May 13 - 16, 2024
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RIA Edge Day 3 - EST (Eastern Standard Time, GMT-5)
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RIA Edge Day 3 - EST (Eastern Standard Time, GMT-5)
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7:00am - 7:30am30 mins
Wealth & Wellness
Sunrise Yoga on the Beach
8:00am - 9:00am60 mins
Networking and Refreshment Break
Registration and Breakfast in Expo Hall
8:00am - 9:00am60 mins
Leading EDGE Stage
How to Leverage the next era of investment solutions to attract the next gen investor
- Devon Drew - Chief Executive Officer, DFD Partners
9:00am - 9:10am10 mins
Wealth Management EDGE
Chairman’s Welcome Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:10am - 9:40am30 mins
Wealth Management EDGE
EDGE Visionary Opening Panel: RIA of the Future
- Eric Amar - Managing Director, Focus Financial Partners
- Jacob Miller - Co-Founder, Opto Investments
- Eric Poirier - CEO, Addepar
- David Barnard - President & CEO, Luminary Platforms
9:40am - 10:15am35 mins
Wealth Management EDGE
Visionary Panel - The Evolution of Advice: Three Mega Trends Re-Shaping the Role of an Advisor
- Shannon Rosic - Director of WealthStack Content and Solutions, Informa Connect
- Jeremy Eisenstein - Co-Head RIA Custody Sales, Goldman Sachs
- Marc Cohen - Executive Vice President, LPL Financial
- Reed Colley - CEO, Summit Wealth Systems
10:15am - 10:45am30 mins
Wealth Management EDGE
RIA CEO All Stars Panel
- Lisa Crafford - Director, Head of Business Consulting, BNY Mellon | Pershing
- Shannon Eusey - CEO, Beacon Pointe Advisors
- Kay Lynn Mayhue - President, Merit Financial Advisors
- Heather Fortner - CEO, SignatureFD
10:45am - 11:20am35 mins
Networking and Refreshment Break
Morning Networking and Refreshment Break
10:45am - 11:15am30 mins
Leading EDGE Stage
New Skool Podcast Live
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Candice Carlton - EVP and Head of Advisor Education, FiComm Partners
- Angie Herbers - Founder & Managing Partner, Herbers & Company
10:45am - 11:15am30 mins
EDGE Think Tank
Focused on the Future Think Tank
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
11:20am - 11:25am5 mins
RIA Edge
Chair’s Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
11:20am - 11:25am5 mins
Inside ETFs
Chair's Remarks
- Nabia Jenkins-Johnston - Sr. Producer, Wealth Management, Informa Connect
11:20am - 11:25am5 mins
WealthStack
Chair's Remarks
- Shannon Rosic - Director of WealthStack Content and Solutions, Informa Connect
11:25am - 12:05pm40 mins
RIA Edge
RIA Edge Visionary Fireside Chat- From M&A to RIA: Where an Industry Power Player Sees Future Growth & Opportunity
- Liz Nesvold - President, Cresset Capital
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
11:25am - 11:45am20 mins
Inside ETFs
InsideETFs Visionaries
- Brian Portnoy - Founder, Shaping Wealth
11:25am - 11:45am20 mins
WealthStack
Harness the power of YOUR data: How to humanize the tech experience and unlock a highly personalized client and advisor experience
- Amy DeTolla - Chief Experience Officer, Connectus Wealth Advisers
11:45am - 12:05pm20 mins
Inside ETFs
Dipping Your Toes Back Into Markets
- Amanda Rebello - Head of Xtrackers Sales-US Onshore, DWS
11:45am - 12:05pm20 mins
WealthStack
WealthStack Visionary Fireside Chat
- David Armstrong - Director of Editorial Strategy & Operations, Wealth Management, Informa Connect
- Aaron Klein - CEO, Nitrogen
12:05pm - 12:45pm40 mins
RIA Edge
Winning the Battle for Talent in the RIA Industry: Keys to Successfully Recruiting and Retaining Top Talent
- Candice Carlton - EVP and Head of Advisor Education, FiComm Partners
- Megan Bowen - Executive Search Professional, Russell Reynolds Associates
