What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Jun 8 EDT - Wed Jun 9 EDT (4 months ago)
Location Virtual
Region Americas

• 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.


2021 Speakers

Michael Arone
Chief Investment Strategist, Managing Director, State Stree

Jim Barry
Managing Director, Chief Investment Officer, BlackRock Alternative Investors

Courtney Birnbaum
Senior Advisor, Cooper Family Office

Sarah Bratton Hughes
Head of Sustainability, Americas, Schroders

Charles Burke
Head of Global Marketing, Morgan Stanley Investment Management

Marshall Butler
Chief Marketing Officer, Wells Fargo Wealth & Investment Management

Alex Catterick
Sr. Managing Director, Manulife

Phyllis Costanza
Head Of Philanthropy And Chief Executive Officer Optimus Foundation, UBS

Lisa Crafford
Vice President, Advisor Solutions, BNY Mellon - Pershing

Jean-Francois Crousillat
Managing Director, Alternative Strategies, Franklin Templeton Investments

Sebastian Culpan-Scott
Editorial Director, Savvy Investor

Eddie Deschapelles
Georgetown University

Eve Ellis
VP, Wealth Advisor, William Blair

Nicholas J Elward
Senior Vice President And Head Of Business Development And ETFs, Natixis Investment Managers

Kristen Euretig
Brooklyn Plans

Blair Feldman
Director, Family Office, Prager Metis C.P.A.S. Llc

Eric Freedman
Chief Investment Officer, US Bank Wealth Management

Beverly Goodman
Editorial Director, Investing & Asset Management, Barron's

Vincent Hayes
Global Head of Family Office & International Wealth, BNY Mellon Wealth Management

Lori M Heinel
Deputy Global Chief Investment Officer, State Street Global Advisors

Elisa Heise
Marketing, AppsFlyer

Lisa Huang
Head of AI Investment Management & Planning, Fidelity Investments

Liam Hynes
EMEA Head, Capital Markets Product Specialist, S&P Global Market Intelligence

Nikhita Iyar
Head of Strategic Business, Moxtra

Michael Kashani
Global Head of ESG Portfolio Management, Goldman Sachs

Elisabeth Kashner
Director of Global Fund Analytics, FactSet Research Systems

Gunjan Kedia
Vice Chair, US Bank Wealth Management

Daniel Kern
TFC Financial Management

Kristi Kuechler
Family Office Educator, Kuechler Consulting

Richard Lacaille
Global Chief Investment Officer, State Street Global Advisors

Brandon Laughren
Laughren Group

Ed Lecky Thompson
CTO, International Division, Vanguard

Thomas Li
Co-Founder, daloopa

Tom Lydon
CEO, E.T.F. Trends

Caitlin Maclean
Milken Institute

Aakaash Madhavan
Associate Director of Investment Banking Advanced Analytics, RBC Capital Markets

Kip Meadows
Chief Executive Officer, Nottingham Investment Administration

Jeffrey Mortimer
Director of Investment Strategy, BNY Mellon Wealth Management

Jonathan Nabrotzky
CEO & Managing Partner, Global Leader Group, USA

Namtse Namgyal
Head of Institutional Sales, North America, Trucost, part of S&P Global

Ryan Neal
Technology Editor, Financial Planning, Arizent

Elizabeth Oates
Global Leader Group, USA

Anna Paglia
Global Head of ETFs and Indexed Strategies, Invesco

Tiffani Potesta
Chief Strategy Officer, Schroders

Amanda Pullinger
Chief Executive Officer, 100 Women in Finance

Charlotte Ransom
Founder And Chief Executive Officer, Netwealth

Anita Rausch
Head of Capital Markets, The Wisdom Tree

April Rudin
Founder And Chief Executive Officer, The Rudin Group

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Malik Sarwar
Senior Partner, Global Leader Group, USA

Joel Shulman
Founder, Managing Partner And Chief Information Officer, Entrepreneurshares

Harlin Singh Urofsky
Global Head of Sustainable Investing, Citi Private Bank

Ben Slavin
Global Head of ETFs, Asset Servicing, BNY Mellon

Alan Smith
Global Head of Investments, Citigroup

Abraham Thomas
Chief Data Officer, Quandl

Emily Thomas
VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst, Morgan Stanley Investment Management

Rebecca Ungarino
Senior Finance Reporter, Insider

Linda Zhang
Chief Executive Officer and Founder, Purview Investments

Sponsors & Partners

2021 Sponsors and Partners

• Daloopa
• Moxtra

• S&P Global Market Intelligence

• Women in Finance
• Markets and Markets
• Savvy Investor