Bob Veres' Insider's Forum 2021 | Conference Direct | 6 October 2021 | Omni Nashville Hotel, 250 5th Ave S, Nashville, TN 37203, USA
Venue
Omni Nashville Hotel
Omni Nashville Hotel, 250 5th Ave S, Nashville, TN 37203, USA
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| Event Date |
Wed Oct 6 CDT - Fri Oct 8 CDT (about 3 years ago)
In your timezone (EST): Wed Oct 6 9:30am - Fri Oct 8 1:15pm |
| Location |
Omni Nashville Hotel
250 5th Ave S, Nashville, TN 37203, USA |
| Region | Americas |
Details
Bob Veres' Insider's Forum conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general "curator" of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.
The conference programs consistently feature the highest caliber of established thought leaders in the profession, and we introduce trailblazing newcomers to conference attendees. Each year we offer three conference tracks that focus on the needs of the different functional areas of your organization: strategy leadership (CEOs, Presidents and firm owners), operations (COOs and other operations professionals), technical leadership (Chief Investment Officer and technical knowledge experts), as well as a track that will change each year to address the most current issues and themes that advisors are facing.
Our exhibit hall is by-invitation-only to help ensure that the fiduciary culture of our event is carried on throughout the entire conference venue.
Speakers
2021 Speakers
Shaun Kapusinski
HIFON Founder
Chris Emert
CJE Tech Partners
Kara Armstrong
CapSouth Wealth Management
Shauna Mace
SEI, Inc.
Candice Carlton
FiComm Partners
Kate Holmes
Innovating Advice Video and Podcasting
David Grau, Jr.
Succession Resource Group
Brandon Buckingham
Prudential Individual Solutions
Adam Boyer
Northern Trust
Carolyn Armitage
Thrivent Advisor Network
Amber Williams
Lincoln Financial Group
Jeff Stanford
Lincoln Financial Group
Fran Skinner
AUM Partners
Tom Giachetti
Stark & Stark
Bob Veres
Inside Information
Jeff Sarti
Morton Capital
Stacey McKinnon
Morton Capital
Justin Castelli
RLS Wealth, Onramp Invest
Joel Bruckenstein
T3
Candice Carlton
FiComm Partners
Karen Denise
CAPTRUST
Jessica Ness
CJM Wealth Advisers
Michael Goodman
Wealthstream Advisors
Cheryl Holland
Abacus Planning Group
Edgar Collado
Tobias Financial Advisors
Brad Felix
TruePoint Wealth Counsel
Bill Felix
TruePoint Wealth Counsel
Ted Sarenski
Capital One
Scott Sprinkle
Sprinkle & Associates
Sue Stevens
Buckingham Strategic Wealth
Lyle Benson
LK Benson & Co.
Erich Holland
SEI, Inc.
Steve Gardner
SEI, Inc
Dani Fava
Envestnet
Jean Sinclair
Sponsors & Partners
2021 Sponsors
PARTNER LEVEL:
• SEI
PREMIER LEVEL:
• Lincoln
• Thrivent Advisor Network
• Prudential
• Emotomy
PRESIDING LEVEL:
• Fidelity Institutional
• AdvisorEngine
SUSTAINING LEVEL:
• Judson Group
• Tweedy Browne Company LLC
• XLR8 Concenter Services
• Elements
• Osterweis Capital Management
• Redtail
• TrueNorth Networks
• AdvisorPeak
• Markel
• AssetBook
• AndesWealth Technologies
• AdvisorWebsites
• Holistiplan
• Frontier Asset Management
• Bok Financial Advisor Trust Services
• SSG Shareholders Service Group
• Stratifi
• BNY Mellon Pershing
• DPL Financial Partners
• TaxCast
• Feex
• T.Rowe Price
• Ycharts