office, delivers the opening keynote, sharing insights into current FBI operations and initiatives.


Opening Networking Reception Sponsored by Citi in Exhibit Hall

Opening Networking Reception

Conference attendees enjoy an evening of networking and camaraderie in the Exhibit Hall, sponsored by Citi, marking a vibrant start to the event.


Wednesday, February 7

Registration & Exhibit Hall Open


The conference continues with the Exhibit Hall opening early for attendees, alongside ongoing registration.




Participants enjoy a breakfast gathering, offering a casual setting for early conversations and networking.


Welcome & Opening Remarks

Welcome & Opening Remarks

Jeff Naylor, Chief Industry Operations Officer at the Investment Company Institute, officially opens the day with welcoming remarks to all attendees.


Keynote: Microsoft Copilot

Keynote: Microsoft Copilot

Pascal Belaud, General Manager at Microsoft Corporation Customer Success Data and AI Group, delivers a keynote on Microsoft Copilot, discussing its impact and future prospects.


Fireside Chat: Microsoft Copilot

Fireside Chat: Microsoft Copilot

Pascal Belaud and Joe Boerio, EVP and Chief Risk & Transformation Officer at Franklin Templeton Investments, engage in a fireside chat elaborating on the keynote's themes.


Networking Break in Exhibit Hall

Networking Break

Attendees enjoy a networking break in the Exhibit Hall, taking the opportunity to connect and discuss the morning's sessions.


Delta Data & FundGuard Demos in Exhibit Hall

Delta Data & FundGuard Demos

Live demonstrations of Delta Data and FundGuard's latest technologies and solutions take place in the Exhibit Hall.


Concurrent Session A: The Future of Distribution – Reimagining Distribution in the AI Era

Concurrent Session A

In-depth discussions on reimagining distribution in the AI era providing valuable information for the industry's future. Deep Ratna Srivastav, Kshitij Agrawal, Lee Kowarski, and Charles Novicki discussing AI's impact on distribution.


Concurrent Session B: Show Me the Money

Concurrent Session B

Ryan Weemer, Intelligence Group Supervisor at Homeland Security Investigations, delves into the complexities of tracking financial crimes and the methods used to combat these issues, offering insights from a leading figure in the field of homeland security.


A Conversation with Chris Krebs (CLOSED TO THE MEDIA)

A Conversation with Chris Krebs

Chris Krebs, Chief Intelligence and Public Policy Officer at SentinelOne and President of PinnacleOne, with Peter Salmon, Senior Director of Technology & Cybersecurity at the Investment Company Institute, discusses cybersecurity trends and insights, sharing his experiences as the former Director of CISA with the audience.


Networking Lunch & Demos in Exhibit Hall

Networking Lunch

A networking lunch accompanied by technology demos from QES, SimCorp, and CloudAngles, giving attendees hands-on experience with new technologies.


Concurrent Session C: Modern Day Fraud: Why Federal Regulators Are Warning FIs of “Financial Grooming” Schemes

Concurrent Session C

Richard Graham, Director of KYC and Financial Crime for Moody's Analytics, moderates a compelling session with Kara Suro and David B. Chenkin exploring the alarming rise of financial grooming schemes and the critical measures institutions can take to protect their clients.


Concurrent Session D: Intelligent Automation – The Robotic Team Member

Concurrent Session D

Lou Bachenheimer, PhD, Chief Technology Officer at SS&C Blue Prism, provides an engaging overview of how robotic process automation (RPA) is being integrated into team environments, enhancing productivity and innovation.


Beyond T+1 – DLT Driven Settlement & Asset Management's First Year of GenAI

Beyond T+1

Panel on the implications of DLT in settlements and the transformative impact of GenAI in asset management moderated by Bob Walley, Principal, Risk and Financial Advisory at Deloitte, and speakers Ryan Marsh, Global Head of Blockchain, Digital Assets and Innovation at Citi Securities Services, and Chris McHugh, Senior Operations Specialist at Vanguard.


Thursday, February 8

Breakfast & Young Professionals Breakfast

Young Professionals Breakfast

Morning starts with breakfast sessions, including a special gathering for young professionals, fostering mentorship and networking.


ICI President’s Address and Discussion

ICI President’s Address and Discussion

Eric Pan, President and CEO of the Investment Company Institute, delivers an address followed by a discussion on industry perspectives and challenges with Rheeta Wise, President of MFS Service Center.


A Discussion with Ben Miller: Lessons From the Future

A Discussion with Ben Miller

Eric Pan’s insightful discussion with Ben Miller, CEO of Fundraise, on future lessons from the future.


Digital TA: Myth, Reality or Eventuality?

Digital TA

Ghassan Hakim, Senior Advisor at Global Transfer Agency, Operations & Technology, moderates this pivotal session that peels back the layers of digital transformation in transfer agency services with Lisa Shea, Product Executive and Vice President, Transfer Agency at FIS Global; Phil Goffin, Founder / Chief Executive Officer of ZILO; and Neil D'Rosario, Senior Vice President and Senior Product Manager of Global Fund Services for Northern Trust.


Artificial Intelligence or Artificial Chaos: A Discussion

Artificial Intelligence or Artificial Chaos

Snehal Waghulde, Managing Director at Deloitte, guides a critical debate with Dan Greller, CIO of Artisan Partners; Cihan Kasikara, SVP at American Century; and Ari Vinocor, SVP at Capital Research and Management Company.