EBI 2018 | Information Management Network | 24 June 2018 | Monarch Beach Resort, 1 Monarch Beach Resort Dana Point, CA 92629 USA

EBI 2018 is a part of the Global Indexing & ETFs conference.

EBI 2018 will feature in-depth practice management and organizational content, geared toward professionals who not only want to keep up with the latest trends in markets and products, but also with the changing environment for growing and scaling a firm.

At EBI 2018, you'll hear from some of the investment industry's leading practitioners and thinkers about where the industry is, and where we're headed. Every professional who attends should be able to go home with innovative ideas and new ways to tackle old problems.

The idea of investing in an evidence-based way is sweeping the nation now, as strategies based on data take precedence over the old intuition-based methods of the prior generation. The trend increasingly appears to be a secular, rather than a cyclical one, as organizations and institutions rethink all aspects of their processes and philosophies. By incorporating more reason and less guesswork, money managers and investment advisors are able to paint a more realistic picture of future outcomes and potential challenges to their investors.

2018 Speakers

Joseph Davis
Global Chief Economist, Vanguard

Ken Fisher
Chief Executive Officer, Fisher Investments

Brian Rice
Portfolio Manager, Calstrs

Gerard O'reilly
Co-CEO, CIO, & Dimensional Director, Dimensional Fund Advisors

Josh Brown
Chief Executive Officer, Ritholtz Wealth Management

Joanna Gallegos
Head of U.S. ETFS, J.P. Morgan Asset Management

Jerome Schneider
Managing Director, Pimco

Deborah Fuhr
Managing Partner and Co-Founder, ETFGI

Rajath Shourie
Managing Director and Co-Portfolio Manager, Oaktree Capital Management

Annie Duke
Author, Thinking in Bets, Decision Strategist

Michael Lombardi
Host, GM Street on the Ringer NFL Show

Linda Zhang
Founder, Purview Investments

Chris Philips
Head of Vanguard Institutional Advisory Services, Vanguard

David Blitzer
Chairman of the Index Committee, S&P Dow Jones Indices

Barry Ritholtz
Chairman and Chief Investment Officer, Ritholtz Wealth Management

Thomas Heck
Chief Investment Officer, Ball State University Foundation

Blair Duquesnay
Principal & CIO, Thirtynorth Investments

Ryan Holiday
Author, Daily Stoic: Timeless Wisdom for Modern Professionals

Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management

Robert O'leary
Managing Director and Co-Portfolio Manager, Oaktree Capital Management

Michael Batnick
Director of Research, Ritholtz Wealth Management

David Mazza
Senior Vice President, Oppenheimerfunds

Peter Ehret
‎Director of Internal Credit, Employees Retirement System of Texas

Larry Swedroe
Principal, Buckingham Strategic Wealth

Tom Balcom
Founder, 1650 Wealth Management

Doug Peta
Chief ETF Strategist, BCA Research

Doug Macbean
Managing Director, California Institute of Technology

Peter Lazaroff
Chief Investment Officer, Plancorp, LLC

Robin Wiggelsworth
US Markets Editor, Financial Times

Kevin Yousif
Chief Investment Officer, LS Investment Advisors

Benjamin Holland
Controller/Trustee, Butler County, Pennsylvania

Nir Kaissar
Columnist, Bloomberg Gadfly

Mebane Faber
Chief Investment Officer, Cambria Investment Management

Mike Arone
Chief Investment Strategist, SPDR, State Street Global Advisors

Trevor Hunnicutt
Reporter, Thomson Reuters

Tadas Viskanta
Founder and Editor, Abnormal Returns

Dave Nadig
Chief Executive Officer, Etf.com

Justin Paterno
Chief Operating Officer, Stocktwits

Vinit Srivastava
Senior Director, Strategy Indices, S&P Dow Jones Indices

Janet Johnston
Portfolio Manager, Trimtabs Asset Management

Jodie Gunzberg
Head of U.S. Equities, S&P Dow Jones Indices

Jessamyn Larrabee Norton
Principal & Chief Investment Officer, Spinnaker Trust

Lisa Huang
Director of Quantitative Investing, Betterment

Paolo Sironi
Fintech Thought Leader, IBM, Watson Financial Services

Nicholas Carr
Founder/president, Foundation Finlit

Josh Rogers
Beta Specialist, J.P. Morgan Asset Management

Sabrina Willmer
Reporter, Bloomberg

Kevin Nichols
Senior Investment Management Consultant, U.S. Government Entity Specialist & Portfolio Manager, Morgan Stanley

Jim Pritchard
Vice President, W.E. Donoghue

Kevin Mahn
President & Chief Investment Officer, Hennion & Walsh Asset Management

Matt Moran
Vice President, CBOE

Jeremy Schwartz
Director of Research, Wisdomtree Asset Management

Aaron Klein
CEO, Riskalyze

Gregg Sgambati
Director, ESG Solutions, S-network Global Indexes, Inc.

