Wealth Management EDGE Day 3 - ET (Eastern Time, GMT-05:00)
- David Bodamer - Editor, WealthManagement.com, Informa Connect
Opening Visionary Address
- Jason Hsu - Founder & CIO, Rayliant Global Advisors
- Deshawn Peterson, CFP® AIF - Director, Advisor Relations, PPB Capital Partners
- Devon Drew - CEO, Asset Link
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
Creating security for clients is a primary goal for every advisor. Fixed Income ETFs use the diversity principle to manage risk while reaching for maximum growth. Here, we’ll explore the industry's best strategies for success from top experts in the field.
- Pamela Sams - Financial Advisor, Jackson Sams Wealth Strategies
- Sam Huszczo, CFP®, CFA® - Chartered Financial Analyst, SGH Wealth Management
- Bill Ahmuty - Head of SPDR Fixed Income Group, Global SPDR Business, State Street Global Advisors SPDR
- Ronit Walny CFA - Head of Fixed Income Client Portfolio Management, Northern Trust Asset Management
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
Hot Takes: Michael Kitces & Jason Pereira: Can they take the heat? Join Michael Kitces and Jason Pereira as they discuss progressively hotter topics while eating progressively hotter wings. This session, modelled after the interview show "Hot Takes" will feature two industry experts throwing down their hot takes on the wealth management industry while throwing back hotter and hotter wings. Join them as they drop knowledge, laughter, and possibly tears in this cross-border clash of the Titans and discover who can take the heat.
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
5 industry thought leaders. 5 major trends. Our expert speakers will give 5-minute TED talk style presentations on the major shifts happening within wealth management and will also debate what’s next. Expect to learn about:
AI
Technology adoption
Better solutions and integration
Cybersecurity/Data Management
Personalized and specialized services
- Joel Bruckenstein - Founder, T3
- Aaron Brodt - Chief Executive Officer, Amplify Technology
- Mike Conover - Founder & CEO, Brightwave
- Christine Simone - CEO & Founder, Caribou
- Terri Kallsen - Senior Operating Partner, Rise Growth Partners
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.
Mark Hurley is best known for a series of controversial white papers commencing in 1999 that correctly prophesized the industry’s current rationalization and consolidation. He and a team of co-authors recently published an update to those earlier studies that provides a future roadmap for industry participants.
Hurley will present on its findings including:
• The industry’s current structure, how it got here, and what it will look like in ten to fifteen years,
• How the industry’s operating environment is about to change and the factors that will drive this,
• How the M&A market will differ in the future,
- How big firms will soon reset the terms for being in business as a wealth manager and what smaller firms will have to do to respond,
• The immense opportunity ahead and why most participants will not be able to capitalize unless they reconfigure their current operating models.
- Mark P Hurley - CEO, Digital Privacy & Protection, LLC
Joanne Bradford, Chief Money Officer, Domain Money and Senior Advisor to Female Quotient - focused on the business of Equality will give you insights from the Female Quotient community of 3 million about what women want to change in the financial services industry.
Tired of leaving money on the table? The female investor market represents a trillion-dollar opportunity, yet many advisors struggle to connect with this powerful demographic. In this action-oriented session, we'll ditch the pink-washing and dive deep into actionable strategies to build genuine relationships with women clients and unlock your business potential.
Here's what you'll gain:
- Ditch the Stereotypes: Uncover the unique needs and preferences of today's diverse female investors. Forget outdated assumptions and develop a client-centric approach that resonates.
- From Jargon to Connection: Learn to translate complex financial concepts into clear, engaging language that empowers women to make informed decisions.
- Build Trust and Authority: Discover proven strategies to position yourself as a trusted advisor who understands women's financial goals and challenges.
This session is for you if:
- You're ready to expand your client base and attract more women investors.
- You want to deepen client relationships and build lasting trust.
- You're committed to growing your business in a sustainable and impactful way.
Private Equity's fascination with the wealth management space has only grown over the past ten years. Hear from Kim Kovalski, head of Wealth Management Advisory at MarshBerry and three leading Private Equity investors in a discussion pivoting around the unique opportunities seen in the wealth management industry, discussion on the valuation trends, the future of the industry and maintaining the client focus amidst growth imperatives. Attendees will leave with a nuanced understanding of how Private Equity is reshaping wealth management, highlighting strategic considerations for firms and investors navigating this evolving landscape.
- Kim Kovalski - Managing Director, MarshBerry
- Greg Mashinter, CFA - Partner, Peloton Capital Management
- Max Rakhlin - Managing Director, Lightyear Capital
- Richard Creedon - Principal, Corsair Capital
Join Lt. Gen. Robert S. Walsh and our panelists as they break down today's global tensions and their impact on markets. From the Middle East to Ukraine and the China-Taiwan standoff, they will explore how these factors influence markets. Plus, they’ll discuss other key geopolitical issues that could pose risks or shape policies. Stay informed on the latest events shaping the market landscape.
