October 29, 2024 | Boston, MA

The Future Investor: Innovation-Powered Portfolios

Numerous catalysts and black swan events continue to alter today’s financial world. Historic elections, geo-political tensions, major climate catastrophes, high interest rates and revolutionary technologies are just a few of the factors that continue to transform how investors approach their craft. Overall, the environment for investing is simultaneously daunting yet extremely accessible. During this afternoon briefing, we’ll hear from seasoned industry leaders who are tasked with maneuvering volatility in order to offer high-quality goods and services. Professionals from various sectors will provide insights on new methodologies, rising challenges, and recent successes within their respective fields. We’ll also hear about the inner workings of industry giants about the strategies employed for leveraging the power of technology. Ultimately, how can big data and AI be used to spur financial innovations and steer crucial business decisions? Additionally, what’s the right mix of human and machine when it comes to managing finance? How do we navigate the fine line between algorithms and analytics and human intelligence and insight? And how can both Wall Street veterans and retail investors uncover new opportunities?

October 29 - Tuesday

4:00 pm

Registration & Networking

4:30 pm

Program

4:30 PM EDT – Welcome Remarks

  • Lisa Mateo, Business Correspondent, Bloomberg

4:35 PM EDT – Sponsor Opening Remarks

  • Paul J. Schroeder, QQQ Equity Product Strategist, Invesco

4:40 PM EDT – Investing in Innovation

These business and technology executives share how they are harnessing the power of artificial intelligence and analytics to drive competitiveness. Investors will learn how the latest technologies are being implemented to increase value for shareholders and customers.

  • Alex Baldenko, Head of Data Science, MassMutual
  • Dr. Robert Blumofe, Executive Vice President & Chief Technology Officer, Akamai
  • Kipp Bodnar, Chief Marketing Officer, HubSpot
  • Arlie Sisson, Senior Vice President, Global Head of Digital, Hyatt
  • Moderator: Niraj Patel, Senior Software Analyst, Bloomberg Intelligence

5:10 PM EDT – Invesco QQQ Sponsor Spotlight

  • Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
  • Moderator: Edward Adams, Editor, Bloomberg Media Studios

5:15 PM EDT – Xerox on Safety, Security, AI & Digital Engineering

Xerox CEO Steve Bandrowczak will discuss his vision for the future of digital technologies and how his industry can continue to drive innovation. He’ll offer insight on new services and offerings geared towards enabling clients the ability to execute more effectively on a global scale. Additionally, the conversation will include details on enhancements related to safety, security, AI and digital engineering.

  • Steve Bandrowczak, CEO, Xerox
  • Moderator: Brooke Sutherland, Boston Bureau Chief, Bloomberg

5:35 PM EDT – The Intersection of Tech & Investing

This panel of financial executives will discuss how the industry is leveraging technology to deliver value to customers. The discussion will include creating back-end efficiencies as well as enhancing the customer experience.

  • Don McCree, Senior Vice Chair & Head of Commercial Banking, Citizens Financial Group
  • George Patterson, Managing Director & Chief Investment Officer, PGIM Quantitative Solutions
  • Moderator: Lisa Mateo, Business Correspondent, Bloomberg

5:55 PM EDT – Closing Remarks

6:00 pm

Networking Reception

Speakers

Alex Baldenko

Head of Data Science MassMutual

Paul J. Schroeder

QQQ Equity Product Strategist Invesco

Steve Bandrowczak

CEO Xerox

Dr. Robert Blumofe

Executive Vice President & Chief Technology Officer Akamai

Kipp Bodnar

Chief Marketing Officer HubSpot

Arlie Sisson

Senior Vice President, Global Head of Digital Hyatt

George Patterson

Managing Director & Chief Investment Officer PGIM Quantitative Solutions

Sponsor

From tech innovators like Apple and Google to lesser-known biotech and media names, Invesco QQQ ETF provides access to Nasdaq-100 companies changing the world – all in one ETF. Invesco QQQ is committed to innovation and offering investors access to fast-growing sectors. Rethink what’s possible with Invesco QQQ ETF. To learn more about QQQ and the risks involved in investing in ETFs, including possible loss of money, visit our website. Holdings are subject to change and are not buy/sell recommendations. Invesco Distributors, Inc.

Visit Invesco QQQ