ABA Wealth Management and Trust Conference 2019 | ABA | 10 February 2019 | Marriott Marquis San Francisco, 780 Mission St, San Francisco, CA 94103, USA

Hear and interact with the industry thought leaders, as well as create new paths to success. Learn how to build relationships, make full use of the latest technologies, and become a forward-focused advisor for your clients. The ABA Wealth Management and Trust Conference will show you how to create those connections, and take them into the future.

2019 Speakers

Dominic J. Campisi, JD
Attorney, Evans, Latham & Campisi

Ronald M. Florence, CFA
Investment Consultant, RMF Consulting LLC

Bill Martin, CFA
Chief Investment Officer, INTRUST BANK NA; Chairman, ABA Wealth Management and Trust Conference Advisory Board

Michael R. Durbin
President, Fidelity Institutional

Ben Sorenson, JD
Vice President, Training, Optimum Associates

Phoebe Papageorgiou
Vice President, Trust Policy, American Bankers Association

Bill Hoyt, CFA
Director of Research and Portfolio Management, Hartford Funds

Thomas Carroll, CFP
Head of Division Wealth Management, SunTrust

Sam Guerrieri
Executive Vice President, Wealth Brands

Patrick Alyward
Senior Vice President, RIC

Christopher Dillon, CFA
Portfolio Specialist, U.S. Fixed Income, Vice President, T. Rowe Price Trust Company

Ben Barber
Managing Director, Head of Municipals, and Portfolio Manager, Goldman Sachs

John Boyd
Vice President, Head of National Accounts-Advisory Services Group, Hartford Funds

John Diehl, CFP®, CLU®, ChFC®
Senior Vice President, Strategic Markets, Hartford Funds

Jean Dunn
Client Loyalty Insights Leader, T. Rowe Price Trust Company

Meghan Gehr Hubbard
Associate, McQuireWoods

Carolyn Paul
President, ANB Financial Services, LLC

Mark T. Dabertin
Special Counsel, Pepper Hamilton, LLP

Katie Nixon
Chief Investment Officer, Wealth Management, Northern Trust

Bill Kennedy
Chief Investment Officer, Fieldpoint Private Bank & Trust

Philip J. Orlando, CFA
Senior Vice President and Chief Equity Strategist, Federated Investors, Inc.

Scott Welch, CIMA
Chief Investment Officer, Dynasty Financial Partners LLC

Michael Silver
Union Bank

Ned Dane, CAIA
Senior Vice President, Head of Private Client Group, Oppenheimer Funds

Kristen Johnson
Vice President, Marketing, Fidelity Investments

Nick Bertha
Managing Director/Director of Wealth and Trust Planning, Fieldpoint Private Bank & Trust

Alec Phillips
Chief U.S. Political Economist, Goldman Sachs Research

Mark Nitzberg, PhD
Executive Director of CHAI, Head of Strategic Outreach for Berkeley AI Research

Bill Martin
Chief Investment Officer, INTRUST Bank NA; ABA Wealth Management and Trust Conference Advisory Board

Eugene F. Maloney
Executive Vice President and Corporate Counsel, Federated Investors, Inc.

Erin Beckner Conlin
Tucker Arsenberg PC

Robert H. Sitkoff
John L. Gray Professor of Law, Harvard University Law School

Deborah Kramer Radin
Attorney at Law, Kramer Radin, LLP

Ken Morris
Co-Founder, Lightbulb

Corey Carlisle
Senior Vice President, Bank Community Engagement American Bankers Association

Daniel Crosby, PhD
President, Nocturne Capital

2019 Sponsors

• Advisory World
• APEX Clearing
• BLUEROCK
• COHEN & STEERS
• Data Robot
• ENVESTNET
• Federated
• Fidelity
• fiserv
• Goldman Sachs Asset Management
• Hartford Funds
• Janus Henderson Investors
• SIMON KUCHER & PARTNERS
• T.RowePrice
• Treliant
• Trust Imaging
• TMN
• U.S TRUST
• Vanguard

EXHIBITORS:

• Accutech Systems Corporation
• American Bankers Association
• Bailllie Gifford International LLC
• BNY Mellon Investment Management
• BPAS
• Broadridge Financial Solutions
• Calamos Investments LLC
• Cohen & Steers
• Crossing Bridge Advisors
• CUSIP Global Services
• Dimensional Fund Advisors
• DWS Investments
• Eaton Vance
• Envestnet
• FactSet
• Farmers National Company
• FCI Advisors
• Federated Investors, Inc.
• Fidelity Investments
• Fifth Third Institutional Trust & Custody
• FinTech Securities
• First Rate, Inc.
• FIS/Wealth Outsourcing Solutions
• Fi-Tek, LLC
• Flexi Software
• FPS Trust Company
• Franklin Templeton Investments
• Globe Tax
• Goldman Sachs Asset Management
• Hartford Funds
• Heartland Advisors, Inc.​
• HeirSearch.com
• Hired Power
• Incapital LLC
• INFOVISA
• Innovest Systems
• Invesco
• InvestEdge
• ITM TwentyFirst​​
• Janus Henderson Investors
• Litman Gregory Asset Management
• MainStreet Advisors
• Matthews Asia
• Morgan Stanley Investment Management
• New York Life Investments
• Northern Trust Asset Management​
• Northern Trust Corporation
• Oakbrook Solutions, Incorporated
• OppenheimerFunds Incorporated
• Osterweis Capital Management
• Pentegra Retirement Services
• Private Client Resources LLC (PCR)​
• Promontory Interfinancial Network, LLC
• Proxytrust
• Quantifacts
• Raymond James Financial Institutions Division
• Reich & Tang
• RenPSG
• Resource Insurance Consultants (RIC)
• Right at Home
• RNC Genter Capital Management
• Robust Wealth
• Salient Partners
• Segall Bryant & Hamill​
• T. Rowe Price
• TEAM Risk Management Strategies
• Telemet America, Inc.
•The Arbitrage Funds
• Thomson Reuters
• Tortoise Investments
• Total Bank Solutions
• Tradeweb Direct
• Trust Imaging Systems, Inc.
• Trust Management Network
• Vanguard
• VOYA Investment Management
• Yardi Systems