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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
    Keynote - The Future of Distribution
      1:00pm - 1:30pm30 mins
      Advisor Summit - Inside WealthStack
      Keynote - Women in Tech: Forces for Change
        1:00pm - 1:30pm30 mins
        ETF University Summit - Inside ETFs
        Keynote - ETFs For Dummies: Everything You Think You Know..... And Some You Don't!
        • 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
        1:30pm - 2:15pm45 mins
        Advisor Summit - Inside WealthStack
        Panel - Happily, Ever After: Estate Planning For High-Net-Worth 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 - 3:40pm40 mins
            Distribution Summit - Inside ETFs
            Fireside - Distribution Chain Revamp: Starting From Scratch
              3:00pm - 3:40pm40 mins
              Advisor Summit - Inside WealthStack
              Keynote - Passing the Torch: An Advisor's Guide to Succession
                3:00pm - 3:40pm40 mins
                ETF University Summit - Inside ETFs
                Fireside - Let's Talk Compliance: Avoiding More Than Just Fines
                  3:40pm - 4:30pm50 mins
                  Distribution Summit - Inside ETFs
                  Panel - Human Capital: Building Your Workforce
                    3:40pm - 4:30pm50 mins
                    Advisor Summit - Inside WealthStack
                    Panel - Making Connections: How Data Points Can Help You Connect with Clients
                      3:40pm - 4:30pm50 mins
                      ETF University Summit - Inside ETFs
                      Panel - Factors - Quality is Key: Lower Risk, Limited Volatility
                      • Sam Huszczo - Founder, SGH Wealth Management
                      4:30pm - 5:15pm45 mins
                      Distribution Summit - Inside ETFs
                      Distribution Connector Event
                        4:30pm - 5:15pm45 mins
                        Advisor Summit - Inside WealthStack
                        Diversity & Inclusion Connector Event - Changing the Industry for Good
                          4:30pm - 5:15pm45 mins
                          ETF University Summit - Inside ETFs
                          Crypto Connector Event: How to Include and How Much
                            5:15pm - 7:00pm105 mins
                            Welcome Reception
                              NextDay Two
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