Agenda

This year, we’re inviting you to Debate. Incubate. Accelerate. You can expect engaging exchanges, new experiences, and actionable take-aways that will help you and your organization thrive in today’s dynamic environment. Check out the agenda filled with iconic figures, industry trailblazers and Fidelity thought leaders.


11:00 AM – 6:00 PM
Registration
Please join us in the Camelback Ballroom Foyer to register for the meeting and check in to your guest room. Fidelity representatives will be on hand to help you download the app, answer questions, discuss the agenda, and assist with session selections.
6:00 PM
Reception
East Lawn
7:00 PM
Dinner
Casita Lawn
*Please note agenda may be subject to change.
8:30 AM – 8:45 AM
Welcome
Guy Raz, Award-Winning Reporter, Radio and Podcast Host
8:45 AM – 9:15 AM
A Conversation with Abby Johnson
Abby Johnson, Chairman and CEO, FMR, LLC
Abby Johnson shares her unique perspectives on the financial services industry and highlights key strategic initiatives that Fidelity is bringing to its customers.
9:15 AM – 10:05 AM
The State of the Wealth Management Industry
Mike Durbin, President, Fidelity Institutional
From the growing digital divide to changing investor perceptions of value, Mike Durbin sheds light on the trends, controversies, and potential within the wealth management industry.
10:15 AM – 10:45 AM
Break
10:45 AM – 11:45 AM
HOW TO WIN THE DIGITAL WAR
Moderator: Sanjiv Mirchandani, President, Fidelity Clearing & Custody Solutions
  • Joe Duran, CEO, United Capital
  • Steven Lockshin, Founder and Principal, AdvicePeriod
  • Ed O’Brien, CEO, eMoney Advisor
  • Jon Stein, Founder and CEO, Betterment
Technology-enabled disruption is shaking up the industry and there’s no turning back. This expert panel of digital leaders will explore the implications and opportunities. What are the winning models and what can firm leaders do to win against this evolving backdrop?
11:45 AM – 12:00 PM
CRYPTOCURRENCY: FUTURE OR FAD
Hadley Stern, Senior Vice President, Managing Director, Fidelity Center for Applied Technology
Proponents and skeptics have wildly divergent opinions about the promise of cryptocurrencies and the underlying Blockchain. Hear from Fidelity expert Hadley Stern who will help demystify this largely misunderstood topic, separating myths from facts and bringing clarity to how this technology can be used and its potential as an asset class.
12:00 PM – 1:15 PM
Lunch
12:00 PM – 3:50 PM
Fidelity Institutional Asset Management Dedicated Meeting
Download Fidelity Institutional Asset Management Agenda
1:15 PM – 2:15 PM
Own the Threat: The State of Cybersecurity
Chad Renfro, Executive Vice President, Head of Cybersecurity, Fidelity Investments
As financial services companies, there's a big target on our collective back for cyber criminals. Can we be safe in a digital world? Chad Renfro says the odds are better with a vigilant and resilient approach. And he'll tell us how.
2:15 PM – 2:30 PM
Transfer To Immersive Sessions
2:30 PM – 3:30 PM
Immersive Sessions
Attendees will participate in 1 of the 3 concurrent Immersive Sessions.

20/20 Vision: Advisor Talent Today and Tomorrow
Moderator: Carolyn Clancy, Executive Vice President, Head of Broker-Dealer Segment
  • Mark Albers, Founder, Albers & Associates Consulting
  • Jeff Bischoff, Founder and President, Old Greenwich Consultants
  • Salene Hitchcock-Gear, President, Prudential Advisors
  • Amy Philbrook, Head of Diversity and Inclusion, Fidelity Investments
By 2020, industry analysts project a 10,000 advisor shortfall. That’s 2 years away! This panel of industry leaders explores what firms are doing to recruit, retain and grow the advisor force of the future, as well as the risks of not focusing on this critical topic.

Accelerating Growth: Capital Sources for the Wealth Management Industry
Moderator: David Canter, Executive Vice President, Head of the RIA Segment
  • Stewart Gross, Managing Director, Lightyear Capital
  • Rajini Sundar Kodialam, Co-Founder, Focus Financial Partners
  • Richard Lampen, President and CEO, Ladenburg Thalmann
  • Lane MacDonald, President and Chief Investment Officer, FMR Diversified Investments
  • Danny Rodriguez, Partner, Lee Equity Partners
  • Todd Thomson, Co-Founder and Chairman, Dynasty Financial Partners
Private equity and venture capital are flowing into the wealth management space. This panel of leaders will talk about the options that abound for leaders in search of capital: from self-funding to private equity to accessing public capital.

