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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
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WEALTHMANAGEMENT EDGE AGENDA-DAY ONETUESDAY, 31 MAY 2022

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Inside ETFs Think Tank
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Inside ETFs Workshop 3.0
RIA Edge Think Tank
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WealthStack Workshop 2.0
WealthStack Workshop 2.5


WEALTHMANAGEMENT EDGE AGENDA-DAY ONETUESDAY, 31 MAY 2022

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Inside ETFs Think Tank
Inside ETFs U Workshop 1.0
Inside ETFs Workshop 3.0
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1:15pm - 2:15pm
Registration Opens
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Inside ETFs U Workshop 1.0
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WealthStack Workshop 2.0
WealthStack Workshop 2.5
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 - Senior Director, ETF & Mutual Fund Research, CFRA
 * Jillian DelSignore - Managing Director, Head of ETFs & Indexing, FLX Networks

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 Funds

3:40pm - 4:20pm
Crypto, NFTs and Ethereum for Dummies
 * 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

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

3:00pm - 3:40pm
Digital Assets Understood
 * Roxanna Islam - Associate Director of Research, Alerian
 * Jan Van Eck - President, Chief Executive Officer, and Owner, Van Eck
   Associates Corporation

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

2:15pm - 2:20pm
Chair's Remarks
2:20pm - 3:00pm
Digital Assets
3:00pm - 3:40pm
Technology Drivers of Next Gen Investing
 * Carin Stimolo - VP, Client Experience, Fidelity ESG ProSM, Fidelity ESG ProSM

3:40pm - 4:20pm
Breaking Down the Barriers to Make Digital Assets Accessible
 * Teddy Fusaro - President, Bitwise

2:15pm - 2:20pm
Chair's Remarks
2:20pm - 3:00pm
Full Stack Vs. Best In Breed – Strategies For Creating Your Own Digital
Ecosystem
3:00pm - 3:40pm
How The New SEC Marketing Rule Will Redefine Advisor Trust and Advocacy
 * Tim Welsh - President, CEO & Founder, Nexus Strategy LLC

3:40pm - 4:20pm
Artificial Intelligence – Bringing the Sexy Back to the Back Office
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 Next Generation of RIA Growth & Talent
 * Mark Bruno - Managing Director, Wealth Management, Informa Connect

3:00pm - 4:30pm
The Future of Advice: Re-imagining the Client Experience
 * 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
 * Joe Duran - Head of Goldman Sachs Personal Financial Management, Goldman
   Sachs

5:30pm - 7:00pm
Welcome Reception in the Hotel Lobby
7:00pm - 9:00pm
Dine Arounds | EDGE Advisory Board Dinner | Media Dinner | Industry Dinner
NextWealthManagement EDGE Agenda-Day TwoWednesday, 1 June 2022


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Inside ETFs Workshop 3.0
RIA Edge Think Tank
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WealthStack Workshop 2.0
WealthStack Workshop 2.5

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


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