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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida
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Day One

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Day One

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12:00pm - 1:00pm60 mins
Registration Opens
    1:00pm - 1:30pm30 mins
    Distribution Summit - Inside ETFs
    Fireside - The Future of Distribution
      1:00pm - 1:30pm30 mins
      Advisor Summit - Inside WealthStack
      Fireside - Women in Tech: Forces for Change
        1:00pm - 1:30pm30 mins
        ETF University Summit - Inside ETFs
        ETFS: Where We Were, Where We Are, Where We’re Going
        • Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA
        1:30pm - 2:15pm45 mins
        Distribution Summit - Inside ETFs
        Panel - ETFs Sold, Not Bought
        • Jillian DelSignore - Managing Director, Head of ETFs & Indexing, FLX Distribution
        • Sue Thompson - Head of Americas Distribution for SPDR ETFs, State Street Global Advisors
        • Jennica Ross - Managing Director, Head of Strategic Relationships, WallachBeth Capital
        1:30pm - 2:15pm45 mins
        Advisor Summit - Inside WealthStack
        Attracting And Servicing the Unique Needs of HNW Clients
        • Megan Gorman - Founder & Managing Partner, Chequers Financial Management
        1:30pm - 2:15pm45 mins
        ETF University Summit - Inside ETFs
        Panel - Trading Inside the Spread: Efficiency and Transparency is Key
          2:15pm - 3:00pm45 mins
          Networking Break
            3:00pm - 3:45pm45 mins
            Distribution Summit - Inside ETFs
            Standing UP: Strategies used by leading asset managers who have successfully entered the ETF space
              3:00pm - 3:45pm45 mins
              Advisor Summit - Inside WealthStack
              The Advisory Firm of the Future: Leading with Technology to Reinvent the Client Experience
              • Shannon Spotswood - President, RFG Advisory
              • Penny Phillips - President & Co-Founder, Journey Strategic Wealth
              3:00pm - 3:45pm45 mins
              ETF University Summit - Inside ETFs
              Fireside - Compliance: Avoiding More Than Just Fines
              • Joshua Weinberg - Senior Special Counsel, U.S. Securities and Exchange Commission
              3:45pm - 4:30pm45 mins
              Distribution Summit - Inside ETFs
              Standing the Test of Time: ETF Managed Portfolios For Change & Advisor Growth
              • Jon Maier - CIO, Global X
              3:45pm - 4:30pm45 mins
              Advisor Summit - Inside WealthStack
              Panel - Making Connections: How Data Points Can Help You Connect with Clients
                3:45pm - 4:30pm45 mins
                ETF University Summit - Inside ETFs
                Panel - Momentum vs Value: Where to allocate within Factor Based Investing for what’s ahead
                • Sam Huszczo - Founder, SGH Wealth Management
                • Robert Bush - Head of U.S. Product Strategy, DWS
                4:30pm - 5:15pm45 mins
                Distribution Summit - Inside ETFs
                ESG Connector Event
                • Hernando Cortina - Head of Index Strategy, ISS ESG
                4:30pm - 5:15pm45 mins
                Advisor Summit - Inside WealthStack
                Connector Event Crypto: How to Include and How Much
                • Don Friedman - President, Digital Assets Council of Financial Professionals
                4:30pm - 5:15pm45 mins
                ETF University Summit - Inside ETFs
                D&I Connector Event - Meet the Women Portfolio Managers Behind ETFs
                • Jill Mavro - Principal & Founder, Spoondrift Advisory
                • Linda Zhang - Founder, CEO, Pureview Investments & Co-founder, Women in ETFs
                • Dina Ting - Head of Global Index Portfolio Management, Franklin Templeton Investments
                • Nancy Davis - Managing Partner & CIO, Quadratic Capital Management LLC
                • Robert Schein - Partner and Managing Director, HighTower/ Blanke Schein Wealth Management
                5:15pm - 7:00pm105 mins
                Welcome Reception
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