- Angie Herbers - Founder & Managing Partner, Herbers & Company
12:05pm - 12:45pm40 mins
Inside ETFs
The Role of Active ETFs in Managing Volatility and Generating Alpha
- Robert Isbitts - Founder and Chief Investment Strategist, Sungarden Investment Publishing LLC
- Malik Sarwar - Senior Partner, Global Leader Group
- Scott Peng - CIO, Advocate Capital Management
- Becky Lightman - Investment Advisor, Lightman Capital
- Vince Lorusso - Co-Founder & Portfolio Manager, Changebridge Capital
12:05pm - 12:45pm40 mins
WealthStack
Risk Mitigation - Navigating Risk using FinTech Innovations: Possibly the most critical factor affecting your results
- Patrick T Bulger - Financial Advisor, Summit Financial Networks
- Matt Ohme CFP®, CIMA®, CLU - Senior Vice President, Allianz Life
- Rick Bookstaber - Head of Risk and Co-Founder, Fabric
12:45pm - 1:45pm60 mins
Networking and Refreshment Break
Lunch for all Participants in the Expo Hall
1:00pm - 1:45pm45 mins
Leading EDGE Stage
The Future of Financial Advice - Unlocking the Value of Human Capital in the Next Generation of Wealth Advisors (session runs 1-2pm)
- Habib Moudachirou - Chief Investment Officer, V-Square Quantitative Management
- Ruth Shaber - President, Tara Health Foundation & Author, The XX Edge
- Liang Zhao - Founder & CEO, VANSARY
- Maria Quinn - Senior Advice Strategist, Vanguard
- Nabia Jenkins-Johnston - Sr. Producer, Wealth Management, Informa Connect
1:45pm - 2:25pm40 mins
RIA Edge
The Convergence of RIA and RPA Businesses: The Next Tidal Wave of Growth
- Dick Darian - Founding Partner, Wise Rhino Group
- Joseph DeNoyior - President, Retirement & Private Wealth, HUB Retirement and Wealth Management
- Vince Morris - President, OneDigital
- Craig Reid - President, MMA Securities LLC
- Jon Upham, MA, AIF - Principal, SageView Advisory Group
1:45pm - 2:25pm40 mins
Inside ETFs
Accessing Liquidity, Diversification and Lowered Risk Through Fixed Income ETFs
- Sam Huszczo, CFP®, CFA® - Founder & CIO, SGH Wealth Management
- Nancy Davis - Founder, Quadratic Capital Management LLC
- Fran Rodilosso - Head of Fixed Income ETF Portfolio Management, VanEck
- James McNerny - Managing Director, Portfolio Manager. Global Liquidity Business, J.P. Morgan Asset Management
1:45pm - 2:25pm40 mins
WealthStack
WealthTech Showcase: Innovators in the RIA Ecosystem
- Davis Janowski - Senior Technology Editor & Columnist, WealthManagement.com
- Megan Hausmann - Director – Advisory Success, Apex Fintech Solutions
- Scott Victoria - COO, TradePMR
- Anthony Stich - CRO, Entrustody Inc
2:25pm - 3:05pm40 mins
RIA Edge
The Drivers of Growth and the Power of Partnerships
- Matt Mongia - Managing Director, Private Capital, Cresset
- Steve Earner - Senior Vice President, RIA Custody, LPL Financial
- Andree Mohr - Chief Implementation Officer, Integrated Partners
2:25pm - 3:05pm40 mins
Inside ETFs
Strategies and Solutions for Actively Managed ETFs
- Michael Gayed - Portfolio Manager, ETF ThinkTank
- Philip McInnis - Chief Investment Strategist, Avantis Investors
- Tim Coyne - Global Head of ETFs, T. Rowe Price
- Mark Juelis - Senior Vice President – Financial Intermediaries, Brandywine Global, a Franklin Templeton Specialist Investment Manager
2:25pm - 3:05pm40 mins
WealthStack
Disruption and Growth in the FinTech Application Ecosystem
- Dana Wilson - CEO, CHIP
- Maurice Miller - Managing Partner, The Miller’s Wealth Management
- Pete Carmasino - Chief Market Strategist, Chaikin Analytics
- John Milne - Senior Director, Product Management and Strategy, SS&C
3:05pm - 3:35pm30 mins
Networking and Refreshment Break
Networking and Refreshment Break in Expo Hall
3:05pm - 3:35pm30 mins
Leading EDGE Stage
The Healthy Advisor
- Diana Britton - Managing Editor, WealthManagement.com,
