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Wednesday, September 27

(All times are CDT)

12:30 – 1:45 p.m. Luncheon: Greeting the AI Era: Implications for Leadership and Talent Management

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)


1:50 – 3:00 p.m. Peer Breakouts: Smaller, Mid-Sized and Larger Firms

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.

3:30 – 4:30 p.m.


General Session: Steering into the Future Through Change and Uncertainty (Still)

“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)
4:30 – 5:30 p.m. General Session: From Fired Up to Burned Out: Management Strategies Across the Career Lifecycle

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)

Sponsored by
Berkshire Global Advisors

5:30 – 5:35 p.m. Wrap-Up


5:35 – 7:00 p.m.


Closing Reception

Sponsored by

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