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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
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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
          Wealth Management EDGE Agenda-Day Three
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