Center for Financial Services Symposium

Tuesday, March 19, 2024 5pm to 8:30pm

1290 Avenue of the Americas, New York, NY, 10104

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Center for Financial Services Symposium 2024: Unleashing the Future: Exploring AI's Transformative Power in Wealth Management

Join us for an enlightening panel discussion where industry experts and thought leaders converge to explore the groundbreaking impact of Artificial Intelligence (AI) on the landscape of wealth management. As AI continues to revolutionize financial services and business, the panelists will delve into the transformative potential it holds for shaping the short- and long-term future of wealth management.

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Key Topics Include:

  • Smart Investment Strategies: Discover how AI-driven algorithms are reshaping investment strategies, optimizing portfolios, and providing unprecedented insights into market trends. Explore the potential for enhanced risk management and returns.
  • Personalized Financial Planning: Learn about the evolution of personalized financial planning as AI analyzes vast datasets to tailor solutions based on individual preferences, risk tolerance, and financial goals. Understand how this customization is redefining client-advisor relationships.
  • Predictive Analytics: Uncover the power of predictive analytics in wealth management. Learn how AI is forecasting market movements, identifying investment opportunities, and mitigating risks in real-time, providing a competitive edge in a dynamic financial landscape.
  • Ethical Considerations: Explore the ethical considerations surrounding AI in wealth management. Discuss the responsible use of data, algorithmic transparency, and the importance of maintaining trust in an AI-driven financial ecosystem.

Who Should Attend
Wealth Managers
Financial Advisors
Fintech Enthusiasts
Tech Innovators
Anyone intrigued by the future of finance and technology

This event is open to the public, space permitting.

Event Details
 Tuesday, March 19, 2024
Times: 5:00 p.m. Registration 
5:30 p.m.-7:00 p.m. Panel Discussion followed by Q&A
7:00 p.m.-8:30 p.m. Cocktail Networking Reception 
Location: Neuberger Berman
Address: 1290 Avenue of the Americas, New York, NY, 10104
Cost: $60 per person
RSVP by: March 13, 2024

Welcome and Introduction
Seth Finkel ’80, CFS Council Chair, Managing Director, Neuberger Berman Wealth Management
Georgette Chapman Phillips, Kevin L. Clayton ’84 ’13P and Lisa A. Clayton ’13P Dean, College of Business, Lehigh University

Panel Discussion­
Moderated by: Carter Lyons ’97, CFS Council Member, Chief Business Officer, Two Sigma 
CJ Jaskoll, Head of Investment Technology, Neuberger Berman
Sindhu Joseph, CEO and Founder, CogniCor
Chase Ginther, Principal AI/ML Architect, Snowflake
Alberto Rossi, Director of the AI, Analytics, and Future of Work Initiative, Georgetown University 
Closing Remarks 
Kathleen Weiss Hanley, Bolton-Perella Chair in Finance, CFS Director, Executive Treasurer and Secretary, American Finance Association, Executive Director, Financial Economists Roundtable

Don't miss this opportunity to gain valuable insights into the transformative potential of AI in wealth management. Join us for an engaging discussion that promises to redefine the way we navigate the future of financial prosperity.

This program is brought to you in cooperation with Lehigh’s Center for Financial Services Advisory Council and Neuberger Berman.

Lehigh University College of Business Center for Financial Services

Staff Contact
Nicole Rogai

Meg Foley Wolf ’02 ’03

Event Details