Day 1: Oct 1, 2024
2:45 pm
FIRESIDE CHAT: THE EVOLUTION OF INVESTMENT MANAGEMENT
TRACK 2: B2B CX
Empowering Clients through Fiduciary Responsibility
Investment management companies are not just geared around returns — they are for empowering individuals to achieve financial independence. Uncover the transformation of the investment industry. Take back to your office strategies to:
- Understand your clients’ true investment goals and align your strategies with their financial aspirations.
- Maximize risk-adjusted returns by finding the sweet spot between risk and reward, ensuring the best possible financial outcomes.
- Leverage research, data, and analytics to support smarter decision-making and enhance your investment strategies.
Master a roadmap to not only navigate today’s market but to lead with purpose and trust.
Day 2: Oct 2, 2024
