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SIFMA’s Private Client Conference 2023
03
May
-
05
May
2023
When
Fort Lauderdale
USA
Where

The SIFMA Private Client Conference is a gathering of top executives in the private wealth management industry, aimed at discussing and anticipating the future of wealth management. The event will take place from May 3-5, 2023, at the Marriott Harbor Beach Resort & Spa. The program for the 2023 conference will feature keynote sessions, panel discussions, and fireside chats led by industry leaders, regulators, and scholars. Some of the topics to be discussed include: The future of capitalism with Penny Pennington Insights into the latest data and trends disrupting the industry Succession planning: preparing for the unexpected The importance of building great teams with Andy Bernstein John Spence's formula for business excellence Retirement planning: reality vs.

Why Attend

SIFMA’s Private Client Conference 2023

Explore the future of wealth management.

Grow

Explore the evolving regulatory landscape & gain insights into the latest data and trends, perspectives from regional and complex offices.

Experience

Attend insightful sessions & workshops to explore the latest products and services from exhibitors & engage with thought leaders and industry experts.

Be inspired

Step into the future of capitalism. gain new formula for business excellence & strategies for enhancing the financial advisor of the future.

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Starts in 46 days

USA

Paid

New York City

Finance

Event

SIFMA
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SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, investment banks and asset managers. We advocate for effective and resilient capital markets. SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry’s nearly 1 million employees, we advocate on legislation, regulation and business policy, affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development.

03 - 05 May 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Andy Bernstein
Founder and CEO
Donna Bristow
Chief Product Officer, Wealth
Martha Deevy
Associate Director
Pamela Everhart
Senior Vice President, Regional Public Affairs and Community Relations
John Spence
Managing Partner
Penny Pennington
Managing Partner
Philip Shaikun
Vice President and Associate General Counsel

Sponsors and Exhibitors
Brand, Media and Promotional Partners

PwC

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 155 countries with over 284,000 people who are committed to delivering quality in assurance, advisory and tax services.

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 155 countries with over 284,000 people who are committed to delivering quality in assurance, advisory and tax services.

EY

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

Broadridge

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their b

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their b

FICO

Headquartered in Silicon Valley USA, FICO® (NYSE:FICO) is a leading analytics software company, helping businesses in over 80 countries make better decisions that drive higher levels of growth, profitability and customer satisfaction.

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Hearsay Systems

Hearsay Systems is reinventing the human-client experience in financial services.

Hearsay Systems is reinventing the human-client experience in financial services.

Fidelity Investments

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Dow Jones

When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world.

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KPMG

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 227,000 outstanding professionals working together to deliver value in 146 countries and territories.

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 227,000 outstanding professionals working together to deliver value in 146 countries and territories.

FIS

FIS is at the heart of the commerce and financial transactions that power the world’s economy.

FIS is at the heart of the commerce and financial transactions that power the world’s economy.

Deloitte GmbH

Deloitte drives progress Our firms around the world help clients become leaders wherever they choose to compete Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere Our

Deloitte drives progress Our firms around the world help clients become leaders wherever they choose to compete Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere Our

IBM

At IBM we do more than work We create We create as technologists developers and engineers We create with our partners We create with our competitors If youre searching for ways to make the world work better through technology and infrastructure softw

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Kyndryl

We have the worlds best talent that design, run, and manage the most advanced and reliable technology infrastructure each day. Together, we think holistically about the health of these vital technology ecosystems. We are a focused, independent compan

We have the worlds best talent that design, run, and manage the most advanced and reliable technology infrastructure each day. Together, we think holistically about the health of these vital technology ecosystems. We are a focused, independent company that builds on our foundation of excellence by c

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