Artificial intelligence has gone from fiction to reality in a breathtakingly short period of time. Whether your firm is “all in” or still evaluating the use of AI, there’s no denying that the technology will have a tremendous impact on our industry. We will kick off the Forum with a forward-looking discussion of AI’s potential for empowering you and optimizing your most important asset – your people.

• Jonathan Feldman, Partner, Boston Consulting Group
• Al Castillo, Vice President, Solutions Management, SS&C Advent (Moderator)

A signature feature of the IAA’s leadership events, allowing executives from like-sized firms to discuss their top priorities, challenges, and solutions in an intimate setting.

“The measure of intelligence is the ability to change.” – Albert Einstein

This view from the top panel will have a candid discussion about challenges they face as leaders and opportunities they see for their firms and our industry to evolve and grow.

• Carolyn B. Goldhaber, President, CI Segall Bryant & Hamill Asset Management
• Robert W. Mairs, President, Chief Compliance Officer, and General Counsel, Mairs & Power, Inc.
• Jo Ann Quinif, President and Chief Client Officer, Diamond Hill Capital Management, Inc.
• Lisa Togneri, Chief Financial Officer and Partner, Harding Loevner
• Laura Delaney, Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Management Services (Moderator)

Achieving that sought-after “well-oiled machine” when leading an increasingly diverse workforce spanning multiple generations is no small feat. Moreover, firm leaders cite laying the groundwork for successful succession – and executing that plan – as a critical concern. This group of pros in their respective fields will share their wisdom about attracting, managing, developing, and retaining your firm’s future and current team.

• Rebekah L. Kohmescher, Chief Executive Officer and Chief Compliance Officer, Altair Advisers
• Rachel I. Reiser, Assistant Dean, Undergraduate Student Experience and Services, Questrom School of Business, Boston University
• James Ware, Founder, Focus Consulting Group, Inc.
• Jonathan Stern, Partner, Berkshire Global Advisors (Moderator)

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