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Event Date | Tue May 31 EDT - Fri Jun 3 EDT (over 2 years ago) |
Location |
The Diplomat Beach Resort Hollywood Florida
3555 S Ocean Dr, Hollywood, FL 33019, USA |
Region | Americas |
Join RIAs, institutional investors, family offices, independent broker-dealers, regional advisors, wire houses, financial planners, asset owners and ETF buyers.
Connect with ETF issuers, ETF strategists, asset managers and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow you to create more personalized portfolios for your clients.
A snapshot of companies already confirmed to attend include ASx, Bloomberg, Charles Schwab, Davis Advisors, Dimensional fund Advisors, Engine 1, Putnam Investments, SEC, SEI & more.
2022 Speakers
Nouriel Roubini
Professor of Economics New York University’s Stern School of Business and CEO, Roubini Macro Associates, LLC
Eli Manning
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant
Archie Manning
lFormer NFL Pro Quarterback, Former New Orleans Saints
Rianka Dorsainvil
Co-Founder and Co-CEO, 2050 Wealth Partners
Joe Duran
Head of Goldman Sachs Personal Financial Management, Goldman Sachs
Ric Edelman
Founder, Digital Assets Council of Financial Professionals
Shannon Eusey
CEO, Beacon Pointe Advisors
Heather Fortner
CEO, SignatureFD
Michael Kitces
Chief Financial Planning Nerd, Kitces.com
Robert Shiller
American economist, best-selling author and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance, Yale University
Rosie Rios
43rd Treasurer of the United States and CEO, Red River Associates
Julie Abbett
ETF Sales, J.P. Morgan Chase & Co
Ray Adams
Division Director, RIA & Custody Services (RCS), Raymond James
Sean Allocca
Editor in Chief, ETF.com
Andrew Altfest
President, Altfest Personal Wealth Management
Madalyn Armijo
Director of Account Management, Vise
Carolyn Armitage
Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network
David Armstrong
Editor-in-chief and Executive Director of Content, Wealthmanagement.com
Vib Arya
Chief Operating Officer, Shufro Rose
Eric Balchunas
Senior ETF Analyst, Bloomberg
Vance Barse, CPWA®, AIF®,
Wealth Strategist and Founder, Your Dedicated Fiduciary®
Fred Barstein
Founder & CEO, TRAU, TPSU, and 401kTV
Adam Blumberg, CFP
Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis
Toby Bochan
Managing Editor, CoinDesk
Diana Britton
Managing Editor, WealthManagement.com
Reggie Browne
Principal, GTS
Mark Bruno
Managing Director, Wealth Management, Informa Connect
Frank Bub
Senior Director, Distribution Consulting, Captrust
Brad Bueermann
CEO, FP Transitions
Ron Bullis
CEO, Lifeworks Advisors
Robert Bush
Director, DWS Research Institute
Diana Cabrices
Vice President of Enterprise Development, Snappy Kraken
Candice Carlton
Executive Vice President and leads Advisor Education business, FiComm Partners
Megan Carpenter
CEO & Co-Founder, FiComm Partners, LLC
Christine Cataldo
Chief Technology & Digital Officer, Mercer Advisors
Marguerita Cheng, CFP
CEO, Blue Ocean Global Wealth
Craig Cintron
Head of Consulting, RIA Custody, Goldman Sachs
Eric Clarke
CEO and Founder, Orion Advisor Solutions
Reed Colley
CEo, Summit
Michael Contopoulos
Director of Fixed Income, Richard Bernstein Advisors
Zach Conway
Founder & CEO, Seeds Investor
Caitlin Cook
Head of Community and VP of Operations, Onramp Academy
Steve Cook
Managing Director, ETFs, Harbor Capital Advisors, Inc.
Hernando Cortina
Head of Index Strategy, ISS ESG
Lisa Crafford
Director, Head of Business Consulting, Pershing
Daniel Crosby
Chief Behavioral Officer, Orion Advisor Technology
Ben Cruikshank
Head of Flourish, Flourish
Sohail Dadani
Director, Solution Engineering, Mulesoft
Yasmin Dahya Bilger
Head of ETFs, Engine No. 1.
