Omni Nashville Hotel
Omni Nashville Hotel, 250 5th Ave South, Nashville, Tennessee 37203 USA

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Event Date Wed Apr 3 EDT - Fri Apr 5 EDT (over 2 years ago)
Location Omni Nashville Hotel
250 5th Ave South, Nashville, Tennessee 37203 USA
Region Americas

The Fi360 Conference is the industry’s premier professional development conference. Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique, educational sessions taught by some of the most sought-after industry leaders. As a result, financial service professionals from all over the world asked to participate in the event.

Today, the Fi360 Conference hosts over 750 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.

The conference is a great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF®, AIFA®, PPC®, CFP®, CIMA and more. Attendees will be able to complete their yearly CE requirements for their Fi360 designations and earn up to 10 hours of CE for other industry credentials at this one event!

With such a robust agenda and diverse set of attendees coming together in Music City, this is an event you won’t want to miss!


2019 Speakers

Mary Kathryn Campion
President, Champion Capital Research

John Elbare
Director Of Philanthropy, Special Operations Warrior Foundation

Sheri Fitts
Founder, Shoefitts Marketing

Mario Giganti
President And Chief Investment Officer, Cornerstone Capital Advisors

Jason Grantz
Director - Institutional Retirement Consulting, Unified Trust Company

Rebecca Hourihan
Chief Marketing Officer, 401(K) Marketing

Michael Kitces
Director Of Research, Pinnacle Advisory Group

Roger Levy
Managing Director, Cambridge Fiduciary Services, Llc

Keith Loveland

Neil Peplinski
Chief Investment Officer & Partner, Cedar Capital

Fred Reish
Partner, Drinkerbiddle

Jason Roberts
Founder And Chief Executive Officer, Pension Resources Institute (Pri)

Michael Searcy
President & Ceo, Searcy Financial Services & Allos Investment Advisors

Bonnie Sewell
Owner, American Capital Planning Llc

Thom Shumosic
Founder And President, Midatlantic Retirement Planning Specialists

Reagan Wagner
President, Ceo & Managing Principal, Strategic Financial Concepts, Llc

Brie Williams
Head Of Practice Management, State Street Global Advisors | Global Spdr Business

Zvi Bodie
President, Bodie Associates

Rob Wrubel
Senior Vice President, Pikes Peak Community Foundation Board Of Directors

Craig Abbott
Vice President/retirement Plan Consultant, Manning & Napier

Christopher Petrosino
Managing Director, Quantitative Strategies Group, Manning & Napier

Jonathan Young
Senior National Accounts Manager, American Funds

Jason Colarossi
Vice President & Head Of Strategic Accounts, Investment Only Division – U.s., Franklin Templeton

Joe Lee
Head Of Retirement Platforms And Strategy, First Eagle Investment Management

Mike Rosenberg
Head Of Retirement Investment Solutions, First Eagle Investment Management

Randy Fuss
Practice Management Consultant, Cuna Mutual Group

Matthew Eickman
Director Of Erisa Services, Qualified Plan Advisors®

David Levine
Principal, Groom Law Group, Chartered

Keith Van Etten

Jenine Garrelick
Senior Managing Director, Mfs

Andrew Parry
Head Of Sustainable Investing, Hermes Investment Managem

Max Schanzechbach
Professor Of Law, Northwestern University School Of Law

Brent Petty
Northwest Capital Management

Shelby George
President, Wall To Main Consulting

Aaron Drew
Principal, Fi360 Pacific & Myfiduciary

Jonathan Young
Senior National Accounts Manager, American Funds

Bennett Aikin
Vice President, Designations & Fiduciary Content, Fi360, Inc.

Rich Lynch
Director, Fi360, Inc.

Henry Kao

Antonio L. Luna
Vice President, T. Rowe Price Group, Inc

Sponsors & Partners

2019 Sponsors

• Charles Schwab

• Capital Group | American Funds
• Cuna Mutual
• Franklin Templeton Investments
• First Eagle Investment Management
• Manning & Nappier
• Federated
• MFS Investment Management
• John Hancock Investment

• Voya
• New York Life Investments
• PGIM Investments
• Cohen & Steers
• Goldman Sachs Asset Management
• OppenheimerFunds
• Dimensional
• TD Ameritrade Institutional
• The Standard
• Invesco
• Securian Financial
• Streamline Partners
• First Trust
• Principal
• Mass Mutual Funds

• Capital Group
• Y Charts
• RIA in a Box
• Advyzon
• Principal
• 55ip
• eMoney
• LifeYield