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
Michael Kitces
Chief Planning Nerd, Kitces.com
Lule Demissie
CEO, eToro US
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
Joe Duran
Managing Partner, Rise Growth Partners
Molly Weiss
Group President, Wealth Management Platform, Envestnet
Michael Batnick
Managing Partner, Ritholtz Wealth Management
Sandi Bragar
Chief Client Officer, Partner, Aspiriant
Jeffrey Gundlach
CEO & CIO, DoubleLine Capital
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
Jim Dickson
CEO, Elevation Point
Sarah Levy
CEO, Betterment
Kevin Thompson
Founder, 9i Capital Group
Nyle Bayer
CMO, Future Proof
Ashley Bleckner
Senior Wealth Advisor, Ellevest
Sean Brown
CEO, YCharts
Mark Bruno
Managing Director, Head of Strategic Advisory, Emigrant Partners, LLC
Chris Cherry
Head of Strategic Partnerships, Future Proof
Matthew Confer
VP, Strategy, Abilitie
Shane Cummings
Director of Technology & Cybersecurity, Halbert Hargrove
Scott Danner
Head of Legacy Division, Steward Partners
Lee Davidson
Chief Data & Analytics Officer, Morningstar
David DeVoe
Founder & CEO, DeVoe & Company
Cammie Doder
CMO, Partner, Aspiriant
Chelsey Goodan
Author
Stephanie Guild
Head of Investment Strategy, Robinhood
Brian Hamburger
Founder, MarketCounsel
Dan Ives
Managing Director, Senior Equity Analyst, Wedbush Securities
Ben Johnson
Head of Client Solutions, Asset Management, Morningstar
Samir Kaji
Co-Founder & CEO, Allocate
Marlena Lee
Global Head of Investment Solutions, Dimensional Fund Advisors
Joy Lere
Co-Founder, Shaping Wealth
Bart McDonough
Founder & CEO, Agio
Matt Mosich
Executive Communication & Speaker Coach, The Mosich Group
Jay Mooreland
Behavioral Finance Coach, The Behavioral Finance Network
Jessica Oliveira
Senior Creator Manager, Finance, LinkedIn
Brian Portnoy
Founder & CEO, Shaping Wealth
Dana Rhodes
COO, Axtella
Ed Rosenberg
Head of ETFs, Texas Capital
Samantha Russell
Chief Evangelist, FMG
Caleb Silver
Editor-in-Chief, Investopedia
Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services, LLC
Jaci Stanton
Managing Director, F2 Strategy
Sally Tickner
Publishing Director, Harriman House
Dr. Jean Twenge
Owner, iGen Consulting
Tom West
Senior Partner, Signature Estate & Investment Advisors
Julie Willoughby
Head of Global Sales, Morningstar
With More Speakers added weekly!
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