This agenda is live and evolving. New speakers, sessions, and surprises are being added as we build toward May 12.
Breakfast & Registration
Where Finance Meets the Future: Inside Stevens’ Fintech Research Engine
Professor George Calhoun, Stevens Institute of Technology
Professor Calhoun opens the day illuminating the dynamic between academic research, fintech, and the markets. As a leader of the Hanlon Financial Systems Center and CRAFT — the NSF-backed Center for Research Toward Advancing Financial Technologies — he reveals how asset managers will operate in the years ahead. Where the tech is going, what the research says, and why it matters for your firm.
The Digital Imperative in Distribution for the Age of AI
Rick Lake, Narrative Alpha
Asset management is undergoing a fundamental transformation as AI accelerates the digital revolution that exploded during the pandemic. In this opening keynote, Rick Lake examines how the industry is split into "digital-haves'' who are thriving with advanced capabilities, and "digital have-nots" struggling with outdated approaches. Discover why mastering digital and AI-powered distribution is no longer optional but essential for competitive survival in modern asset management.
From Tech Stack to Growth Stack
Paul Das, Founder & CEO, ProFundCom
Most fund managers have a tech stack. Few have a growth stack. Paul Das has spent 20 years building ProFundCom into the digital marketing platform that asset managers and hedge funds rely on to turn engagement into AUM. In this session, the author of Marketing to the Invisible Investor breaks down what separates firms that check boxes from those who use technology to drive capital. Will AI change everything or nothing?
Deep Dive: Digital Engagement at Fidelity
Art Silva, Senior Vice President, Head of Digital Engagement & Martech Solutions, Fidelity Investments
Art Silva leads digital engagement across one of the largest investment platforms on earth. In this session, he opens the playbook on how Fidelity uses digital to drive business outcomes at scale: the strategies behind client acquisition, engagement, and retention across their institutional and wealth management channels. Whether you manage $100 million or $1 trillion, this session delivers a blueprint you can adapt to your own firm.
Case Study: Generative & Agentic AI at Prudential Financial
Ashley Cheretes, Director, Generative AI, Prudential Financial
Prudential Financial created a new role to head its AI transformation. Ashley Cheretes led the way. In this case study, she takes you inside what it takes to deploy generative and agentic AI across a global firm — from gaining executive buy-in to the real-world applications reshaping how Prudential operates, markets, and serves clients. Trying to figure out AI at your firm? This session shows you how a Fortune 500 firm did.
Coffee & Networking Break
AI & Digital Distribution in Wealth Management
The wealth management landscape has been transformed by digital engagement and AI capabilities. This session will provide fresh insights on how advisors, asset managers, and investors are connecting, researching, and making decisions in the digital age. Learn how asset managers can navigate this new marketplace where digital presence and AI-enhanced engagement are essential to reaching sophisticated investors.
Narrative Intelligence: How AI Reads the Stories That Move Markets
Ben Hunt, Ph.D., Co-Founder, Perscient; Founder, Epsilon Theory
The most powerful forces in financial markets aren’t hidden in spreadsheets. They’re embedded in the stories being told about companies, industries, societies, and economies. Ben Hunt shows how narrative science combined with large language models can turn unstructured media into actionable market intelligence. How is the story being told, who’s telling it, and where is it going next?
Four Authors, One Revolution
Panelists:
Paul Das, ProFundCom (Marketing to the Invisible Investor)
Paul Magnone, Google/Columbia/Stevens Institute (Decisions Over Decimals, Drinking From the Firehose)
Dan Simon, Vested (The Money Hackers)
Gui Costin, Dakota (Millennials are not Aliens, The Dakota Way, Be Kind)
One wrote the playbook for reaching investors you may never meet. One built a framework for making smarter decisions when data isn't enough. One documented the outsiders who rewired how money moves. One built a multi-billion-dollar fundraising operation and then wrote a book arguing that kindness is the edge. Four authors, four lenses on the same question: where are financial services actually headed? This panel puts their ideas in collision.
Lunch & Discussion
Fireside Chat: Reinventing Distribution with Data & AI
Traditional wholesaling, hiring more salespeople: out. Firms gaining market share are building data-driven distribution engines that know who to reach, when to reach them, and what to say. This fireside chat brings together distribution leaders making the shift in real time. How are they using predictive analytics, precise targeting, and AI to replace intuition? What's working at scale? And what happens to the firms that don’t make the transition?
The New Rules: AI, Digital Marketing, and What Can Get You in Trouble
Moderator: Rick Lake
Panelists: Richard F. Kerr (Haynes Boone), Zachary Feinstein (Stevens)
Your marketing team uses AI to generate content. Your distribution team runs digital campaigns at scale. Your competitors are pushing the boundaries. In this interactive session, we put real-world compliance scenarios to the test: AI Gone Wrong, Social Media Sins, Performance Puffery, and Documentation Disasters. Rich Kerr brings legal leadership. Prof. Feinstein applies AI. Learn how to build a compliance program that enables innovation instead of killing it.
Raising Capital in a Shifting Alts Landscape
Panelists: Prof. Douglas Cumming (Stevens), others to be announced
Alternative investments are now distributed through channels that didn’t exist five years ago. Digital platforms are reshaping how capital flows into private markets, from retail access to QP funds targeting UHNW and institutions. Relationship-driven placement is converging with platform-driven distribution, and the firms that operate across both are capturing the most capital. What does modern alts distribution actually look like?
Why Successful ETF Sponsors Are Also Digital Media Companies
Panelists: Richard F. Kerr (Haynes Boone), Jessica Fernandez (Direxion)
Some ETF sponsors have eliminated their sales teams. Not downsized—eliminated. They replaced them with content studios, social media operations, and digital distribution engines that reach more investors and advisors at lower costs. The result: ETF AUM is surpassing $20 trillion globally. The sponsors capturing the most flows? The ones operating as digital media companies. This panel shows you what digital-first ETF distribution looks like from the inside.
Coffee & Networking Break
AI Labs: Choose Your Mission
This is where Revenue {R}Evolution gets tactical. Choose from our hands-on AI labs, each designed to give you a working skill to share with your teams. Topics include AI-powered personalization, narrative intelligence, search optimization, agentic outreach, and more.
The Great Debate: Tokenization, Crypto, and the Future of Markets
Panelists: Prof. Ionut Florescu (Stevens), others to be announced
By 2030, will securities trade on blockchains around the clock? Will stablecoins replace wire transfers? Will tokenized real estate and private credit make traditional fund structures obsolete? Or is most of this an overhyped solution in search of a problem? This roundtable puts the true believers and the skeptics in the same room. The gloves are off, and you decide who's right.
Closing Keynote: We Are All Cyborgs Now
Rick Lake, Narrative Alpha
You've spent the day hearing how AI is transforming our industry. Now it’s about you. What happens when you stop using AI as a tool and start using it to produce at a level you couldn't reach alone? Rick Lake closes Revenue {R}Evolution with the 7 AI Prompt Archetypes — a framework born from countless hours of human-AI collaboration. Prompts determine what you produce. Discover the methodology to elevate your competitive advantage.
Reception
Join us for our closing reception, while enjoying stunning Hudson River views to network with speakers, attendees, and industry leaders.