Wealth Management EDGE Day 2 - US Eastern
- Mark DiPippa - Managing Partner, COO, The RBI Group
This year’s breakfast event will host an enlightening panel discussion delving into the complexities of women’s career decisions and their multifaceted impacts. Our panelists will share personal stories about the pivotal choices that have propelled their careers forward and the obstacles that have been encountered along the way. Gain insights into the invaluable lessons learned from both successes and setbacks and explore strategies to make informed career decisions in an ever-evolving world.
- Jennica Ross - Head of US ETF Sales and Portfolio Trading, Susquehanna International Group, LLP
- Chantal Michael - Director, Wealth Management Channel, S&P Dow Jones Indices
- Naomi Depina - ETF Sales, GTS Mischler
- Jamie Gershkow - Partner, Stradley Ronon Stevens & Young, LLP
- Emily Meyer - VP, Senior Relationship Manager, Strategic Partnerships, Northern Trust Asset Management
*Invite Only and Breakfast will be served.
This session will focus on the strategic and growth challenges that business leaders face within a fast growing industry. Topics will include: balancing short term objectives with long term sustainability ; managing key talent; fostering culture and how best to evaluate new opportunities that arise.
- Paul Stamoulis - President, Worth Media Group
- Arthur Ambarik - Chief Executive Officer, Perigon Wealth Management
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
Join Joe Duran, renowned wealth management expert and Executive Managing Partner at Rise Growth Partners, as he takes the stage with Diana Britton to discuss the evolving landscape of wealth management in 2024 and beyond. Drawing from his extensive experience, Duran will outline the critical phases that RIA leaders should be aware of as they navigate changes.
Duran built United Capital into one of the largest enterprises in wealth management and sold the firm to Goldman Sachs in 2019. Now, in his next chapter, he’s helping to build the next generation of national platforms.
In this engaging session, attendees will gain insights into the transformation from a traditional lifestyle practice to an ensemble and finally to an enterprise firm. Duran will share practical strategies and best practices for each stage, including how to effectively manage growth, attract and retain top talent and leverage technology to enhance client experiences.
- Joe Duran - Managing Partner, Rise Growth Partners
- Diana Britton - Director, Content, WealthManagement.com
- John Froese - Director, Head of Banking & Wealth Management, Google Cloud
- Davis Janowski - Senior Technology Editor, WealthManagement.com
Join Invesco’s Ryan McCormack and NCAA legend, ESPN College Basketball Analyst, and Entrepreneur Jay Williams for a conversation about leadership that meets at the intersection of business and sport. This main stage panel will cover what it takes to evolve quickly in complex environments and how rethinking what’s possible is the key variable in between success and failure.
- Jay Williams - Co-Founder & Chairman, Improbable Media, ESPN Talent
- Ryan McCormack - Sr. Factor & Core Equity Strategist, Invesco
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
How should we consider the short and long term impacts of inflation, growth, and valuations on our asset allocations? Is it time for macro forces to come back to the forefront, or will equity markets continue to thrive in the face of headwinds and at the expense of all other assets?
The Almanac. Less a weather report and more of an outlook for years to come, this session seeks to add a long-term research foundation to our predictive formula. Here, we will discuss challenges and benefits of recent changes in regulation and governmental policy with a focus on managing client expectations for greater reporting accuracy.
- Colin Slabach, PhD, CFP, RICP - Professor, NYU
- Aisha Hunt - Principal, Kelley Hunt PLLC
- Myles Blechner - Managing Director, ACA Group
Next generation of investors will inherit and accumulate wealth at a much faster pace than their predecessors. What are the implications of this impending wealth transfer and how can advisors plan greater scale and retention strategies to meet these needs? Bridging the gap between generations is the focus of this dynamic panel.
- Brenton Harrison, CFP, CLU, CSLP - Founder and Financial Advisor, New Money, New Problems
- Liang Zhao - CEO, Vansary
- Travis Walker - Business Solutions and Diversity Consultan, Allianz Life
NEW THIS YEAR!
ELEVATE your experience with 1:1 meetings scheduled through your event app.
Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers, but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.
Join a group of 10-15 attendees and take a curated tour of exhibiting firms with the latest technology on the market. Think of it as speed-dating with vendors! During these daily 45-minutes tours, you'll visit various technology vendors to gain insights into cutting-edge tools and solutions that can enhance your practice. Let us take the stress of navigating the exhibit hall off of you so that you can experience EDGE to the fullest.
