Toronto Asset Management & Wealth Executive Event
An invite-only evening for senior leaders across asset management and wealth.
Tuesday, November 17, 2026 | 4:30 PM - 8:00 PM
Register NowEvent details
Date & time
Tuesday, November 17, 2026
4:30 PM - 8:00 PM
Location
Sheraton Centre Toronto Hotel, Churchill Room
123 Queen Street West, Toronto, ON M5H 2M9
Complimentary valet service provided
Event Overview
Expero is hosting an invite-only evening in Toronto, bringing together senior leaders across asset management and wealth to explore how financial firms are evolving their digital platforms, connecting data and workflows, and applying AI to create more intelligent experiences. The event will provide an opportunity to exchange perspectives on changing advisor and investor expectations, emerging technology priorities, and where firms are seeing opportunities to improve digital experiences and operational efficiency.
The program will feature insights from Expero leadership, a look at our Connected Finance roadmap and product capabilities, and a customer perspective on our work together. The evening will conclude with an informal networking reception with drinks and small bites.
Agenda
4:30 PM - 5:00 PM
Arrivals, Cocktails, Lite Bites
5:00 PM - 5:10 PM
Welcome & Opening Remarks
Sebastian Good, Co-Founder and Chief Executive Officer
Lynn Pausic, Co-Founder and Chief Experience Design Officer
A brief welcome and perspective on the changing landscape across asset management, private wealth and digital advice, including where Expero sees the greatest opportunities for firms today.
5:10 PM - 5:40 PM
Connected Finance: Customer Solution Showcase
Karim Jamal, Head of Connected Finance, and the Expero Connected Finance Team
Told through specific customer success stories and demonstrations of upcoming items on our roadmap, we will present an overview of Expero's Connected Finance offering. With a focus on asset management and digital wealth, we will cover digital experiences and agentic workflows for advisors, portfolio managers, and investors.
5:40 PM - 6:10 PM
Benchmarking the GAM Digital Experience for Advisors
Julie Ingalsbe, Head of Product Design, Global Wealth & Asset Management, and the Expero Design Team
Expero will present a review of leading GAM digital experiences, including a comparison with other North American asset managers. We will share current innovations in advisor- and investor-facing tools, driving engagement and inflow.
6:10 PM - 6:15 PM
Closing Remarks
6:15 PM - 8:00 PM
Cocktail Reception and Executive Networking
Dinner hors d’oeuvres and small plates will be served throughout the evening