May 31 (Pre-Conference Day) - June 3
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WealthManagement EDGE Agenda-Day Two
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WealthManagement EDGE Agenda-Day Two
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8:00am - 9:00am60 mins
Networking
Registration & Breakfast
8:00am - 8:50am50 mins
Women in ETFs Breakfast
Women in ETFs Breakfast: Entrepreneurial Spirit Within ETFs
- Emma Friend - Head of Marketing, Capital Group ETFs
- Lori Tiernan - Chief Strategy Officer, Valkyrie Investments
- Kelsey Mowrey - President, Motley Fool Asset Management
- Perth Tolle - Founder of Life + Liberty Indexes, Life + Liberty Indexes
8:00am - 9:00am60 mins
WealthStack
If Hybrid Advice Is The Answer, Why Aren’t We There Yet?
- Nick Eatock - CEO, intelliflo
- William Trout - Director of Wealth Management, Javelin Strategy & Research
9:00am - 9:05am5 mins
Chair's Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:05am - 9:45am40 mins
EDGE Visionaries
- David Armstrong - Editor-in-chief and Executive Director of Content, Wealthmanagement.com
- Reed Colley - CEO, Summit
- Robert Shiller - American economist, best-selling author and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance, Yale University
- Jeffrey Sherman - Deputy Chief Investment Officer, DoubleLine
9:45am - 10:25am40 mins
The Future of Wealth Management: How Investment, Fintech and RIA channels are Converging to Change the Future of Advice
- Diana Britton - Managing Editor, WealthManagement.com,
- Heather Kelly - SVP, Head of Advisory & Strategic Accounts, Allianz
- Eric Clarke - CEO and Founder, Orion Advisor Solutions
- Vinay Nair - Founder, Chairman, and CEO, TIFIN
- Robert Pettman - EVP, LPL Financial
10:25am - 11:00am35 mins
Networking
Morning Networking and Refreshment Break and WealthStack Speed Networking in the Exhibit Hall
10:25am - 11:00am35 mins
Leading EDGE Stage
Innovation Demonstrations
- Chris Quandt - Success Enablement Manager, Riskalyze
- Joel Hurst - Senior Vice President of Business Development, Orion Advisor Technology
- Akshay Singh - President and CEO, Indyfin
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
11:00am - 11:05am5 mins
RIA Edge
Chair's Remarks
11:00am - 11:05am5 mins
InsideETFs
Chair's Remarks
- Ron Reddell - President, DoubleLine Capital
11:00am - 11:05am5 mins
WealthStack
Chair's Remarks
11:05am - 11:35am30 mins
RIA Edge
Driving the Next Generation of RIA Growth – How Technology, M&A and New Perspectives Will Power the Future of the RIA Channel
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Ray Adams - Division Director, RIA & Custody Services (RCS), Raymond James
- Steve Earner - Head of RIA Platform, LPL Financial
- Richard Lofgren - MD, Head of RIA Sales Central Region, Goldman Sachs
11:05am - 11:35am30 mins
InsideETFs
Inside ETFs Visionary: Russell Indexes – Indexing into the future
- Catherine Yoshimoto - Director, Product Management, FTSE Russell
11:05am - 11:35am30 mins
WealthStack
WealthStack Visionary: The Embedded Wealth Stack and the Opportunities Embedded Finance Brings to Wealth Management
- Dani Fava - Head of Strategic Development, Envestnet
11:30am - 12:15pm45 mins
EDGE
Accelerating Diversity, Equity & Inclusion in the Wealth, Asset Management and WealthTech Industries Think Tank (11.30 - 1.30)
- Suzanne Siracuse - Founder and CEO, Suzanne Siracuse Consulting, LLC
11:35am - 12:15pm40 mins
RIA Edge
RIA CEO All Star Panel
- Heather Fortner - CEO, SignatureFD
- Shannon Eusey - CEO, Beacon Pointe Advisors
- Kay Lynn Mayhue - President, Merit Financial Advisors
- Lisa Crafford - Director, Head of Business Consulting, Pershing
11:35am - 12:15pm40 mins
InsideETFs
The Truth About ESGs
- Eric Balchunas - Senior ETF Analyst, Bloomberg
- Ed Rosenberg - Senior Vice President, Head of ETFS, American Century Investments
- Hernando Cortina - Head of Index Strategy, ISS ESG