Allen Darby
CEO, Alaris Acquisitions, LLC
John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors
Chris Davis
Chairman and Portfolio Manager, Davis Advisors
Cameron Dawson, CFA
Chief Market Strategist, Fieldpoint Private Securities, LLC
Jillian DelSignore
Head of Advisor Sales & ETFs, FLX Networks
David DeVoe
CEO and Founder, DeVoe & Company
Carina Diamond
Chief Experience Officer, Managing Partner, Dakota Wealth Management
Jim Dickson
Founder and CEO, Sanctuary Wealth
Ryan Donovan
Senior Vice President, Orion Advisor Technology
Steve Earner
Head of RIA Platform, LPL Financial
Jane Edmondson
Co-Founder and CEO, EQM Indexes
Rachel Elson
Wealth Advisor. Perigon Wealth
Kim Escue
CFO & Senior Portfolio Manager, Stringer Asset Management
Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group
Dani Fava
Head of Strategic Development, Envestnet
Chris Field
Chief Growth Officer, Holistiplan
James Fisher
Vice President of Mergers & Acquisitions, FP Transitions
Amy Flourry
Director of Operations, Rehmann Financial
Greg Friedman
Chief Strategy Officer, Wealthspire Advisors
Emma Friend
Head of Marketing, Capital Group ETFs
Doug Fritz
Founder, F2 Strategy
Deborah Fuhr
Managing Partner & Founder, ETFGI, Partner & founder ETF TV
John Furey
Managing Partner, Advisor Growth Strategies
Teddy Fusaro
President, Bitwise
James Gardiner
Co-Founder & COO, Advisor Services Exchange (ASx)
Nate Geraci
President, The ETF Store and Host, ETF Prime
Megan Gorman
Founder & Managing Partner, Chequers Financial Management
Adam Green
Chief Executive Officer, YieldX
Jeff Haines
Enterprise Architect, Thrivent Advisor Network
Jeff Haller
MD, Financial Institutions Group, Investment Banking Division, Goldman Sachs
Lori Hardwick
Strategic Advisory Board, Genstar Capital, LLC
Rafia Hasan
Chief Investment Officer, Wipfli Financial Advisors
Todd Hedtke
Chief Investment Officer, Allianz
Angie Herbers
Founder & Chief Executive, Herbers and Co.
Peter Hess
President, Mid Markets, InvestCloud
Tim Holland
Chief Investment Officer, Orion Advisor Solutions
Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group
Phil Huber, CFP®, CFA®
Chief Investment Officer, Savant Wealth Management
Jonathan Hudacko
Principal, Personalized Indexing Financial Advisor Services, Vanguard
Robert Hughes
Global Head of Sales for Alerian and S-Network Global Indexes, Alerian
Joel Hurst
Senior Vice President of Business Development, Orion Advisor Technology
Sam Huszczo, CFP®, CFA®
Founder, SGH Wealth Management
Patrick Ikhifa
Strategic CA, Mulesoft
Robert Isbitts
Co-Founder and Chief Investment Strategist, Sungarden Investment Publishing LLC
Roxanna Islam
Associate Director of Research, Alerian
Ryan Issakainen
Senior Vice President and Exchange-Traded Fund Strategist, First Trust
Davis Janowski
Senior Technology Editor, WealthManagement.com
Taylor Jobe
Founder + Options Evangelist, Harvest – Options Tools for Financial Advisors
Adrian Johnstone
President and Co-Founder, Practifi
Melissa Joy
Founder, Pearl Planning
Joanna Kanakis
Executive Vice President, Head of Business Development, Halo Investing, LLC
Brandon Kawal
Principal, Advisor Growth Strategies
Bill Kelly
CEO, CAIA
Heather Kelly
SVP, Head of Advisory & Strategic Accounts, Allianz
Chris King
CEO, Eaglebrook
Dodd Kittsley
National Director, Davis Advisors
Lorie Konish
Personal Finance Reporter, CNBC
Venu Krishnamurthy
Co-head Aladdin Wealth Tech, BlackRock Solutions
Samuel Lau
Fixed Income Asset Allocation Specialist and Portfolio Manager, DoubleLine Capital
David LaValle
Senior Managing Director, Global Head of ETFs, Grayscale Investments
Roberto Lazzarotto
CEO, Yewno
Brian Leitner, CFP®, ChFC®
Head of Mariner Platform Solutions, Mariner Platform Solutions
Martine Lellis
Chief Talent & Business Solutions Officer, Mercer Advisors
Matt Lewis
VP, Head of ETF Implementation & Capital Markets, American Century Investments
Sharon Liebowitz
Senior Director, Innovation & Strategy, S&P Dow Jones Indices
Julie Littlechild
Founder, Absolute Engagement
Richard Lofgren
MD, Head of RIA Sales Central Region, Goldman Sachs
Sonya Lutter
Director of Institutional Research and Education, Herbers & Co.
