Venue
AMA Conference Center
AMA Conference Center, 1601 Broadway, New York, NY 10019, USA

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Event Date Thu Feb 20 EST - Fri Feb 21 EST (almost 2 years ago)
Location AMA Conference Center
1601 Broadway, New York, NY 10019, USA
Region Americas
Details

Key topics include:
• Model Portfolios from the Providers’ Perspective: Asset Manager Criteria, Expectations, and Results
• A Comprehensive Look at the Manager & Investment Due Diligence Process
• Model Portfolio Asset Allocation: Product Selection, Mitigating Risk, and Adequate Diversification Without Sacrificing Performance
• Blackrock Case Study: Providing Clients with the “Surround Sound” Experience: Delivering Optimal Client Service in a Fiercely Competitive Environment
• A Four-Part Product Analysis on ESGs, ETFs, Alts, and Non-U.S. Equity Strategies
• The Road to Personalization and Customization for the Masses: Is it Achievable? How?

Speakers

2020 Speakers

Lee Ashby Watts
Chief Marketing Officer, Smith, Gambrell & Russell, L.L.P.

Jason Blackwell
Chief Investment Strategist, The Colony Group

Greg Weiss
Managing Director, Blackrock

Tim Clift
Executive Vice President/Chief Investment Strategist, Envestnet PMC

Joe Curtin
Managing Director/Head, CIO Portfolio Management, Bank of America Corporation

David Eisenberg
Director, Consulting Services, Meketa Investment Group

Paul Gamble
Chief Executive Officer, 55ip

Jeff Gitterman
Co-Founding Partner, Gitterman Wealth Management, LLC

Hannah Glover
Group Managing Editor, Money Media

Joshua Greco
Head, Business Development, Advisor/Portfolio Manager, QS Investors LLC

Paul Hatch
Group Managing Drector/Northeast Division Director, UBS Financial Services

Raymond Joseph, Jr.
Managing Director/Global Co-Head, Citi Investment Management, Citi Private Bank

Andrew Kitchings, CAIA, ERP, FRM
Portfolio Manager, Investment Management and Research, Commonwealth Financial Network

Matt Koth
Head, U.S Platform Developments, Advisory & Intermediary Solutions, Russell Investments

Jason Nicastro
Vice President, Investment Product Management Investment Solutions, LPL Financial

Ryan O'Connor
Vice President, Consumer Investment Management Division, Goldman Sachs

Roger Paradiso
Managing Director/Head, Alternative Distribution Strategies, Legg Mason & Co., LLC

Cory Persson, CFA, CFS
Director, Investments, Axxcess Wealth Management

Brendan Powers, CFA
Associate Director, Product Development, Cerulli Associates

Paul Ricciardelli
Managing Director, Morgan Stanley

Mark D. Sloss
Chief Executive Officer, Regenerative Investment Strategies, LLC

Anna Snider
Managing Director/Head, CIO Due Diligence, Bank of America

Kris Spazafumo
Model Portfolio Business Development, Capital Group/American Funds

Charlie Stout
Partner, ACA Compliance Group

Christopher E. Vella, CFA
Senior Vice President/Chief Investment Officer, Multi-Manager Investments, Northern Trust

Danielle Verbrigghe
Managing Editor, FundFire

Jeff Carlin, CFA
Senior Managing Director/Head, US Wealth Advisory Services, Nuveen

Donna Wilson
Head, Investment Due Diligence, Invesco Ltd.

Vivek Bedi
Vice President, Digital Product, Northwestern Mutual

Sean DeLacy
Vice President, Natixis Investment Managers

Daniel Farley
Chief Investment Officer, Investment Solutions Group, State Street Global Advisors

Glenn Regan
Chartered Financial Analyst/Principal, Investment Management, Edward Jones

Jack Rader
Partner, ACA Compliance Group

Matthew Radgowski
Head, Advisor Solutions, Morningstar

Mark Meisel
Senior Vice President/Senior Investment Product Manager, Multi-Manager Investments, Northern Trust

Michael Martel
Head, Portfolio Management, State Street Global Advisors

Eve Cout
Director, BlackRock

Raj Udeshi
Founder, HiddenLevers

Sponsors & Partners

2020 Sponsors

• ACA Performance Services
• Natixis Investment Managers
• Invesco
• State Street Global Advisors
• Morningstar, Inc.
• HiddenLevers