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Diana Cabrices - Founder & Fractional Chief Evangelist, Diana Cabrices Consulting
- Matt Ackermann - Chief Content Officer, Integrated Partners
- David Armstrong - Executive Director, Content and User Engagement, Informa Connect
The fiduciary advisor model has been around for decades, but RIAs didn't take on a retail look and feel until the 1980s. As with every industry eventually, we now have gone from the fragmentation to the consolidation phase. Deal momentum continues, but so does the evolution from practice to business. We seem to be entering the middle innings as founders move on and new generations of shareholders, clients and advisors move in.Clearly, the structure of financial advisory firms is changing. This is informed partly by new strategies, and partly by new demands – from clients, financial sponsors and the staff within such firms. As these strategies evolve, what will RIA leaders and their shareholders need to focus on to become truly enduring enterprises? What changes? What remains the same? How will they define success? Can they truly achieve scale? experiences advisory firms are having as their business becomes more complex, including how to remain true to your vision; being strategic about recruiting and retaining talent; consistently fulfilling client expectations, and managing to profitability.
- Mark Tibergien - Board Member, Business Advisor
- David DeVoe - CEO and Founder, DeVoe & Company
- Jim Horrocks, CFP - CEO, TimeScale Financial
- Molly Bennard - President, International Operations, Focus Financial Partners, LLC
*By Invite Only
Join us for an exclusive session focusing on Diversity, Equity, Inclusion, and Belonging (DEIB) and its pivotal role in shaping the wealth management ecosystem.
Just like last year, the Think Tank will be a hub of inspiration and ideation, fueling solutions and areas of focus that drive the content coverage around this topic in wealthmanagement.com and on the
Focused on the Future Podcast Series.
Our collective goal is to capture best practices, lessons learned, actionable recommendations, successful use cases, and personal stories. The Think Tank will blend group discussions, small group exercises, and insightful read-outs.
This Think Tank is not just an event; it's a catalyst for progress.
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
- Mark Tibergien - Board Member, Business Advisor
*By Invite Only
Join us for an exclusive session focusing on Diversity, Equity, Inclusion, and Belonging (DEIB) and its pivotal role in shaping the wealth management ecosystem.
Just like last year, the Think Tank will be a hub of inspiration and ideation, fueling solutions and areas of focus that drive the content coverage around this topic in wealthmanagement.com and on the
Focused on the Future Podcast Series.
Our collective goal is to capture best practices, lessons learned, actionable recommendations, successful use cases, and personal stories. The Think Tank will blend group discussions, small group exercises, and insightful read-outs.
This Think Tank is not just an event; it's a catalyst for progress.
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
What leading voices are saying about collecting as an investment strategy for the wealthy.
- Thomas Ruggie, ChFC®, CFP® - Founder, Destiny Family Office
- Bradley Calleja - Senior Research Analyst, Altan Insights
- Andy Broome - Vice President, CGC Cards
Created to encourage collaboration between next gen advisors and the more seasoned executive, Mentor-Mentee Speed Dating is meant to be a place where connections are forged at lightning speed and mentorship takes on a new dimension. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice, and diverse perspectives within a short timeframe. Likewise, mentors can share their expertise with a broader audience, extending their influence and contributing to the growth of multiple professionals. And it’s fun!
- Carina Diamond - CEO, Stella Secunda
- JC Abusaid - CEO, Halbert Hargrove
- Molly Bennard - President, International Operations, Focus Financial Partners, LLC
- Allan Boomer - Chief Executive Officer, Momentum Advisors
- Cary Carbonaro - Senior Vice President, Director of Women and Wealth, Advisor Capital Management
- Crystal Mathis - Chief Marketing Officer, SignatureFD
- Rachel Elson - Wealth Advisor, Perigon Wealth Management
- Sam Huszczo, CFP®, CFA® - Chartered Financial Analyst, SGH Wealth Management
- Kate Healy - CEO & Founder, AdvoKate IQ, LLC
- Johnny Sandquist - Founder & CEO, Three Crowns Copywriting & Marketing
- David Bodamer - Editor, WealthManagement.com, Informa Connect
An investment first approach to making an impact not only broadens the spectrum of impactful investment opportunities, it also unlocks more capital to address pressing global issues. Money-driven institutional allocators are inreasingly investing in "impact" themes like the energy transition, affordable housing, and inclusive innovation. In this session, we’ll learn from experts what impact themes money-driven RIA's and advisors should be paying attention to, how to access investments and incorporate them in client portfolios, and how to sort through the noise.
