|Event Date||Tue Jun 8 EDT - Wed Jun 9 EDT (4 months ago)|
• Investment Strategy.
• ETFs & Index Funds.
• Customers & Distribution.
• Diversity in Wealth.
• Business Model Futures
• Tech & Innovation.
• Alternative Assets & Funds.
• Family Office.
• AI & Data Driven Investments.
• ESG Investing.
Chief Investment Strategist, Managing Director, State Stree
Managing Director, Chief Investment Officer, BlackRock Alternative Investors
Senior Advisor, Cooper Family Office
Sarah Bratton Hughes
Head of Sustainability, Americas, Schroders
Head of Global Marketing, Morgan Stanley Investment Management
Chief Marketing Officer, Wells Fargo Wealth & Investment Management
Sr. Managing Director, Manulife
Head Of Philanthropy And Chief Executive Officer Optimus Foundation, UBS
Vice President, Advisor Solutions, BNY Mellon - Pershing
Managing Director, Alternative Strategies, Franklin Templeton Investments
Editorial Director, Savvy Investor
VP, Wealth Advisor, William Blair
Nicholas J Elward
Senior Vice President And Head Of Business Development And ETFs, Natixis Investment Managers
Director, Family Office, Prager Metis C.P.A.S. Llc
Chief Investment Officer, US Bank Wealth Management
Editorial Director, Investing & Asset Management, Barron's
Global Head of Family Office & International Wealth, BNY Mellon Wealth Management
Lori M Heinel
Deputy Global Chief Investment Officer, State Street Global Advisors
Head of AI Investment Management & Planning, Fidelity Investments
EMEA Head, Capital Markets Product Specialist, S&P Global Market Intelligence
Head of Strategic Business, Moxtra
Global Head of ESG Portfolio Management, Goldman Sachs
Director of Global Fund Analytics, FactSet Research Systems
Vice Chair, US Bank Wealth Management
TFC Financial Management
Family Office Educator, Kuechler Consulting
Global Chief Investment Officer, State Street Global Advisors
Ed Lecky Thompson
CTO, International Division, Vanguard
CEO, E.T.F. Trends
Associate Director of Investment Banking Advanced Analytics, RBC Capital Markets
Chief Executive Officer, Nottingham Investment Administration
Director of Investment Strategy, BNY Mellon Wealth Management
CEO & Managing Partner, Global Leader Group, USA
Head of Institutional Sales, North America, Trucost, part of S&P Global
Technology Editor, Financial Planning, Arizent
Global Leader Group, USA
Global Head of ETFs and Indexed Strategies, Invesco
Chief Strategy Officer, Schroders
Chief Executive Officer, 100 Women in Finance
Founder And Chief Executive Officer, Netwealth
Head of Capital Markets, The Wisdom Tree
Founder And Chief Executive Officer, The Rudin Group
Financial Advisor, Jackson Sams Wealth Strategies
Senior Partner, Global Leader Group, USA
Founder, Managing Partner And Chief Information Officer, Entrepreneurshares
Harlin Singh Urofsky
Global Head of Sustainable Investing, Citi Private Bank
Global Head of ETFs, Asset Servicing, BNY Mellon
Global Head of Investments, Citigroup
Chief Data Officer, Quandl
VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst, Morgan Stanley Investment Management
Senior Finance Reporter, Insider
Chief Executive Officer and Founder, Purview Investments
2021 Sponsors and Partners
• S&P Global Market Intelligence
• Women in Finance
• Markets and Markets
• Savvy Investor