May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Floridakeyboard_arrow_right
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Wealth Management EDGE Agenda-Day Two
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Wealth Management 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
9:00am - 9:05am5 mins
Chair's Remarks
9:05am - 9:45am40 mins
Keynote Address: EDGE Visionary
9:45am - 10:25am40 mins
The Future of Wealth Management: How Investment, Fintech and RIA channels are Converging to Change the Future of Advice
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
Industry Demos
11:00am - 11:05am5 mins
InsideETFs
Chair's Remarks
11:00am - 11:05am5 mins
RIA Edge
Chair's Remarks
11:00am - 11:05am5 mins
WealthStack
Chair's Remarks
11:05am - 11:35am30 mins
InsideETFs
Fireside: The Economic Foundations of the Macro Environment
11:05am - 11:35am30 mins
RIA Edge
Drivers and Reshaping the Next Generation of RIA Growth
11:05am - 11:35am30 mins
WealthStack
The Embedded Wealth Stack and the Opportunities Embedded Finance Brings to Wealth Management
11:35am - 12:15pm40 mins
InsideETFs
The State of Bitcoin ETFs
11:35am - 12:15pm40 mins
RIA Edge
RIA CEO All Star Panel
11:35am - 12:15pm40 mins
WealthStack
Where are VCs and PEs Investing in the Next Wave of WealthTech and InvestTech
12:15pm - 1:15pm60 mins
Networking
Lunch for all Participants
12:15pm - 1:15pm60 mins
InsideETFs
InsideETFs Hall of Fame Induction Lunch Reception
1:15pm - 1:55pm40 mins
InsideETFs Alternative Track
Allocation Nation: Winning Strategies for Any Portfolio
1:15pm - 1:55pm40 mins
InsideETFs Track
To Outsource or Not to Outsource: That is the Question
1:15pm - 1:55pm40 mins
InsideETFs Equities Track
Do Alternative Investment Strategies Improve Investor Outcomes?
1:15pm - 3:15pm120 mins
RIA Edge Workshop
Valuation & M&A Workshop
1:15pm - 1:55pm40 mins
WealthStack
The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects
1:55pm - 2:35pm40 mins
InsideETFs Alternative Track
ETFs vs. Direct Indexing: What Does the Future Hold?
1:55pm - 2:35pm40 mins
InsideETFs Track
Uncovering Value with Actively Managed Fixed Income
1:55pm - 2:35pm40 mins
InsideETFs Equities Track
Focusing Capital on the Long Term: The Case for Real Estate
1:55pm - 2:35pm40 mins
WealthStack
Democratization of Access to the Investment Experience: How Technology is enabling investors to access new markets
2:35pm - 3:15pm40 mins
InsideETFs Alternative Track
Combining the Benefits of an Active Mutual Fund in 21st Century ETF Wrapper
2:35pm - 3:15pm40 mins
InsideETFs Track
Regulatory Updates - ETF Changes and Challenges
2:35pm - 3:15pm40 mins
InsideETFs Equities Track
Commodities in your Portfolio-Risk or Reward?
2:35pm - 3:15pm40 mins
WealthStack
Tech Stack & Your RIA: From The Lens Of Different Industry Perspectives
3:15pm - 3:45pm30 mins
Networking
Afternoon Networking and Refreshment Break
3:15pm - 3:45pm30 mins
Connectors
ESG Connector
3:15pm - 3:45pm30 mins
Leading EDGE Stage
Industry Demos
3:45pm - 4:25pm40 mins
InsideETFs
CIO Perspectives: The Top 3 Risks & Opportunities in 2022
3:45pm - 5:05pm80 mins
RIA Edge Workshop
Human Capital, Staffing and Compensation Workshop
3:45pm - 4:25pm40 mins
WealthStack
CTO Perspectives - Top Tech Trends
4:25pm - 5:05pm40 mins
InsideETFs
Investing in the Future
4:25pm - 5:05pm40 mins
WealthStack
The Advisory Firm of the Future: Leading with Technology to Reinvent the Client Experience
5:05pm - 6:05pm60 mins
Happy Hour in Exhibit Hall + Demos
7:30pm - 9:30pm120 mins
Beach Party
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