- Marguerita Cheng, CFP - Chief Executive Officer, Blue Ocean Global Wealth
- Luke Oliver - Head of Climate Investments and Strategy, KraneShares
- Linda Assante - CIO, Uplifting Capital
ETF’s have long been the go-to solution for advisors seeking a basket of investments that align with client’s goals. This thematic focus has, however, received criticism due to a risk created by lack of diversification. On this panel, we’ll lean into the old adage,“Don’t put all your eggs in one basket” by delving into deeper analysis and strategies to outperform potential with a core of broader holdings to bring balance to your portfolio.
- Kristin Myers - Senior Vice President of Content and Editor in Chief, etf.com
- Shana Sissel - Chief Executive Officer, Banríon Capital Management
- Edward Rosenberg - MD, Head of ETF and Funds Management, Texas Capital
- Brendan Ahern - Chief Investment Officer, KraneShares
With the rapid evolution of technology, advisory firms are actively taking advantage of the dramatic advancements in cloud-native technology to create their own “digital ecosystems” that put advisors at the center of tech stack design, enabling firms to better control the client experience they want to deliver. The concept of a “Super App” for wealth technology is here today, bringing it with it transformational benefits:
Finally solve the integration headaches that have been holding your business back
- Attract the next gen advisor with a compelling technology environment that appeals to their digital mindset
- Expand your addressable market to rapidly grow and increase the value of your firm
Hear from technology visionary, Oleg Tishkevich, CEO of Invent, as well as from leading executives from advisory and tech firms building on the Invent platform.
- Oleg Tishkevish - Founder and CEO of Invent, Invent
- Schyler Adams, CFP - Director, Advanced Strategies & Planning Platforms, Allianz
- Andree Mohr - Chief Implementation Officer, Integrated Partners
- Phil Nuttall - Chief Operating Officer, Stratos Wealth Holdings, LLC
- Haik Sahakyan - Founder and CEO, ARQA
- Rusty Sommer - Managing Director - Strategic Partnerships, Flyer Financial Technologies
AI is poised to change our industry forever. How do we navigate this dual-edged sword of threat and opportunity? What can AI do for you and your practice? What tools are available today, and how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and financial advisors
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Davis Janowski - Senior Technology Editor, WealthManagement.com
- Sara Baker - President, Triad Wealth Partners
- Andree Mohr - Chief Implementation Officer, Integrated Partners
- Farayi Chimbangu - Director, Head of Business Development, BNY Mellon | Pershing X
NEW THIS YEAR!
Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.
There will be something for everyone! Roundtables will have a variety of formats, from traditional discussions to experiential led workshops and media labs. You'll have the opportunity to join as many or as few discussions as you want.
Roundtables at RIA Edge 2024:
- Navigating The SEC’s New Cybersecurity Rules - with Mark Hurley
- The benefits and process of building an Ideal Client Persona - with Katie Brown
- Elevate your media presence with Gregory FCA with Joe Anthony, Alex Stokes and Sam Marinelli
- Ask Me Anything M&A Edition - with Jessica Polito
- Evaluating Risk in Advisor Recruitment - with John MacDonald
- Compliance Concerns in Managing Multi-Office Practices - with Ashleigh Swayze
- Art, Sports Memorabilia, Exotic Cars: Passion, Collectibles and the Growth of Alternative Investments - with Tom Ruggie, Bradley Calleja & Andy Broome
- Specialize to Thrive: Niche Marketing for Financial Advisors - with Dr. Renee Baker
- The Evolving Global Wealth Management Landscape: Talent & leadership imperatives to change with the times - with Megan Bowen
- Deeper Dive on RIA M&A - with Brandon Kawal
- Mark P Hurley - CEO, Digital Privacy & Protection, LLC
- Kathryn Brown - Founder and Principal, Morton Brown Family Wealth
- Joe Anthony - Co-Founder and President, Gregory FCA
- Alex Stokes - Senior Account Executive, Gregory FCA
- Samantha Marinelli - President, Gregory FCA
- Jessica Polito - Founder and Principal, Turkey Hill Management, LLC
- John MacDonald - Partner, Constangy, Brooks, Smith & Prophete, LLP
- Ashleigh Swayze - Managing Member, Swayze LLC
- Thomas Ruggie, ChFC®, CFP® - Founder, Destiny Family Office
- Bradley Calleja - Senior Research Analyst, Altan Insights
- Andy Broome - Vice President, CGC Cards
- Renee Baker - Founder and CEO, The RBI Group
- Megan Bowen - Executive Search Professional, Russell Reynolds Associates
- Brandon Kawal - Principal, Advisor Growth Strategies
At a conference like EDGE you not only want to see what the best and brightest are up to – but you want to also make time to connect with your fellow NextGen advisors. You all are the industry’s future. Enjoy a chance to meet with and learn from the peer group you’ll be growing with in the industry. Connect with the people whom you’ll be sharing the stage with at the future events. Get to know the next generation of thought leaders, partners, colleagues, and friends you will grow up with in the industry!
