This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Menu
Book
keyboard_arrow_right

Day 1

keyboard_arrow_leftSearch & Filter
search

Day 1

search
2:30am - 2:40am10 mins
Grand Ballroom
Welcome Remarks
  • John Swolfs - CEO, Inside ETFs
2:40am - 3:20am40 mins
Grand Ballroom
Mergers, Acquisitions and Succession Planning: What You Need to Know to Succeed
  • Alex Chalekian - Founder and CEO, Lake Avenue Financial
  • Ken Auspaker - Managing Director – M&A, Financial Technology and Asset Management, Evercore
  • David Grau, Sr., JD - President and Founder, FP Transitions
  • Kirsten Petras - Executive Director - Sales, Oak Street Funding
  • Kristen Schmidt - Founder & President, RIA Oasis
3:20am - 4:00am40 mins
Grand Ballroom
The New Influencers: Building Your Advisor Brand on Social Media
  • Douglas Boneparth - President, Bone Fide Wealth
  • Justin Castelli - CEO & Financial Advisor, RLS Wealth Management
  • Nina O'Neal - Partner & Investment Advisor, Archer Investment Management
  • Tyrone Ross Jr. - Managing Partner, Noble Bridge Wealth Management
  • Dasarte Yarnway - Founder & Financial Advisor, Berknell Financial Group
4:00am - 4:30am30 mins
Networking Break
    4:30am - 5:00am30 mins
    Grand Ballroom
    An Economist Walks Into a Brothel ...
    • Allison Schrager - Economist, Journalist at Quarz, & Co-Founder, LifeCycle Finance Partners
    5:00am - 5:30am30 mins
    Grand Ballroom
    Wealth/Stack Opening Keynote: Technology as a Catalyst for Measurable Growth
    • Eric Clarke - CEO, Orion Advisor Solutions
    5:30am - 7:00am90 mins
    Welcome Reception: Sunday Night Football!
      NextDay 2
      Filter
      Streams
      Formats
      Choose Day