September 27-29, 2021
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Day Two
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Day Two
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8:00am - 9:00am60 mins
Registration and Breakfast Session: How the Power of Different Leads to Success - Exhibition Hall
- Kara Pagliuca - Co-President Women in ETFs, Senior Account Manager, SPDR/SSGA
- Janel Jackson - Head of US ETF Capital Markets, Vanguard
- Adina Taylor - Vice President, Investment Product Group, Fidelity Investments
- Sandra Testani - Vice President, ETF Product and Strategy, American Century Investments
- Kelly Ye - Director of Research, IndexIQ
9:00am - 9:10am10 mins
Inside ETFs Mainstage
Intro & Chair Remarks
9:00am - 9:10am10 mins
Inside WealthStack Mainstage
Intro & Chair Remarks
- Dani Fava - Head of Strategic Development, Envestnet
9:10am - 9:40am30 mins
Inside ETFs Mainstage
Opening Keynote - Embracing Change from the Top
9:10am - 9:40am30 mins
Inside WealthStack Mainstage
Opening Keynote –Embedded Finance: The Next Digital Disruption
- Dani Fava - Head of Strategic Development, Envestnet
9:40am - 10:20am40 mins
Inside ETFs Mainstage
CEO Panel: Future of ETFs
- Stephanie Pierce - CEO, ETF Index and Cash Investment Strategies, BNY Mellon
9:40am - 10:20am40 mins
Inside WealthStack Mainstage
CTO Panel: Battle of the Tech Nerds
10:20am - 11:00am40 mins
Networking Break in Exhibit Hall
11:00am - 11:30am30 mins
Inside ETFs Mainstage
Allocation Nation: Winning Strategies for Any Portfolio
- John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
- Garth Friesen - Principal & Portfolio Manager, III Capital Management
- Ryan Issakainen - Senior Vice President & ETF Strategist, First Trust
- Shana Sissel - Chief Investment Officer, Spotlight Asset Group
11:00am - 11:30am30 mins
Inside WealthStack Mainstage
Drivers of Growth: Going from a Practice to a Platform
- Carolyn Armitage - Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Paul Saganey - CEO, Integrated Partners
11:00am - 11:30am30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - Ordinary to Irresistible -- How Advisors Can Attract Clients Like The Greatest Brands In The World
- Robert Sofia - Chairman & CEO, Snappy Kraken
11:30am - 12:00pm30 mins
Inside ETFs Mainstage
Live ETF Prime Podcast Recording
- Nate Geraci - President, The ETF Store, Inc.
11:30am - 12:30pm60 mins
Inside WealthStack Mainstage
RIA ALL-STARS
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Carina Diamond - Chief Experience Officer, Managing Partner, Dakota Wealth Management
- Heather Fortner - CEO, SignatureFD
- Lisa Johnston - Chief Marketing Officer, Edelman Financial Engines
11:30am - 12:00pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master Class: Tuning out the Tweets: Timeless Insights for Navigating Today’s Market
- Chris Davis - Chairman, Davis Advisors
12:00pm - 12:30pm30 mins
Inside ETFs Mainstage
ETF Pundits Jeopardy
- Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence
- Ben Johnson - Director of Global ETF Research, Morningstar
- Todd Rosenbluth - Senior Director, ETF & Mutual Fund Research, CFRA
- Elisabeth Kashner - Vice President, Director of ETF Research and Analytics, FactSet
12:00pm - 12:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master Class – ESG ETFs – Facts & Fiction
- Arne Noack - Head of Systematic Investment Solutions, Americas, DWS
12:30pm - 1:30pm60 mins
Lunch and Networking in Exhibit Hall
1:30pm - 2:15pm45 mins
Inside ETFs Mainstage
Understanding blockchain and digital assets
- Ric Edelman - Founder, Digital Assets Council of Financial Professionals
1:30pm - 2:15pm45 mins
Inside WealthStack Mainstage
CEO Perspectives: Inside the RIA M&A Surge
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Shirl Penney - CEO, Dynasty Financial Partners
- Dave Welling - Chief Executive Officer, Mercer Advisors
1:30pm - 2:15pm45 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master Class - Reshaping Reality: Bringing Innovative Technology to Clients
2:15pm - 3:15pm60 mins
Inside ETFs Mainstage
Investment Power Hour – Top Investors’ Best Ideas
- Chris Davis - Chairman, Davis Advisors
2:15pm - 2:45pm30 mins
Inside WealthStack Mainstage
Stack Stadium: Demo Showcase of the Leading Advisor Tech
- Patrick Hannon - VP, Enterprise Solutions at Riskalyze, Riskalyze
2:15pm - 2:45pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class – When Niche is Nice
- Cathy Curtis - Founder, Curtis Financial Planning, LLC
- Maura Griffin - Founder, Blue Spark Capital Advisors
2:45pm - 3:15pm30 mins
Inside WealthStack Mainstage
Panel - Business Intel - Systems That Talk
- Kim Greenberg - CMP, CTSM, Head of Marketing, Alerian and S-Network Global Indexes
2:45pm - 3:15pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master Class - Emotional Intelligence in an Ever-growing Technological World
- Ali McCarthy - Chief Marketing Officer, Skience
3:15pm - 4:00pm45 mins
Networking Break in Exhibit Hall
4:00pm - 4:30pm30 mins
Inside ETFs Mainstage
Industry Icons, Influencers and Innovators
4:30pm - 5:15pm45 mins
Inside ETFs Mainstage
Celebrity Fireside: The family business: winning on & off the field
- Bob Oros - CEO, Hightower
- Eli Manning - Former New York Giant, Former New York Giant
- Archie Manning - Former NFL Pro Quarterback, Former New Orleans Saint and Houston Oiler
5:15pm - 6:15pm60 mins
Happy Hour in Exhibit Hall
8:00pm - 11:00pm180 mins
Poolside Reception – Live band, open bar and light refreshments
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