November 11–12
The 2025 Asset & Wealth Management Summit
Accelerating Innovation: AI Adoption & The Human Impact brings together thought leaders across the asset and wealth management industry to explore the rapidly evolving intersection of artificial intelligence and human capital.
Whether you’re charting your firm's AI roadmap or evaluating its impact on existing business assets, this event offers essential insights into the future of intelligent investing.
- Date
- Tuesday, November 11
- Time
- 9:00AM EST
- Where
- Marriott Long Wharf | Boston, MA
- Share the Event
-
This Event is Hosted By
Featured Speakers
Christopher Swansey
Associate Director
Bio →
Christopher Swansey
Associate Director
Christopher is an associate director on the institutional team where he leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He has previously led the annual Institutional Markets and Insurance General Accounts reports. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.
Christopher was a Senior Analyst at Mercer working within their executive compensation consulting practice before joining Cerulli in 2018.
Full biography here.
Panel Presentations:
ETFs, Evolved: The Dual-Class Frontier
November 12 at 11:00am - 11:45am
As the ETF ecosystem matures, the potential for dual-share-class structures has sparked interest across asset managers, intermediaries, and regulators alike. This panel will examine the promise and pitfalls of dual-share-class ETFs—from operational challenges and regulatory scrutiny to distribution strategy and product design. Industry experts will provide insights into current hurdles, evolving market sentiment, and what’s needed to bring this innovation to scale.
Moderator: Chris Swansey, Associate Director, Institutional, Cerulli Associates
You May Also be Interested in:
- Annual report
- The Cerulli Edge
Marriott Long Wharf | Boston, MA
November 11-12, 2025
Cerulli’s Chris Swansey is pleased to speak at the 2025 Asset & Wealth Management Summit hosted by Nicsa in Boston, MA, from November 11th to 12th. Join his panel, "ETFs, Evolved: The Dual-Class Frontier," on Wednesday, November 12th, for insights on the promise and pitfalls of dual-share-class ETFs—from operational challenges and regulatory scrutiny to distribution strategy and product design.