Tracy Shaw

Head of Content & Client Engagement Strategy Equitable

Strategic executive with 20+ years leading enterprise transformation across financial services, healthcare, and nonprofit sectors. As Head of Engagement Strategy at Equitable, Shaw drives cross-enterprise initiatives that translate data into action, expanding access for women investors and underserved communities while delivering measurable growth. Co-inventor of patented 401kSecure retirement protection innovation. Board leadership includes Chair of Immune Deficiency Foundation, Director of National Endowment for Financial Education (NEFE) and International Patient Organization for PrimaryImmunodeficiency (IPOPI), and Chair Emeritus of SCORE National Board. Global mentor through Stanford SEED for emerging market entrepreneurs. PhD in Organizational Leadership with research focus on diverse supplier business growth. Known for strategic clarity, collaborative leadership, and scaling programs that serve the public good.

DAY TWO – December 3, 2025

3:05 PM EQUITABLE PRESENTATION: Preparing for the Next Generation of Investors: Tools, Strategies, and Mindsets

The “Great Wealth Transfer” is underway. As aging investors pass their wealth to their children and grandchildren, financial institutions must adapt to meet the expectations and preferences of a new, diverse generation of clients - while continuing to serve those who are independently accumulating wealth.

In this session, Tracy Shaw will share insights from Equitable’s recently released White Paper. Discover how a forward-thinking financial institution is preparing for this shift by modernizing tools, training advisors, and embracing a generational approach to client experience.

You’ll learn about:

Adapting technology and advisor practices to meet the needs of younger investors
Understanding the goals and dynamics of intergenerational wealth planning—both for givers and recipients (leavers and receivers)
Building trust and relevance with clients through personalized, values-based communication
Leveraging data and automation to anticipate needs and proactively serve multi-generational households

Check out the incredible speaker line-up to see who will be joining Tracy.

Download The Latest Agenda