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
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
Dan Ives
Managing Director, Senior Equity Analyst, Wedbush Securities
Shannon Saccocia
Chief Investment Officer, NB Private Wealth
Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management
Joe Terranova
Chief Market Strategist, Virtus Investment Partners
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
Nyle Bayer
CMO, Future Proof
Joanne Bradford
Chief Money Officer, Domain Money
Brian Broadway
Vice President of Family Office Community, Forge Community
Diana Cabrices
Founder, Diana Cabrices Consulting
Donald Calcagni
CIO, Mercer Advisors
Emma Cary
Chief Reporter, With Intelligence
Chris Cherry
Head of Strategic Partnerships, Future Proof
Dominic Chu
Senior Markets Correspondent, CNBC
Mike Conover
Founder & CEO, Brightwave
Callie Cox
Chief Market Strategist, Ritholtz Wealth Management
Lisa Crafford
Managing Director, Head of Advisory, Constellation Wealth Capital
Amy DeTolla
Founder, Aureus Advantage
Devon Drew
Founder & CEO, AssetLink
Ryan Eisenman
CEO, Arch
Jon Foster
CEO, Angeles Wealth Management
Robert Frank
Wealth Editor, CNBC
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
Jeff Garden
CIO, Lido Advisors
Mark Gatto
Co-Founder & Co-CEO, CION Investments
Jeff Gonyo
Head of Wealth Management, Steward Partners
Vildana Hajric
Cross-Asset Reporter, Bloomberg News
Phil Huber
Managing Director, Head of Portfolio Solutions, Cliffwater
Shruti Joshi
President & Chief Operating Officer, Facet
Natasha Kingham
Managing Director, Head of Global Wealth Management Technology, AlTi Tiedemann Global
Laura Lutton
Global Head of Manager Research, Morningstar
Nick Maggiulli
COO, Ritholtz Wealth Management
John Manganaro
Senior Reporter, ThinkAdvisor
Ritik Malhotra
Founder & CEO, Savvy Wealth
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
Andrew Pitcairn
Family Council Chair & Director, Pitcairn
Jamie Rhode
Partner, Screendoor
Paul Saganey
Founder & CEO, Integrated Partners
Bradley Schurman
Founder & CEO, Human Change
Andy Schwartz
Co-Founder & Managing Partner, Bleakley Financial Group
Alexandra Semenova
Reporter, Bloomberg News
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures
Suzanne Siracuse
President, Suzanne Siracuse, LLC
Brad Smithy
Founding Partner & Head of Wealth Management, Elevation Point
Michael Thrasher
Founder, Modus
Stephen Tuckwood
Director of Investments, Modern Wealth Management
Andy Watts
President, Avantax
Tim Welsh
President, Nexus Strategy
Ian Wenik
Editor, Citywire
Jen Wing
SVP, Chief Investment Officer, GeoWealth
Kathy Wunderli
Head of Private Wealth, Wealth.com
