May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Day Three
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Day Three
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8:00am - 9:00am60 mins
Breakfast in Exhibit Hall
9:00am - 9:10am10 mins
Inside ETFs Mainstage
Intro and Chair Remarks on WealthStack Stage
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:00am - 9:10am10 mins
Inside WealthStack Mainstage
Intro & Chair Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:10am - 9:40am30 mins
Inside WealthStack Mainstage
Macroeconomic Keynote
9:50am - 10:20am30 mins
Inside ETFs Mainstage
Panel - Future Innovation in the ETF Space
9:50am - 10:20am30 mins
Inside WealthStack Mainstage
Live 2050 Trailblazers Podcast Recording
10:20am - 11:00am40 mins
Networking Break in Exhibit Hall
11:00am - 11:30am30 mins
Inside ETFs Mainstage
CIO Perspectives: The Top 3 Risks & Opportunities in 2022
11:00am - 11:30am30 mins
Inside ETFs Breakout
Panel - Optimizing Returns: Alternatives Stabilize Portfolios
- Vance Barse - Founder, Your Dedicated Fiduciary
11:00am - 11:30am30 mins
Inside WealthStack Mainstage
Blending Behavioral Psychology with WealthTech: The New Frontier of Fiduciary Advice
11:30am - 12:00pm30 mins
Inside ETFs Mainstage
Panel – 401K Embracing ETFs
- Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
11:30am - 12:00pm30 mins
Inside ETFs Breakout
Panel - Combining the Benefits of an Active Mutual Fund in 21st Century ETF Wrapper
11:30am - 12:00pm30 mins
Inside WealthStack Mainstage
The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
11:30am - 12:00pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master Class - Operational Efficiency: The great migration from sales-based cultures to service-based cultures using technology innovation.
12:00pm - 1:00pm60 mins
Inside ETFs Mainstage
Thematics Power Hour - The Hottest Trends in 2021
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
12:00pm - 12:30pm30 mins
Inside WealthStack Mainstage
Execution, Efficiency and Experience – Optimizing Technology For Superior Client Service
12:00pm - 12:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
Master's Class - FINRA & the SEC: ETF Changes and Challenges
12:30pm - 1:00pm30 mins
Inside ETFs Breakout
See sessions on other stages
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 Class - Growing Together: The Power of Collaboration
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
See sessions on other stages
2:00pm - 2:30pm30 mins
Inside WealthStack Mainstage
Stack Stadium: Demo Showcase of Leading Edge Advisor Tech
2:00pm - 2:30pm30 mins
Inside ETFs & Inside WealthStack Master's Class Stage
See sessions on other stages
2:30pm - 3:00pm30 mins
Inside ETFs Mainstage
Panel - Voting on the Future: Mitigating Risk and Securing Long-Term Returns from ESG Initiatives
- Yasmin Dahya Bilger - Head of ETFs, Engine No. 1.
2:30pm - 3:00pm30 mins
Inside ETFs Breakout
See sessions on other stages
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
See sessions on other stage
3:00pm - 3:30pm30 mins
Inside ETFs Mainstage
Panel - Business Intel - Systems That Talk
3:00pm - 3:30pm30 mins
Inside ETFs Breakout
See sessions on other stages
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 - Open Session
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