About this Event
1290 Avenue of the Americas, New York, NY, 10104
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:
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
Date: 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
Program
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.
Staff Contact
Nicole Rogai
nir322@lehigh.edu
Meg Foley Wolf ’02 ’03
maff02@lehigh.edu