8:00am ‐ 9:00am

Breakfast & Registration

9:00am – 9:05am



Fred Gabriel, Editorial Director, InvestmentNews

9:05am – 9:25am

Introduction: The Future of Advice is the Confluence of Human & Digital Advice

Steve Gresham, Principal - The Gresham Company, LLC

9:30am – 10:10am

Opening Keynote

Mike Durbin, President of Fidelity Institutional

10:10am – 10:50am

Keynote Presentation

10:50am – 11:00am

Coffee Break

11:00am – 11:40am

Breakout Session 1

Breakout Session 2

11:40am – 12:40pm

Lunch Break / Networking

12:45pm – 1:25pm

Breakout Session 1

Breakout Session 2

1:25pm – 2:05pm

Keynote Panel: TBC

2:05pm – 2:45pm

Breakout Session 1

Breakout Session 2

2:45pm – 3:00pm

Coffee Break

3:00pm – 3:45pm

Keynote Panel

3:45pm – 4:30pm

Breakout Session 1

Breakout Session 2

3:00pm – 3:45pm

Wrap up - Summary of the Day / Charge for the Future

5:00pm – 7:00pm

Cocktail Reception

*This is the event draft agenda. Sessions and timings are subject to change in the lead up to the event.

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Event Location


237 Park Avenue

New York, NY 10017

Tel: (888) 730-7307

Recommended Lodging

InterContinental New York Barclays

111 East 48th Street

New York, NY 10017

Tel: (212) 755-5900

Grand Hyatt New York

109 E. 42nd Street

New York, NY 10017

Tel: (212) 883-1234

The Palace

455 Madison Avenue at 50th Street

New York, NY 10022

Tel: (212) 888-7000

Click here for more information on parking and directions.

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