Fidelity Inside Track Conference 2019 | Fidelity Investments | 25 June 2019 | The Ritz-Carlton, 600 Stockton St, San Francisco, CA 94108, USA

Agenda Highlights:

• Insights into building a sustainable business
• Artificial Intelligence meets financial services
• Exploring tax efficient charitable giving
• New perspectives on the financial markets

Who should attend?

• Principals and Home Office Leaders
• Operations and Technology Professionals
• Practice Management Consultants
• Chief Investment Officers and Portfolio Managers
• Marketing Directors

2019 Speakers

KEYNOTE SPEAKERS:

Hal Hershfield
Associate Professor, Marketing, Behavioral Decision Making, Psychology, Anderson School, Management - UCLA

CONFERENCE SPEAKERS:

Matthew Adams
President and Partner, Mission Wealth

Timothy Bello
Co-Founder, Managing Partner, Merchant Investment Management

Marty Bicknell
CEO & President, Mariner Wealth Advisors

Matt Brooks
Director, Solutions Consultant, Fidelity Investments

Duke Chang
Head of bSolo, Fidelity Investments

Andrew Brzezinski
Vice President, Fidelity Institutional

Matthew Chisholm
Senior Vice President, Head of Practice Management, Consulting, Fidelity Clearing Custody Solutions

Richard Cresta
Senior Vice President, Institutional Insurance, Fidelity Institutional Asset Management

Katie Desai
Regional Vice President, Relationship Management, Fidelity Clearing & Custody Solutions

Tobias Donath
Vice President, Family Thought Leadership and Practice, Fidelity Investments

Bob Evans
Senior Vice President, Regional Managing Director, Fidelity Investments

Denny Fish
Portfolio Manager, Research Analyst, Janus Henderson Investors

Matt Goulet
Senior Vice President, Model Portfolios, Fidelity Investments

Amy Grossman
Vice President, Complex Asset Group, Fidelity Charitable®

Dalton Gustafson
Senior Vice President, National Sales Manager, Fidelity Investments

Hal Hershfield
Associate Professor, Marketing, Behavioral Decision Making, Psychology, UCLA's Anderson School of Management

Tricia Haskins
Vice President, Solutions & Platform Consulting, Fidelity Institutional

Liz Loewy
Co-Founder, Chief Operating Officer , EverSafe

Michael McElroy
Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions

Robert Miller
Managing Principal, Frontier Asset Management, LLC

Anand Sekhar
Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions

Scott Slater
Vice President, Practice Management & Consulting, Fidelity Investments

Jurrien Timmer
Director, Global Macro, Fidelity Investments

Howard Tischler
Co-Founder, Chief Executive Officer, EverSafe

2019 Sponsors

NOSH & NETWORKING RECEPTION SPONSORS:
• Federated Global Allocation Fund

THOUGHT LEADERSHIP SESSION SPONSORS:
• Wells Fargo Asset Management

INVESTMENT PANEL SPONSORS:
• Janus Henderson Investors
• Legg Mason
• MFS Investment Management

PRACTICE MANAGEMENT WORKSHOP SPONSORS:
• T. Rowe Price

EXHIBITORS:
• American Funds Capital Group
• DoubleLine
• Envestnet | Tamarac
• Goldman Sachs Asset Management
• J.P. Morgan
• Orion Advisor Services
• Redtail Technology