IMPACT 2023 | Schwab Advisor Services | 24 October 2023 | TBA, Philadelphia, PA

This event is taking shape and we can’t wait to see you! You’ll want to be there when the entire RIA industry gets together to connect, share ideas, be inspired, and have some fun. Mark your calendar today!

2023 Speakers

Michael Phelps
23-Time Gold Medalist, Mental Health Advocate, & Founder, Michael Phelps Foundation

Bernie Clark
Managing Director, Head of Advisor Services, Charles Schwab & Co., Inc.

Liz Ann Sonders
Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.

Niloofar Razi Howe
Investor, Executive, and Tech Entrepreneur

Walter W. Bettinger II
Co-Chairman of the Board and Chief Executive Officer, The Charles Schwab Corporation

Parag Khanna, PhD
Global Strategy Advisor, Founder of Climate Alpha, and Bestselling Author

Suzanne Peterson, PhD
Partner, CRA | Admired Leadership

Jeffrey Kleintop
Managing Director, Chief Global Investment Strategist, Chartered Financial Analyst (CFA®),Charles Schwab & Co., Inc.

Adam M. Grant, PhD
Organizational Psychologist and Bestselling Author

Rick Wurster
President,The Charles Schwab Corporation

Jon Beatty
Managing Director, Chief Operating Officer, Schwab Advisor Services™,Charles Schwab & Co., Inc.

2023 Sponsors

MARQUEE:
• T. Rowe Price
• Franklin Templeton
• Thornburg Investment Management

PREMIER:
• BlackRock
• Capital Group
• Macquarie
• Matthews Asia
• Northern Trust Asset Management
• PGIM Investments
• Schwab Asset Management

DIAMOND:
• Ariel Investments
• Blackstone
• Gabelli Funds
• Hartford Funds
• Janus Henderson Investors
• KKR
• Orion Advisor Solutions, Inc.

GOLD:
• Avantis Investors
• Envestnet
• First Trust
• iCapital
• Morning Star
• Nuveen
• State Street SPDR

SILVER:
• Addepar
• Alliance Bernstein
• Apollo
• Artisan Partners
• Baird
• CIM
• CION
• Cohen Steers
• DWS
• Eaton Vance
• First Eagle Investment
• FS Investments
• Asset Management
• Hamilton Lane
• Harding Lane
• Hines