Leadership Summit Agenda | 2021

September 29th | 1:00 – 2:00 PM ET
The Investment Management Industry Reimagined
The investment management industry continues to evolve to meet the demands of
clients from expectations of personalized communications to expanded digital
engagement to product and indexing opportunities to ESG considerations. What will the
distribution model and work environment look like post-pandemic? Hear candid
perspectives from leading industry consultants on what will change, what will stay the
same and what’s ahead for investment management.

Moderator: George Riedel, IMEA Executive Committee Chair & Head of U.S. Intermediaries | T. Rowe Price

Panelists: Ben Phillips, Principal & Chief Strategist | Casey Quirk
Neil Bathon, Founder & Partner | FUSE Research Network

October 6 |
1:00 -2:00 PM ET
Opportunities in Customization, Client Preferences & Tax Efficiency
The Custom Indexing approach continues to explode in popularity allowing investors to
customize a portfolio based on personal preferences and investment goals. What
opportunities and challenges does this present for wealth managers? Investment
platform 55ip’s CEO, Paul Gamble, and industry expert Sandy Bolton will provide their

Moderator: David Botset, Managing Director, Head of Equity & Fixed Income Product
and Strategy | Charles Schwab Investment Advisory, Inc.
Panelists: Sandy Bolton, Former Managing Director, Head of Managed Investments –
Investments Solutions Group | Bank of America Merrill Lynch
Paul Gamble, Chief Executive Officer | 55ip