- Reid Steadman - Managing Director, Global Head of ESG & Innovation, S&P Dow Jones Indices
11:35am - 12:15pm40 mins
WealthStack
Where are VCs and PEs Investing in the Next Wave of WealthTech and InvestTech
- Gavin Spitzner - President, Wealth Consulting Partners
- Lori Hardwick - Strategic Advisory Board, Genstar Capital, LLC
- Abby Miller Levy - Co-Founder & Managing Partner, Primetime Partners
12:15pm - 1:15pm60 mins
Networking
Lunch for all Participants
12:15pm - 1:15pm60 mins
Wealth Management EDGE Think Tank
Accelerating Diversity, Equity & Inclusion in the Wealth, Asset Management and WealthTech Industries (11.30 - 1.30)
- Suzanne Siracuse - Founder and CEO, Suzanne Siracuse Consulting, LLC
12:15pm - 1:15pm60 mins
Leading EDGE Stage
Innovation Demonstrations
- Diana Cabrices - Vice President of Enterprise Development, Snappy Kraken
- George Tamer - Head of Sales, Advisor Engine
- Taylor Jobe - Founder + Options Evangelist, Harvest – Options Tools for Financial Advisors”
- Patrick Ikhifa - Strategic CA, Mulesoft
- Sohail Dadani - Director, Solution Engineering, Mulesoft
- Patrick Reed - Co-Founder and CEO, YourStake.org
- Laurence Black - Founder, The Index Standard
12:15pm - 1:15pm60 mins
InsideETFs
Invesco QQQ Lunch session
- Ryan McCormack - Senior Factor & Core Equity Strategist, Invesco QQQ
1:15pm - 3:15pm120 mins
RIA Edge Workshop
Valuation & M&A Workshop
- Dan Seivert - CEO and Founder, ECHELON Partners
- Allen Darby - CEO, Alaris Acquisitions, LLC
- Jim Dickson - Founder and CEO, Sanctuary Wealth
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Jeff Haller - MD, Financial Institutions Group, Investment Banking Division, Goldman Sachs
- Craig Reid - President, MMA Securities LLC
1:15pm - 1:55pm40 mins
InsideETFs Track C
Do Alternative Investment Strategies Improve Investor Outcomes?
- Bill Kelly - CEO, CAIA
- Phil Huber - Chief Investment Officer, Savant Wealth Management
- Eric Woo CFA - Co-founder, Revere
- Katherine Taylor - Managing Director, First Eagle Investments
1:15pm - 1:55pm40 mins
InsideETFs Track B
How to Create Value Through ESG Investing
- Deborah Fuhr - Managing Partner & Founder, ETFGI, Partner & founder ETF TV
- Jane Edmondson - Co-Founder and CEO, EQM Indexes
- Yasmin Dahya Bilger - Head of ETFs, Engine No. 1.
1:15pm - 1:55pm40 mins
InsideETFs -Track A
Allocation Nation: Winning Strategies for Any Portfolio
- Robert Schein - Managing Director, Partner & CIO,, Blanke Schein Wealth Management
- Tim Holland - Chief Investment Officer, Orion Advisor Solutions
- Shana Sissel - Director of Investments, Cope Corrales
1:15pm - 1:55pm40 mins
WealthStack
The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
- Vance Barse, CPWA®, AIF®, - Wealth Strategist and Founder, Your Dedicated Fiduciary®
- Ron Bullis - Co-Founder & President, Lifeworks Advisors
- Rianka Dorsainvil - Co-Founder and Co-CEO, 2050 Wealth Partners
1:55pm - 2:35pm40 mins
InsideETFs Track C
Accessing Emerging Investment Opportunities Through Thematics
- Jackie Noblett - Senior Reporter, Ignites, Producer, ETF Insider, Financial Advisor IQ
- Jay Pelosky - Co Founder & Chief Investment Officer, TPW Advisory
- Roberto Lazzarotto - CEO, Yewno
- Jason Tauber, CFA - Managing Director, Neuberger Berman
1:55pm - 2:35pm40 mins
InsideETFs Track B
Uncovering Value with Actively Managed Fixed Income
- Bart Farinholt - Director of Corporate Strategy, Riverfront Investment Group
- Kim Escue - CFO & Senior Portfolio Manager, Stringer Asset Management, LLC
- Samuel Lau - Fixed Income Asset Allocation Specialist and Portfolio Manager, DoubleLine Capital
- James McNerny - Managing Director, Portfolio Manager. Global Liquidity Business, JPMChase
1:55pm - 2:35pm40 mins
InsideETFs -Track A
Strategies to Attract and Retain Younger Investors
- Brett Orvieto - Managing Director, Dakota Wealth
- Maureen Wilke - President, Wilke and Associates, Inc.
