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Wealth Management EDGE Agenda-Day Four - EST/EDT (Eastern Daylight, GMT-4)
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Wealth Management EDGE Agenda-Day Four - EST/EDT (Eastern Daylight, GMT-4)
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8:00am - 9:00am60 mins
Networking
Registration & Breakfast
8:15am - 8:45am30 mins
Leading Edge Stage
RIA Study Results
- Carolyn Armitage - Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:00am - 9:40am40 mins
Welcome - EDGE Visionary
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Greg Friedman - Chief Strategy Officer, Wealthspire Advisors
- Alex Murguia - Managing Principal, McLean Asset Management
9:40am - 10:20am40 mins
The Convergence of WealthTech and Investment Management: The New “Efficient Frontier”
- Shannon Rosic - VP of Marketing, Flyer Financial Technologies
- Penny Phillips - President & Co-Founder, Journey Strategic Wealth
- Khushal Pushtoonyar - Head of Product Management, Emotomy
- Ryan Donovan - Senior Vice President, Orion Advisor Technology
- Jon Mauney - Lead for Betterment for Advisors, Betterment
10:20am - 10:55am35 mins
Networking
Morning Networking and Refreshment Break in Expo Hall
10:20am - 10:55am35 mins
Leading Edge Stage
Live Twitter Spaces
- Caitlin Cook - Head of Community and VP of Operations, Onramp Academy
- Adam Blumberg, CFP - Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis
10:55am - 11:35am40 mins
InsideETFs
Macro Economic Update: What’s In Store For 2022
- Caleb Silver - Editor-in-Chief, Investopedia
- Kathryn Rooney - Head of Global Macro Research and Chief Investment Strategist, Bulltick
- Kenneth Polcari - Founder and Managing Partner, Kace Capital Advisors
11:35am - 12:00pm25 mins
RIA Edge
Wealth Management EDGE Wrap Up
12:00pm - 12:05pm5 mins
Wealth Management EDGE Concludes
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