Tegra118 Elements: An 8-Part Series

At Tegra118, our collaborative virtual meeting experience connects our wealth and asset management clients, partners, prospects and industry leaders with a tapestry of diverse and compelling speakers—all of the essential ‘elements’ for engaged, thought-provoking discussions where we’ll delve deep into the big topics in and around our industry.

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Elements 2020 Overview

Over the last several months, the wealth and asset management industry has been mightily challenged to adapt and transform within a rapidly changing world. The companies that quickly pivoted to address our new normal – ideating, shifting and mobilizing in the throes of a global crisis – reinforced an expectation that perhaps we can, and should, fast-track everything. The past and ‘what once was’ is purely a reference point as we look ahead, fixed on the future.

Indeed, the pace of change will only accelerate. Surviving and thriving requires all of us to do the same. To help illuminate our path forward, we will convene Tegra118 Elements Virtual Conference, bringing together industry leaders and influencers. Centered around the ACCELERATE theme, we will specifically examine four pillars:1. A hunger for greater productivity; 2. The drive for faster growth; 3. A call for social consciousness, and 4. A compulsion to race into the future of…limitless possibilities.

ACCELERATE…

PRODUCTIVITY
The environment we’re all living in has heightened the need for rapid responsiveness. Tegra118 sits at the epicenter of this discussion with our clients, helping them navigate and solve for the inevitable challenges, disruptions and opportunities. Technology is playing a critical role in driving greater efficiencies while providing more integrated solutions to enhance and streamline the user experience and offer greater control. Innovation is the relentless pursuit to create better experiences and easier access to new channels and value-driven solutions. In this pillar of productivity, our luminaries will zoom in on key areas of focus for leaders and their teams to help accelerate performance within their organizations.

Tuesday, September 15, 2020 – 1:00 p.m. – 2:15 pm ET

Welcome and Opening Remarks with Cheryl Nash, CEO, Tegra118 and Alvi Abuaf, Industry Partner-Motive Partners and Board Member-Tegra118
Vision for Tegra118 delivered by Rob Heyvaert, Founder and Managing Partner, Motive Partners and Executive Chairman, Tegra118
A Look Forward: Integrating Ideas, Innovation and Economics
Paul Romer, economist, policy entrepreneur, and 2018 Nobel Prize in Economics Sciences recipient talks with Rob Heyvaert, Founder and Managing Partner, Motive Partners and Executive Chairman, Tegra118

What are the key ingredients to sustainable, long-term economic growth? Indeed, the drivers of high performance and productivity start with a compelling idea that synthesizes economics, innovation and technology. The best is yet to come, if we work together to collaborate in new ways, draw from collective expertise, and learn how to harness the trends fueling today’s challenges to create future opportunities.

Thursday, September 17, 2020 – 1:00 p.m. – 2:00 p.m. ET

Peer-to-Peer on Retirement Income: The Future is Now
Session Lead-In: Andrew Schwartz, Chief Financial Officer, Tegra118
Featured Panelists: Dr. Kelli Keough, Head of Digital and Client Solutions, U.S. Wealth Management, JPMorgan Chase; Rob Scheinerman, CEO of Retirement Services, AIG; and Scott Stolz, President, Raymond James Insurance Group moderated by Michael Roth, Head of Retirement, Tegra118

Turbulent times like this heighten the need to protect clients’ retirement income and instill confidence with a financially secure and stable strategy. We’re at the confluence of wealth and insurance advisory with a significant opportunity to help clients thrive financially. And across a multi-generational landscape, there’s a greater demand for richer, more personalized interactions and discussions where the emphasis is on holistic financial planning and benchmarking to investors’ goals. Technology is boosting the advisor-investor relationship, serving as the conduit to explain lifetime income while removing complexity to make it easier to communicate and collaborate. Powered by digital tools, advisors can demonstrate their full value and investors can take control and be active participants in their own financial futures.

GROWTH
Seeking growth in an increasingly dynamic and complex industry landscape, coupled with the unprecedented socioeconomic factors at play is propelling wealth and asset management firms to seek all avenues of opportunity for profitable growth. Modernizing business operations, upgrading technology infrastructure to reimagine growth, improving operational efficiencies, and delivering seamless client experiences can help position firms for success. But true competitive advantage is found in our human capital which is at the heart of any thriving firm’s growth. In the face of the disruptive forces changing the working world, it’s essential that organizations are open to rapid change, and also, motivate their people to be flexible and innovative. This segment will focus on how organizations can prepare for their future workforce and workplace.

Tuesday, September 22, 2020 – 1:00 p.m. – 2:00 p.m. ET

That was Then, This is Our Now
Session Lead-In: Erin Laschinger, VP, Corporate Strategy, Tegra118
Featured Speakers: Margaret Regan, President and CEO of The FutureWork Institute presents, followed by a one-to-one conversation with Cheryl Nash, CEO, Tegra118

We’re living in a globally-shared, game-changing time. And while the impact and duration are unclear, it’s how we respond that will define us. Businesses, too, have a heavy responsibility. The winners will be the nimble changemakers led by leaders with much-needed EQ, the courage to share their vision and the fortitude to take decisive action. The technology that is powering our human interactions and productivity has never felt more essential—and yes, to build trust, be responsive, and strengthen relationships—we have high expectations and a need for better, faster innovation.

