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Event Date | Tue Oct 6 EDT - Fri Oct 23 EDT (about 4 years ago) |
Location | Virtual Event Series |
Region | Americas |
The virtual set-up opens up exciting opportunities to re-imagine the conference program and sessions. And more individuals will be able to participate and enjoy the content, speakers, and overall experience – all without leaving the comfort and safety of their own homes and offices.
What You Can Expect:
•Timely and topical sessions – everything from social justice and leading through adversity to the U.S. election year outlook and how COVID-19 will permanently change the advisory industry.
•Seven subject matter tracks – so you can build a personalized agenda that suits your interests and needs.
•New ways to share information and build relationships – two bonus days of Virtual Meetups, Structured Discussion Groups, and Interactive Networking.
This October – from wherever you are – make sure you’re in the virtual “room where it happens” for the investment advisory solutions community.
2020 Speakers
SPEAKERS:
Walt Bettinger
President & CEO, Charles Schwab Corporation
Tash Elywn
President & CEO, Raymond James & Associates
Carla Harris
Vice Chairman, Global Wealth Management & Senior Client Advisor Morgan Stanley
Shundrawn Thomas
President, Northern Trust Asset Management
Greg Valliere
Chief U.S. Policy Strategist, AGF Investments
2020 Sponsors
PLATINUM PARTNER:
•BNY MELLON
2020 MMI COBALT PARTNERS:
•Charles River
•Envestnet
TITANIUM PARTNER
•Tegra118