SEPTEMBER 15-18, 2024 | HUNTINGTON BEACH, CA

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

David Adelman

Managing Director & General Counsel, KraneShares

Tracy Alloway

Co-Host of the Odd Lots Podcast, Bloomberg

Cliff Asness

Managing & Founding Principal, AQR Capital Management

Rob Arnott

Founder & Chairman of the Board, Research Affiliates

Michael Batnick

Managing Partner, Ritholtz Wealth Management

Douglas Boneparth

President & Founder, Bone Fide Wealth, LLC

Josh Brown

CEO, Ritholtz Wealth Management

Bill Capuzzi

CEO, Apex Fintech Solutions

Andrea Chang

Wealth Reporter, Los Angeles Times

Eric Clarke

CEO, Orion

Bill Crager

Co-Founder & CEO, Envestnet

Ben Carlson

Director, Institutional Asset Management, Ritholtz Wealth Management

Stephanie Drescher

Partner & Chief Client & Product Development Officer, Apollo

Joe Duran

Serial Entrepreneur

Brad Gerstner

Founder & CEO, Altimeter Capital

John Gittelsohn

Journalist, Bloomberg News

Jeffrey Gundlach

CEO, DoubleLine

Morgan Housel

Partner, Collaborative Fund

Jaclyn Johnson

Founder, Create & Cultivate & Cherub

Scott Keeney

Founder, The Realest

Michael Kitces

Chief Financial Planning Nerd, Kitces.com, LLC

Ben Levisohn

Deputy Editor, Barron's

Sarah Levy

CEO, Betterment

Ron Lieber

Author & Your Money Columnist, The New York Times

Shirl Penney

CEO, Dynasty Financial Partners

Bob Pisani

Senior Markets Correspondent, CNBC

Barry Ritholtz

Chairman & CIO, Ritholtz Wealth Management

Jeremy Siegel

Senior Investment Strategy Advisor, WisdomTree

Scott Wapner

Anchor, CNBC

Joe Weisenthal

Co-Host of the Odd Lots Podcast, Bloomberg

Michelle Wie West

Pro Golfer & Angel Investor, PitchBook

Jay Williams

Partner, Galway Holdings

Sean Allocca

Editor-In-Chief, etf.com

Harris Baltch

Head of Investment Banking, Dynasty Investment Bank

Greg Bartalos

Editor in Chief, Barron's Wealth & Asset Management Group, Dow Jones

Christine Benz

Director of Personal Finance & Retirement Planning, Morningstar, Inc.

Stephanie Bogan

CEO, Chief Possibility Officer, Limitless Advisor Coaching

Erin Brodwin

Health Tech Reporter, Axios

Diana Cabrices

Founder, Wealthtech Evangelist, Diana Cabrices Consulting

Michael Casey

Chief Content Officer, CoinDesk

Nicole Casperson

Founder, Fintech is Femme

Devin Chen

EVP, Portfolio Manager - Private CRE, PIMCO

Callie Cox

US Investment Analyst, eToro

Daniel Crosby

Chief Behavioral Officer, Orion

Nancy Davis

Portfolio Manager, Quadratic Capital

Bob Elliott

Co-Founder, CEO, & CIO, Unlimited

Jennifer Grancio

CEO, Engine No. 1

Margaret Hartigan

Founder & CEO, Marstone, Inc.