- Rachel Washburn - Head of Geopolitical Intelligence, Academy Asset Management
- Lieutenant General (Ret.) Robert S. Walsh - Academy Advisory Board Member, Academy Asset Management
- Seth Rosenthal - Chief Investment Officer, Academy Asset Management
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 Inside ETFs+ 2024:
- Coaching for Talent Development at all Stages - with Rachel Elson & Ana Trujillo Limon
- Retirement Planning in Accumulation - with Colin Slabach
- Wide World of Alts: The questions you aren’t asking - with Deshawn Peterson & Shana Sissel
- The Business Case for Doing Good - the Organizational and Investment Advantages - with Bob DePasquale
- Unlocking Tomorrow's Client: Strategies for Securing the NextGen Advantage - with Sibyl Slade
- Financial Literacy: Impact on Mental Health - with Reshell Smith
- Attracting entry-level talent from colleges and universities - with Andrew Stewart
- What is the CETF Designation and Why Do I Need It? With Doug Yones, Mo Sparks and Nate Geraci
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.
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.
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 WealthStack 2024:
- Stand on the shoulder of giants: Using social media to network with other advisors - with Aravind Sithamparapillai
- Using Events To Build A Lead-Gen Machine For Advisory Firms - with Diana Cabrices
- Proven Solutions to Successfully Engage Across Generations and Across Genders - with Julie Johnson
- Building the Client Experience of the Future - with Patrick Parker
- Capitalizing on Generative AI: What Wealth Management Professionals Need to Know - with Mike Conover
- The Missing Link Between Financial Planning and Portfolio Management - with Martin Tarlie
- Using Outsourced Solutions to Grow your practice with John Davi
- David J. Scranton, CFA®, CFP®, ChFC, CLU - Founder, Sound Income Strategies
Gain invaluable insights into the world of mergers and acquisitions from industry insiders. Whether you're considering selling your practice or looking to acquire one, understanding the essential factors involved is paramount for success in today's dynamic financial landscape.
Our panel of experts, comprised of seasoned advisors and M&A specialists, will delve into the critical aspects that both buyers and sellers need to consider when navigating through the intricacies of RIA M&A transactions.
- Jeff Haller - Senior Managing Director, Evercore
- Thomas Carroll, CFP - Principal, President, and Chief Executive Officer, Homrich Berg
- Martine Lellis - Chief Talent Officer, Mercer Advisors
- Daniel Kreuter - CEO, Gladstone Group
The wealth management job environment is more competitive than ever before, and the criteria has changed. Industry leaders discuss key factors in talent development for driving organizational growth. Top RIA leaders share their perspectives and best practices on effective methods for identifying and attracting top talent, emphasizing the alignment of candidates' skills and values with the firm's objectives.
- Allan Starkie, Ph.D - Partner, Knightsbridge Advisors, Inc.
- Jeff Gonyo - Head of Recruiting, Divisional President, and Founding Partner, Steward Partners
- Walker Williams - Chief Market Strategist, Private Wealth, Lido Advisors
- Laurie Burkhard - Director, Head of Business Consulting, Sanctuary
*By Invite Only and Sponsored by: Salesforce and MyVest
This think tank brings together buy-side chief technology officers , VPs of technology, and technology leaders at $1B+ AUM firms seeking to address the biggest challenges their firms are facing around digital transformation. The pertinence of this think tank stems from the shared understanding that technology roadmaps are not just about hardware and software. They are about securing the trust and confidence of clients, facilitating seamless advisor-client interactions, future-proofing your firm, improving efficiency and productivity, and ultimately, driving the growth of assets under management. Participants will engage in solution-focused discussions, and emerge with a clearer understanding of the technology trends shaping the wealth management industry. We'll explore:
- What's driving buying decisions
- Cybersecurity challenges
- Data ownership and strategies
- AI roadmaps
- Client retention and growth
- Digital workflow automation
- And more
- Samantha Russell - Chief Evangelist, FMG
More time. This is often the concern of both clients and advisors tasked with retirement planning. As the number of traditional clients see a reduction in income through active decumulation phases, advisors face the challenge of managing the future in the present. Our session will explore ways to approach these individual experiences with appropriately customized portfolio planning.
- Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
- Lawrence D. Sprung, CFP - Founder, Wealth Advisor, Mitlin Financial, Inc.
Balance is key. With prescriptive financial advice being dosed out from two camps, the idea of Index Funding and Active Management may sound like a contradiction but those in the know are set to reap the benefits of the combination. If balance is key then it is also the goal-providing the benefits of security and assets that the fund manager can leverage for the best overall outcome. Join our panel members for key takeaways from the Active Management Playbook.
