Get ready for an empowered experience.
This exclusive forum enables wealth management executives to accelerate growth through insight from unbiased research, real-world stories, and authentic peer perspectives.
The only wealth management event focused exclusively on peer-to-peer roundtable discussions. No vendor pitches, no passive listening, just candid conversations with executives facing the same challenges you are.
Datos Insights advisors co-moderate every roundtable, keeping conversations focused, productive, and on-topic.
Learn what’s actually working (and what’s not) from executives who are implementing strategies at firms like yours — practical, tested approaches you can apply immediately.
Small, selective audience of senior decision-makers. Networking reception and lunch extend connections beyond the roundtables.
Be first to hear Datos Insights’ latest research on wealth management trends, advisor needs, and competitive dynamics.
Attendees self-select into the roundtable topics most relevant to their agenda. Sessions are structured as peer discussions — not presentations.
Scaling AI beyond early experiments to measurable firm-wide impact
Balancing digital self-service with the relationship depth clients expect
Eliminating integration debt from disconnected platforms and point solutions
Leveraging data analytics and behavioral intelligence to anticipate client needs
Using RegTech and AI-powered compliance tools to reduce risk and accelerate approvals
Driving advisor adoption of AI tools that generate real, measurable time savings
Freeing advisors from back-office friction through workflow automation
Positioning portfolio customization as a differentiator in advisor recruiting
Developing succession plans to protect client relationships and assets
Building operating models that support leaner, higher-performing advisory teams
Designing hybrid digital experiences that high-net-worth clients actually want
Winning next-gen, digitally-native clients without sacrificing relationship depth
Making direct indexing and tax alpha economics work below the $1M threshold
Segmenting clients to deliver differentiated experiences at sustainable scale
Closing fee realization gaps through pricing discipline and smarter discount management
Turning regulatory rigor into a client trust and competitive differentiation story
The Wealth Management Executive Roundtable is designed to serve executives at private banks, bank and broker-dealer wealth management divisions, trust companies, and family offices with $50M+ AUM. Attendees report to the CEO or Head of Wealth, manage teams of 10+ people, and make and influence technology, operations, and strategy decisions.
“Sometimes we’re so busy at our desks trying to solve problems, and you come to this event and you talk to someone and [they] may have a solution.”
01
Venue
Datos Insights’ Wealth Management Executive Roundtable will be held at:
Pendry Chicago
230 North Michigan Avenue
Chicago, IL 60601
02
Hotel
Book your room at the event venue, the Pendry Chicago.
Nearby hotels to the venue (located within a 1-block radius):
Please email [email protected] with questions about booking.
03
Transportation
Midway Airport — 12 miles / 30 minutes
O’Hare Airport — 19 miles / 45 minutes
Valet parking available for $82/night
Sponsorship packages offer direct access to senior executives who control multi-million dollar technology and operations budgets. Packages are limited.