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May 21 - 24
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Inside ETFs Agenda Day 1
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Inside ETFs Agenda Day 1
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Streams
11:00am - 12:00pm60 mins
Registration Opens
12:00pm - 12:05pm5 mins
EDGE Workshop: Investment Platforms
Chair’s Welcome
12:00pm - 12:05pm5 mins
EDGE Workshop: The Investing Playbook
Chair’s Welcome
12:00pm - 12:05pm5 mins
EDGE Workshop: WealthTech Summit
Chair's Welcome
12:00pm - 12:05pm5 mins
EDGE Workshop: The Growth Forum
Chair’s Welcome
12:05pm - 12:35pm30 mins
EDGE Workshop: Investment Platforms
Keynote
12:05pm - 12:35pm30 mins
EDGE Workshop: The Investing Playbook
What Everyone Understand About the New Entrants in the ETF Space
12:05pm - 12:35pm30 mins
EDGE Workshop: WealthTech Summit
Keynote
12:05pm - 12:35pm30 mins
EDGE Workshop: The Growth Forum
Keynote
12:35pm - 1:15pm40 mins
EDGE Workshop: Investment Platforms
TBA
12:35pm - 1:15pm40 mins
EDGE Workshop: The Investing Playbook
Building Your Alternative Investment Portfolio
12:35pm - 1:15pm40 mins
EDGE Workshop: WealthTech Summit
Compliance: New Changes in Regulation that will Impact how you Interact with Clients
12:35pm - 1:15pm40 mins
EDGE Workshop: The Growth Forum
Greater Independence: Making the Move from Wirehouse to RIA
1:15pm - 1:55pm40 mins
EDGE Workshop: Investment Platforms
Regulation, Stability, and the Fight for the Future of Digital Assets
1:15pm - 1:55pm40 mins
EDGE Workshop: The Investing Playbook
ESGs, Activism, and Value-Driven Investing
1:15pm - 1:55pm40 mins
EDGE Workshop: WealthTech Summit
The Keys to Retention-Personalization and Client Focus
1:15pm - 1:55pm40 mins
EDGE Workshop: The Growth Forum
Why an RIA Should Consider Hiring a CTO as Its Next Hire And Why it Brings Tremendous ROI
1:55pm - 2:25pm30 mins
Networking and Refreshment Break
Networking and Refreshment Break in Foyer
2:25pm - 2:55pm30 mins
EDGE Workshop: Investment Platforms
Keynote
2:25pm - 2:55pm30 mins
EDGE Workshop: The Investing Playbook
60/40 Investment strategist
2:25pm - 2:55pm30 mins
EDGE Workshop: WealthTech Summit
Keynote
2:25pm - 2:55pm30 mins
EDGE Workshop: The Growth Forum
Keynote
2:25pm - 3:45pm80 mins
Inside ETFs Think Tank
Inside ETFs Think Tank: The ESG Playbook-A Holistic Approach to Financial Wellness
2:25pm - 3:45pm80 mins
WealthStack Think Tank
WealthStack Think Tank
2:25pm - 3:35pm70 mins
RIA Edge
RIA Edge Office Hours
2:55pm - 3:35pm40 mins
EDGE Workshop: Investment Platforms
Buy It or Build It: Democratization of Access to Alternative Platforms
2:55pm - 3:35pm40 mins
EDGE Workshop: The Investing Playbook
The Active vs. Passive Debate
2:55pm - 3:35pm40 mins
EDGE Workshop: WealthTech Summit
Baby Got Back Office Technology
2:55pm - 3:35pm40 mins
EDGE Workshop: The Growth Forum
Serving the High-Net Worth Client
4:00pm - 4:10pm10 mins
Wealth Management EDGE
Chair's Opening Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
4:10pm - 4:50pm40 mins
Wealth Management EDGE
Welcome EDGE Visionary Address
4:50pm - 5:30pm40 mins
Wealth Management EDGE
EDGE Visionaries
5:30pm - 6:45pm75 mins
Networking and Refreshment Break
Opening Reception in Lobby Bar
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