Schwab IMPACT 2017 | Charles Schwab | 14 November 2017 | McCormick Place, 2301 S King Dr, Chicago, IL 60616, US

IMPACT is an annual conference for independent registered investment advisor and independent recordkeeper clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits.

Registered investment advisors attend this conference to network with peers and be inspired by industry leaders and experts. They learn new concepts and techniques to help manage and grow their businesses by attending their choice of more than 75 education sessions, listening to keynote speakers, and talking with exhibitors and peers in The Exchange. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools, and technology solutions. The Exchange serves as the conference hub, hosting exhibitors, receptions, and conference services.

2017 Speakers:

KEYNOTES:

David Cameron
Former Prime Minister of the United Kingdom

Mick Ebeling
Founder and Chief Executive Officer, Not Impossible Labs

Theo Epstein
President of Baseball Operations, Chicago Cubs

Jeffrey Kleintop
Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc.

Michael Lewis
Bestselling Author and Contributing Editor to Vanity Fair

Joshua Cooper Ramo
Vice Chairman and Co–Chief Executive Officer, Kissinger Associates

Liz Ann Sonders
Senior Vice President and Chief Investment Strategist, Charles Schwab & Co., Inc.

Greg Valliere
Chief Political Strategist, Horizon Investments

SPEAKERS:

Lex Sokolin
Global Director of Fintech Strategy and Partner, Autonomous Research

Jeffrey Gundlach
Chief Executive Officer and Chief Investment Officer, DoubleLine Capital

Kathy Jones
Chief Fixed Income Strategist, Charles Schwab & Co., Inc.

Joanna Jonsson
Equity Portfolio Manager, Capital Group

Sunder Ramkumar
Senior Manager of Client Analytics, Capital Group

Edward Keon Jr.
Managing Director and Portfolio Manager, QMA

Michael Lillard
Chief Investment Officer, PGIM Fixed Income

Shlomo Benartzi
Professor, UCLA Anderson School of Management
Advisor and Chief Behavioral Economist for the Allianz Global Investors Center for Behavioral Finance

Nikolee Turner
Managing Director, Charles Schwab & Co. Inc.

Deena Katz
Associate Professor, Department of Personal Financial Planning, Texas Tech University

Pattie Sellers
Co-founder and Partner, Sellers Easton Media

Jocelyn D. Wright
Assistant Professor, The American College

Jon Yankee
Partner, Senior Financial Advisor, and Chief Executive Officer, FJY Financial

Suzanne Peterson
Associate Professor of Leadership, Thunderbird School of Global Management, Arizona State University

Julie Littlechild
President, AbsoluteEngagement.com

Sheri Fitts
Founder, ShoeFitts Marketing

Michael Kitces
Partner and Director of Research, Pinnacle Advisory Group
Co-founder, XY Planning Network

General Peter Pace USMC (Ret.)
Chairman, Joint Chiefs of Staff (2005–2007)

Michelle Thetford
Vice President, Client Strategic Solutions, Charles Schwab & Co., Inc.

Jonah Berger
Marketing Professor, Wharton School of the University of Pennsylvania

2017 Sponsors:

• Marque
• BlackRock

PREMIER:
• Matthews Asia
• Northern Trust Asset Management
• OppenheimerFunds
• PGIM Investments
• State Street Global Advisors

DIAMOND:
• Blackstone
• Capital Group
• Charles Schwab Investment Management
• Gabelli Funds
• Goldman Sachs Asset Management
• Hartford Funds
• Legg Mason Global Asset Management
• Wells Fargo Asset Management

GOLD:
• Advisor Engine
• Dreyfus | A BNY Mellon Company
• FS Investments
• Griffin Capital Securities
• Harbor Funds
• Invesco
• John Hancock
• MainStay Investments - New York Life Investment Management
• William Blair

SILVER:
• Alliance Bernstein
• Aberdeen Asset Management
• American Century Investments
• Ariel Investments
• Artisan Partners
• Ave Maria Mutual Funds
• Baird Funds
• BMO Global Asset Management
• CION Investments
• Deutsche Asset Management
• Fidelity Investments
• Janus Capital Group
• Principal
• SC Distributors
• Tocqueville
• USAA
• Value Line Funds
• WisdomTree

BRONZE:
• Addepar
• American Beacon Advisors
• AQR
• Baron Funds
• Cognios Capital
• Cohen & Steers
• Columbia Threadneedle Investments
• Davis Advisors
• Diamond Hill Capital Management
• First Trust
• Franklin Templeton Investments
• Global X
• Guggenheim
• Harding Loevner
• Henderson Global Investors
• HSBC Global Asset Management
• IVDesk
• Ivy Investments
• JLL Income Property Trust
• J.P. Morgan Asset Management
• Marsico Funds
• Morningstar
• Natixis Global Asset Management
• PIMCO
• RidgeWorth Investments
• Thompson IM Funds
• Thornburg Investment Management
• T. Rowe Price
• USCF
• Voya Investment Management
• Wasatch Funds
• Westcore Funds