(Tentative schedule, as of 12/8/21, subject to change)
Monday, January 31
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7:00 a.m. – 6:30 p.m.
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Registration Open
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8:30 a.m. – 12:30 p.m.
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FSI Board of Directors Meeting (Board Members Only; Closed to Media)
Sponsored by Vestmark
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11:00 a.m. – 1:45 p.m.
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FSI Council Meetings (Council Members Only; Closed to Media)
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2:00 – 3:45 p.m.
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Pre-Conference Workshop: Advancing Women in Leadership
(Pre-registration required and additional fees apply)
Sponsored by Fidelity Institutional
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4:00 – 5:15 p.m.
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Opening General Session
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5:15 – 6:30 p.m.
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Opening Networking Reception
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Tuesday, February 1
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7:00 a.m. – 6:30 p.m.
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Registration Open
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7:00 – 8:00 a.m.
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Networking Breakfast
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8:15 – 9:15 a.m.
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Concurrent Sessions
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9:15 - 9:45 a.m.
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Networking Break
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9:45 – 10:45 a.m.
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Concurrent Sessions
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11:00 a.m. – 12:00 p.m.
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General Session
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12:00 – 1:30 p.m.
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Networking Lunch
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1:30 – 2:30 p.m.
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Concurrent Sessions
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2:30 – 3:00 p.m.
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Networking Break
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3:00 – 4:00 p.m.
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Concurrent Sessions
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4:15 – 5:15 p.m.
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General Session
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5:15 – 6:30 p.m.
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Networking Reception
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Wednesday, February 2
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7:30 – 8:00 a.m.
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Discussion Breakfast
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8:00 – 11:00 a.m.
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CEO Discussion*
Compliance Discussion*
Human Resources Discussion *
Investment Advisory Services Discussion*
Marketing, Growth & Development Discussion*
Operations & Technology Discussion*
Supervision Discussion*
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11:00 a.m.
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Conference Adjourns
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*Wednesday Discussions are closed to Media. Sponsor and exhibitor personnel are also ineligible to attend with the following exceptions:
- Ambassador & Premier Sponsors may send one (1) attendee to each of the discussions
- Partner Law Firm Sponsors may send one (1) attendee to the Compliance Discussion Meeting (only).
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