Phil Bak
Ceo, Exponential Etfs

Joe Anthony
President, Financial Services, Gregory FCA Communications

Christian Magoon
Founder & CEO, Amplify ETFS

Mo Haghbin
Head of Product, Oppenheimerfunds, Inc.

Matthew Bartolini
Head of SPDR Americas Research, SSGA

Josh Emanuel
CIO, Wilshire Funds Management

Tom Lydon
Editor, ETF Trends

John Love
President & CEO, USCF

Taylor Ames
Vice President, Product Strategies, ALPS Portfolio Solutions

Morgan Housel
Partner, The Collaborative Fund

Jack Vogel
Managing Member, Alpha Architect

Cullen Roche
Founder, Pragmatic Capitalism

Vinny Catalano
Member, Chief Macro Strategist, Adriatic Capital Partners

Ricardo Cortez
Co-Chief Executive Officer, Broadmark Asset Management, LLC

Taylor Schulte
Founder & CEO, Define Financial

Bill Sweet
Investment Advisor, Ritholtz Wealth Management

Martin Kremenstein
Senior Managing Director, Head of Retirement Products and ETFS, Nushares From Nuveen

Tony Isola
Investment Advisor Representative, Ritholtz Wealth Management

Dina Isola
Investment Advisor Representative , Ritholtz Wealth Management

Robert Seawright
Chief Investment Officer, Madison Avenue Securities

Phil Huber
Chief Investment Officer, Huber Financial Advisors

Alexandra Coupe
Associate Director, Paamco

Michael Beck
Managing Director, Portfolio Manager, Wealthstreet Investment Advisors, LLC

Michael Khouw
President & Chief Strategist, Optimize Advisors

Mike Lambrakis
Partner, Adviceperiod

Carolyn Gowen
Invmnt MGR & Branch Principal, Bloomsbury Wealth

Kris Venne
Director of Wealth Management, Ritholtz Wealth Management

Matthias Szabo
Director New Listings & Index Sales, Vienna Stock Exchange

Travis Briggs
CEO, Robo Global

2018 Sponsors, Partners and Exhibitors

TITANIUM SPONSOR:
• S&P Dow Jones Indices

PLATINUM PLUS SPONSOR:
• Invesco

PLATINUM SPONSOR:
• KraneShares

GOLD SPONSORS:
• J.P. Morgan Asset Management
• OppenheimerFunds Distributor, Inc.
• Statestreet Global Advisors
• Orion

SILVER SPONSORS:
• ALFS
• Amplify ETFs
• Cboe
• DTCC
• Exponential ETFs
• Global X
• Goldman Sachs Asset Management
• Gregory FCA
• Hartford Funds
• Limeyard
• Natixis
• NUShares From Nuveen
• ICE NYSE
• Principal
• Riskalyze
• RoboGlobal
• S Network Global Indexes
• Trimtabs Asset Management
• USCF
• Weiner Borse

EXHIBITOR:
• CRSP Center for Reseach in Security Prices
• Dimensional
• Rimes
• VanEck
• W.E Donoghue & Co. LLC
• Trade PMR

COCKTAIL RECEPTION SPONSOR:
• S&P Dow Jones Indices

KNOWLEDGE PARTNER:
• etfgi.com

EVENT SUPPORTERS:
• CFA Society Orange County
• FPA Los Angeles
• FPA Orange County
• WE Women in ETFs

EDUCATION SUPPORTER:
• CAIA Association

LEAD MEDIA PARTNER:
• ETF.com

MEDIA PARTNERS:
• Curatia
• Debtwire
• ETF Advisor
• ETF Business Review
• etfguide
• FON Family Office Networks
• FPR Financial Products Research
• Hedge Fund Alert
• Institutional Investor
• Investing.com
• Jobs in ETFs
• Money Management Executive
• Stockopedia