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Event Date | Mon Oct 26 EDT - Tue Oct 27 EDT (almost 5 years ago) |
Location |
Sheraton Philadelphia Downtown
201 N 17th St, Philadelphia, PA 19103, USA |
Region | Americas |
Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.
2019 Past Speakers
Jamie Carter
Partner, S. W. Mitchell Capital
Charles I. Clough Jr.
Chairman, Ceo and Portfolio Manager; Clough Capital Partners Lp
Ed Coyne
Executive Vice President of National Sales, Sprott Asset Management
John Coyne
Chairman, Spouting Rock Asset Management
Ben Deschaine
President, Invenomic Capital Management Lp
Brendan Finn
Director of Strategic Relationships, Artivest
Pamela Fennell Jacobs
Chief Sustainability Officer, Spouting Rock Asset Management
Joel Kress
Chief Operating Officer, Pomona Investment Fund
Rick Lake
Chief Investment Strategist, F/m Acceleration Llc
Mark Landis
Founder, Wavelength Capital Management
Jeffrey D. Lapin
Partner and Portfolio Manager, Lord Abbett & Co.
Vincent M. Lorusso Jr.
Partner and Portfolio Manager, Clough Capital Lp
Ali Motamed
Founder, Managing Partner and Portfolio Manager; Invenomic Capital Management Lp
Anthony Potenza
Vice President, Global Client Capital Group; Lasalle Investment Management
Lara Rhame
Chief U.s. Economist, Fs Investments
Jay Rollins
President and Co-founder, Jcr Capital
Asheel Shah
Senior Managing Director and Head of Real Estate Development, Ejf Capital Llc
Evan Simonoff
Editor-in-chief and Editorial Director, Financial Advisor Magazine
Nick Veronis
Co-founder, Managing Partner, Head of Research and Due Diligence; Icapital Network
Christian Wilson
Senior Client Portfolio Manager, Voya Investment Management
Christopher Robbins
Senior Editor, Financial Advisor Magazine