- Davis Janowski - Senior Technology Editor & Columnist, WealthManagement.com
- Marc Nichols, CIMA® WMCP® - Product Director, Arbor Digital
- Maria Castillo Dominguez - Lead Financial Planner, Inspired Financial
- Lori Eisel - President, Arcadia Financial Partners, LLC
3:35pm - 4:15pm40 mins
RIA Edge
The Marriage of Marketing & Business Development: How Top RIAs Have Generated Scalable, Repeatable Organic Growth
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Rick Buoncore - Managing Partner, MAI Capital Management
- Lisa Crafford - Director, Head of Business Consulting, BNY Mellon | Pershing
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
3:35pm - 4:15pm40 mins
Inside ETFs
How to use Direct Indexing Strategies to Differentiate and Grow your Practice
- Rachel Elson - Wealth Advisor, Perigon Wealth Management
- Stephen Bodurtha - Lecturer, Investment Planning, Masters in Wealth Management Program, Columbia University
- Carlos Diez - CEO, MarketGrader
3:35pm - 4:15pm40 mins
WealthStack
Engaging the Unengaged: Why Advice Engagement is the New Standard of Success
- Peyman Pardis - Head of Wealth Management, Deloitte
- Derek Notman - Founder, Couplr
- Philipp Hecker - Co-Founder & CEO, Bento Engine
- Adam Holt - Founder & CEO, Asset Map
4:15pm - 4:55pm40 mins
RIA Edge
View From the Top: How Top RIA Acquirers Are Identifying and Assigning Value
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Jeff Dekko - CEO, Wealth Enhancement Advisory Services
- Kevin Corbett - Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors
- Jeff Haller - MD, Financial Institutions Group, Investment Banking Division, Goldman Sachs
- Jamie Hopkins, ESQ, CFP®, RICP® - Partner, Carson Group
4:15pm - 4:55pm40 mins
Inside ETFs
Retirement Income Plans for the Principled Investor: Creating a Curated Portfolio that Meets Client Goals
- Pamela Sams - Financial Advisor, Jackson Sams Wealth Strategies
- Michelle Richter-Gordon - Co-Founder, Annuity Research & Consulting
- Heather Kelly - Executive Vice President, Allianz Life
4:15pm - 4:55pm40 mins
WealthStack
What’s Trending in the Investment & Advice Business? Perspective from Leading Journalists
- Joe Anthony - Co-Founder and President, Gregory FCA
- Diana Britton - Managing Editor, WealthManagement.com,
- Ryan Neal - Technology Editor, InvestmentNews
4:55pm - 5:10pm15 mins
RIA Edge
Closing RIA Edge Visionaries
- Cooper Sinclair - RIA Distribution Strategy, Sammons Financial
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
4:55pm - 5:35pm40 mins
WealthStack
Closing WealthStack Visionary: Digitizing Your Practice End to End
- Jason Pereira - Partner, Senior Financial Planner and Portfolio Manager, Woodgate Financial Inc.
4:55pm - 5:35pm40 mins
Wealth Management EDGE
Focused on the Future: Propelling Firm Growth through Talent, Teams and Culture
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
- Tyrone Ross Jr. - CEO & Cofounder of Turnqey Labs, Principal of 401 Financial
- Leslie Y. Tabor - Director Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.
- Michael Nathanson - Chair and Chief Executive Officer, The Colony Group
- Burt White - Managing Partner, Chief Strategy Officer, Carson Group
5:35pm - 6:35pm60 mins
Networking and Refreshment Break
Happy Hour in Expo Hall
5:35pm - 6:05pm30 mins
Meet Up
RIA 100 Meet Up area in the Expo Hall
5:35pm - 6:35pm60 mins
ETF Think Tank
ETF Think Tank LIVE Happy Hour
- Cinthia Murphy - Director of Research, ETF ThinkTank
- Bob Elliott - CEO, Unlimited
- Dan Weiskopf - Portfolio Manager, Tidal Financial Group
- Michael Gayed - Portfolio Manager, ETF ThinkTank
8:00pm - 10:00pm120 mins
Networking and Refreshment Break
Closing Party
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