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
Mike Gitlin
CEO, Capital Group
Shannon Eusey
Co-Founder & CEO, Beacon Pointe
Lori Hardwick
Board Member, Cerity Partners, Cetera, Orion, Docupace
John Rogers
Chairman, Co-CEO & CIO, Ariel Investments
Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management
Joe Weisenthal
Podcast Host, Bloomberg
Tracy Alloway
Podcast Host, Bloomberg
James Dean
Global Generative AI GTM Specialist, Google
Lule Demmissie
Former CEO, eToro US
Michael Kitces
Chief Planning Nerd, Kitces.com
DR. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Josh Brown
CEO, Ritholtz Wealth Management
Natalie Wolfsen
CEO, Orion
Matt Middleton
Founder & CEO, Future Proof
Kristie Edling-Day
EVP, Chief Information Officer, Advisor Technology, LPL
George Nichols III
CEO, The American College of Financial Services
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Sandi Bragar
Chief Client Officer, Partner, Aspiriant
Jeffrey Gundlach
CEO & CIO, DoubleLine Capital
Joe Lonsdale
Managing Partner, 8VC
Andree Mohr
President, Integrated Partners
Scott Wapner
Anchor, CNBC
Denitsa Balunis
SVP, Corporate Strategy, Edelman Financial Engines
Jason Ozur
CEO, Lido Advisors
Laura Combs
Executive Managing Director, Mercer Advisors
Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management
Kay Lynn Mayhue
President, Merit Financial Advisors
Nick Maggiulli
COO, Ritholtz Wealth Management
Jim Dickson
CEO, Elevation Point
Sarah Levy
CEO, Betterment
Kevin Thompson
Founder, 9i Capital Group
David Adelman
Managing Director, KraneShares
Sean Allocca
Senior Editor, The Daily Upside
Neil Bage
Co-Founder, Shaping Wealth
Nyle Bayer
CMO, Future Proof
Ashley Bleckner
Senior Wealth Advisor, Ellevest
Doug Boneparth
President, Bone Fide Wealth
Heather Boneparth
Director of Business & Legal Affairs, Bone Fide Wealth
Joanne Bradford
Chief Money Officer, Domain Money
Diana Britton
Managing Editor, WealthManagement.com
Sean Brown
CEO, YCharts
Mark Bruno
Managing Director, Head of Strategic Advisory, Emigrant Partners, LLC
Alison Burkett
EVP & Senior Partner, Head of Enterprise Development, Snowden Lane
Diana Cabrices
Chief Evangelist, Diana Cabrices Consulting
Cary Carbonaro
Managing Wealth Advisor, Women and Wealth Ambassador, Ashton Thomas Private Wealth
Kevin Carter
Founder & Chief Investment Officer, EMQQ
Chris Cherry
Head of Strategic Partnerships, Future Proof
Mario Chilin
Chief Compliance Officer, EP Wealth Advisors
Dominic Chu
Senior Markets Correspondent, CNBC
Carmine Cicalese
Senior Partner, Digital Privacy & Protection, LLC
Reed Colley
Co-Founder & CEO, Summit Wealth Systems
Matthew Confer
VP, Strategy, Abilitie
Adam Cox
Chief Wealth Management Officer, The First National Bank in Sioux Falls
Bill Crager
Strategic Advisor, Co-Founder & Former CEO, Envestnet
Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions
Shane Cummings
Director of Technology & Cybersecurity, Halbert Hargrove
Paul Curcio
WBD
Scott Danner
Head of Legacy Division, Steward Partners
Jon Dauphiné
CEO, Foundation for Financial Planning
Dana D'Auria
Co-Chief Investment Officer, Envestnet
Lee Davidson
Chief Data & Analytics Officer, Morningstar
Nancy Davis
CIO, Quadratic Capital Management LLC
Amy DeTolla
Wealth M&A and Technology Leader, Aureus Advantage
Jack Devine
Founding Partner & President, The Arkin Group
David DeVoe
Founder & CEO, DeVoe & Company
Carley Dillon
Chief Experience Officer, Brighton Jones
Cammie Doder
CMO, Partner, Aspiriant
Devon Drew
Founder & CEO, AssetLink
Blair duQuesnay
Lead Advisor, The Preserve, Ritholtz Wealth Management
Malcolm Ethridge
Executive Vice President, CIC Wealth
Tom Fields
Founder, Fynancial
Margaret Franklin
President & CEO, CFA Institute
Akiko Fujita
Anchor/Reporter, Yahoo Finance
Allie Garfinkle
Senior Finance Reporter, Fortune
Chelsey Goodan
Author
Lauren Goodwin
Chief Market Strategist, New York Life Investments
Stephanie Guild
Head of Investment Strategy, Robinhood
Kerry Hannon
Senior Columnist and On-Air Expert, Yahoo Finance
Brian Hamburger
President & CEO, MarketCounsel
Peter Harrell
Non-Resident Fellow, Carnegie Endowment for International Peace
Dave Haughton
Senior Corporate Counsel, Wealth.com
Jamie Hopkins
CEO, Bryn Mawr Capital Management, LLC
Phil Huber
Head of Portfolio Solutions, Cliffwater
Ryan Hughes
CEO, Bull Oak
Julie Hyman
Anchor, Yahoo Finance
Craig Iskowitz
CEO, Ezra Group
Dan Ives
Managing Director, Senior Equity Analyst, Wedbush Securities
Ben Johnson
Head of Client Solutions, Asset Management, Morningstar
Brad Johnson
Co-Founder, Triad Partners
Samir Kaji
Co-Founder & CEO, Allocate
Stephen Kaplan
Managing Director, Head of Customized Managed Account Solutions, J.P. Morgan Asset Management
Megan Kelley
Head of Research, Fidelity Center of Applied Technology
Brian King
CEO, LODAS Markets
Derrick Kinney
Founder, Success for Advisors LLC.
