Sheraton Philadelphia Downtown
Sheraton Philadelphia Downtown, 201 N 17th St, Philadelphia, PA 19103, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Oct 26 EDT - Tue Oct 27 EDT (over 1 year 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