- David Bodamer - Editor, WealthManagement.com, Informa Connect
- John Davi - CEO & Founder, Astoria Portfolio Advisors
- Darren Hinshaw - Director of Research, NBC Securities
- Deborah Fuhr - Managing Partner, ETFGI
Let’s take a deep dive into the crucial role of technology in scaling your practice. Our panel of experts will unravel how an integrated tech stack not only streamlines operations but also significantly enhances client experiences and marketing efficacy. Explore real-world case studies demonstrating the transformative power of technology in attracting and retaining clients, alongside practical tips for leveraging digital tools to drive growth. This session promises to provide actionable insights on building a technology framework that supports your firm's strategic objectives and sets the stage for sustained success, while putting the client at the center of it all.
- Matt Halloran - Co-Founder & Chief Relationship Manager, ProudMouth
- Cary Carbonaro - Senior Vice President, Director of Women and Wealth, Advisor Capital Management
- Domenick D'Andrea, AIF, CRC, CPFA - Co-Founder/Financial Advisor, Dandarah Wealth Management
- Homer Smith - Private Wealth Advisor, Konvergent Wealth Partners
The role of the CTO is constantly evolving, and the industry is finally realizing that this position is critical as a strategic connector between teams, tech and clients in a hybrid world. Hear directly from buy-side CTOs who are spearheading digital transformation within their firms. They will share insights into how they’re navigating the complexities of the digital landscape, driving innovation, and fostering a culture of agility and resilience. Hear about the actionable and strategic initiatives that are setting their firms apart, from leveraging big data and artificial intelligence to adopting cloud computing and enhancing cybersecurity measures.
- Vib Arya - Chief Operating Officer, Shufro Rose
- Leslie Dentinger - Deputy CTO, Dynasty Financial Partners
- Jon Meyer - CTO, CapTrust
- Jaclyn Stanton - Managing Director, F2 Strategy
Dan Weiskopf and Michael Gayed come together for a panel discussion that delves into the nuances of active investing amidst a market dominated by passive, large-cap investments. The conversation between these two experts is expected to highlight the challenges and opportunities that active managers face in a landscape where passive investment strategies have gained significant traction. Weiskopf, with his experience in blockchain and ETFs, along with Gayed's insights on risk-on and risk-off strategies, will provide a comprehensive overview of how active strategies can still find growth even when the market seems to favor passive, large-cap only cycles. The discussion will also touch upon the importance of innovation and adaptation for active investors looking to navigate through a predominantly passive investment environment. Attendees can anticipate a deep dive into tactical asset allocation, market trends, and the potential for active investment strategies to outperform in specific market conditions.
- Michael Gayed - Portfolio Manager, Tidal Financial Group
- Dan Weiskopf - Portfolio Manager, Tidal Financial Group
A candid conversation with Gregory FCA’s president and co-founder, Joe Anthony, with industry-leading Chief Marketing Officers to discuss what they feel is the key to driving organic growth and what they see as crucial for marketing success in 2024.
- Joe Anthony - Co-Founder and President, Gregory FCA
- Terra McBride - Chief Marketing Officer, Prime Capital Investment Advisors
- Crystal Mathis - Chief Marketing Officer, SignatureFD
- Michelle Panzera - Director of Marketing, Evensky & Katz/Foldes
- Angela Giombetti - Chief Marketing Officer, Wealthspire Advisors
Brought back by popular demand….
- Brian Hamburger - President and CEO, MarketCounsel | HamburgerLaw
- Nate Lenz - CEO and Co-Founder, Concurrent
- Phil Fiore, Jr. CIMA, CRPC - Chief Executive Officer, Executive Managing Director. Founding Partner, Procyon Partners, LLC
Whether by design or through client demand, as the industry's top firms look to retain their clients and achieve organic growth, many have begun adding additional services to complement their core offerings. Based on the study recently completed by RIA Edge and MarshBerry, hear from Rob Madore on the key findings and how RIA firms can determine their approach as well as how this impacts broader consolidation in the industry.
- Rob Madore - Vice President, MarshBerry
Participants will leave this session equipped with a deep understanding of the transactional journey from initiation to closure, along with invaluable insights into what makes a seller appealing from the buyer's perspective. Whether you're a seller, advisor, or investor, this session provides actionable knowledge for navigating the complexities of successful deal-making. Join us and elevate your understanding of transactions from a buyer's lens.
- Brandon Kawal - Principal, Advisor Growth Strategies
- Rob Mooney - CEO, Snowden Lane Partners
- Kevin Corbett - Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors
- Carol Benz - Partner, Chief People Officer, Cerity Partners
- Jared Fingeret - SVP of Liquidity and Capital, LPL