Venue
Hynes Convention Center
Hynes Convention Center, 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
900 Boylston St, Boston, MA 02115, USA
Region Americas
Details

ACE is the largest gathering of advanced investment and wealth professionals in the world. Our attendance will provide us with access to the latest industry developments, research and information that keeps us at the top of our game. The Ivy League-quality education with practical application that is the hallmark of Investments & Wealth Institute is paramount to our continued learning and growth.

Speakers

2020 Speakers

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

Danielle Booth
CEO & Chief Strategist, Quill Intelligence LLC

Eben Burr
Co-founder, Behavioral Investing Institute (BII)

Peter Conti-Brown, PhD
Assistant Professor, The Wharton School of the University of Pennsylvania

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

Alessio de Longis, CFA®
Senior Portfolio Manager, Invesco

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

Devin Ekberg, CFA®, CPWA®, CIMA®
Chief Learning Officer & Managing Director of Professional Development, Investments & Wealth Institute

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

Meredith Jones
Alternative Investment Consultant and Author

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

Doris Kearns Goodwin
Presidential Historian, Public Speaker and Pulitzer Prize-winning Author

Julie Littlechild
Founder, AbsoluteEngagement.com

James Macey, CFA®, CAIA
Senior Investment Strategist, BNY Mellon Investment Management

Marcia Mantell
President, Mantell Retirement Consulting, Inc.

Robert C. Merton, PhD
Professor of Finance, MIT Sloan School of Management

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

Bob Rice
Managing Partner, Tangent Capital

Doug Sandler, CFA®
Global Strategist

Avi Sharon, PhD
Executive Vice President and Product Strategist, PIMCO

Jeremy Siegel, PhD
Professor of Finance, Wharton School of the University of Pennsylvania

Steve Siegel
President, The Siegel Group

Liz Ann Sonders
Chief Investment Strategist, Charles Schwab

Scott Thayer, CIMA®
Program Director, Investments & Wealth Institute

Scott Welch, CIMA®
Chief Investment Officer, WisdomTree

Catherine D. Wood
Founder, CEO & CIO, ARK Investment Management

Liz Young, CFA®
Director of Market Strategy, BNY Mellon Investment Management

Sponsors & Partners

2020 Sponsors, Exhibitors and Partners

PLATINUM PARTNER:
• Ameritrade Institutional

GOLD PARTNER:
• Capital Group|American Funds
• Raymond James Independent| Hybrid | Ria
• Swan Global Investments

INSTITUTIONAL PARTNER:
• Commonwealth Financial Network

BRONZE PARTNERS:
• American Century Investments
• BNY Investment Management
• Cambridge
• Charles Schwab Advisor Services
• Eaton Vance
• Nuveen
• Select Sector SPDRs
• Thrivent Funds
• Vanguard

EXHIBITORS:
• Avistone
• Dimensional Fund Advisors
• DPL Financial Partners
• The Entrust Group
• HALO Investing
• JVM Securities
• Litman Gregory
• Loomis Sayles & Co
• Morningstar
• Natixis Investment Managers
• Neuberger Berman
• Oberweis Asset Management
• Olive and Cocoa
• Riverfront Investment Group
• Smead Capital Management
• Voya Investment Management
• Wasatch Global Investors

SPONSORS:
• BNY Mellon
• Behavioral Investing Institute
• Pimco
• Eaton Vance
• Ameritrade Institutional

UNIVERSITY PARTNERS:
• Harvard University
• MIT Management Sloan School
• Wharton