May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Wealth Management EDGE Agenda-Day Three - EST/EDT (Eastern Daylight, GMT-4)
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Wealth Management EDGE Agenda-Day Three - EST/EDT (Eastern Daylight, GMT-4)
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8:00am - 8:30am30 mins
Main Conference
Registration and Breakfast in Expo Hall
8:30am - 8:45am15 mins
Main Conference
Can Money Buy Happiness?
- Sonya Lutter - Director of Institutional Research and Education, Herbers & Co.
8:45am - 9:00am15 mins
Main Conference
Teamwork Works
- Angie Herbers - Founder & Chief Executive, Herbers and Co.
9:00am - 9:05am5 mins
Main Conference
Chair's Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:05am - 9:45am40 mins
Main Conference
Welcome and Opening Address: How to make Planning More Efficient
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
9:45am - 10:25am40 mins
Main Conference
EDGE Visionary: Crypto Projected to Generate $5B in Advisory Fees over next 5 Years. How To Get Your Share – Even if You Hate Bitcoin
- Ric Edelman - Founder, Digital Assets Council of Financial Professionals
10:25am - 10:55am30 mins
Networking
Morning Refreshment and Networking Break
10:35am - 10:55am20 mins
Leading Edge Stage
Town Hall with Ric Edelman
- Ric Edelman - Founder, Digital Assets Council of Financial Professionals
10:55am - 11:00am5 mins
Inside ETFs
Chairs Remarks
- Dodd Kittsley - National Director, Davis Advisors
10:55am - 11:00am5 mins
RIA Edge Workshop
Chair's Remarks
10:55am - 11:00am5 mins
WealthStack
Chairs Remarks
- Madalyn Armijo - Director of Account Management, Vise
11:00am - 11:40am40 mins
Inside ETFs
Inside ETFs Visionary: Economics and the Future of Money
- Rosie Rios - 43rd Treasurer of the United States and CEO, Red River Associates
11:00am - 11:40am40 mins
RIA Edge Workshop
Talent Management Panel
- Brad Bueermann - CEO, FP Transitions
- Martine Lellis - Chief Talent and Administrative Officer., Mercer Advisors
- Brandon Odell - Partner, The Ensemble Practice LLC
- Lisa Crafford - Director, Head of Business Consulting, Pershing
11:00am - 11:40am40 mins
WealthStack
WealthStack Visionary: Wealth Management + Formula 1-What Firms Can Learn From the World’s Elite Racing League
- Adrian Johnstone - President and Co-Founder, Practifi
11:00am - 11:40am40 mins
Leading Edge Stage
New Skool Podcast Live with Michael Kitces on the Leading EDGE Stage
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Candice Carlton - Executive Vice President and leads Advisor Education business, FiComm Partners
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
11:40am - 12:15pm35 mins
Inside ETFs
Diversifying from Traditional Asset Classes: Top 5 Crypto/NFT/DeFi Questions
- David Armstrong - Editor-in-chief and Executive Director of Content, WealthManagement.com
- Chris King - CEO, Eaglebrook
- Robert Hughes - Global Head of Sales for Alerian and S-Network Global Indexes, Alerian
- Sharon Liebowitz - Senior Director, Innovation & Strategy, S&P Dow Jones Indices
11:40am - 12:15pm35 mins
RIA Edge Workshop
M&A and Talent Acquisition: Hire or Acquire? Navigating the Battle for Talent in the RIA
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- John Furey - Managing Partner, Advisor Growth Strategies
- Brandon Kawal - Principal, Advisor Growth Strategies
- Frank Bub - Head of Wealth Management Consulting, CAPTRUST
11:40am - 12:15pm35 mins
WealthStack
Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences
- Davis Janowski - Senior Technology Editor, WealthManagement.com
- Pete Hess - President, Mid Markets, InvestCloud
- Venu Krishnamurthy - Co-head Aladdin Wealth Tech, BlackRock Solutions
- Jack Swift - President and CRO, TIFIN
12:15pm - 1:20pm65 mins
Networking
Lunch for all Participants in Expo Hall
