Future of Our Business + 40 Under 40 Awards

October 13, 2021, Convene, 237 Park Avenue, New York, NY

HEADLINE SPONSOR

Please contact Alyssa Stebbins for more information on sponsorship opportunities at the event

 

EVENT AGENDA

11:00 am – 12:00 pm | Arrivals, Awards Pick Up, Photo Opportunities

11:30 am | Group Photo | 40 Under 40 Class of 2021

11:45 am | Group Photo | 40 Under 40 Class of 2020

12:00 pm – 12:45 pm | Networking Lunch

12:45 pm – 1:15 pm | Welcome | Future of Our Business Ice Breakers

1:15 pm – 1:20 pm | Discussion Topic 1: How do you educate clients (especially younger ones) and build their trust in the financial sector?

1:20 pm – 2:00 pm | Roundtable Discussions
Attendee will break into small groups (1 per each table) and will workshop topic #1. Each table will be assigned a facilitator to moderate the discussion.

2:00 pm – 2:30 pm | Roundtable Leaders’ Presentation
A facilitator from each table will present the group’s findings/ solutions to the entire audience
(3-5 min per group).

2:30 pm | Break

2:45 pm – 3:30 pm | Fireside Chat: Are Younger Investors Redefining the Financial Advice Relationship? 

Investors in the baby boomer+ generation have set the traditional standards of the financial advice relationship, but younger investors appear to have different expectations of their advisor. Gen XYZ investors are yearning for a broad service model, digital on-demand communication and greater support from their advisor. Fidelity’s annual Investor Insights Study uncovers the needs, wants and characteristics of younger generations to help you attract and retain the clients that may be vital to the long-term growth of your practice.        

Anand Sekhar, Vice President Practice Management & Consulting, Fidelity Investments

Liz Skinner, Special Projects Editor

3:30 pm – 3:35 pm | Discussion Topic 2: Where do young financial professionals fit into the consolidating industry and how do you set yourself up for success?

3:35 pm – 4:15 pm | Roundtable Discussions
Attendee will break into small groups (1 per each table) and will workshop topic #2. Each table will be assigned a facilitator to moderate the discussion.

4:15 pm – 4:45 pm | Roundtable Leaders’ Presentations
A facilitator from each table will present the group’s findings/ solutions to the entire audience
(3-5 min per group).

4:45 pm | Thank you and wrap up

5:00 pm | Networking Cocktail Reception

6:00 pm | Event Concludes

 

HOTEL ACCOMODATIONS

Hotel Edison

Group block: Oct 12-14

*Ongoing rate, extends allowed

Rate: 25% Discount, best available rate + waved facilities fee

40 Under 40 Room Block | Hotel Edison

Springhill Suites

Group block: Oct 12-14

Rate: $199

40 Under 40 Room Block | Springhill Suites

Westin Grand Central Station

Group Block: Oct 12-14

Rate: $229

40 Under 40 Room Block | Westin Grand Central