This conference brings together leaders from academia and the financial services industry to explore the evolving dynamics of wealth management. Topics addressed include technological innovation, demographic shifts, regulatory changes, and the growing demand for alternative asset classes. The event serves as a platform for discussing how these factors are reshaping the future of financial advising and client service. 

 

Notable speakers at the 2025 conference included David Booth, Founder and Chairman of Dimensional Fund Advisors; Michael Lane, Head of Asset Management at SEI; and Rajini Kodialam, Co-Founder Emerita of Focus Financial Partners.These industry leaders contributed to discussions on emerging trends and challenges in wealth management