WLTH Americas 2021 | Terrapinn | 8 June 2021 | Virtual Event

Wealth and Asset Management Re-Imagined.

Who Attends?
• Investment Banking Firms
• Fund of Funds
• Private Banks
• Family Offices
• Asset Managers
• Investment Management Firms
• Etfs, Index Funds
• Retail Banks
• Pension Funds
• Endowments and Foundations
• Hedge Funds
• Large Funds
• Startups
• Institutional Investors
• Venture Capitalists
• Government, Regulators, Central Banks

2021 Speakers

Amanda Pullinger
Chief Executive Officer, 100 Women in Finance

Anna Paglia
Global Head of ETFs & Indexed Strategies, Invesco

Ben Slavin
Global Head of Exchange-Traded Funds, BNY Mellon

Chuck Burke
Head of Global Marketing, Morgan Stanley Investment Management

Courtney Birnbaum
Cooper Family Office

Ed Lecky
CTO, International Division, Vanguard

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

Eric Freedman
Chief Investment Officer, U.S. Bank Wealth Management

Harlin Singh
Global Head of Sustainable Investing, Citi Private Bank

Isaac Khurgel
Director of Sustainable Investing Strategy, Wells Fargo Asset Management

Jeff Mortimer
Director of Investment Strategy, BNY Mellon Wealth Management

Kim Jaffee-Prado
Global Head of Client Banking & Digital Technology, RBC Capital Markets

Kip Meadows
CEO, Nottingham

Lori Heinel
Global Chief Investment Officer, State Street Global Advisors

Malik Sarwar
Development Partner, Acumen

Michael Kashani
Global Head of ESG Portfolio Management – Fixed Income, Goldman Sachs

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

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

2021 Sponsors

PLATINUM SPONSOR:
• S&P Global Market Intelligence

GOLD SPONSORS:
• MOXTRA
• daloopa

PARTNERS:
• Women in Finance
• MARKETS AND MARKETS
• SAVVY INVESTOR