Fi360 Conference 2020 | Fi360 Inc. | 17 May 2020 | JW Marriott Austin, 110 E 2nd St, Austin, TX 78701
Venue
JW Marriott Austin
JW Marriott Austin, 110 E 2nd St, Austin, TX 78701
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Sun May 17 CST - Tue May 19 CST (over 4 years ago)
In your timezone (EST): Sun May 17 7:00pm - Tue May 19 7:00pm |
| Location |
JW Marriott Austin
110 E 2nd St, Austin, TX 78701 |
| Region | Americas |
Details
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 800 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, CFA and more. Attendees will be able to complete their yearly CE requirements for their Fi360 designations and earn over 10 hours of CE for other industry credentials at this one event!
It is the premier event for investment fiduciaries and financial services professionals to gain insights from industry experts, earn CE and build a network of like-minded professionals.
Speakers
2020 Speakers
David Blanchett
Head of Retirement Research, Morningstar Investment Management LLC
Vanessa Bechtel
President & CEO, Ventura County Community Foundation
John Comerford
Managing Director, RetireCorp, SPC
Dick Darian
CEO, Wise Rhino Group
Trey Faith
VP, Sr. Financial Consultant, Citizens Business Bank
Bonnie Gilles
Chief Financial Officer, Ventura County Community Foundation
Colleen Gillespie
Managing Partner, Sawston Wealth Management, LLC
Lindsay Glassman
Investment Consultant, Landmark Wealth Management
Allan Henriques
Fiduciary Consultant, Allan Henriques Fiduciary Consultants
Rebecca Hourihan
CMO, 401(k) Marketing
Greg Kasten
Founder & CEO, Unified Trust
A. Lynn Matthews
Assistant Professor of Marketing, W. Frank Barton School of Business, Wichita State University
Kathleen McBride
Fiduciary Consultant, FiduciaryPath, LLC
Pat Mercier
Chief Financial Officer, Paskenta Band of Nomlaki Indians
Kelly Michel
Consultant, KME Retirement Consulting
John Mitchem
Consultant & Writer, JM3 Project
Anne Morris
Principal, Windham Brannon, P.C.
Andrew Nelson
Director of Workplace Advisory, Human Investing
Fred Reish
Partner, Drinker Biddle
Claudia Rivers
Founder, Rivers Wealth Management
Jason Roberts
CEO & Managing Partner, Pension Resource Institute & Retirement Law Group
Vivian Villers
President, Sage Planning
Allison Brecher
General Counsel & Chief Privacy Officer, Vestwell
David Starr
Managing Director, PFM Asset Management LL
Wayne Gates
Chief Investment Officer, Stable Value, PFM Asset Management LLC
Michael Kitces
Partner & Director of Research, Pinnacle Advisory Group
Sponsors & Partners
2020 Sponsors
PREMIER:
• Federated
PLATINUM:
• First Eagle Investment Management
• Charles Schwab
• Capital Group/ American Funds
• John Hancock Investment Management
• T. Rowe Price
GOLD:
• Voya Investment Management
• Putnam Investments
• Dimensional
• PGIM Investments
• Goldman Sachs Asset Management
• The Standard
• LSV Asset Management
• TD Ameritrade Institutional
• Manning & Napier
• Tech Lab eMoney
• Ivy Investments
• MorningStar