Investment Fuse 2022 -USA | Informa Connect | 27 November 2022 | Online

Access expert insight on ETFs, wealthtech, alts investing, fixed income, ESG, direct indexing, digital assets and more.

What is Investment Fuse?
Investment Fuse USA combines the most important topics, and industry leading speakers on one platform. In a rising inflation environment, this is a unique opportunity to learn the latest innovative methods to protect and grow your client’s income in 2023.

Access an on-demand library of curated, video content, articles and reports that gives you the opportunity to access intel from industry leaders in the most influential firms in the US, on the go or at the comfort of your own home or office at a time that suits you.

Join us for a handful of limited live presentations, panels, webinars and roundtables, where you can interact through chats with fellow senior executives and participate in live polls.

What Will You Learn?
Investment Fuse sits at the interface between next generation of wealth tech development and tackling key industry challenges through sessions including:
• How to generate income during a rising inflation environment
• Diversifying your portfolio and maximising returns with alternative investments
• Client psychology & behavioural finance 101
• Managing key investment risks
• Next generation wealth & investtech

2022 Speakers

Sean Allocca
Editor, Chief, ETF.com

David Armstrong
Executive Director, Content and User Engagement, WealthManagement.com

Toussaint Bailey
Founder, CEO, Uplifting Capital

Eric Balchunas
Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence

Toby Bochan
Managing Editor, CoinDesk

Sarah Boston
Financial Planner, Investment Consultant, Bookends Financial Planning

Diana Britton
Managing Editor, WealthManagement.com

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Ron Bullis
CEO, LifeWorks Advisors

Alison Burkett
Senior Partner, Snowden Lane Partners

Marguerita Cheng, CFP
CEO, Blue Ocean Global Wealth

Eric Clarke
CEO, Founder, Orion Advisor Solutions

Reed Colley
CEO, Summit

Karen Coyne
Financial Advisor, Raymond James

Thomas Davies
Wealth Manager, Davies Wealth Management

Cameron Dawson, CFA
Chief Investment Officer, NewEdge Wealth

Timothy Duffy
Solutions Manager, SS&C Advent

Joe Duran
Head, Goldman Sachs Personal Financial Management Group, Goldman Sachs

Nick Eatock
CEO, intelliflo

Deborah Fuhr
Co-President, Women in ETFs

Christopher Gething
Founder, Portfolio Manager, Atherean Wealth Management, LLC

Johan Grahn
Vice President, Head, ETFs, Allianz

Lori Hardwick
Board Director, Genstar Orion, Vestwell

Garrick Hileman
Head, Research, Blockchain.com

Lisa Jacobs
Director, Client Services and Relationship Management, RedBlack

Davis Janowski
Senior Technology Editor, WealthManagement.com

Melissa Joy
President, Financial Planner, Pearl Planning

Mariam Kamshad
Head, Portfolio Strategy, Goldman Sachs Personal Financial Management Investments

Bill Kelly
CEO, CAIA

Heather Kelly
SVP, Head of Advisory, Strategic Accounts, Allianz Life

Dodd Kittsley
Director, Davis Advisors

Mark Lebida
Director, Investments, Wealth Management, Journey Strategic Wealth

Christoffer Malmer
Head, SEBx, SEB

Runik Mehrotra
President, Chief Investment Officer, Vise

Abby Miller Levy
Managing Partner, Co-Founder, Primetime Partners

Cinthia Murphy
Director, Research, ETF Think Tank

Vinay Nair
Founder, Chairman, CEO, TIFIN

Ryan Nauman
Market Strategist, Zephyr

John O'Connell
Activist Investor Expert, Oasis Group

Edward Olanow
Director, Investments, Weiss Multi-Strategy Advisers

Greg Palmer
VP, Strategy, Finovate

Robert Pettman
EVP, LPL Financial

Penny Phillips
President, Co-Founder, Journey Strategic Wealth

Cullen Roche
Founder, CIO, Discipline Funds

Shannon Saccocia
Chief Investment Officer, SVB Private Wealth Management, Trust New England

Gurraj Sangha
Former Chief Quantitative Investment Officer, Token Metrics Ventures

Jeffrey Sherman
Deputy Chief Investment Officer, DoubleLine Capital

Robert Shiller
American economist, best-selling author, Sterling Professor, Economics, Professor of Finance, Fellow at the International Center, Finance, Yale University

Bruno Sousa
Head, Global Expansion, Interm Head of U.S., Hashdex

Gavin Spitzner
President, Wealth Consulting Partners

Katie Stockton
Managing Partner, Fairlead Strategies

Katherine Taylor
Managing Director, First Eagle Investments

William Trout
Director of Wealth Management, Javelin Strategy & Research

Samir Vasavada
Chief Executive Officer, Vise

Christopher Volpe
Managing Director, Zephyr

Eric Woo CFA
Co-founder, Revere

David Wyatt
Senior Financial Advisor, Manulife Securities Inc

2022 Sponsors

• Allianz Investment Management
• SS&C ALPS ADVISORS