40 Under 40 Summit & Awards 2023 | Investment News | 22 June 2023 | Convene, 237 Park Ave, New York, NY 10017, United States
Venue
Convene
Convene, 237 Park Ave, New York, NY 10017, United States
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Thu Jun 22 EDT (over 1 year ago) |
| Location |
Convene
237 Park Ave, New York, NY 10017, United States |
| Region | Americas |
Details
We invite all up-and-comers, alumni, and colleagues to celebrate this event with a full agenda of special speakers, discussion groups, and plenty of networking. Come to learn about the trends shaping the industry and what’s going to matter to the practice of the future. Get in the room with the next group of changemakers!
Our mission is to be the leading source of news, analysis, and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.
We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial services industry, delivering value and innovation through our news coverage, research, events, and multimedia platforms.
Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. It strives every day to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.
Speakers
2023 Speakers
Kafi London
Founder, Smart Women on Fire
Anand Sekhar
Vice President, Practice Management & Consulting, Fidelity Investments
Maggie Johndrow, MSc, CFS®, CDFA®
Partner and Financial Advisor, Johndrow Wealth Managment
Joanne Cleaver
Diversity, Equity & Inclusion Editor, InvestmentNews
Gregg Greenberg
Retirement & Planning Editor, Multimedia Anchor, InvestmentNews
Gretchen Lembach
Director of Content, InvestmentNews
Rennie Curran
CEO, Game Changer Coaching
Yonhee Choi Gordon, CFP
Principal, Chief Operating Officer Chief Marketing Officer, JMG Financial Group
Sponsors & Partners
2023 Sponsors and Partner
PLATINUM SPONSORS:
• Fidelity Investments
SILVER SPONSORS:
• Commonwealth
SUPPORTING SPONSORS:
• RAYMOND JAMES
STRATEGIC PARTNER:
• The American College Center for Women