Exchange - An ETF Experience 2024 | Exchange ETF LLC | 10 February 2024 | Fontainebleau Miami Beach, 4441 Collins Ave, Miami Beach, FL 33140, USA

Join and you’ll have the time and space to connect with a network of financial advisors. Engage in meaningful conversations and share ideas who best to learn from than those who have been in your shoes. Hear from and bump elbows with investment specialists and portfolio managers developing innovative solutions and winning portfolios. Bringing together the sharpest and most creative minds in financial planning, investing, wealth management, and fintech to share ideas, learn from each other, and shape financial services into a community.

2024 Speakers

George Acheampong
CEO & Managing Partner, Capitalwize, LLC

Michael Arone
SPDR Chief Investment Strategist, State Street Global Advisors

Neil Bage
Co-founder, Shaping Wealth

Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Betsy Blunt Brown
Founder and CEO, Pendleton Square Trust Company

Tammy Breitenbach
Executive Business Coach, Carson Coaching

Adam Butler
CIO, ReSolve Asset Management

Beverly Chandler
Managing Editor, ETF Express

Marguerita Cheng
Founder and Chief Executive Officer of Blue Ocean Global Wealth

Jessica Colston
Executive Business Coach, Carson Coaching

Lara Crigger
Editor-in-Chief, VettaFi

John Davi
Founder, CEO, and CIO, Astoria Portfolio Advisors

Cameron Dawson
Chief Investment Officer, NewEdge Wealth

Alison Doyle
Head of ETP Listings, Nasdaq

Jane Edmondson
Head of Thematic Strategy, VettaFi

Ugo Egbunike
Fixed Income Specialist, Jane Street

Jon Fee
Chief Marketing Officer, VettaFi

Deborah Fuhr
Managing Partner, Founder, Owner, ETFGI

Nate Geraci
President, The ETF Store

Jeremy Grantham
Co-founder and Chief Investment Strategist, GMO

Katie Greifeld
Reporter & Anchor, Bloomberg

Jeff Gundlach
Founder, CEO, CIO, DoubleLine Capital

Dr. Richard Haass
President Emeritus, Council on Foreign Relations & Senior Counselor, Centerview Partners

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Constance Hunter
Senior Advisor, MacroPolicy Perspectives

Jay Jacobs
U.S. Head, Thematics and Active Equity ETFs, BlackRock

Jeff Johnson
Income Product, Vanguard

Elisabeth Kashner
Director of Global Funds Research and Analytics, FactSet

Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management

Steve Kurz
Global Head of Asset Management, Galaxy Digital

Andrew Marsh
Vice Chairman, Dynasty Financial Partners

Ryan McCormack
Sr. Factor & Core Equity ETF Strategist, Invesco US

Zeno Mercer
Senior Research Analyst, VettaFi

Tom Morgan
Director, Sapient Capital

Cinthia Murphy
Director of Research, ETF Think Tank – Tidal Financial Group

Anna N’Jie-Konte
President and Director of Financial Planning, Re-Envision Wealth

J.J. Peller
Executive Business Coach, Carson Coaching

Jason Pereira
Senior Partner, Woodgate Financial Inc.

Brian Portnoy
Founder, Shaping Wealth

Chelsea Ransom-Cooper
Founding Partner, Director of Financial Planning, Zenith Wealth Partners

Frazer Rice
President, Wealth Actually LLC and Director of Family Office Services, Next Capital Management

Todd Rosenbluth
Head of Research, VettaFi

Kyla Scanlon
Founder, Bread

Jeremy Smith
Partner, Ropes & Gray

Katie Stockton
Founder and Managing Partner, Fairlead Strategies

Ranie Verby
Director of Wealth Management, Plancorp

Amy Walter
Publisher & Editor in Chief, The Cook Report

Erin Wood
Sr. VP, Financial Planning and Advanced Solutions, Carson Coaching

Douglas Yones
Head of Exchange Traded Products, New York Stock Exchange

Alex Zweber
Managing Director, Investment Strategy, Parametric

Reggie Browne
GTS

2024 Partners

• State Street Global Advisor (SPDR)
• Bloomberg
• Fidelity
• Galaxy
• Grayscale
• Lice
• Invesco
• Invesco QQQ
• iShares by blackrock
• J.P Morgan Asset Management
• Morgan Stanley Investment Management
• Morningstar Indexes
• Nasdaq
• T.Rowe Price
• Vanguard
• Xtrackers
• Bitwise
• Capital Group
• C'boe
• Cf Benchmarks
• Citi
• ETC
• Federated Hermes
• Flex Shares
• Franklin Templeton
• FTSE Russell
• Goldman Sachs Asset Management
• John Hancock Investment Management
• Kraken
• MSCI
• Nueberger Berman
• S&P Dow Jones Indices
• Advisor Circle
• Alliance Bernstein
• Allianz
• Amplify
• BNY Mellon
• BofA Securities
• Brown Brothers Harriman
• BTIG
• Citadel Securities
• Columbia Threadneedle Investments
• Commonwealth
• CRSP
• Dimensional
• DoubleLine
• F/M Investment
• First Trust
• GMO
• GTS
• Hartford Funds
• iM Global Partner
• Jane Street
• J.P. Morgan
• Matthews Asia
• Natixis
• NEOS
• Nuveen
• Old Mission
• Principal Asset Management
• Pro Shares
• Simplify ETFs
• SS&C
• STOXX
• Stradley Ronon
• TMX
• Ultimus
• Vedder Price
• Wilshire Indexes