Hal Hershfield

Professor & Author, UCLA Anderson School of Management

Jamie Hopkins

Managing Partner, Wealth Solutions, Carson Group

Matt Hougan

CIO, Bitwise Asset Management

Jason Hsu

Founder & CEO, Rayliant Global Advisors

Phil Huber

CIO, Savant Wealth Management

Dan Ives

Managing Director, Equity Research & Senior Analyst, Wedbush Securities

Ben Johnson

Head of Client Solutions, Morningstar

Daron K. Roberts

Chief Dive Instructor, Deep End Ventures

Kunal Kapoor

CEO, Morningstar

Lindsey King

Partner, Crestview Partners

Fran Kinniry

Principal, Head of Investment Advisory Research Center, Vanguard

Jeffrey Kleintop

Managing Director & Chief Global Investment Strategist, Charles Schwab

Chris Latham

Managing Editor, Wealth Solutions Report

Ryan Lawler

Fintech Reporter, Axios Pro

Joy Lere

Licensed Clinical Psychologist & Co-Founder, Shaping Wealth

Steve Lockshin

Founder & Executive Chairman, Vanilla

Justin Mack

Reporter & Podcaster, Financial Planning Magazine

Nick Maggiulli

COO, Ritholtz Wealth Management

Joe McLean

Cheif Growth & Innovation Officer, Senior Managing Director, MAI Capital Management

Adam Nash

Co-Founder & CEO, Daffy.org

Ryan Neal

Technology Editor, InvestmentNews

Brian Portnoy

Founder & CEO, Shaping Wealth

Jeffrey Ptak

Chief Ratings Officer, Morningstar Research Services

Emily Roland

Co-Chief Investment Strategist, John Hancock Investment Management

Shannon Saccocia

CIO, Neuberger Berman Private Wealth

Taylor Schulte

Founder & CEO, Define Financial

Jeremy Schwartz

CIO, WisdomTree

Caleb Silver

Editor in Chief, Investopedia

Anna Snider

Managing Director, Bank of America Merrill Lynch

Michael Sonnenshein

CEO, Grayscale Investments

Meir Statman

Glenn Klimek Professor of Finance, Santa Clara University

Nizar Tarhuni

VP, Editorial & Institutional Research, PitchBook

Jan van Eck

CEO, VanEck

Mona Vernon

Head of Fidelity Labs, Fidelity Investments

Bill Watts

Markets Editor, MarketWatch

Alli Webb

Co-Founder & Bestselling Author, Drybar

Brie Williams

Head of Practice Management, State Street Global Advisors SPDR

Catherine Williams

Head of Practice Management, Dimensional Fund Advisors

Ryan Williams

Founder, CEO, & Executive Chairman, Cadre

Deborah Yang

Co-Founder & CEO, Daizy.com

Liz Young

Head of Investment Strategy, SoFi

Brendan Ahern

Chief Investment Officer, KraneShares

Taylor Adkins

Chief Product & Marketing Officer, UPTIQ

Ronald Albahary, CFA

CIO, Laird Norton Wealth Management

Clayton Alexander

CEO, Teton Wealth Group

Samantha Allen

SVP, Marketing Strategy, Carson Group

Rich Aneser

Chief Strategy Officer, Envestnet

Michael Antonelli

Private Wealth Market Strategist, Baird

Vadim Avdeychik

Partner, Clifford Chance US LLP

Mazi Bahadori

COO & CCO, Altruist

Toussaint Bailey

Founder & CEO, Uplifting Capital

Nyle Bayer

CMO, Advisor Circle

Heather Beatty

CEO, ScopeFour Capital

Eric Biegeleisen

Partner & Deputy CIO, 3EDGE Asset Management

Breanna Blaney

Director of Life, Invested, Dimensional Fund Advisors

Allison Bonds Mazza

Managing Director, Head of Private Wealth Management & Independent Wealth Management, State Street SPDR ETFs