Jud Mackrill
CEO & Cofounder, Milemarker
Jon Mauney
Lead for Betterment for Advisors, Betterment
Kay Lynn Mayhue
President, Merit Financial Advisors
Matt McCall
Lead Analyst, Stansberry Research
Meghan McCartan
Managing Director, Head of Marketing, Hightower Advisors
Crystal McClenthen, CFA
Head Of Product Strategy, Funds And Managed Accounts, FlexShares Exchange-Traded Funds Group
Ryan McCormack
Senior Factor & Core Equity Strategist, Invesco QQQ
James McNerny
Managing Director, Portfolio Manager. Global Liquidity Business, JPMChase
Abby Miller Levy
Co-Founder & Managing Partner, Primetime Partners
Kelsey Mowrey
President, Motley Fool Asset Management
Alex Murguia
Managing Principal, McLean Asset Management
Vinay Nair
Founder, Chairman, and CEO, TIFIN
Jackie Noblett
Senior Reporter, Ignites, Producer, ETF Insider, Financial Advisor IQ
Peter Nolan
Director of Strategic Accounts, Pontera
Brandon Odell
Partner, The Ensemble Practice LLC
Bob Oros
CEO, Hightower
Brett Orvieto
Managing Director, Dakota Wealth
Mark Paulson
Vice President, Hedge Business Development, Allianz Investment Management
Jay Pelosky
Co Founder & Chief Investment Officer, TPW Advisory
Robert Pettman
EVP, LPL Financial
Penny Phillips
President & Co-Founder, Journey Strategic Wealth
Kenneth Polcari
Founder and Managing Partner, Kace Capital Advisors
Khushal Pushtoonyar
Head of Product Management, Emotomy
Joseph Raieta
Partner, Managing Director, and Head of Investment Solutions, Snowden Lane Partners
Ron Reddell
President, DoubleLine Capital
Patrick Reed
Co-Founder and CEo, YourStake.org
Matt Regan
President, WealthCare
Craig Reid
President, MMA Securities LLC
Rob Reina
Americas Head of Investable Product Strategy, Qontigo
Meghan Richter
Co-Founder, Intention.ly
Cullen Roche
Founder and CIO, Discipline Funds
Kathryn Rooney
Head of Global Macro Research and Chief Investment Strategist, Bulltick Capital
Michael Rose
Managing Partner, Rose Capital Advisors
Ed Rosenberg
Senior Vice President, Head of ETFS, American Century Investments
Todd Rosenbluth
Head of Research, ETF Trends & ETF Database
Shannon Rosic
VP of Marketing, Flyer Financial Technologies
Robert Schein
Managing Director, Partner & CIO, Blanke Schein Wealth Management
Dan Seivert
CEO and Founder, ECHELON
Jeffrey Sherman
Deputy Chief Investment Officer, DoubleLine
Adam Shoffner
Director and Fund Chief Compliance Officer, Foreside
Caleb Silver
Editor-in-Chief, Investopedia
Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting, LLC
Shana Sissel
Director of Investments, Cope Corrales
Steve Skancke, PhD
Chief Economic Advisor, Keel Point
Robert Sofia
CEO, Snappy Kraken
Bruno Sousa
Head of Global Expansion and Interim Head of U.S., Hashdex
