Briefings 09 Nov 2017

PAM Breakfast Briefing: The RIA revolution and the future of wealth management

Join us for an in-depth discussion exploring the forces driving this radical disruption of the wirehouse model and the future of wealth management space

Venue: Lambs Club, New York

Register to attend Private Asset Management‘s next US Breakfast Briefing, a free to attend event, featuring a panel-led discussion and informal networking.

One of the biggest trends of the past few years has been the rise of the independent registered investment adviser. During the discussion, we will look at the forces driving this radical disruption of the wirehouse model and the future of wealth management space.

Speaker panel:

David P. Wiener, director of network development, Dynasty Financial Partners
Donal Mastrangelo, executive director & head of U.S. iFunds distributionMercury Capital
Elizabeth Nesvold, managing partner, Silver Lane Advisors

More speakers to be announced shortly

Agenda:

08:30 Breakfast & networking
09:10 Introduction
09:15 Panel discussion – The RIA revolution and the future of wealth management
10:00 Questions
10:15 Close

The event is FREE to attend for existing Fund Intelligence members and trial users.

Not a member? Join our membership community today and receive a wealth of benefits including:
– Direct access to daily news updates, data and analysis.
– Invitations to our collection of events including breakfast briefings, awards, summits and webinars.
– Eight specialist networks for the latest industry trends.
– Benchmarking data for flows, performance and product development.
– And more.

Register now for your free trial and experience the full range of benefits available to you, as well as entry to the above event.

Please note: this event is not open to any members of the press unless agreed in advance with the organisers.

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