WealthManagement EDGE Day 2 - EST (Eastern Standard Time, GMT-5)
WealthManagement EDGE Day 2 - EST (Eastern Standard Time, GMT-5)
- Emily Meyer - VP, Senior Relationship Manager, Strategic Partnerships, Northern Trust Asset Management
- Katie Stockton - Founder & Managing Partner, Fairlead Strategies
- Julie Cane - CEO and Co-Founder, Democracy Investments
- Patricia Lizarraga - Managing Partner, Hypatia Capital Group
- Johan Grahn - Head ETF Market Strategist, Allianz Investment Management LLC
- Sandra Testani - VP, ETF Product & Strategy,, americancentury.com
- Jennica Ross - Head of US ETF Sales and Portfolio Trading, Susquehanna International Group, LLP
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Michael De Feo - Head of Defined Contribution Sales, Allianz
- Sallie Krawcheck - CEO and Co-Founder, Ellevest
This session will be a “fireside” chat that examines how the needs and demands of investors and wealth management clients have changed in recent years – and how they are most likely to evolve over the next five-to-ten years. The conversation will also focus on how two leading organizations in the wealth management industry are innovating to align with these changes, and how they will ultimately help advisors optimize their businesses to drive growth and improve client outcomes and experiences.
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Kunal Kapoor, CFA - Chief Executive Officer, Morningstar
- Ainslie Simmonds - President, Pershing X, BNY Mellon | Pershing
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Sallie Krawcheck - CEO and Co-Founder, Ellevest
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
The Future of EM: Is It Worth the Weight?
The disparate nature of emerging markets explains why many EM strategies have disappointed so many investors for so long. On the other hand, EM remains a significant allocation in many portfolios.
Why has EM remained so popular and, more importantly, is there a better way? How should investors approach EM in a rapidly changing world? Industry veteran and innovator Jason Hsu explains why he believes the future of EM is worth the weight.
- Jason Hsu - Founder & CIO, Rayliant Global Advisors
- Shannon Rosic - Head of Content and Solutions, WealthStack, Informa Connect
- Lex Sokolin - Chief Cryptoeconomics Officer, ConsenSys
- Ron Bullis - CEO, LifeWorks Advisors
- Anton Honikman - CEO, MyVest
- Shannon Rosic - Head of Content and Solutions, WealthStack, Informa Connect
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
This session will feature several of the wealth management industry’s largest, fastest growing – and ultimately strategic – RIA firms and members of their leadership teams. Specifically, the All-Star panel will discuss the primary drivers of the growth in recent years, and in particular, the role that human capital has played in accelerating their growth compared with industry benchmarks. This session will offer insights on organizational design and talent acquisition, as well as compensation and incentive programs that have effectively helped add new clients and drive growth in assets, revenues and profitability.
- Brian Hamburger - President & CEO, MarketCounsel | HamburgerLaw
- Robert Mooney - Managing Partner, CEO, Snowden Lane Partners
- Maria Daley, CFP - Chief Growth & Practice Leader, Choreo, LLC
- Yonhee Gordon - Chief Operating Officer, Chief Marketing Officer, JMG Financial
- Samantha Russell - Chief Evangelist, FMG Suite
- Nabia Jenkins-Johnston - Sr. Producer, Wealth Management, Informa Connect
Curious about the forecast in 2024? In this all-star panel, we’ll discuss the growth of Active Management, Alternatives, and trends in the RIA space to paint a better picture of what to expect as we navigate major decisions around allocation through 2023 and beyond.
- Caleb Silver - Editor in Chief & S.V.P. Content, Investopedia
- Shana Sissel - Chief Executive Officer, Banríon Capital Management
- Paul Santoro - Head of ETF Sales, Capital Group
- Brett Orvieto - Managing Director, Dakota Wealth Management, LLC
In recent years, options in the alternatives category offering various levels of liquidity have grown in popularity. Should advisors focus more on options with liquidity or truly illiquid structures? And more specifically, how should we build alternatives allocations? We’ll discuss pacing, strategy diversification, and target allocation. This session will help advisors and clients think about the broad universe of opportunities.
- Shana Sissel - Chief Executive Officer, Banríon Capital Management
- Keith Black, Ph.D., CAIA, CFA, FDP, CDAA - Managing Director of Education, RIA Channel
- Johan Grahn - Head ETF Market Strategist, Allianz Investment Management LLC
- Phillip Toews - CEO, Toews Agility Shares
- Nate Geraci - President, The ETF Store, Inc.
- Brendan Ahern - Chief Investment Officer, KraneShares
The future of wealth management is digital. Growth-minded advisors understand the importance of digital transformation, and those who embrace the technology landscape now will have a greater claim to success in the financial industry. This session will cover:
Why independent digital ecosystems are the future of wealth management
Why tech adoption is helping top performing firms flourish
How integration is driving growth
What advisors can do to avoid technological mistakes and create a seamless experience
- Shannon Rosic - Head of Content and Solutions, WealthStack, Informa Connect
- Kyle Van Pelt - CEO, Milemarker
- Oleg Tishkevish - Founder & CEO, Invent
- Marwa Zakarhia - CEO, AssetBook
In the relationship or client management continuum, there are both traditional and newer platforms to collect and deconstruct client data based on the data types, sources, and needs of an organization. Wealth managers realize the increased value in all forms of client data capture and analytics and benefit from assessing the capabilities of their existing systems against their future goals.
