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Wealth Management – Establishing a Roadmap to an Improved Client Experience
With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise:

-What is the role of governance?
-How important is product knowledge?
-What is the true meaning of funded contentment beyond the four corners of your financial balance sheet?

Despite the accelerating disruptive advances in our industry, one simple constant must always remain; the interests of the client must always come first. From underwriting and funding contentment of the client at the engagement level, up to and including, protecting their interests through relevant governance in the boardroom, industry professionals must evolve to meet these changing needs.

Join panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Bill Kelly, CAIA, CEO, CAIA Association for a lively discussion exploring the evolution of the wealth management space.

Jul 27, 2022 12:00 PM in Eastern Time (US and Canada)

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Bill Kelly, CAIA
President and CEO @CAIA Association
Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators.
Martina Kelly
Director of Funds @IOB Ireland
Martina is Director of Funds at IOB in Ireland. She joined IOB in January 2020. Prior to that Martina was Head of Markets Policy Division within the Central Bank of Ireland with responsibility for the formulation of policy in relation to investment funds, investment firms, markets and market infrastructure. Martina has considerable experience in investment funds policy and regulation having led the Central Bank’s work in this area for many years. In that capacity she was directly involved with the development of the Irish regulatory regime applicable to funds and fund service providers. Martina represented the Central Bank at the ESMA Investment Management Standing Committee from its inception until she left the Central Bank in 2019. She also participated in various European Council Working Groups including those related to AIFMD and UCITS and was the Central Bank representative at the Irish IFSC Funds Working Group. Martina is a non-executive director of Northern Trust Fiduciary.
Aaron Filbeck
Managing Director and Head of UniFi by CAIA™ @CAIA Association
As Managing Director and Head of UniFi by CAIA™ , Aaron oversees content and product strategy for the UniFi by CAIA™ Program. Prior to this, Aaron was responsible for the strategic direction of CAIA Association's content agenda, thought leadership, and member education initiatives, and supported content development for the CAIA Charter Program. His work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron’s practitioner experience lies in private wealth management, where he served as portfolio manager, overseeing asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans.
Brian Portnoy, CFA, PhD
Founder @Shaping Wealth
Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries. He is a CFA Charterholder and earned a PhD at the University of Chicago.