Where the best ideas are shared
We’ve gathered the brightest minds and cutting-edge ideas from a variety of industry trailblazers and emerging voices, all to help you stay ahead of the curve and keep your business future proof.
ELIZABETH KOEHLER
The event provided a great platform to unpack the latest trends in our wealth management industry and exchange the knowledge and insights.
TOM BURMEISTER
That was the first time I was ever sad to leave a conference. . . Quality of content, stuff to do, set up, logistics. You don’t realize it when it’s not there but when it is you really appreciate it.
your favorite podcasts, live
WORLD-CLASS SPEAKERS
More Speakers Added Weekly!
Mellody Hobson
Co-CEO & President, Ariel Investments
Harvey Schwartz
CEO, Carlyle
Josh Brown
CEO, Ritholtz Wealth Management
Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management
Tom Lee
Co-Founder & Head of Research, Fundstrat
Michael Kitces
Chief Planning Nerd, Kitces.com
Blair duQuesnay
Lead Advisor, The Preserve, Ritholtz Wealth Management
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Brian Belski
Chief Investment Strategist, BMO
Anna Paglia
Chief Business Officer, State Street Global Advisors
Matt Middleton
Founder & CEO, Future Proof
Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management
Chris Cherry
Head of Strategic Partnerships, Future Proof
Dan Ives
Managing Director, Senior Equity Analyst, Wedbush Securities
Shannon Saccocia
Chief Investment Officer, NB Private Wealth
Shannon Spotswood
CEO, RFG Advisory
Caleb Silver
Editor-in-Chief, Investopedia
Liz Fritz
Chief Commercial Officer, F2 Strategy
Nick Maggiulli
COO, Ritholtz Wealth Management
Mark Gatto
Co-President & Co-CEO, CION Investments
Emily Roland
Co-Chief Investment Strategist, John Hancock Investment Management
Joe Duran
Managing Partner, Rise Growth Partners
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures
Nyle Bayer
CMO, Future Proof
Bradley Schurman
Founder & CEO, Human Change
Paul Saganey
Founder & CEO, Integrated Partners
Callie Cox
Chief Market Strategist, Ritholtz Wealth Management
Brian Andrew
CIO, Merit Financial Advisors
Joanne Bradford
Chief Money Officer, Domain Money
Doug Fritz
Chairman, F2 Strategy
Bryon Lake
Chief Transformation Officer, Asset & Wealth Management, Goldman Sachs Asset Management
Jamie Rhode
Partner, Screendoor
Devon Drew
Founder & CEO, AssetLink
Jon Foster
CEO, Angeles Wealth Management
Alexandra Semenova
Reporter, Bloomberg News
Julie Hyman
Anchor, Yahoo Finance
Larry Shumbres
Founder & CEO, Archive Intel
Andrew Pitcairn
Family Council Chair & Director, Pitcairn
Suzanne Siracuse
President, Suzanne Siracuse, LLC
Kristin Myers
Editor-in-Chief, etf.com
Jen Wing
SVP, Chief Investment Officer, GeoWealth
Rob Nance
Founder & CEO, Dispatch
Kerry Hannon
Senior Columnist, Yahoo Finance
Diana Cabrices
Founder, Diana Cabrices Consulting
Ed Friedman
Director of Growth & Business Development, Summit Financial
Ian Wenik
Editor, Citywire
