Agentic AI in Wealth: What’s Hype, What’s Next, and What Advisors Actually Need

Join us on December 10, 2025 at 10:00 AM PT / 1:00 PM ET for a live conversation with Marla Sofer, Founder of Knomee, and Gary Maier, Founder of 4CAMP and one of the visionaries behind BlackRock’s Aladdin.

Agentic AI is changing how we think about client engagement, operational resilience, and trust in wealth management. However, most conversations about AI in finance focus on buzzwords instead of what advisors truly need to grow, scale, and lead in this next chapter.

This session will separate the noise from the opportunity, and you’ll learn how agentic AI can:

• Redefine personalization and scale by adapting to clients’ goals in real time

• Strengthen trust through transparent, consent-driven data infrastructure

• Shape strategic decisions that keep your firm agile, compliant, and competitive

• Solve real challenges around workflow fatigue, segmentation, and client discovery

• Expect a grounded, practical discussion on what’s working, what’s risky, and what’s next.

Speakers:

• Gary Maier, Founder, 4CAMP; former CIO, UBS & BNY Mellon; early architect of BlackRock’s Aladdin

• Marla Sofer, Founder & CEO, Knomee, former Microsoft, BlackRock, JPMorgan, & fintech exec