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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida
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2023 agenda coming soon - See Wealth Management EDGE 2022 Day 3 below

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2023 agenda coming soon - See Wealth Management EDGE 2022 Day 3 below

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8:00am - 8:30am30 mins
Main Conference
Registration and Breakfast in Expo Hall
    8:30am - 8:45am15 mins
    Main Conference
    Can Money Buy Happiness?
    • Sonya Lutter - Director of Institutional Research and Education, Herbers & Co.
    8:45am - 9:00am15 mins
    Main Conference
    Teamwork Works
    • Angie Herbers - Founder & Chief Executive, Herbers & Co.
    9:00am - 9:05am5 mins
    Main Conference
    Chair's Remarks
    • Mark Bruno - Managing Director, Wealth Management, Informa Connect
    9:05am - 9:45am40 mins
    Main Conference
    Welcome and Opening Address: How to Make Planning More Efficient
    • Michael Kitces - Chief Financial Planning Nerd, Kitces.com
    9:45am - 10:25am40 mins
    Main Conference
    EDGE Visionary: Crypto Projected to Generate $5B in Advisory Fees over next 5 Years. How To Get Your Share – Even if You Hate Bitcoin
    • Ric Edelman - Founder, Digital Assets Council of Financial Professionals
    10:25am - 10:55am30 mins
    Networking
    Morning Networking and Refreshment Break
      10:25am - 10:55am30 mins
      Leading EDGE Stage
      Town Hall with Ric Edelman
      • Ric Edelman - Founder, Digital Assets Council of Financial Professionals
      10:55am - 11:00am5 mins
      InsideETFs
      Chair's Remarks
      • Dodd Kittsley - National Director, Davis Advisors
      10:55am - 11:00am5 mins
      RIA Edge Workshop
      Chair's Remarks
      • Graham Thomas - Director, Strategic Partnerships, Wealth Management, Informa Connect
      10:55am - 11:00am5 mins
      WealthStack
      Chair's Remarks
      • Madalyn Armijo - Director of Account Management, Vise
      11:00am - 11:40am40 mins
      InsideETFs
      InsideETFs Visionary: Economics and the Future of Money
      • Rosie Rios - 43rd Treasurer of the United States and CEO, Red River Associates
      11:00am - 11:40am40 mins
      RIA Edge Workshop
      Talent Management Panel: Aligning Organizational Design and Talent Development to Drive Growth
      • Brad Bueermann - CEO, FPTransitions
      • Brandon Odell - Partner, The Ensemble Practice LLC
      • Martine Lellis - Chief Talent and Administrative Officer, Mercer Advisors
      • Lisa Crafford - Director, Head of Business Consulting, BNY Mellon | Pershing
      11:00am - 11:40am40 mins
      WealthStack
      WealthStack Visionary: Wealth Management + Formula 1-What Firms Can Learn From the World’s Elite Racing League
      • Adrian Johnstone - President and Co-Founder, Practifi
      11:00am - 11:35am35 mins
      Leading EDGE Stage
      New Skool Podcast Live with Michael Kitces on the Leading EDGE Stage
      • Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
      • Candice Carlton - EVP and Head of Advisor Education, FiComm Partners
      • Michael Kitces - Chief Financial Planning Nerd, Kitces.com
      11:40am - 12:20pm40 mins
      InsideETFs
      Diversifying from Traditional Asset Classes: Top 5 Crypto/NFT/DeFi Questions
      • David Armstrong - Editor-in-chief and Executive Director of Content, Wealthmanagement.com
      • Chris King - CEO, Eaglebrook
      • Roxanna Islam CFA - Associate Director of Research, VettaFi
      • Sharon Liebowitz - Senior Director, Innovation & Strategy, S&P Dow Jones Indices
      11:40am - 12:20pm40 mins
      RIA Edge Workshop
      M&A and Talent Acquisition: Hire or Acquire? Navigating the Battle for Talent in the RIA Industry
      • Mark Bruno - Managing Director, Wealth Management, Informa Connect
      • John Furey - Managing Partner, Advisor Growth Strategies
      • Brandon Kawal - Principal, Advisor Growth Strategies
      • Frank Bub - Head of Wealth Management Consulting, Captrust
      11:40am - 12:20pm40 mins
      WealthStack
      Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences
      • Davis Janowski - Senior Technology Editor, WealthManagement.com
      • Pete Hess - President, Mid Markets, InvestCloud
      • James Mackinaw - Head of U.S. Client Engagement, BlackRock Aladdin Wealth Tech
      • Jack Swift - President and CRO, TIFIN
      12:20pm - 1:25pm65 mins
      Networking
      Lunch for all Participants in Expo Hall
        12:20pm - 1:20pm60 mins
        Inside ETFs- Lunch Session: All Things Digital Assets
        Lunch Session: All Things Digital Assets
        • David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
