Private Client Conference 2023 | SIFMA | 3 May 2023 | Fort Lauderdale Marriott Harbor Beach Resort & Spa, 3030 Holiday Dr, Fort Lauderdale, FL 33316, USA

Venue
Fort Lauderdale Marriott Harbor Beach Resort & Spa
Fort Lauderdale Marriott Harbor Beach Resort & Spa, 3030 Holiday Dr, Fort Lauderdale, FL 33316, USA

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Event Date Wed May 3 CDT - Fri May 5 CDT (over 1 year ago)
In your timezone (EST): Wed May 3 1:00am - Fri May 5 1:00am
Location Fort Lauderdale Marriott Harbor Beach Resort & Spa
3030 Holiday Dr, Fort Lauderdale, FL 33316, USA
Region Americas
Details

This event brings together executives from across private wealth management in a forum designed to explore the future of financial advice amidst rapidly changing demographics, regulations, and technology.

Speakers

2023 Speakers

Andy Bernstein
Founder, Resilience Academy

Donna Bristow
Chief Product Officer, Wealth Management, Broadridge

Martha Deevy
Associate Director and Senior Research Scholar, Stanford Center on Longevity

Pamela Everhart
Senior Vice President, Head of Regional Public Affairs and Community Relations, Fidelity Investments

Penny Pennington
Managing Partner, Edward Jones Investments

Philip Shaikun
Vice President and Associate General Counsel, FINRA

John Spence
Managing Partner, John Spence LLC

Sponsors & Partners

2023 Sponsors and Partners

PLATINUM:
• Dow Jones Newswires
• Hearsay

GOLD:
• Fidelity Investments

SILVER:
• Broadridge

SIFMA'S STRATEGIC PARTNERS:
• Broadridge
• Deloitte
• EY
• Fico
• Fidelity Investments
• FiS
• IBM
• Kyndryl
• PwC