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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

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 * May 31
 * Jun 1
 * Jun 2
 * Jun 3

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WEALTH MANAGEMENT EDGE AGENDA-DAY ONETUESDAY, 31 MAY 2022 - EST/EDT (EASTERN
DAYLIGHT, GMT-4)

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Streams
Inside ETFs Think Tank
Inside ETFs U Workshop 1.0
Inside ETFs Workshop 3.0
RIA Edge Think Tank
WealthStack Think Tank
WealthStack Workshop 2.0

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Presentation


WEALTH MANAGEMENT EDGE AGENDA-DAY ONETUESDAY, 31 MAY 2022 - EST/EDT (EASTERN
DAYLIGHT, GMT-4)

search
Streams
Inside ETFs Think Tank
Inside ETFs U Workshop 1.0
Inside ETFs Workshop 3.0
RIA Edge Think Tank
WealthStack Think Tank
WealthStack Workshop 2.0

Formats
Networking
Presentation

1:15pm - 2:15pm
Registration Opens
Showing 5 of 6 Streams
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Inside ETFs U Workshop 1.0
Inside ETFs Workshop 3.0
WealthStack Workshop 2.0
Inside ETFs Think Tank
RIA Edge Think Tank
WealthStack Think Tank
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2:15pm - 2:20pm
Chair's Remarks
2:20pm - 3:00pm
The Ultimate Guide on the Fundamentals of ETFs
 * Todd Rosenbluth - Head of Research, ETF Trends & ETF Database, CFRA
 * Jillian DelSignore - Managing Director, Head of ETFs & Indexing, FLX Networks
 * Adam Shoffner - Director and Fund Chief Compliance Officer, Foreside

3:00pm - 3:40pm
Everything You Need to Know About Active ETFs
 * Robert Isbitts - Founder and Chief Investment StrategistFounder and Chief
   Investment Strategist, Sungarden Investment Publishing LLC
 * Matt Lewis - VP, Head of ETF Implementation & Capital Markets, American
   Century Investments
 * Steve Cook - Managing Director, ETFs, Harbor Capital Advisors, Inc.
 * Samita Thephasit - Co-founder, Sungarden Investment Publishing
 * Rafia Hasan - Chief Investment Officer, Wipfli Financial Advisors

3:40pm - 4:20pm
Crypto, NFTs and the Metaverse
 * Toby Bochan - Managing Editor, CoinDesk
 * Caitlin Cook - Head of Community and VP of Operations, Onramp Academy
 * Rayhaneh Sharif-Askary - Managing Director, Investor Relations, Grayscale
   Investments
 * Bruno Sousa - Head of Global Expansion and Interm Head of U.S., Hasdex

2:15pm - 2:20pm
Chair's Remarks
2:20pm - 3:00pm
Factor Based Investing in the Post-COVID Economy: A current look at the
Quantitative Factors in ETFs to consider investing in TODAY
 * Rachel Elson - Wealth Advisor, Perigon Wealth
 * Sam Huszczo - Founder, SGH Wealth Management
 * Robert Bush - Senior Research Analyst Thought Leadership, Deutsche Asset
   Management
 * Crystal McClenthen, CFA - Head Of Product Strategy, Funds And Managed
   Accounts, FlexShares Exchange-Traded Funds Group

3:00pm - 3:40pm
Digital Assets Understood
 * Don Friedman - President, Digital Assets Council of Financial Professionals
 * Roxanna Islam - Associate Director of Research, Alerian
 * Jan F. van Eck - President, Chief Executive Officer, and Owner, VanEck

3:40pm - 4:20pm
Are Actively Managed ETFs Here to Stay?
 * Cullen Roche - Founder and CIO, Discipline Funds
 * Dodd Kittsley - National Director, Davis Advisors
 * Ryan Issakainen - Senior Vice President and Exchange-Traded Fund Strategist,
   First Trust
 * Cameron Dawson, CFA - Chief Market Strategist, Fieldpoint Private Securities,
   LLC

2:15pm - 2:20pm
Chair's Remarks
2:20pm - 3:00pm
Artificial Intelligence – Bringing the Sexy Back to the Back Office
3:00pm - 3:40pm
Technology Drivers of Next Gen Investing
 * Davis Janowski - Senior Technology Editor, WealthManagement.com
 * Carin Stimolo - VP, Client Experience, Fidelity ESG ProSM, Fidelity ESG ProSM
 * Zach Conway - Founder & CEO, Seeds Investor

3:40pm - 4:20pm
Breaking Down the Barriers to Make Digital Assets Accessible
 * Bruce Fenton - Executive Director, Bitcoin Foundation
 * Matt McCall - Lead Analyst, The McCall Report
 * Teddy Fusaro - President, Bitwise

3:00pm - 4:30pm
Gamechangers: The Rise of ESG and Socially Responsible Investing
 * Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence

3:00pm - 4:30pm
The Advisory Firm of the Future Think Tank
 * Mark Bruno - Managing Director, Wealth Management, Informa Connect

3:00pm - 4:30pm
The Future of Crypto & WealthTech Do Tank
 * Doug Fritz - Founder, F2 Strategy
 * Jeannette Spaulding - CEO, Inveniam Asset Management

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4:30pm - 5:00pm
Event Welcome and EDGE Visionary
5:00pm - 5:30pm
EDGE Visionary - What Clients Want: Bringing Together Technology With Human
Touch To Improve Client Satisfaction
 * Joe Duran - Head of Goldman Sachs Personal Financial Management, Goldman
   Sachs
 * Mark Bruno - Managing Director, Wealth Management, Informa Connect

5:30pm - 7:00pm
Welcome Reception in the Hotel Lobby
NextWealth Management EDGE Agenda-Day TwoWednesday, 1 June 2022


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Filter
Streams
Inside ETFs Think Tank
Inside ETFs U Workshop 1.0
Inside ETFs Workshop 3.0
RIA Edge Think Tank
WealthStack Think Tank
WealthStack Workshop 2.0

Formats
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Choose Day
 * Download Agenda
 * May 31Wealth Management EDGE Agenda-Day One
 * Jun 1Wealth Management EDGE Agenda-Day Two
 * Jun 2Wealth Management EDGE Agenda-Day Three
 * Jun 3Wealth Management EDGE Agenda-Day Four


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