September 27-29, 2021
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Day Three
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Day Three
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Streams
8:00am - 9:00am60 mins
Breakfast in Exhibit Hall
9:00am - 9:05am5 mins
Inside ETFs Mainstage
Intro
9:00am - 9:05am5 mins
Inside WealthStack Mainstage
Intro
9:05am - 9:35am30 mins
Inside ETFs Mainstage
Fireside – Predicting Biden’s Legacy
9:05am - 9:35am30 mins
Inside WealthStack Mainstage
Podcast Live from Stage
- Rianka R. Dorsainvil - Co-CEO, 2050 Wealth Partners
9:35am - 10:15am40 mins
Inside ETFs Mainstage
CIO Panel: Financial Gatekeepers
9:35am - 10:15am40 mins
Inside WealthStack Mainstage
The Future of Fintwit: Next Generation Financial Planners
10:15am - 11:00am45 mins
Networking Break in the Exhibit Hall
11:00am - 11:30am30 mins
Inside ETFs Mainstage
Keynote - Thematics: Here to Stay or Just a Fad?
11:30am - 12:30pm60 mins
Inside ETFs Mainstage
Thematics Power Hour
11:30am - 12:00pm30 mins
Inside ETFs Breakout
Panel - Combining the Benefits of an Active Mutual Fund in 21st Century ETF Wrapper
- Ben Johnson - Director of Global ETF Research, Morningstar
- Sandra Testani - Vice President, ETF Product and Strategy, American Century Investments
- Tim Clift - Chief Investment Strategist, Envestnet/PMC
11:30am - 12:00pm30 mins
Inside WealthStack Mainstage
Futurists: What the Next Decade Holds for Financial Advisor
- Nicole Boyson, Ph.D. - The Patrick F. and Helen C. Walsh Research Professor of Finance D'Amore-McKim School of Business, Northeastern University
11:30am - 12:00pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - Giving Investors What They Want: Model Portfolios for Growth
12:00pm - 12:30pm30 mins
Inside ETFs Breakout
Panel - Are we in Store for Another Record Year for Fixed Income ETFs?
- Bart Farinholt - Director of Corporate Strategy, Riverfront Investment Group
- Kim Escue - CFO & Senior Portfolio Manager, Stringer Asset Management
- Bill Housey - Managing Director of Fixed-Income & Senior Portfolio Manager, First Trust
12:00pm - 12:30pm30 mins
Inside WealthStack Mainstage
Panel - Do This, Not That: Risk Tolerance & Client Profiling
12:00pm - 12:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - FINRA & the SEC: ETF Changes and Challenges
- Adam Teufel - Partner, Dechert
12:30pm - 1:00pm30 mins
Inside ETFs Mainstage
Keynote - Digital Asset Explained
12:30pm - 1:00pm30 mins
Inside ETFs Breakout
Panel - Emerging Markets
- Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
12:30pm - 1:00pm30 mins
Inside WealthStack Mainstage
Fireside - Too Many Cooks in The Kitchen: Streamlining Your Tech Stack
12:30pm - 1:00pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - Collaboration for Growth
1:00pm - 2:00pm60 mins
Lunch and Networking in Exhibit Hall
2:00pm - 2:30pm30 mins
Inside ETFs Mainstage
Panel – Invest with Impact: ETFs that Fit a Client’s Values not Just Their Investment Goals
- Caleb Silver - Editor-in-Chief, Investopedia
2:00pm - 2:30pm30 mins
Inside ETFs Breakout
Panel - Optimizing Returns: Alternatives Stabilize Portfolios
- Shana Sissel - Chief Investment Officer, Spotlight Asset Group
2:00pm - 2:30pm30 mins
Inside WealthStack Mainstage
Panel - What's Next for Crypto: Answering Client’s Main Questions
2:00pm - 2:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class – What’s your Carbon Footprint?
2:30pm - 3:00pm30 mins
Inside ETFs Mainstage
Panel - Voting on the Future: Mitigating Risk and Securing Long-Term Returns from ESG Initiatives
2:30pm - 3:00pm30 mins
Inside ETFs Breakout
ETFs vs. Direct Indexing: What Does the Future Hold?
- Michael Rose - Managing Partner, Rose Capital Advisors
2:30pm - 3:00pm30 mins
Inside WealthStack Mainstage
Panel - Crypto Custody and Portfolio Reporting: What Are The Options?
2:30pm - 3:00pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - Building an Inclusive and Diverse Workforce
3:00pm - 3:30pm30 mins
Inside ETFs Mainstage
Standing the Test of Time: ETF Managed Portfolios For Change & Advisor Growth
3:00pm - 3:30pm30 mins
Inside ETFs Breakout
Panel: Commodities: More Than Just Your Precious Metals
3:00pm - 3:30pm30 mins
Inside WealthStack Mainstage
Fireside - Compensation Station: Knowing Your Worth
- Diana Britton - Managing Editor, WealthManagement.com
3:00pm - 3:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - TBD
3:30pm - 4:00pm30 mins
Networking Break in Exhibit Hall
4:00pm - 4:30pm30 mins
Inside ETFs Mainstage
Inside ETF and Inside WealthStack Award Ceremony
4:30pm - 5:00pm30 mins
Inside ETFs Mainstage
Celebrity Keynote
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