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
Mellody Hobson
Co-CEO & President, Ariel Investments
Harvey Schwartz
CEO, Carlyle
Josh Brown
CEO, Ritholtz Wealth Management
Robyn Grew
CEO, Man Group
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
Jose Minaya
Global Head of BNY Investments and Wealth, BNY
Anna Paglia
Chief Business Officer, State Street Global Advisors
Boaz Weinstein
Founder & Chief Investment Officer, Saba Capital Management, L.P.
Matt Middleton
Founder & CEO, Future Proof
Russell Savage
Entrepreneur, Founder, Rockstar Energy
Dan Ives
Managing Director, Senior Equity Analyst, Wedbush Securities
Shannon Saccocia
Chief Investment Officer, NB Private Wealth
Joe DeVico
Co-Head, U.S. Wealth Advisory, BlackRock
Michael Saylor
Executive Chairman, Strategy
Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management
Joe Terranova
Chief Market Strategist, Virtus Investment Partners
Marc Zahr
Co-President & Head of Real Estate, Blue Owl
Shannon Spotswood
CEO, RFG Advisory
Caleb Silver
Editor-in-Chief, Investopedia
Joe Duran
Managing Partner, Rise Growth Partners
Emily Roland
Co-Chief Investment Strategist, John Hancock Investment Management
Sean Allocca
Senior Editor, The Daily Upside
Brian Andrew
CIO, Merit Financial Advisors
Sonali Basak
Anchor & Global Finance Correspondent, Bloomberg
Nyle Bayer
CMO, Future Proof
Doug Boneparth
President, Bone Fide Wealth, LLC
Joanne Bradford
Chief Money Officer, Domain Money
Brian Broadway
Vice President of Family Office Community, Forge Community
Mark Bruno
Managing Director, Emigrant Partners
Julius Buchanan
Editor in Chief, Wealth Solutions Report
Diana Cabrices
Founder, Diana Cabrices Consulting
Donald Calcagni
CIO, Mercer Advisors
Emma Cary
Chief Reporter, With Intelligence
Matt Cerminaro
Chief Product Officer, Exhibit A
Chris Cherry
Head of Strategic Partnerships, Future Proof
Dominic Chu
Senior Markets Correspondent, CNBC
John Connell
CEO, Focal
Mike Conover
Founder & CEO, Brightwave
Callie Cox
Chief Market Strategist, Ritholtz Wealth Management
Lisa Crafford
Managing Director, Head of Advisory, Constellation Wealth Capital
Allen Darby
CEO, Alaris Acquisitions, LLC
Josh Desai
Managing Partner and Co-Chief Investment Officer, Peak Altitude Partners
Amy DeTolla
Founder, Aureus Advantage
Devon Drew
Founder & CEO, AssetLink
Jason Early
Founder & CEO, RISR
Evan Ehrenberg
COO & Co-Founder, Waterlily
Ryan Eisenman
CEO, Arch
Andrew Foerch
Reporter, Citywire
Michele Foldenauer
Managing Director, ACA Group
Jon Foster
CEO, Angeles Wealth Management
Robert Frank
Wealth Editor, CNBC
Brooks Friederich
Principal Director, Research Strategy, Envestnet
Ed Friedman
Director of Growth & Business Development, Summit Financial
Doug Fritz
Co-Founder & Executive Chairman, F2 Strategy
Liz Fritz
Co-Founder & Legacy CMO, F2 Strategy
Fred Gabriel
Publisher, Executive Editor, Crain Currency
Jeff Garden
CIO, Lido Advisors
Mark Gatto
Co-Founder & Co-CEO, CION Investments
Jeff Gonyo
Head of Wealth Management, Steward Partners
Mary Kate Gulick
Wealth Management Marketing Leader
Vildana Hajric
Cross-Asset Reporter, Bloomberg News
Phil Huber
Managing Director, Head of Portfolio Solutions, Cliffwater
Aneri Jambusaria
Managing Director, Wealth Management, LPL
Jeff Johnson
Principal and Head of Fixed Income Product, Vanguard
Shruti Joshi
President & Chief Operating Officer, Facet
Andy Kaufman
CIO, Community Capital Management
Elaine King
Founder & CEO, Family and Money Matters Institute
Natasha Kingham
Managing Director, Head of Global Wealth Management Technology, AlTi Tiedemann Global
Michael Konialian
Founder & CEO, Modern Life
Daniella Kranjac
Founding GP, Avant Bio
Peter Krull
Partner & Director of Sustainable Investing, Earth Equity Advisors
Bryon Lake
Chief Transformation Officer, Asset & Wealth Management, Goldman Sachs Asset Management
Ryan Lawler
Fintech Reporter, Axios
Laura Lutton
Global Head of Manager Research, Morningstar
Nick Maggiulli
COO, Ritholtz Wealth Management
Ritik Malhotra
Founder & CEO, Savvy Wealth
John Manganaro
Senior Reporter, ThinkAdvisor
Michael Maroon Jr.
Managing Director, GLASfunds
Craig Mesick
Wealth Partnerships & Growth, Carefull
Kristin Myers
Editor-in-Chief, etf.com
Rob Nance
Founder & CEO, Dispatch
Alex Ortolani
Senior Reporter, WealthManagement.com
Eden Ovadia
Co-Founder & CEO, FINNY
Charles Paikert
Reporter, Family Wealth Report
Shirl Penney
President & CEO, Dynasty Financial Partners
Bob Pisani
Senior Markets Correspondent, CNBC
Andrew Pitcairn
Family Council Chair & Director, Pitcairn
Peter Raimondi
Founder & CEO, Dakota Wealth Management
Jamie Rhode
Partner, Screendoor
Tony Rodriguez
Head of Fixed Income Strategy, Nuveen
Paul Saganey
Founder & CEO, Integrated Partners
Gabriela Santos
Chief Market Strategist for the Americas, J.P. Morgan Asset Management
Bradley Schurman
Founder & CEO, Human Change
Andy Schwartz
Co-Founder & Managing Partner, Bleakley Financial Group
Ted Seides
Founder, Capital Allocators
Alexandra Semenova
Reporter, Bloomberg News
David Shapiro
Co-Founder & CEO, OPEN VC
Dan Shaykevich
Principal, Portfolio Manager, Vanguard
Larry Shumbres
Founder, CEO, Archive Intel
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures
Suzanne Siracuse
President, Suzanne Siracuse, LLC
Shana Sissel
Founder & CEO, Banríon Capital Management
Nisiar Smith
President & Financial Advisor, Courtside Wealth Partners
Brad Smithy
Founding Partner & Head of Wealth Management, Elevation Point
Nizar Tarhuni
Executive Vice President, Head of Private Market Research, PitchBook
Allison Thacker
Special Advisor & Former CIO, Rice University
Michael Thrasher
Founder, Modus
Stephen Tuckwood
Director of Investments, Modern Wealth Management
Lily Vittayarukskul
CEO & Co-Founder, Waterlily
Andy Watts
President, Avantax
Tim Welsh
President, Nexus Strategy
Ian Wenik
Editor, Citywire
Matt Wexler
Principal, Excel Group
Rebecca Wilde
Managing Director, StockSnips
Jen Wing
SVP, Chief Investment Officer, GeoWealth
Michelle Winkles
Partner & Chief Marketing Officer, Mission Wealth
Suzanne Woolley
Personal Finance Reporter, Bloomberg News
Kai Wu
Founder & Chief Investment Officer, Sparkline Capital
Kathy Wunderli
Head of Private Wealth, Wealth.com
Asaf Zentler
AVP, Interim Chief Investment Officer & University Treasurer, University of Miami
