Reshaping the Future:
Building and Nurturing Relationships in a Networked World

In years past, the Industrial Revolution and Information Age provided the springboards for economic development. Now networks and relationships are at the core of the current wave of progress. Relationships in business have always mattered. But in the digital era, their reach is amplified, their substance and structure are more visible, and their economic impact can be quantified like never before. As social media elevates the importance and impact of our connections, financial services firms are taking note – especially as they work to rebuild trust with members and clients. Come join us to learn how some of the world’s leading financial institutions and brands are realizing major returns by harnessing the power of social connections and digital engagement. 

Thursday, May 7, 2015

  • 8:30am - 9:15am

    Registration & Light Breakfast

  • 9:15am - 9:30am

    Welcome and Opening Remarks

  • 9:30am - 10:15am

    State of the Global Economy: On the Brink

    • Mohamed El-Erian, Chief Economic Advisor at Allianz, Chair of President Obama’s Global Development Council, former CEO and co-CIO of PIMCO
    • Jill Schlesinger, Business Analyst, CBS News

    Join Mohammed El-Erian for a fireside chat with Jill Schlesinger of CBS News, as they discuss the challenges posed by a slowing global economy. Hear insights on:

    1. How the Federal Reserve changed the calculus in Oct ’14 by ending the QE era
    2. Impact of declining commodity prices on the global economy
    3. Erosion of the growing middle class in emerging markets
    4. Changes in investor confidence
  • 10:15am - 10:45am

    When Disruption Works: How Big Companies Can Drive Innovation

  • 10:45am - 11:00am

    Break

  • 11:30am - 12:00pm

    McKinsey: How The Digital Age is Disrupting the Marketing Framework

    • David Edelman, Partner and Global Co-Leader of McKinsey Digital, Marketing & Sales

    The digital age is disrupting every area of business, including the way marketing engages and interacts with prospective clients and existing ones. Successfully adapting requires more than new strategies – it requires a complete restructuring of the marketing organization and its operations and processes.

  • 12:00pm - 1:00pm

    Lunch

  • 1:00pm - 1:50pm

    Chief Influencers’ Roundtable

    • Gerald Hassell, Chairman and Chief Executive Officer, The Bank of New York Mellon Corporation
    • John Thiel, Head of Merrill Lynch Wealth Management
    • Dan Roth, Executive Editor, LinkedIn

    We build on some of the morning’s pivotal topics in a fireside chat with leading executives. We’ll hear firsthand how these Influencers are helping their organizations navigate new – and sometimes tricky – waters. Potential topics include:

    • Managing a financial services company when half the world thinks we are in a recession
    • Creating an environment where innovation can flourish
    • Humanizing your brand in the age of social media
  • 2:00pm - 2:45pm

    The Millennial Shift: Financial Services and the Digital Generation

    With one of the largest generations in history comes tremendous buying power: Millennials spend $1.3 to $1.7 trillion annually. In fact, this group of digital natives represents a lucrative market and the next generation of financial clients. To make inroads with Millennials, firms must appeal to their demand for services and experiences on par with those delivered by retail and other industries that have learned how to capitalize on consumer interactions in the digital era.

  • 2:00pm - 2:45pm

    Impact of Emerging Technology on Institutional Investing

    • Daniel Connell, Managing Director, Greenwich Associates
    • Kerry Ryan, Director, Head of Global Web Services, Legg Mason
    • Tom Libretto, Managing Director, Global Head of Digital, J.P. Morgan Asset Management
    • Alyssa Gilmore, Analyst Relations, Bloomberg

    Instant access to trusted business networks are empowering Institutional Investors and Asset Managers with unprecedented information to aid investment decisions. We will discuss new LinkedIn research that identifies how emerging technology is being leveraged for insights during the investment process and highlight key opportunities for influence moving forward.

  • 2:00pm - 2:45pm

    Innovative Marketing in Commercial Insurance

    A distinguished panel of marketing experts will discuss groundbreaking new research on the rising influence of digital media in the commercial insurance industry. Understand the types of information, sources, and channels used to inform decision-making at key touch points in the commercial insurance buying process.

  • 2:45pm - 3:00pm

    Break

  • 3:00pm - 3:45pm

    Women in Finance: A New Paradigm for Success

    In an age when relationships matter more than ever, it makes good business sense for women to lead their organizations. From capital markets to card networks, businesses in the finance sector are benefitting from women’s leadership. During this session, these influential thought leaders will discuss the impact that women are making in their organizations around:

    • Growth and innovative leadership
    • Wealth management and the macroeconomic landscape
    • Customer centricity through technology and social media
  • 3:45pm - 4:15pm

    Disruption in Wealth Management

    As they introduce new operational efficiencies while enabling personalization and enhanced client service, digital disruptors are challenging traditional elements of the Wealth Management value chain. What does the future of wealth management look like as conventional firms recalibrate their business models and harness digital technology and the power of Big Data to transform their business?

  • 4:15pm - 4:25pm

    Break

  • 4:30pm - 5:00pm

    The Relevance Imperative

    With the massive amount of transformation occurring across all industries, companies must be more strategic than ever when engaging with existing and nurturing prospective customers. In this session, Russ Glass, Head of Products for LinkedIn Marketing Solutions, will discuss:

    • The factors that have aligned to put marketers in a strong position to drive the success of their businesses
    • The stumbling blocks that are causing most of us to fall far short of our potential, and the size of the opportunity we’re missing as a result
    • Five key trends that are changing the way marketing is done and putting the marketer in position to overcome today’s hurdles to deliver greater impact
    • The expanding LinkedIn Marketing Solutions Platform, and how brands are using LinkedIn to reach, nurture and acquire new customers to achieve their business goals
  • 5:00pm - 5:45pm

    Today’s Winning Brands: Modernizing for the 21st Century

    In years past, the Industrial Revolution and Information Age provided the springboards for economic development. Now networks and relationships are at the core of the current wave of progress. Relationships in business have always mattered. But in the digital era, their reach is amplified, their substance and structure are more visible, and their economic impact can be quantified like never before. As social media elevates the importance and impact of our connections, financial services firms are taking note – especially as they work to rebuild trust with members and clients. Come join us to learn how some of the world’s leading financial institutions and brands are realizing major returns by harnessing the power of social connections and digital engagement.

  • 5:45pm - 5:50pm

    Wrap Up Session – 5 Main Takeaways

  • 5:50pm - 6:30pm

    Cocktails