ICI INNOVATE

Preliminary Program

All program times are shown in pacific time (PT).

Monday, February 3 | Tuesday, February 4 | Wednesday, February 5
 

2:00–6:00 p.m.

Registration Open

3:00–4:00 p.m.

Trends in Product Innovation – PwC

This session is open to committee meeting and conference attendees

4:00–6:00 p.m.

Exhibit Hall Networking Reception

7:30 a.m.–6:00 p.m.

Registration & Exhibit Hall Open

7:30–8:30 a.m.

Breakfast

8:30–9:30 a.m.

Opening Keynote

Eric Pan
President and CEO
Investment Company Institute

Kate Burke
President
Allspring Global Investments

9:30–10:15 a.m.

Trends in Digital Assets and Custody

Nadine Chakar
Global Head
DTCC Digital Assets

10:15–11:00 a.m.

Networking Break/Exhibit Hall Demos

11:05–11:50 a.m.

Concurrent Sessions

• Regulatory Investigations; Appian and SSGA

• Governance of AI Frameworks – What Boards Need to Know

• Tech for Operational Success

12:00–12:40 p.m.

Lunch

12:40–1:25 p.m.

Designing the Workplace of the Future

1:30–2:15 p.m.

Concurrent Sessions

• Tech Enabled Sales and Distribution

• More with Less – Innovation at Small and Mid-sized Firms

• AI Enabled Cloud Platforms a Foundation to Solutions at Scale

2:15–2:55 p.m.

Networking Break/Exhibit Hall Demos

3:00–3:40 p.m.

Concurrent Sessions

• Powering Quality with AI

• A Comprehensive View of Retail Alternative Investments

  As interest in retail alternative investments continues to grow, this session will provide an in-depth exploration of these emerging products from all perspectives. Our panel of industry experts will offer thought leadership on key aspects of this dynamic market, including insights from issuers, distributors, technology providers, and transfer agent operations and the importance of an integrated ecosystem.

• ICI Cyber Industry Tabletop Exercise – Lessons Learned and Next Steps

3:45–4:30 p.m.

A Conversation with Google and Charles Schwab

Jason Gelman
Director of Product Management, Vertex AI
Google

Gabriel Schofield
Managing Director and Divisional CIO – Wealth & Asset Management
Charles Schwab

4:30–6:00 p.m.

Networking Reception

7:30 a.m.–12:35 p.m.

Registration & Exhibit Hall Open

7:30–8:30 a.m.

Breakfast

9:00–9:45 a.m.

Solving Problems with AI: a Discussion with Articul8 and AWS

9:45–10:30 a.m.

Deep Fakes and the Future of Business with Matt Groh

Matt Groh
Assistant Professor
Northwestern University - Kellogg School of Management

10:30–11:00 a.m.

Networking Break

11:05–11:50 a.m.

Concurrent Sessions

• Trends in Tokenization

• Distorting Reality in the Age of AI

• Sponsored Content

11:55 a.m.–12:35 p.m.

Emerging Leaders Session