Macro-Research: 10 Mind-Blowing Charts
Jurrien Timmer, Director of Global Macro, Fidelity Investments
Known for sharing perspectives shaping the investment world, Jurrien brings you the 10 charts that will drive you to think in new ways against an ever-changing backdrop.
3:30 PM – 3:50 PM
Break
4:00 PM – 5:00 PM
Voices from the Hill
Moderator: Guy Raz, Award-Winning Reporter, Radio and Podcast Host
  • Paul Begala, Political Analyst and Commentator, CNN
  • J.J. Johnson, Chief Communications Officer, Executive Vice President, Communications, Public Affairs and Policy Group, Fidelity Investments
  • Mike Murphy, Political Strategist and Analyst, NBC News
Voices from the left and the right join Fidelity’s J.J. Johnson to frame the debates happening in Washington that may impact the financial services industry.
5:00 PM
Day 1 Closing Remarks
Guy Raz, Award-Winning Reporter, Radio and Podcast Host
6:00 PM
Reception
Jokake Inn
7:00 PM
Dinner
Jokake Inn
*Please note agenda may be subject to change.
8:30 AM – 9:30 AM
The Image of Leadership
Platon, World-Renowned, Award-Winning Photographer, The New Yorker
Platon's intimate portraits of world and business leaders have brought him fame and insight. A gifted communicator, he brings those iconic images to life with inspiring behind-the-scenes stories about what makes a leader today.
9:30 AM – 9:35 AM
Welcome Back
Guy Raz, Award-Winning Reporter, Radio and Podcast Host
9:35 AM – 10:30 AM
Fostering a Culture of Innovation
Laszlo Bock, CEO and Founder, Humu; Senior Vice President of People Operations, Google (2006 - 2016)
Laszlo Bock was the primary architect of Google’s iconoclastic work culture. He has literally written the book (Work Rules!: Insights from Inside Google That Will Transform How You Live and Lead) on unlocking organizational innovation. He’ll share his experience and take audience questions.
10:30 AM – 11:00 AM
Break
11:00 AM - 12:00 PM
Bridging the Generational Gap
Laura Carstensen, Fairleigh S. Dickinson Jr. Professor in Public Policy, Professor of Psychology, Director, Stanford Center on Longevity
Chances are, you have at least four generations in the workplace—Baby Boomers, Gen X, Gen Y, and Millennials (and maybe some Gen Z interns). What’s a company to do?
12:00 PM - 1:15 PM
Lunch
1:15 PM – 2:15 PM
Immersive Sessions
Attendees will participate in 1 of the 3 concurrent Immersive Sessions.

How to Incubate
Sean Belka, Head of Fidelity Labs, Fidelity Investments
The long-term success of any firm is contingent upon developing new products, growing revenue streams, and driving innovation. Sean will share the Fidelity Labs' playbook, which was designed to incubate new ideas for the business and will also reveal the journey of the Student Loan Incubator team.

The Art of Choosing
Sheena Iyengar, Inaugural S.T. Lee Professor of Business in the Management Division at Columbia Business School
Professor Iyengar studies how we make choices—and how we feel about the choices we make. She will share her groundbreaking research that has uncovered some surprising attitudes about our decisions.

FinTech Forecast
Moderated by: Megan Kelley, Vice President, Research, Fidelity Center for Applied Technology
  • Denis Ascomb, CEO, Index
  • Jason Barsema, Co-Founder and President, Halo Investing
  • Jay Lipman, Co-Founder, Ethic
  • Jase Wilson, Founder and CEO, Neighborly

Where are FinTech startups finding traction in asset management? Megan Kelley shares her perspectives on the landscape then introduces FinTech firms to pitch their visions and tell you how the game is changing.
2:15 PM – 2:45 PM
Break
2:45 PM – 3:35 PM
The Anticipatory Organization: Turn Disruption and Change into Opportunity and Advantage
Daniel Burrus, Futurist, Innovator, Author
What if you could lead business growth with strategic foresight instead of hindsight? Daniel Burrus has created a framework for harnessing Anticipation—the ability to foresee growing problems, disruptions, and opportunities. He will share insights and practical tips for leaping ahead of your competition.
3:30 PM – 4:15 PM
The Power of Moments: Why Certain Experiences Have Extraordinary Impact
Chip Heath, Professor, Stanford Graduate School of Business, Best-Selling Author
The bestselling co-author of Switch and Made to Stick, Chip Heath explores why certain brief experiences can jolt, elevate, and change us—and how we can learn to create such extraordinary moments in our life and work.
4:15 PM – 5:15 PM
The Impact of Accelerating Change: A Global Perspective
Condoleezza Rice, United States Secretary of State (2005-2009); Denning Professor in Global Business and Economy, Stanford University
Dr. Condoleezza Rice, former Secretary of State and author of the new book Democracy: Stories from the Long Road to Freedom, discusses her latest book and shares her insights into today's global economy.
6:00 PM
Reception
West Lawn
7:00 PM
Dinner
Main Pool Deck
*Please note agenda may be subject to change.
7:00 AM
Breakfast & Departures
*Please note agenda may be subject to change.
Register Now