We’re inviting you to join us at our NextGen meet up on May 14th from 3:30 p.m. to 4:30 p.m. at The Meet Up spot located in the expo hall Hosted by your NextGen Ambassador Aravind Sithamparapillai. Hang out with your fellow NextGen advisors and learn from those in your peer group and share notes on how the conference is going so far. Ps. – There’s a Mojito Bar!
NEW THIS YEAR!
ELEVATE your experience with 1:1 meetings scheduled through your event app.
Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers, but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo x1: Vanilla
Demo x2: Bill
Demo x3:Smarsh
Demo x4: Nebo Wealth
Demo x5: Fintello
Demo x6: Addepar
Demo x7: Trust & Will
Demo x8: Conquest Planning
Demo x9: Flyer Financial Technology
Demo x10: Nuveen / Brooklyn Investment Group
Demo X11: Jump
- Diana Cabrices - Founder & Fractional Chief Evangelist, Diana Cabrices Consulting
- Devon Drew - CEO, Asset Link
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Dana Wilson - CEO, CHIP
- Jim Sinai - CMO, Vanilla
- Landon Creer - Account Executive - Firm Partnerships, Bill
- Giselle Gutierrez-Buitrago - Manager, Corporate Sales, Smarsh
- Martin Tarlie - Product Lead, Nebo Wealth
- Deepak Patel - Founder, Fintello
- Shaquille Bent - Sales Engineer, Addepar
- Andres Mazabel - Head of Advisor Sales, Trust & Will
- Tom Burmeister - VP, US Distribution, Conquest Planning
- Scott Scherr - Managing Director, Head of Product Strategy, Flyer Financial Technologies
- Erkko Etula - CEO and Chief Investment Officer, Brooklyn Investment Group
- Parker Ence - CEO & Cofounder, Jump
The rapid pace of technological advancement has left many financial advisors caught between multiple systems, tools, and platforms, leading to a "swivel chair" problem—constant switching between different applications to gather information and make decisions. This session explores the distinctions between integration and interoperability in wealthtech and how tech firms are bridging the gap. Hear practical insights from advisors seeking to navigate and leverage new technologies without the frustration of constantly shifting between platforms.
- John Mackowiak - CRO, Advyzon
- Mike Kerins, CFA, FRM - Head of Advisory Product, Apex Fintech Solutions
- Ron Bullis - CEO, LifeWorks Advisors
- Davis Janowski - Senior Technology Editor, WealthManagement.com
A small number of RIAs have invested the time, thought, resources and money in building a systematic organic growth machine that can consistently drive double-digit growth – even in challenging market environments. This panel will provide beat practices for developing a strategic marketing, business development and referral strategy that can drive accelerated growth in 2024 and beyond. Specific topics will include: When to hire dedicated marketing personnel and when to outsource; how to effectively integrate marketing and business development; and guidance for leveraging lead generation sources, including custodial referral programs and new digital platforms.
- Mark Bruno - Managing Director, Head of Strategic Advisory, Emigrant Partners
- JC Abusaid - CEO, Halbert Hargrove
- Jeremy Eisenstein - Managing Director ¬- Head of RIA Custody Sales & Relationship Management, Goldman Sachs Advisor Solutions
- Abby Salameh - Chief Growth Officer, RFG Advisory
Topis to be discussed:
-How valuations has changed over time
-How the debt and interest rate environment is affecting valuations
-What factors could revise valuations up or down
- Ian Wenik - Editor, Citywire RIA
- Kay Lynn Mayhue - President, Merit Financial Advisors
- Denitsa Balunis - SVP, Corporate Strategy, Edelman Financial Engines
- Jessica Polito - Founder and Principal, Turkey Hill Management, LLC
- Carina Diamond - CEO, Stella Secunda
- Shauna Mace - Head of Practice Management for Independent Advisor Solutions, SEI
- Mary Kate Gulick, MA - Chief Marketing Officer, Head of Marketing & PR Services, FiComm
- Jared Chase - Director of M&A and Financial Advisor, Signature Estate & Investment Advisors