        12:20pm - 1:20pm60 mins
        WealthStack- Lunch Session: Keynote Address
        WealthStack Visionary: Blending Behavioral Psychology with WealthTech: The New Frontier of Fiduciary Advice
        • Daniel Crosby - Chief Behavioral Officer, Orion Advisor Technology
        12:20pm - 12:40pm20 mins
        Leading EDGE Stage
        Town Hall with Rosie Rios
        • Rosie Rios - 43rd Treasurer of the United States and CEO, Red River Associates
        1:25pm - 2:05pm40 mins
        Celebrity Fireside: The Family Business - Secrets to Success On & Off the Field
        • Eli Manning - Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP at Sportsman, Formerly New York Giants
        • Archie Manning - Former NFL Pro Quarterback, Formerly New Orleans Saints
        • Meghan McCartan - Managing Director, Head of Marketing, Hightower Advisors
        2:05pm - 2:45pm40 mins
        Wealth 2.0: The Nexus of Digital Services and Human Advice
        • Diana Britton - Managing Editor, WealthManagement.com
        • Brent Weiss - Co- Founder, Facet Wealth
        • Megan Gorman - Founder & Managing Partner, Chequers Financial Management
        2:45pm - 3:20pm35 mins
        Networking
        Networking and Refreshment Break in the Expo Hall
          2:45pm - 3:20pm35 mins
          Leading EDGE Stage
          Town Hall with Michael Kitces
          • Michael Kitces - Chief Financial Planning Nerd, Kitces.com
          3:20pm - 3:40pm20 mins
          InsideETFs
          InsideETFs Visionaries - The Next 20 Years of ETFs…
          • Reggie Browne - Principal, GTS
          3:20pm - 5:20pm120 mins
          RIA Edge Workshop
          Advanced Financial Planning Workshop
          • Jamie Hopkins - Managing Partner of Wealth Solutions, Carson Group
          • Mark Paulson - Vice President, Hedge Business Development, Allianz Investment Management
          • Andrew Altfest - President, Altfest Personal Wealth Management
          • Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
          • Melissa Joy - Founder, Pearl Planning
          3:20pm - 4:00pm40 mins
          WealthStack
          Scale vs. Service: How Technology Can Allow Wealth Managers to Personalize the Delivery of Planning, Investments and “Outcome-Oriented Advice”
          • William Trout - Director of Wealth Management, Javelin Strategy & Research
          • Shannon Spotswood - President, RFG Advisory
          • Adrian Johnstone - President and Co-Founder, Practifi
          3:40pm - 4:00pm20 mins
          InsideETFs
          Policy Implications on Investor Portfolios
          • Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine Capital
          4:00pm - 4:40pm40 mins
          InsideETFs
          The State of Bitcoin ETFs
          • Nate Geraci - President, The ETF Store and Host, ETF Prime
          • David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
          • Jackson Wood - Portfolio Manager, Freedom Day Solutions
          • Bruno Sousa - Head of Global Expansion and Interim Head of U.S., Hashdex
          4:00pm - 4:40pm40 mins
          WealthStack
          The Art And Science Of Client Experience: Practical Ways To Use Data To Drive Deeper Engagement And Growth
          • Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
          • Julie Littlechild - Founder & CEO, Absolute Engagement
          • Jud Mackrill - CEO & Cofounder, Milemarker
          • Robert Sofia - CEO, Snappy Kraken
          4:40pm - 5:20pm40 mins
          InsideETFs
          What You Need to Know About the Risks, Rewards and Opportunities of Investing in Emerging Markets
          • Julie Abbett - ETF Sales, J.P. Morgan Chase & Co
          • Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
          4:40pm - 5:00pm20 mins
          WealthStack
          WealthStack Visionary: Disruptive Tech and the Evolution of Thematic Investing
          • Pavel Vaynshtok - Managing Director, Global Head of Strategy Indices, S&P Dow Jones Indices
          5:00pm - 5:20pm20 mins
          WealthStack
          The 2022 Protective Investing Playbook
          • Joanna Kanakis - Executive Vice President, Head of Business Development, Halo Investing, LLC
          5:20pm - 6:50pm90 mins
          Networking
          Happy Hour in Expo Hall
            5:20pm - 6:50pm90 mins
            Leading EDGE Stage
            M&A Limits Redefined
            • Brandon Kawal - Principal, Advisor Growth Strategies
            • John Furey - Managing Partner, Advisor Growth Strategies
            8:05pm - 10:05pm120 mins
            Pool Party - Sponsored by InvestCloud
              2023 agenda coming soon - See Wealth Management EDGE 2022 Day 2 below
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