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Event Date | Wed Nov 30 EST - Fri Dec 2 EST (about 2 years ago) |
Location |
The Cloister at Sea Island
100 Cloister Dr #900, Sea Island, GA 31561, USA |
Region | Americas |
Limited to just 60 guests by invitation only, this inspirational networking retreat offers a unique opportunity to engage in meaningful, high-level conversation. An impressive line-up of notable guest speakers will deliver compelling sessions on wealth management, current events and progressive topics shaping our world.
2022 Speaker
2022 Speakers
Billy Beane
Power, Data Keynote, Executive VP, baseball operations, Oakland Athletics, subject, film Moneyball
Preet Bharara
Regulation Keynote, Former U.S. Attorney for the Southern District of New York and host of podcast Stay Tuned with Preet
Christopher Giancarlo
Opening Keynote, Author, CryptoDad, former Chairman, United States Commodity Futures Trading Commission
Jaime Rogozinski
Disruptive Finance Keynote, Founder, WallStreetBets
Cornelia Andersson
Group Head, Sustainable Finance, Investment, LSEG
Sinisa Babcic
Partner, US Wealth Management Business Consulting Leader, EY
Sabrina Bailey
Global Head, Investment, Wealth Solutions, LSEG
Patrick Campos
Chief Strategy Officer, Securrency
Cameron D’Ambrosi
Senior Principal, Liminal
Daniel Flowe
Director, Product Development, Digital Identity, Fraud Solutions, LSEG
Graham Harris
Head, Operations, Personalized Indexing, Vanguard
Alex Kazan
Chief Commercial Officer, Eurasia Group
Gunjan Kedia
Vice Chair, Wealth Management, Investment Services, U.S. Bank
Michael Lane
Head, iShares U.S. Wealth Advisory, BlackRock
Kevin Maeda
Chief Investment Officer, Direct Indexing, Natixis Investment Managers Solutions
Cory McCruden
Executive Director, Wealth, Asset Management Technology Consulting, EY
Jamie McDonald
TV, Radio Host
Kevin McPartland
Head, Market Structure, Technology Research, Coalition Greenwich
Kristen Mierzwa
Director, Head, Digital Assets, FTSE Russell
Sune Mortensen
Head, Investment, Wealth Solutions, EMEA, LSEG
Joe Nadreau
Managing Director, Head, Advisory Platform Services, Wells Fargo Advisors
Susan Quintin
Head, Equity Index Product Management, FTSE Russell
April Rudin
Founder, President, Rudin Group
Jeremy Schwartz
Global Chief Investment Officer, WisdomTree
Doug Schwenk
CEO, Digital Asset Research
Tito Singh
FinTech, RegTech Board Advisor, ex-CRO InvestCloud Financial SuperMarkets