Inside ETFs Agenda Day 1 - EST (Eastern Standard Time, GMT-5)
Inside ETFs Agenda Day 1 - EST (Eastern Standard Time, GMT-5)
- Sean Allocca - Editor in Chief, etf.com
- Sean Allocca - Editor in Chief, etf.com
- Eric Balchunas - Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence
- Brandon Yeo - Director of Product, AiLA Indices
- Rafael Zayas - Senior Vice President, Head of Portfolio Management & Trading, Vident
- Sumit Roy - Senior ETF Analyst, etf.com
- Don Friedman - President, Digital Assets Council of Financial Professionals
- Bill Cannon - Head of Portfolio Management, Valkyrie
- Nabia Jenkins-Johnston - Sr. Producer, Wealth Management, Informa Connect
- Anthony Rochte - Managing Director and Global Head of Exchange-Traded Funds, Morgan Stanley Investment Management
Hedging inflation risk by diversifying through Multi-Asset Strategies and Alternative Investments like Real Estate, Gold, and Energy.
- Devon Drew - Chief Executive Officer, DFD Partners
- Dan Ziznewski - Principal, Homrich Berg
- John Norris - Director of Private Wealth, CrowdStreet Advisors, LLC
- David Bodamer - Editorial Director - WMRE, Informa Connect
ESG is controversial at the moment, but it is well intended and it is not going away. I’m looking forward to our panel discussion on the importance of transparency and measurable, data driven impact strategies that enable investors to align with their personal values and vote with their dollars.
- Eric Balchunas - Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence
- Luke Oliver - Managing Director, Head of Climate Investments; Head of Strategy, KraneShares
- Liz Simmie - Co-Founder, Honeytree Investment Management
- Julie Cane - CEO and Co-Founder, Democracy Investments
- Tim Welsh - Strategic Consultant, Laserfiche
- Laura Gregg - Director of Practice Management and Advisor Research, Flexshares
With the rise of Reg Tech, there are more options for advisors to streamline and automate their compliance activities than ever before. Join us to get a first-hand view into what technologies can simplify and make you more productive and efficient when looking to satisfy growing compliance requirements. Learn the best practices to stay ahead of the new compliance rules and requirements in and around the evolving and revolving regulatory landscape.
- Deborah Fuhr - Partner & founder ETF TV, ETFGI
- Tito Pombra - Founder & President, Adviser Compliance Consulting
- Tim Welsh - President, Nexus Strategy
- Tim Welsh - Strategic Consultant, Laserfiche
- Amy Pugh - Practice Management Consultant, Raymond James Financial
- Rhys Williams CPWA - Senior Wealth Advisor, Dakota Wealth Management
- Louis Diamond - President, Diamond Consultants
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Louis Diamond - President, Diamond Consultants
- Mike Durso - Chief Executive Officer, Shorehaven Wealth
- Paul Stamoulis - President, Worth Media Group
- Arthur Ambarik - Chief Executive Officer, Perigon Wealth Management
- Michael Cronan - President of ETF Insight, ETF Insight
- David J. Scranton, CLU, ChFC, CFP, CFA, MSFS - CEO, Sound Income Group
- Alex McDougall - CEO, Stablecorp Inc
- Charlene Hill Fadirepo - CEO, Mango Digital Strategies
- Mercedes Tunstall - Partner, Cadwalader, Wickersham & Taft LLP
- Michael Gayed - Portfolio Manager, ETF ThinkTank
- Caleb Silver - Editor in Chief & S.V.P. Content, Investopedia
Advisors seeking to increase client value from portfolio diversification through alternative asset classes were ramping up client allocations in 2022. However, recent advisor survey data indicates that alternative investment allocation has dampened. While this may be a temporary (i.e., due to market conditions), continuing friction in the ability to create and deploy efficient workflow solutions for alts has contributed to a further brake on growth. In some cases, family offices and other high-end RIAs remain reluctant to invest in digital tools, a hesitancy reinforced by a “stay in my lane” mentality among legacy vendors. The result has been a stunted technology ecosystem in which digital connectivity remains the exception rather than the rule. Gaining control over alternatives data can have a significant impact on an investment team’s ability to invest accurately, efficiently, and confidently, while gaining an upper hand on workflow efficiency leveraging digital solutions. This session will take a deep dive into why adopting an operational excellence mind-set in the back office can yield greater investment outcomes in the front office.
- Jeremy Langlois - Chief Revenue Officer, Mirador
- Gregory O'Gara - Lead Analyst, Wealth Management, Javelin Strategy & Research
- Mike Purcell - Director of Sales and Business Development, Canoe
- Dennis Morton CFP, ChFC - Co-Founder and Principal, Morton Brown Family Wealth
- Vance Barse - Wealth Strategist and Founder, Your Dedicated Fiduciary
- John O'Connell - CEO & Founder, The Oasis Group
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Michael Lane - Head of Enterprise, U.S. Wealth Advisory, BlackRock, BlackRock
- Jamal Mashburn - Business Owner, Former NBA All-Star, Allstar
- David Armstrong - Director of Editorial Strategy & Operations, Wealth Management, Informa Connect
- Jasmine Jirele - President and Chief Executive Officer, Allianz Life Insurance Company of North America
- Tom Ricketts - Executive Chairman, Chicago Cubs & Chairman at InspereX
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