2021 Financial Advisor Summit: Vision 2022 | CNBC Events | 8 December 2021 | Virtual Event
Venue
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| Event Date |
Wed Dec 8 UTC (about 3 years ago)
In your timezone (EST): Wed Dec 8 5:00am - Wed Dec 8 9:30am |
| Location | Virtual Event |
| Region | All |
Details
The CNBC Financial Advisor Summit brings forward-thinking advisors together virtually to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm.
As we reach the end of the year, we look ahead to 2022 – what will be the key investment themes in the new year? How will client needs change as the world continues its return to pre-pandemic life? What new challenges await? Plus, we celebrate the 2021 Financial Advisor 100 – CNBC’s annual list of top advisory firms.
Speakers
2021 Speakers
Bradley Tusk
CEO and co-founder, Tusk Venture
Douglas Boneparth
President and Founder, Bone Fide Wealth
Charles Carmakal
Chief Technology Officer, Mandiant
Jamil Farshchi
Chief Information Security Officer, Equifax
Gilbert Garcia
Managing Partner, Garcia Hamilton & Associates
Ivory Johnson
Founder, Delancey Wealth Management
Stephanie Link
Chief Investment Strategist & Portfolio Manager, Hightower
Jon Mauney
General Manager, Betterment for Advisors
Kristi Rodriguez
Senior Vice President, Nationwide Retirement Institute
Sheneya Wilson
Founder & CEO, Fola Financial
Liz Young
Head of Investment Strategy, SoFi
Judith Casasampere
Institutional Sales, Latin America, Interactive Brokers
Michael Freeburg
Founding Member, Greenwich Wealth Management
Michael Lane
Head of iShares U.S. Wealth Advisory, BlackRock
Craig Lazzara
Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
Frank Magnani
Global Institutional Sales, Interactive Brokers
Brian Nick
Chief Investment Strategist, Nuveen
William Nicklin
Chief Executive Officer, Horsesmouth
Dick Pfister
Founder and Chief Executive Officer, AlphaCore Wealth Advisory
Robert Worthington
Managing Director, Independent Wealth Solutions, iCapital Network
Sharon Epperson
Senior Personal Finance Correspondent, CNBC
Tyler Mathisen
Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC
Jen Rogers
Anchor, Yahoo
Caroline Woods
Host of MarketBrief, Dow Jones
MODERATORS:
Rhonda Schaffler
Business Correspondent, NJ Spotlight News
JJ Ramberg
Co-Founder, Goodpods
Sponsors & Partners
2021 Sponsors
• Alliance Lifetime Income
• iCapital Network
• Interactive Brokers
• Nuveen
• iShares