Venue
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, 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 Tue May 31 EDT - Fri Jun 3 EDT (in 6 months)
Location The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
Region Americas
Details

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.

Speakers

2022 Speakers

Eli Manning
Former New York Giant

Archie Manning
Former NFL Pro Quarterback & Former New Orleans Saint and Houston Oiler

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Ric Edelmen
Founder, Digital Assets Council of Financial Professionals

David Armstrong
Editor-in-chief and Executive Director of Content, Wealthmanagement.com

Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Vance Barse
Founder, Your Dedicated Fiduciary

Fred Barstein
Founder & CEO, TRAU, TPSU, & 401kTV

Diana Britton
Managing Editor, WealthManagement.com

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Cathy Curtis
Founder, Curtis Financial Planning, LLC

Yasmin Dahya Bilger
Head of ETFs, Engine No. 1.

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

Chris Davis
Chairman, Davis Advisors

Jillian DelSignore
Head of Advisor Sales, FLX Distribution

Kim Escue
CFO & Senior Portfolio Manager, Stringer Asset Management

Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group

Nate Geraci
President, The ETF Store, Inc.

Maura Griffin
Founder, Blue Spark Capital Advisors

Sam Huszczo
Founder, SGH Wealth Management

Bill Kelly
CEO, CAIA

Jay Pelosky
Co Founder & Chief Investment Officer, TPW Investment Management

Rachel Robasciatti
Founder and CEO, Adasina Social Capital

Michael Rose
Managing Partner, Rose Capital Advisors

Caleb Silver
Editor-in-Chief, Investopedia

Anna Snider
Managing Director, Head of Due Diligence for the Chief Investment Office, Global Wealth & Investment Management, Bank of America Corporation

Joshua Weinberg
Senior Special Counsel, U.S. Securities and Exchange Commission

Linda Zhang
Founder, Pureview Investments

Sponsors & Partners

2022 Partners

CHARTER PARTNER:
• Allianz Life Financial Services

GOLD SPONSORS:
• DWS
• Davis Advisors
• Alerian
• Invesco

BRONZE SPONSORS:
• SS&C ALPS Advisors
• Charles Schwab Investment Management
• Harbor Funds
• Northern Trust Investments

INDUSTRY SPONSORS & EXHIBITORS:
• Dechert
• Jane Street
• Ossiam
• SEI
• US Bank
• Dimensional Fund Advisors LP
• Putnam
• Broadridge
• ETFLogic
• ISS ESG

KIOSK SPONSORS:
• Center for Research in Security Prices, LLC
• Flow Traders
• Alpha Architect

LEAD MEDIA PARTNER:
• Wealthmanagement.com