Ryan Lawler
Fintech Reporter, Axios Pro
Marlena Lee
Global Head of Investment Solutions, Dimensional Fund Advisors
Tom Lee
Co-Founder & Head of Research, Fundstrat
Joy Lere
Co-Founder, Shaping Wealth
Janet Levaux
Editor-in-Chief, ThinkAdvisor
Dr. Elizabeth Lombardo
Elizabeth Lombardo International
Saira Malik
Chief Investment Officer, Nuveen
Peter Mallouk
President & CEO, Creative Planning
Jacqueline Martinez
Alaris Acquistions, Managing Partner
Bill McBride
Blogger, Calculated Risk
Bart McDonough
Founder & CEO, Agio
Frank Mckiernan
Senior Private Wealth Advisor, Procyon Partners
Joe McLean
Managing Partner, Family Office, MAI Capital Management
Matt Mosich
Executive Communication & Speaker Coach, The Mosich Group
Jay Mooreland
Behavioral Finance Coach, The Behavioral Finance Network
Kristin Myers
Editor-in-Chief, etf.com
Michael Novogratz
Founder & CEO, Galaxy Digital
Jessica Oliveira
Senior Creator Manager, Finance, LinkedIn
Kristen Oliveri
Editor, Crain Currency
Eden Ovadia
Co-founder, FINNY
Anna Paglia
Chief Business Officer, State Street Global Advisors
Eli Pakier
Founder, Field Trip Department
Phil Pearlman
Founder, Pearl Institute
Danielle Poli
Managing Director & Assistant Portfolio Manager, Global Credit, Oaktree Capital Management
Brian Portnoy
Founder & CEO, Shaping Wealth
Jack Raines
Creator, Young Money
Chelsea Ransom-Cooper
Chief Financial Planning Officer, Zenith Wealth Partners
Sid Ratna
CMO, Financial Advisor Services, Vanguard
Dana Rhodes
COO, Axtella
Tom Rieman
CEO & Founding Partner, Practice Intel
Sam Ro
Editor, TKer.co
Ed Rosenberg
Head of ETFs, Texas Capital
Samantha Russell
Chief Evangelist, FMG
Tobias Salinger
Chief Correspondent, FinancialPlanning
John Samuels
Founder & CEO, Wellworth Advisors
Jill Schlesinger
Host, Jill on Money, CBS Mornings
Alexandra Semenova
Reporter, US Stocks, Bloomberg News
Akash Shah
Chief Growth Officer, BNY
Dr. Darshan Shah
Founder & CEO, Next Health
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures
Caleb Silver
Editor-in-Chief, Investopedia
Ainslie Simmonds
Head of Global Strategy, BNY Pershing and President, BNY Pershing X
Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services, LLC
Andrew Smith Lewis
Founder & CEO, Alai Studios
Jerry Sneed
SVP, Procyon Partners
Shawn Sparks
Co-Founder, Triad Partners
Shannon Spotswood
President, RFG
Jaci Stanton
Managing Director, F2 Strategy
Jordan Stein
Managing Director, Cresset
Seth Streeter
Founder & Chief Impact Officer, Mission Wealth
Denitsa Tsekova
Cross-Asset Reporter, Bloomberg News
Dr. Jean Twenge
Owner, iGen Consulting
Jan Van Eck
CEO, Van Eck
Alli Warner
Chief Marketing Officer, Beacon Pointe
Ian Wenik
Editor, Citywire
John Wernz
Executive in Residence, Great Hill Partners
Tom West
Senior Partner, Signature Estate & Investment Advisors
Bryan Whalen
Chief Investment Officer, TCW
Julie Willoughby
Head of Global Sales, Morningstar
Erin Wood
SVP, Financial Planning & Advanced Solutions, Carson Group
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