- Ben Cruikshank - Head of Flourish, Flourish
1:55pm - 2:35pm40 mins
WealthStack
Democratization of Access to the Investment Experience: How Technology is enabling investors to access new markets
- David Armstrong - Editor-in-chief and Executive Director of Content, Wealthmanagement.com
- Joseph Raieta - Partner, Managing Director, and Head of Investment Solutions, Snowden Lane Partners
- Shane Williams - Chief Technology Officer, CAIS
- Madalyn Armijo - Account Management Team Lead, Vise
2:35pm - 3:15pm40 mins
InsideETFs Track C
Are TIPS a Good Inflation Hedge?
- John Davi - Founder & Chief Investment Officer, Astoria Portfolio Advisors
- D.J. Tierney - Senior Client Portfolio Strategist, Schwab Asset Management
- Michael Contopoulos - Director of Fixed Income, Richard Bernstein Advisors
2:35pm - 3:15pm40 mins
InsideETFs Track B
Regulatory Updates - ETF Changes and Challenges
- Steve Skancke, PhD - Chief Economic Advisor, Keel Point
- Joshua Weinberg - Senior Special Counsel, SEC
- Adam Teufel - Partner, Dechert
2:35pm - 3:15pm40 mins
InsideETFs -Track A
ETFs vs. Direct Indexing: What Does the Future Hold?
- Michael Rose - Managing Partner, Rose Capital Advisors
- Avita Sukhram - Director, Product Management, FTSE Russell
- Rob Reina - Americas Head of Investable Product Strategy, Qontigo
- Jonathan Hudacko - Principal, Personalized Indexing Financial Advisor Services, Vanguard
2:35pm - 3:15pm40 mins
WealthStack
Going Global: Is the RIA Business Model the Future of Global Wealth Management?
- Lorie Konish - Personal Finance Reporter, CNBC
- Matt Regan - President, WealthCare
- Bob Oros - CEO, Hightower
- Jim Dickson - Founder and CEO, Sanctuary Wealth
- Carolyn Armitage - Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network
3:15pm - 3:45pm30 mins
Networking
Afternoon Networking and Refreshment Break
3:15pm - 3:45pm30 mins
Leading EDGE Stage
Innovation Demonstrations
- Chris Field - Chief Growth Officer, Holistiplan
- Peter Nolan - Director of Strategic Accounts, Pontera
- Adam Green - Chief Executive Officer, YieldX
3:45pm - 5:05pm80 mins
RIA Edge Workshop
Organic Growth (Marketing and Business Development) Workshop
- David DeVoe - CEO and Founder, DeVoe & Company
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Carina Diamond - Chief Experience Officer, Managing Partner, Dakota Wealth Management
- Brian Leitner, CFP®, ChFC® - Head of Mariner Platform Solutions, Mariner Platform Solutions
- Tom Westhoff - VP Global sales, Practifi
3:45pm - 4:25pm40 mins
InsideETFs
Vital Signs: 4 Key Investment Factors For Today's Professional Investor
- Robert Isbitts - Co-Founder and Chief Investment Strategist, Sungarden Investment Publishing LLC
- Todd Hedtke - Chief Investment Officer, Allianz
- Melissa Joy - Founder, Pearl Planning
3:45pm - 4:25pm40 mins
WealthStack
CTO Perspectives - Top Tech Trends
- Doug Fritz - Founder, F2 Strategy
- Jeff Haines - Enterprise Architect, Thrivent Advisor Network
- Christine Cataldo - Chief Technology & Digital Officer, Mercer Advisors
4:25pm - 4:45pm20 mins
InsideETFs
InsideETFs Visionaries: Finding Long-Term Opportunities in a Short-Term World: Lessons Learned over 50 Years on Wall Street
- Chris Davis - Chairman, Davis Advisors
4:25pm - 5:05pm40 mins
WealthStack
WealthStack Visionary: The End Of Generic Investing-Growing Your Business For The Clients You Serve With The Help Of Technology
- Davis Janowski - Senior Technology Editor, WealthManagement.com
- Samir Vasavada - Chief Executive Officer, Vise
4:45pm - 5:05pm20 mins
InsideETFs
InsideETFs Visionaries: The Return Implications Of Climate Risk
- Robert Bush - Senior Research Analyst Thought Leadership, DWS
5:05pm - 6:05pm60 mins
Networking
Happy Hour in Exhibit Hall
5:10pm - 6:10pm60 mins
Leading EDGE Stage
Leading EDGE Stage 5:10-5:30
- Martine Lellis - Chief Talent and Administrative Officer, Mercer Advisors
7:30pm - 9:30pm120 mins
Party Under The Stars
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