Thursday, September 24, 2020 – 1:00 p.m. – 2:00 p.m. ET

How to Drive Growth in the New Normal? Retain, Attract and Grow
Session Lead-In: Tirdad Shojaie, Senior VP, Product Strategy, Tegra118
Featured Panelists: Christina Townsend, Managing Director and Head of Relationship Management Consulting and Platform Strategy, BNY Mellon | Pershing; Christine Ciriani, CEO, Finantix; Michael Raneri, Chief Digital Innovation Officer, AssetMark  moderated by Rich Keltner, Director, Product Management, Tegra118

Social distancing, virtual meetings, and a surge in demand for financial advice are among the hallmarks of 2020 wealth management. Wealth and asset management firms are still adapting to today’s realities while contemplating the time ahead. What will be the new model of the future in wealth and asset management? What will be the new dynamic of the advisor-investor relationship? During this transformational time, where do firms focus first to drive maximum growth? Our panel will share their views, insights, and perspectives on this critical and timely subject.

SOCIAL CONSCIOUSNESS
If ever there was a catalyst for investors to have an environmental, social and governance awakening, this is that time. A trifecta of weighty social and socio-economic challenges, a global pandemic crisis and the lightning bolt of our shifting global climate is shifting mindsets, creating advocacy champions and inciting passionate activism.  The economic downturn has created epic proportions of disparity in wealth and our industry has an opportunity—obligation—to help via financial literacy and education and, more directly, by hiring diverse talent. These issues are real—they are growing and now ingrained in modern human existence. In the schism between wellbeing and misfortune lies great opportunity; people are increasingly using their purchasing power to drive positive change. There’s deepening awareness that every investment has the potential to make an impact. This idea is at the heart of our mission to accelerate social consciousness.

Tuesday, September 29, 2020 – 1:00 p.m. – 2:00 p.m. ET

Intel & Insights: A Candid Conversation with an Industry Luminary
Session Lead-In: Tricia Viola, VP, Marketing, Tegra118
Featured Speakers: Soledad O’Brien, founder and CEO of Soledad O’Brien Productions talks with Cheryl Nash, CEO, Tegra118

Award-winning Soledad O’Brien’s commitment to sharing empowering and authentic stories on a range of social issues is extraordinary. Too many to list, her journalistic work includes “Matter of Fact with Soledad O’Brien”,  “American Injustice”, “Shining a Light: Conversations on Race in America” and “Kids and Race”.  Together with her husband, Soledad is the founder of PowHERful, a foundation that helps young women get to and through college. It’s Soledad’s passion and dedication that we are compelled to shine a spotlight on in an industry now serving today’s multi-generational, multi-ethnic, and women investors!

Thursday, October 1, 2020 – 1:00 p.m. – 2:00 p.m. ET

Peer-to-Peer: Why ESG Investing is Here to Stay
Session Lead-In: Igor Jonjic, Senior Product Manager, Tegra118
Opening address: Linda-Eling Lee, Global Head of ESG Research Group, MSCI
Featured panelists Julie Moret, Global Head of ESG, Franklin Templeton and Simon MacMahon, Executive Vice President, ESG Research, Sustainalytics moderated by Jody Cullinan, Director, Product Management, Tegra118

As investor demand for environmental, social and governance (ESG) investment strategies grows, firms should prioritize as well as clear away the misconceptions to embrace a new fact-based mindset about ESG performance, valuation and risk. Likewise, the tools and frameworks needed to support and offer ESG investments must continue to evolve and be grounded in the best interest of an investor.  Our panel of ESG-dedicated experts will address the ‘why now’ of ESG investing and why it’s here to stay.

INTO THE FUTURE OF…
Events beyond our control do and will occur …and we’ve learned that we need to be better prepared. Now is the time for us to be open to ideas, flexible in our approach and welcoming of fresh, unique perspectives—all are table stakes for continued productivity, growth, social consciousness and ultimately, success. Working together, human vision and expertise, powered by increasingly sophisticated technology can be unstoppable. In this series, industry icons will explore and enlighten the audience with a view into what the next 10 years may hold for the wealth and asset management industry and the investors we serve. The future holds limitless possibilities—our experts will both unlock and inspire the audience and compel a call to action.

Tuesday, October 6, 2020 – 12:00 p.m. – 1:00 p.m. ET

The Industry Speaks: The Future of…Wealth Management
Session Lead-In: Rohan Modi, Director, Marketing, Tegra118
Featured Panelists: Nalika Nanayakkara, Principal, Financial Services Advisory, Ernst & Young LLP; Will Trout, Head of Wealth Management, Celent; Tom O’Shea, Research Director, Cerulli Associates moderated by Craig Iskowitz, Founder and CEO, Ezra Group

Over the last decade, change has been the only constant in the managed accounts industry. From high-cost full-service brokerage firms to the rise and redirection of robo-advisors to no-fee trading. We’ve moved from best-of-breed to best-in-class. A progression from SMA to UMA to a unified managed household (UMH). We wonder, what’s next?  The future of managed accounts may have a different look, but what we see is a real opportunity for forward-thinking firms that are ready to respond to the evolving needs of their clients.

