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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
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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
            NextWealth Management EDGE Agenda-Day Two
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