Venue
The Phoenician
The Phoenician, 6000 E Camelback Rd, Scottsdale, AZ 85251, USA

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Event Date Mon Sep 18 MDT - Wed Sep 20 MDT (about 1 year ago)
In your timezone (EST): Mon Sep 18 2:00am - Wed Sep 20 2:00am
Location The Phoenician
6000 E Camelback Rd, Scottsdale, AZ 85251, USA
Region Americas
Details

This Summit is an annual elite gathering of the nation’s preeminent financial advisors, designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.

This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.

Speakers

2023 Speakers

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Mick McLaughlin
Chief Distribution Officer, Bitwise Asset Management

Carlie Donovan
Business Development Associate Manager, Bitwise Asset Management

Adam Cheyer
Co-Founder of Siri Inc. & Former Director of Engineering, iPhone Group at Apple

Sponsors & Partners

2023 Partners

• Blue Owl
• Edward Jones
• LPL Financial
• Merrill Lynch
• Morgan Stanley
• Raymond James
• Sanctuary Wealth Management
• UBS Financial Services
• Wells Fargo Advisors
• Asset Management Partners
• Baron Funds
• Bitwise
• Bridgewater
• Associates Capital Group
• Columbia ThreadneedleFirst Eagle • Investments
• InvescoJanus
• Hendersonnuveen
• PIMCO
• State Street Global Advisors
• Touchstone Investments
• Xtrackers by DWS