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Event Date | Wed Oct 4 EDT - Fri Oct 6 EDT (about 7 years ago) |
Location |
Hyatt Regency Lake Tahoe
111 Country Club Dr, Incline Village, NV 89451 |
Region | Americas |
Discover the latest developments on financial advice from world-class leaders and network with over 400 investment professionals from around the country.
Daymond John
Entrepreneur
Star of Shark Tank
Colin & Brad
Stars of the hit TV show
Whose Line Is It Anyway?
Joe Theismann
Former Washington Redskins Quarterback
Dr. Daniel Crosby
President
Nocturne Capital
Best-Selling Author
Joel Bruckenstein
Publisher
Technology Tools for Today
Rene Nourse
Founder and Managing Director
Urban Wealth Management
Aaron Klein
CEO
Riskalyze
Mike Mcdaniel
Chief Investment Officer
Riskalyze
Andy Swan
Co-Founder
LikeFolio
Spencer Segal
CEO of Actifi
Kyle Van Pelt
Vice President of Partnership at Riskayze
Brian Mclaughlin
CEO of Redtail Technology
Alex Chalekian
CEO of Lake Adventure Financial
Ryan Porter
Executive Vice President of Sales at Riskalyze
Kate Stalter
CMO and Senior
Financial Advisor at Better Money Decisions
kate Healy
Managing Director, Generation Next at TD Ameritrade Instituional
Jim Bowen
CEO of First Trust Portfolios
Marguerita Cheng
CEO of Blue Ocean Global Wealth
Nicholas Vandeschie
Head of Manager Portfolios Services,
Morningstar Investment Management
Matthew Radgowski
Chief Operating Officer, Morningstar
Investment Management