Laton Spahr, CFA
President, SS&C ALPS Advisors
Jeannette Spaulding
CEO, Inveniam Asset Management
Gavin Spitzner
President, Wealth Consulting Partners
Shannon Spotswood
President, RFG Advisory
Reid Steadman
Managing Director, Global Head of ESG & Innovation, S&P Dow Jones Indices
Carin Stimolo
VP, Client Experience, Fidelity ESG ProSM
Avita Sukhram
Director, Product Management, FTSE Russell
Jack Swift
President and CRO, TIFIN
George Tamer
Head of Sales, Advisor Engine
Jason Tauber, CFA
Managing Director, Neuberger Berman
Katherine Taylor
Managing Director, First Eagle Investments
Adam Teufel
Partner, Dechert
Samita Thephasit
Co-founder, Sungarden Investment Publishing
Lori Tiernan
Chief Strategy Officer, Valkyrie Investments
D.J. Tierney
Senior Client Portfolio Strategist, Charles Schwab Investment Management
Perth Tolle
Founder of Life + Liberty Indexes, Life + Liberty Indexes
William Trout
Director of Wealth Management, Javelin Strategy & Research
Jan F. van Eck
President, Chief Executive Officer, and Owner, VanEck
Samir Vasavada
Chief Executive Officer, Vise
Pavel Vaynshtok
Managing Director, Global Head of Strategy Indices, S&P Dow Jones Indices
Kelly Waltrich
Co-Founder, Intention.ly
Joshua Weinberg
Senior Special Counsel, SEC
Brent Weiss
Co- Founder, Facet Wealth
Tim Welsh
President, CEO & Founder, Nexus Strategy LLC
Tom Westhoff
VP Global sales, Practifi
Maureen Wilke
President, Wilke and Associates, Inc.
Shane Williams
Chief Technology Officer, CAIS
Eric Woo CFA
Co-founder, Revere
Jackson Wood
Portfolio ManageR, Freedom Day Solutions
Catherine Yoshimoto
Director, Product Management FTSE Russell
2022 Partners and Sponsors
• Allianz
• BNY Mellon Pershing
• TIFIN Wealth
• LPL Financial
DIAMOND SPONSORS:
• DoubleLine
PLATINUM SPONSORS:
• First Trust
• Grayscale Investments
• S&P Dow Jones Indices
• FTSE Russell
GOLD SPONSORS:
• Alerian and S Network Global Indexes
• American Century Investments'
• Davis Advisors
• DWS
• Invesco QQQ
• JP Morgan
• Vanguard
SILVER SPONSORS:
• Neuberger | Berman
• VanEck
• Hashdex
BRONZE SPONSORS:
• Foreside
• Harbor Capital Advisors, Inc.
• FlexShares Exchange Traded Funds
• Schwab Asset Management
• SS&C ALPS Advisors
• Yewno
• Qontigo / Stoxx
INDUSTRY SPONSORS & EXHIBITORS:
• Broadridge
• Dechert
• Dimensional Fund Advisors LP
• LOGICLY
• ISS ESG
• Jane Street
• John Hancock Investment Management
• Ossiam
• Putnam Investments
• SEI
• US Bank
• Natixis Investment Managers
• Innovative Portfolios
• INDXX
• 21 Shares
• CoinDesk Indices
• BITA
• Global X ETFs
• Alpha Dog ETF
• ProShares
• AltShares ETFs
• Nuveen Services, LLC
• Syntax LLC
KIOSK SPONSORS:
• Alpha Architect
• Center for Research in Security Prices, LLC (CRSP)
• Flow Traders