Webinars & Events
Cerulli is pleased to provide you with access to our market views and expert analysis through our exciting webinars and speaking engagements. Please contact us to learn more or to schedule a private session for your company.
November 11, 2025 | 9:00AM EST
The 2025 Asset & Wealth Management Summit
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.
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.
October 30, 2025 | 1:00PM EDT
U.S. Managed Accounts: The Rise of Portfolio Customization
Explore the state of the U.S. Managed Accounts Market with Scott Smith and Bing Waldert. During this 45-minute session, they will share Cerulli’s views on key developments in the $13.7 trillion market.
October 30, 2025 | 1:00 PM ET
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October 2025
2025 MMI Annual Conference
Cerulli is proud to be a platinum sponsor of the 2025 MMI Annual Conference. This event brings together senior business leaders from asset managers, wealth managers, and solutions providers.
September 2025
Unlocking Private Markets in DC Plans: Matching Development with Demand
Get Cerulli’s views on private markets in DC plans. Watch Daniil Shapiro, CFA, and Chris Bailey, along with DCALTA, for a market update.
June 2025
Dual-Share-Class ETF Structures: Addressing the Gap Between Asset and Wealth Managers
In this webinar, Cerulli and MMI discuss the impact of this critical industry shift as key stakeholders eagerly await SEC approval.
May 2025
Planning and Progress: The State of WealthTech 2025
Cerulli’s Michael Rose, MST, shares Cerulli’s latest update on the wealth management technology market.