Arrivals, Awards Pick Up, Photo Opportunities
11:00 AM  to  11:30 AM
Group Photo | Class of 2022
11:30 AM  to  11:45 AM
Networking Lunch
11:45 AM  to  12:30 PM
Welcome | Keynote Session - Next-Gen Talent: Recruitment, Engagement and Retention
12:30 PM  to  1:00 PM

The shift from recruiting to attracting talent: What are ways firms should be rethinking their employee value proposition? In this keynote session on “Next Gen Talent: Recruitment, Engagement and Retention,” Anand Sekhar from Fidelity will share how firm’s should rethink their approach to attracting talent, ways to advance inclusion in the workplace and redefine talent development to ensure they are “working at the top of their license”.

Anand Sekhar. Vice President, Practice Management & Consulting. Fidelity Investments.
Gregg Greenberg. Retirement & Planning Editor, Multimedia Anchor. InvestmentNews.
Roundtable Discussions
1:00 PM  to  1:35 PM

Attendees will break into small groups (1 per each table) and will workshop each topic. Each table will be assigned a facilitator to moderate the discussion.

Gretchen Lembach. Director of Content. InvestmentNews.
Roundtable Leaders' Presentation
1:35 PM  to  1:55 PM

A facilitator from each table will present the group’s findings/ solutions to the entire audience (3-5 min per group).

Networking Break
1:55 PM  to  2:10 PM
Fireside Chat - Together We Rise
2:10 PM  to  3:00 PM

In this session, join InvestmentNews' DE&I editor, Joanne Cleaver, as she sits down with Emlen Miles-Mattingly to discuss his  newest venture: the Onyx Advisor Network. Onyx is a new company that aims to help underrepresented advisers with tools, support and community so they can thrive. Emlen will share his own story and will also discuss why underrepresented advisers need affirmation and a place to call home, and how Onyx will change the complexion of wealth.

Joanne Cleaver. Diversity, Equity & Inclusion Editor. InvestmentNews.
Emlen Miles-Mattingly. Co-Founder. Onyx Advisor Network.
Closing Keynote Session - The Working Future: More Human, Not Less
3:00 PM  to  3:50 PM

Why do you go to work?  What do you expect when you get there?  In this talk on “The Working Future,” Andrew Schwedel from Bain will share the firm’s latest research on what workers want, how technology is making work more human rather than less, and how leading firms can win the war for talent.

Andrew Schwedel. Partner. Bain & Company.
Networking Reception | The Perfect Pint
4:30 PM  to  6:30 PM

The Perfect Pint is located at 203 E 45th Street, approximately a five minute walk from Convene.