Hynes Convention Center, Boston, Usa
Hynes Convention Center, Boston, Usa, 900 Boylston St, Boston, MA 02115, USA

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Event Date Wed May 27 EDT - Sat May 30 EDT (over 1 year ago)
Location Hynes Convention Center, Boston, Usa
900 Boylston St, Boston, MA 02115, USA
Region Americas

ACE 2020 - This Memorial Day week, we celebrate ACE 2020 in the city where it all began. Boston originated as the epicenter of change. The Investments & Wealth Institute continues that legacy by gathering leading practitioners of the industry in a place that inspires change, idea generation and transformation. Join a group of revolutionary game changers in the industry along with top Ivy League speakers, academics, and practitioners for a one-of-a-kind event.`

Event Highlights
Join us as we pay homage to our instrumental leaders whose ideas impacted history and set the trajectory for our country in Boston, MA. Come join a community of today’s intellectuals, forward thinkers, and game changers to share their revolutionary methods, techniques and approaches to advising. The conference will be exploring topics from taxes to economics to politics.

Other exciting event highlights include:

• 44 Expert Speakers
• 25 CE Hours
• 24 Engaging Workshops
• 9 Super Sessions
•8 Impactful General Sessions
• 7 Insightful Ed Talks
• 6 PhDs
• 3 Ivy League Academics
• 1 Nobel Prize Winner

Key Takeaways:

• Develop strategies for turbulent times
• Gain market insights for the 2020 landscape and beyond
• Evolve your current level of value and service model for future generations
• Obtain new skills and techniques for today’s investor challenges
• Build new networks that lead to business transformations


2020 Speakers

Danielle Booth
CEO & Chief Strategist, Quill Intelligence LLC

Peter Conti-Brown
Assistant Professor, Wharton, Nonresident Fellow, The Brookings Institution

Joe Coughlin PhD
Director, Massachusetts Institute of Technology AgeLab

Dr. Mehir Desai
Mizuho Financial Group Professor, Finance, Harvard Business School, Professor of Law, Harvard Law School

Doris Kearns Goodwin, Historian, NY Times Best-Selling Author, Leadership in Turbulent Times

Robert Merton PhD
School of Management Distinguished Professor of Finance, MIT

Jeremy Siegel PhD
Russell E. Palmer Professor of Finance, Wharton

Liz Ann Sonders
Chief Investment Strategist, Charles Schwab

Catherine Wood
CEO & CIO, ARK Investment Management, Big Ideas 2020

Doug Sandler, CFA
Global Strategist

Steve Siegel
President, The Siegel Group

Scott Thayer, CIMA
Program Director, Investments & Wealth Institute

Scott Welch, CIMA
Chief Investment Officer, WisdomTree

John Nersesian, CPWA, CIMA, CFP, CIS
Head, Advisor Education, US Global Wealth Management, PIMCO

Bob Rice
Managing Partner, Tangent Capital

Susan E. Kay
Vice President, Director of Business Development, MFS Fund Distributors, Inc

Marcia Mantell
President, Mantell Retirement Consulting, Inc

Elaine Floyd, CFP
Director, Retirement, Life Planning, Horsesmouth LLC

Meredith Jones
Alternative Investment Consultant, Author

Alessio de Longis, CFA
Senior Portfolio Manager, Invesco

Joseph F. Coughlin, PhD
Director, Massachusetts Institute of Technology AgeLab

Andy Bernstein
Founder & CEO, Resilience Academy, Author of The Myth of Stress

Sponsors & Partners

2020 Sponsors

• BNY Mellon Investment Management
• Capital Group, home of American Funds
• Charles Schwab
• Commonwealth Financial Network
• DWS Investments
• Eaton Vance Investment Managers
• FlexShares
• Franklin Templeton
• J.P. Morgan Asset Management
• Macquarie Investment Management (MIM)
• Matthews Asia
• Nationwide
• New York Life Insurance Company
• Nuveen
• Pacific Life Insurance
• Raymond James Investment Advisors Division
• Russell Investments
• Select Sector SPDRs
• Sheridan Road Financial
• Swan Global Investments
• TD Ameritrade Institutional
• Thrivent Mutual Funds
• Vanguard
• Wells Fargo Advisors Financial Network
• William Blair
• Alger
• American Century
• BNY Mellon
• Cboe Global Markets
• Covisum
• J.P. Morgan Asset Management
• Macquarie Investment Management
• Nationwide
• New York Life Insurance Company
• Nuveen
• Swan Global Investments
• TD Ameritrade Institutional
• Vanguard

• Capital
• American Funds
• Ameritrade

• Raymond James
• Swan Global Investment

• Nationwide