Focus on Fiduciary 2017 | Investments & Wealth Institute | 13 November 2017 | Westin Washington D.C. City Center, 1400 M Street, NW, Washington, DC 20005, US
Venue
Westin Washington D.C. City Center
Westin Washington D.C. City Center, 1400 M Street, NW, Washington, DC 20005, US
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| Event Date | Mon Nov 13 EST (about 7 years ago) |
| Location |
Westin Washington D.C. City Center
1400 M Street, NW, Washington, DC 20005, US |
| Region | Americas |
Details
Confused about Fiduciary laws and regulations? Avoid the confusion and discover how to implement fiduciary best practices that will stand the test of ever-changing legislation.
Speakers
2017 Speakers:
David Levine, J.D.
Groom Law Group
John Nersesian, CIMA®, CIS, CPWA®, CFP®
Nuveen
Richard Roberts, J.D., LL.M.
Roberts, Raheb, & Gradler, LLC and Former SEC Commissioner
Arun Sardana, CIMA®
UBS Institutional Consulting Group
George Sepsakos, J.D.
Groom Law Group
Duane Thompson, AIFA®
Potomac Strategies, LLC
David Tittsworth, J.D.
Ropes & Gray
Greg Valliere
Horizon Investments
Sponsors & Partners
2017 Sponsors & Partners:
PLATINUM:
• Amundi Pioneer
• Nationwide
• Russell Investment
• Ameritrade
GOLD:
• Raymond James
• Wells Fargo
SILVER:
• Fidelity
• Nasaq
• SMEAD