Inside Fixed Income & Dividend Investing Summit 2019 | Inside ETFs at Informa | 12 November 2019 | Manchester Grand Hyatt San Diego, 1 Market Pl, San Diego, CA 92101, USA

Staying ahead of volatile markets.

Are you ready to navigate today’s evolving bond market?
Explore everything from high yield to new-age bond strategies at Inside Fixed Income & Dividend Investing Summit.

The numbers that matter:
200+ Attendees
100+ Companies represented
3:1 Asset managers to service providers

2019 Speakers

Sonya Dreizler
Impacting Investing, ESG & SRI guru, CEO, Solutions

James Bianco
President, Bianco Research

Hermine Wong
Special Counsel, Office of Structured Disclosure & Office of Chief Counsel, U.S. Securities and Exchange Commission

Alex Chalekian
Founder & CEO, Lake Avenue Financial

Guy Davidson
Chief Investment Officer: Municipal Business, AllianceBernstein

Rochelle Shelly Antoniewicz
Senior Director, Industry and Financial Analysis, ICI Global

Marci Bair
President & Founder, Bair Financial Planning

Vance Barse
Your Dedicated Fiduciary, Wealth Strategist, Manning Wealth Management, Inc.

Eric Biegeleisen
Managing Director, Research, 3EDGE Asset Management

Eric Boughton, CFA
Portfolio Manager, Matisse Capital

Trevor Bush
Vice President, EP Wealth Advisors

Timothy Calkins
Director of Fixed Income, Nottingham Advisors

Sean Clark
CIO, Clark Capital Management Group

Nancy Davis
Managing Partner & CIO, Quadratic Capital Management LLC

Bryce Doty
ETFMG Bond Market Expert, Senior Vice President and Senior Portfolio Manager, Sit Investment Associates, Inc.

Rachel Evans
Head of ETF coverage, Bloomberg News

Cole Feinberg
VP - ETFs, Goldman Sachs Asset Management

Max Gokhman
Head Asset Allocation, Pacific Life Fund Advisors

John Kerschner
Head of U.S. Securitized Products, Janus Henderson Investors

Eric Leake
President, Chief Investment Officer, Anchor Capital

Patrick Luby
Senior Municipal Strategist, CreditSights

Kevin Mahn
President & Chief Investment Officer, Hennion & Walsh Asset Management

Elizabeth Marchetti
Investment Director, WST Capital Management

Anne Mathias
Senior Strategist - Global Rates and Foreign Currency, Vanguard

Marina Mets
Managing Director, FTSE Russell

Kelli Okuji Wilson
Analyst, Sustainability Accounting Standards Board (SASB)

James “J.R.” Rieger
Owner, The Rieger Report

Todd Rosenbluth
Senior Director, ETF & Mutual Fund Research, CFRA

Robert Schein
Partner and Managing Director, HighTower Blanke Schein Wealth Management

Vito Sciaraffia
Chief Investment Officer, Innealta Capital

Jason Singer
Senior Portfolio Manager, Global Fixed Income at Goldman Sachs Asset Management

John Swolfs
CEO, Inside ETFs

Stephen Taddie
Managing Partner, Stellar Capital Management, LLC

Michael Underhill
Founder and Chief Investment Officer, Capital Innovation, LLC

Tim Urbanowicz
Director, Fixed Income ETF Strategy, Invesco

Jodi Vleck
CEO, Beta Wealth Group

drew Voros
Editor-in-chief, RTF.com

2019 Sponsors

SILVER:
• STRMG
• iNVESCO
• vaNGUARD

BRONZE:
• FTSE Russell
• Goldman Sachs
• Janus Henderson
• Quadratic Capital

SUPPORTING ORGANISATIONS:
CFA Society Orange County
• CFA Society San Diego
• FPA San Diego

MEDIA PARTNERS:
• AdvisorHub
• Capital Markets CIO Outlook
• ETF.com
• ETFdb
• RTF Trends
• FA Magazine
• Investor's Business Daily
• Jobs in ETFs
• WealthManagement.com