- Ashley Longabaugh - Principal Analyst, Celent
- Sibyl Slade - Founder, IntegriVest Wealth Advisors
- Andrew Brzezinski - Head of Data Strategy, Business Intelligence & Analytics, Fidelity Investments
- Andrew Altfest - Founder & CEO, President, FP Alpha, Altfest Personal Wealth Management
- Peter Hess - Chief Revenue Officer, North America, InvestCloud
- Kathy Crowley - Senior Business Development Manager, Advisor Engine
- Govinda Quish - CEO and Co-Founder, Fabric
- Martin Tarlie - Nebo Product Lead, Nebo by GMO
- Alvin Cheung - Senior Solution Engineer, CapIntel
- Andres Mazabel - Head of Advisor Sales, Trust & Will
- Rob Koyfman - Founder, CEO, Koyfin
- Kyle Brown - Manager of Customer Success, Smarsh
- Shaquille Bent - Sales Engineer, Addepar
- Shirl Penney - Founder, Dynasty Financial Partners
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Tom Bradley - Managing Director, Schwab Advisor Services
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
- Penny Phillips - President & Co-Founder, Journey Strategic Wealth
- Carolyn Armitage - President, Thrivent Advisor Network
- Diana Britton - Managing Editor, WealthManagement.com,
- Doug Johnson - Managing Director, DeVoe & Company
- Russell Skibicki - CFP®, CEPA® Senior Consultant Succession & Acquisition Planning, Raymond James Financial
Think Tank open to first 50 advisors
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
- Cory McCruden - Managing Director, Wealth and Asset Management, Ernst & Young
- Peter Lazaroff - Chief Investment Officer, Plancorp
- Aniket Ullal - Product & Business Unit Head, ETF Data & Analytics, CFRA Research
- Robert Behan - Executive Vice President, Chief Distribution Officer, Calamos Investments
It’s a Do-It-Yourself ETF Takeover and this one skill you’ll want to master. This panel will explore the benefits of individualization and personalization for meeting client end-goals and identify costs and challenges involved in creating exchange-traded fund capital.
What’s pushing this movement and how can you position your organization to properly enter the realm of ETF ownership? Join seasoned experts on the Inside ETFs stage to learn the keys to success. Get in the driver’s seat with this “must-attend” panel.
- Aisha Hunt - Principal, Kelley Hunt & Charles PLLC
- Cinthia Murphy - Director of Research, ETF ThinkTank
- Arne Noack - Head of Systematic Investment Solutions, Americas, DWS
- Joe Higgins - Distribution Commercial Lead, ACA Group
Learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today. The discussion will cover a variety of topics, including:
Using technology to drive advisor productivity
Best practices to select technology
How to ensure a successful technology project
Cybersecurity risks and how to reduce them
- John O'Connell - CEO & Founder, The Oasis Group
- Nimesh Patel - CTO, Carson Group
- Leon Rabin - Head of Technology Services, Park Avenue Securities
- Joseph Walker - CEO, Bradley Foster & Sargent
During times of volatility, one aspect of the financial planning process should remain constant: the client experience. Hear from the experts as they dive into:
How technology can assist firms to better support and retain their existing customers and appeal to news ones
The importance of building next-generation platforms that deliver an exceptional customer experience
What firms need to prioritize to have a successful customer-centric business model
- Meghan Richter - Co-Founder, Intention.ly
- Brett Orvieto - Managing Director, Dakota Wealth Management, LLC
- Reed Colley - CEO, Summit Wealth Systems
- Christopher Volpe - Director, Wealth Management Solutions
The goal for this discussion is to provide attendees with the “state of the state” on M&A activity in the RIA industry – but most importantly, insights into the growing number of options available to both buyers and sellers in the current market environment. A large number of attendees will be owners and leaders of RIAs who are evaluating their options to either transition their business or find a partner who can accelerate their growth.
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Scott Hanson - Co-Founder and Senior Partner, Allworth Financial
- Brandon Kawal - Principal, Advisor Growth Strategies
- David Canter - President, Bluespring Wealth Partners
- John Langston - Founder, Managing Partner, Republic Capital Group
- Aaron Wells, CVA - Director of Valuations, FP Transitions
- Gabriel Garcia - Head of RIA Client Experience, Business Development, and Strategy, SEI
- Mike Wunderli - Managing Director, ECHELON Partners
- Ben Carlson - Director of Institutional Asset Management, Ritholtz Wealth Management
- Michael Batnick - Managing Partner & Director of Research, Ritholtz Wealth Management
- Alex Morris - Founder, US Benchmark Series
- Jonathan Satovsky - CEO and Chief Behavioral Coach, Satovsky Asset Management
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Nabia Jenkins-Johnston - Sr. Producer, Wealth Management, Informa Connect