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Wealth Management EDGE Agenda-Day One - EST/EDT (Eastern Daylight, GMT-4)
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Wealth Management EDGE Agenda-Day One - EST/EDT (Eastern Daylight, GMT-4)
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1:15pm - 2:15pm60 mins
Registration Opens
2:15pm - 2:20pm5 mins
Inside ETFs U Workshop 1.0
Chair's Remarks
2:15pm - 2:20pm5 mins
Inside ETFs Workshop 3.0
Chair's Remarks
2:15pm - 2:20pm5 mins
WealthStack Workshop 2.0
Chair's Remarks
2:20pm - 3:00pm40 mins
Inside ETFs U Workshop 1.0
The Ultimate Guide on the Fundamentals of ETFs
- Todd Rosenbluth - Head of Research, ETF Trends & ETF Database
- Jillian DelSignore - Head of Advisor Sales & ETFs, FLX Networks
- Adam Shoffner - Director and Fund Chief Compliance Officer, Foreside
- Mo Sparks - Director, Exchange Traded Products, New York Stock Exchange
2:20pm - 3:00pm40 mins
Inside ETFs Workshop 3.0
Factor Based Investing in the New Inflationary Economy: A current look at the Quantitative Factors in ETFs to consider investing in TODAY
- Rachel Elson - Wealth Advisor, Perigon Wealth
- Sam Huszczo, CFP®, CFA® - Founder, SGH Wealth Management
- Robert Bush - Director, DWS Research Institute
- Crystal McClenthen, CFA - Head Of Product Strategy, Funds And Managed Accounts, FlexShares Exchange-Traded Funds Group
2:20pm - 3:00pm40 mins
WealthStack Workshop 2.0
Artificial Intelligence – Bringing the Sexy Back to the Back Office
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Amy Flourry - Director of Operations, Rehmann Financial
- Vib Arya - Chief Operating Officer, Shufro Rose
3:00pm - 3:40pm40 mins
Inside ETFs U Workshop 1.0
Everything You Need to Know About Active ETFs
- Samita Thephasit - Co-founder, Sungarden Investment Publishing
- Rafia Hasan - Chief Investment Officer, Wipfli Financial Advisors
- Matt Lewis - VP, Head of ETF Implementation & Capital Markets, American Century Investments
- Steve Cook - Managing Director, ETFs, Harbor Capital Advisors, Inc.
3:00pm - 3:40pm40 mins
Inside ETFs Workshop 3.0
Digital Assets Understood
- Adam Blumberg, CFP - Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis
- Roxanna Islam - Associate Director of Research, Alerian
- Jan F. van Eck - President, Chief Executive Officer, and Owner, VanEck
- Jackson Wood - Portfolio Manager, Freedom Day Solutions
3:00pm - 3:40pm40 mins
WealthStack Workshop 2.0
Technology Drivers of Next Gen Investing
- Davis Janowski - Senior Technology Editor, WealthManagement.com
- Carin Stimolo - VP, Client Experience, Fidelity ESG ProSM
- Zach Conway - Founder & CEO, Seeds Investor
- Laton Spahr, CFA - President, SS&C ALPS Advisors
3:00pm - 4:20pm80 mins
Inside ETFs Think Tank
Gamechangers: The Rise of ESG and Socially Responsible Investing
- Eric Balchunas - Senior ETF Analyst, Bloomberg
3:00pm - 4:20pm80 mins
RIA Edge Think Tank
The Advisory Firm of the Future Think Tank
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
3:00pm - 4:20pm80 mins
WealthStack Think Tank
The Future of Crypto & WealthTech Do Tank
- Doug Fritz - Founder, F2 Strategy
- Jeannette Spaulding - CEO, Inveniam Asset Management
3:40pm - 4:20pm40 mins
Inside ETFs U Workshop 1.0
Crypto, NFTs and the Metaverse for Dummies
- Toby Bochan - Managing Editor, CoinDesk
- Caitlin Cook - Head of Community and VP of Operations, Onramp Academy
- Bruno Sousa - Head of Global Expansion and Interim Head of U.S., Hashdex
3:40pm - 4:20pm40 mins
Inside ETFs Workshop 3.0
Are Actively Managed ETFs Here to Stay?
- Cullen Roche - Founder and CIO, Discipline Funds
- Dodd Kittsley - National Director, Davis Advisors
- Ryan Issakainen - Senior Vice President and Exchange-Traded Fund Strategist, First Trust
- Cameron Dawson, CFA - Chief Investment Officer, NewEdge Wealth
3:40pm - 4:20pm40 mins
WealthStack Workshop 2.0
Breaking Down the Barriers to Make Digital Assets Accessible
- Sean Allocca - Editor in Chief, ETF.com
- Matt McCall - Lead Analyst, Stansberry Research
- Teddy Fusaro - President, Bitwise
4:20pm - 4:50pm30 mins
Event Welcome and EDGE Visionary
- Nouriel Roubini - Professor of Economics New York University’s Stern School of Business and CEO, Roubini Macro Associates, LLC
- Marguerita Cheng, CFP - CEO, Blue Ocean Global Wealth
4:50pm - 5:20pm30 mins
EDGE Visionary - What Clients Want: Bringing Together Technology With Human Touch To Improve Client Satisfaction
- Joe Duran - Head of Goldman Sachs Personal Financial Management, Goldman Sachs
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
5:20pm - 6:50pm90 mins
Welcome Reception in the Hotel Lobby - Sponsored by S&P Dow Jones Indices LLC
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