Aim high with the latest forward-looking insights on the markets, product innovations and business solutions.

Join our experts and discover how our institutional heritage, proven investment process and manager research work together to help achieve your clients’ goals.   

 

CE Credits:

The ELEVATE 2024 Conference is being submitted for CE Credit approval. If CE Credits are approved, the relevant approval organization and code(s) will be shared with attendees after the event.
 

Featured sessions include:

Generative Artificial Intelligence - Advice in a disruptive technology environment
AI and robotics have made grand strides over the past few years, outperforming humans in tasks once thought to be impossible to automate. Machines can now recognize images, cars can drive themselves and machines can be creative. Where will this technology go next? Don’t miss this session as we will delve into what is driving AI and how its future might unfold.

Hod Lipson 
James and Sally Scapa Professor of Innovation, Mechanical Engineering
Co-Director, Maker Space Facility
Columbia University

Practice and Investments of the Future
It’s no secret that fundamental demographic, regulatory and technology trends are driving change across the advisory industry. This creates challenges, but also opportunities, particularly for those advisors who recognize that the status quo is no longer a sustainable option. By the end of this presentation, advisors will be equipped with practical strategies to capitalize on the shifting landscape to achieve growth: how best to optimize your time, your inventory and outcomes for your clients, and for yourself.

Nancy Fahmy
Senior Director, Business Consulting
Russell Investments

Money Manager Insights:  Global Equity – Searching for opportunities around the world
Within our Design, Construct & Manage investment approach, we bring some of the world’s leading sub-advisers together in a diversified, adaptive and efficient portfolio – aimed at achieving your clients’ goals. In this interactive session, our expert panel will discuss insights on global and US equity markets, covering macro risks, opportunities, and portfolio strategies designed to deliver alpha in today’s challenging environment.

Money Manager Insights:  Fixed Income – Are we at a turning point?
Market volatility and unpredictable interest rates have intensified challenges in navigating the Fixed Income landscape. As we emerge from one of the longest bear markets for fixed income on record, our Head of Investments, Greg Nott, along with two trusted sub-advisers, will share insights on current interest rates, currency and credit markets, and effective investment strategies for generating returns today.

For a complete list of sessions, see the agenda here.

This event is for approved dealer firm representatives only.  You must register to attend.
Space is limited and will be held on a first come, first serve basis. Please register ASAP.

Participants are responsible for hotel, air and airport transfer expenses.