I am excited to be speaking about disrupting asset management, new insights on the social and technological trends reshaping the investing industry, at the Trade Show West Coast on March 3rd, 2016.
- Peculiarities and flaws – what are the glaring issues with the traditional asset management model?
- Social paradigm shifts – how is the coming of age of the millennial generation, along with the growth of women and minorities in the pool of money holders, causing power to transfer from the money manager to the money holder?
- Technological revolution – big data, artificial intelligence, social media and other modern innovations challenging the status quo
- Five pillars of change – technology, transparency, risk management, alpha creation, culture/talent
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