Learn From Other UsersThis event allows your firm to not only learn how other First Rate users are maximizing our products and services but also, provide an opportunity to grow from other users' hurdles and ideas to enhance the overall user experience.
The POWER of an Industry ExpertPOWER is designed to empower your firm with industry expert advice on how to leverage innovative solutions and initiatives.
YOU have the POWERInnovation comes from the voice of users. Your firm has the POWER to influence change and innovation as well as lead the industry to new heights by leveraging your partnerships.
Collaboration for InnovationConnection and collaboration will unleash the POWER to brainstorm innovative solutions and creative strategies.
POWER is an experience that will address issues you have and solutions you seek in an informative and engaging forum style event. POWER will allow you to have an open dialogue with industry experts and peers to help you understand how innovation will change our industry, how others are utilizing technology to meet their needs, and how your firms can create win-win networks and solutions.
FIND THE POWER
Grand Bohemian Hotel, Charleston, SC
Receive a discount by booking your hotel with the First Rate group code. Book today to reserve your room!
ESG experts are joining us this year at POWER 2020 to lead insightful and engaging sessions!
William Trout, Head of Wealth Management, Celent
William Trout has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. His research centers on technology strategy and innovation in the securities, wealth management and banking industries.
Will Trout will be leading the session ‘ESG Investing and Industry Trends’.
Daryl Roxburgh, President and Global Head, BITA Risk
Daryl has led BITA risk since 2004. He has full responsibility for the BITA product set, its roadmap and client engagement. Daryl has held executive and director roles at Credit Suisse Asset Management, M&G and Prudential Portfolio Managers. He is a founding director of the London Quant Group, a contributor to various investment books and recently joined the WMA Indices Committee.
Daryl Roxburgh will be leading the session ‘ESG in Motion’ with Deborah Repak.
Make Your Voice Heard at POWER!
Submit a Question for Roundtable Discussion
Registration is FREE until January 31, 2020. After January 31st, conference participation will be $399 per person until March 1, when the price will rise to $599 per person until the conference start date.