Thursday, October 8, 2020 – 1:00 p.m. – 2:15 p.m. ET

WealthTech Fast Forward: Impact to Technology Leaders
Session Lead-In: Anthony Perkins, Chief Information Officer, Tegra118
Featured Panelists: Peter Antonucci, Managing Director, BNY Mellon | Pershing; Scott Reddel, Managing Director, Accenture Wealth Management; Joshua Schmitt, Vice President Technologies | Advice & Wealth Management, Products & Service Delivery, Ameriprise Financial moderated by Lee Nicholls, Chief Information Officer, Tegra118

Conference Closing Thoughts – Cheryl Nash, CEO, Tegra118 and Matt Ackermann, Director of Multimedia Productions, InvestmentNews

Technology leaders are playing a critical role as they steer through unfamiliarity and the uncertainty of what lies ahead. It’s a delicate balance between the urgency to deliver and the need to ensure stability and business continuity in our new reality. Firms are in a race to maintain relevancy and the trailblazers will come out at the top. It’s time to shift from a ‘react’ mindset, embrace our learnings, and get out in front to move forward.

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Our Speakers
Alvi Abuaf

Industry Partner-Motive Partners and Board Member-Tegra118

Tegra118 & Motive Partners

Matt Ackermann

Director, Multimedia Production

InvestmentNews

Peter Antonucci

Managing Director

BNY Mellon | Pershing

Christine Ciriani

CEO

Finantix

Jody Cullinan

Director of Product Management

Tegra118

Rob Heyvaert

Founder, Managing Partner

Motive Partners

Craig Iskowitz

President and CEO

Ezra Group

Richard Keltner

Director of Product Management

Tegra118

Dr. Kelli Keough

Head of Digital and Client Solutions for U.S. Wealth Management

JPMorgan Chase

Linda-Eling Lee

Global Head of ESG Research Group

MSCI

Simon Macmahon

Executive Vice President, ESG Research

Sustainalytics

Julie Moret

Global Head of ESG

Franklin Templeton

Nalika Nanayakkara

Principal, Financial Services Advisory

Ernst & Young LLP

Cheryl Nash

Chief Executive Officer

Tegra118

Lee Nicholls

Chief Information Officer

Tegra118

Soledad O'Brien

Award-Winning Journalist, Speaker, Author and Philanthropist

Founder and CEO of Soledad O’Brien Productions

Tom O'Shea

Research Director

Cerulli Associates

Michael Raneri

Chief Digital Innovation Officer

AssetMark

Scott Reddel

Managing Director

Accenture Wealth Management

Margaret Regan

President and CEO

The FutureWork Institute

Paul Romer

Nobel Prize Economist

Michael Roth

Head of Retirement

Tegra118

Robert Scheinerman

CEO

AIG Retirement Services

Scott Stolz

President

Raymond James Insurance Group

Christina Townsend

Managing Director, Advisor Solutions

BNY Mellon | Pershing

Will Trout

Head of Wealth Management

Celent

Alvi Abuaf

Industry Partner-Motive Partners and Board Member-Tegra118

Tegra118 & Motive Partners

Matt Ackermann

Director, Multimedia Production

InvestmentNews

Peter Antonucci

Managing Director

BNY Mellon | Pershing

Christine Ciriani

CEO

Finantix

Jody Cullinan

Director of Product Management

Tegra118

Rob Heyvaert

Founder, Managing Partner

Motive Partners

Craig Iskowitz

President and CEO

Ezra Group

Richard Keltner

Director of Product Management

Tegra118

Dr. Kelli Keough

Head of Digital and Client Solutions for U.S. Wealth Management

JPMorgan Chase

Linda-Eling Lee

Global Head of ESG Research Group

MSCI

Simon Macmahon

Executive Vice President, ESG Research

Sustainalytics

Julie Moret

Global Head of ESG

Franklin Templeton

Nalika Nanayakkara

Principal, Financial Services Advisory

Ernst & Young LLP

Cheryl Nash

Chief Executive Officer

Tegra118

Lee Nicholls

Chief Information Officer

Tegra118

Soledad O'Brien

Award-Winning Journalist, Speaker, Author and Philanthropist

Founder and CEO of Soledad O’Brien Productions

Tom O'Shea

Research Director

Cerulli Associates

Michael Raneri

Chief Digital Innovation Officer

AssetMark

Scott Reddel

Managing Director

Accenture Wealth Management

Margaret Regan

President and CEO

The FutureWork Institute

Paul Romer

Nobel Prize Economist

Michael Roth

Head of Retirement

Tegra118

Robert Scheinerman

CEO

AIG Retirement Services

Scott Stolz

President

Raymond James Insurance Group

Christina Townsend

Managing Director, Advisor Solutions

BNY Mellon | Pershing

Will Trout

Head of Wealth Management

Celent