12:15pm - 12:35pm20 mins
Leading Edge Stage
Town Hall with Rosie Rios
- Rosie Rios - 43rd Treasurer of the United States and CEO, Red River Associates
12:15pm - 1:20pm65 mins
Inside ETFs- Lunch Session: All Things Digital Assets
Lunch Session: All Things Digital Assets
- David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
12:15pm - 1:20pm65 mins
WealthStack- Lunch Session: Keynote Address
WealthStack Visionary: Blending Behavioral Psychology with WealthTech: The New Frontier of Fiduciary Advice
- Daniel Crosby - Chief Behavioral Officer, Orion Advisor Technology
1:20pm - 2:00pm40 mins
Celebrity Fireside: The Family Business - Secrets to Success On & Off the Field
- Eli Manning - Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Formerly New York Giants
- Archie Manning - Former NFL Pro Quarterback, Formerly New York Saints
- Meghan McCartan - Managing Director, Head of Marketing, Hightower Advisors
2:00pm - 2:40pm40 mins
Wealth 2.0: The Nexus of Digital Services and Human Advice
- Diana Britton - Managing Editor, WealthManagement.com
- Brent Weiss - Co- Founder, Facet Wealth
- Megan Gorman - Founder & Managing Partner, Chequers Financial Management
2:40pm - 3:15pm35 mins
Networking
Networking and Refreshment Break in the Expo Hall
2:40pm - 3:15pm35 mins
Leading Edge Stage
Town Hall with Michael Kitces
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
3:15pm - 3:55pm40 mins
Inside ETFs
InsideETFs Visionaries
- Reggie Browne - Principal, GTS
- Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine
3:15pm - 5:15pm120 mins
RIA Edge Workshop
Advanced Financial Planning Workshop
- Jamie Hopkins - Managing Partner of Wealth Solutions, Carson Group
- Mark Paulson - Vice President, Hedge Business Development, Allianz Investment Management
- Andrew Altfest - President, Altfest Personal Wealth Management
- Fred Barstein - Founder & CEO, TRAU, TPSU, and 401kTV
- Melissa Joy - Founder, Pearl Planning
3:15pm - 3:55pm40 mins
WealthStack
Scale vs. Service: How Technology Can Allow Wealth Managers to Personalize the Delivery of Planning, Investments and “Outcome-Oriented Advice”
- William Trout - Director of Wealth Management, Javelin Strategy & Research
- Shannon Spotswood - President, RFG Advisory
- Adrian Johnstone - President and Co-Founder, Practifi
3:55pm - 4:35pm40 mins
Inside ETFs
The State of Bitcoin ETFs
- Nate Geraci - President, The ETF Store and Host, ETF Prime
- David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
- Jackson Wood - Portfolio Manager, Freedom Day Solutions
- Bruno Sousa - Head of Global Expansion and Interim Head of U.S., Hashdex
3:55pm - 4:35pm40 mins
WealthStack
The Art And Science Of Client Experience: Practical Ways To Use Data To Drive Deeper Engagement And Growth
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Julie Littlechild - Founder, Absolute Engagement
- Jud Mackrill - CEO & Cofounder, Milemarker
- Robert Sofia - CEO, Snappy Kraken
4:35pm - 5:15pm40 mins
Inside ETFs
What You Need to Know About the Risks, Rewards and Opportunities of Investing in China
- Julie Abbett - ETF Sales, J.P. Morgan Chase & Co
- Perth Tolle - Founder, Life + Liberty Indexes
4:35pm - 5:15pm40 mins
WealthStack
WealthStack Visionary: Disruptive Tech and the Evolution of Thematic Investing
- Pavel Vaynshtok - Managing Director, Global Head of Strategy Indices, S&P Dow Jones Indices
- Joanna Kanakis - Executive Vice President, Head of Business Development, Halo Investing, LLC
5:15pm - 6:45pm90 mins
Networking
Happy Hour in Expo Hall
5:15pm - 6:15pm60 mins
Leading Edge Stage
M&A Limits Redefined
- Brandon Kawal - Principal, Advisor Growth Strategies
- John Furey - Managing Partner, Advisor Growth Strategies
8:00pm - 10:00pm120 mins
Pool Party - Sponsored by InvestCloud
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