Venue
Hyatt Regency Lake Tahoe
Hyatt Regency Lake Tahoe, 111 Country Club Dr, Incline Village, NV 89451

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

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
Details

Discover the latest developments on financial advice from world-class leaders and network with over 400 investment professionals from around the country.

Speakers

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