Jess Bost

VP Brand Partnerships, Alpha Architect

Lindsay Brock

Wealth Management Advisor, Stearns Financial Group

Sean Brown

CEO, YCharts

Katie Bruner

President, SkyView Partners

Rob Burgess

Technology Reporter, Wealth Management Magazine

Tom Burmeister

VP, US Distribution, Conquest Planning

Kristen Carlisle

VP, General Manager, Betterment at Work

Brittney Castro

Founder & CEO, Brittney Castro Inc

Cleo Chang

Chief Investment Solutions Officer, American Century Investments

Christine Cherry

Head of Strategic Partnerships, Advisor Circle

Christian Clayton

Executive VP, Strategist, PIMCO

Patrick Clements

Head of Wealth Platforms, EY

Michael Cocanower

CEO, AdviserCyber

David Connor

Managing Director, North America, InvestSuite

Adam Cox

Chief Wealth Management Officer, The First National Bank in Sioux Falls

Ben Cruikshank

President, Flourish

Wayne Dahl

Managing Director & Investment Risk Officer, Oaktree Capital Management

Jill DeBerardinis

RIA Divisional Sales Leader, Vanguard Financial Advisor Services

Jillian DelSignore

Head of Strategic Growth & Solutions, FLX Networks

Shomik Dutta

Managing Partner, Overture Climate VC

Blair DuQuesnay

Investment Advisor, Ritholtz Wealth Management

Andrea Eisfeldt

Professor, UCLA Anderson School of Management

Cristina Escoda

Managing Partner, Tachyon Ventures

Russell Feldman

CEO, IMTC

Benjamin Felix

Portfolio Manager, Head of Research, PWL Capital

Aaron Filbeck

Managing Director, Head of UniFi, CAIA Association

Phil Fiore

Founder & CEO, Procyon Partners

Gary Foodim

CMO, Mercer Advisors

Markus Fischer

Principal, Head of Strategic Business Development, Vanguard

Julien Gaertner

Investment Analyst, Capital Group

Ann Garcia

Financial Advisor, Independent Progressive Advisors

Jeff Gitterman

CEO, Gitterman Asset Management

Johan Grahn

Head ETF Market Strategist, Allianz Investment Management

Dana Grinnell

Business Strategy & Operations Leader, Grinnell Capital, LLC

Frank Grinnell

Portfolio Manager, Grinnell Capital, LLC

Ben Hammer

Head of Client Development for Personalized Indexing, Vanguard

Reese Harper

CEO, Elements

Brandon Hass

Head of Direct Indexing & Model Portfolios, S&P Dow Jones Indices

Andrew Hastings

Chief Enterprise Officer, National Philanthropic Trust

Brett Hickey

Founder & CEO, Star Mountain Capital

Mark Hurley

CEO, Digital Privacy & Protection

Craig Iskowitz

CEO, Ezra Group

Tony Isola

Financial Advisor, Ritholtz Wealth Management

Brad Johnson

Host of Do Business. Do Life. Podcast & Co-Founder, Triad Partners

Samir Kaji

Co-Founder & CEO, Allocate

Brandon Kawal

Principal, Advisor Growth Strategies

Rishi Khanna

CEO, Stocktwits

David Knoch

CEO, Docupace

Liz Koehler

Managing Director, Head of Advisor Engagement US Wealth Advisory, BlackRock

Ravi Koka

Founder & CEO, StockSnips

Taylor Kovar

Founder & CEO, Certified Financial Planner, The Money Couple

Wing Lam

Co-Founder & Owner, Wahoo's Fish Taco

John Langston

Founder, Managing Partner, Republic Capital Group

Peter Lazaroff

CIO, Plancorp

James Lee

President, Lee Investment Management

Matt Liebman

CEO, Amplius Wealth Advisors

Richard Lofgren

Managing Director, Goldman Sachs

Danny Lohrfink

Co-Founder & Chief Product Officer, wealth.com

Carl Ludwigson

Managing Director, Bel Air Investment Advisors

Matt Magill

Director, Head of RIA, KKR

Matt Malone

Head of Investment Management, Opto

Scott Martin

The Wealth Advisor, Marina Media

Patrick McGowan

Head of Investment Research & Alternative Investments, Sanctuary Wealth

Brian McLaughlin

President, Orion Advisor Technology

Kim Merriman

Vice President & Yoga Teacher, Goldman Sachs & Co

Matt Middleton

Co-Founder & CEO, Advisor Circle

Jake Miller

Founder, Opto Invest

Bá Minuzzi

Founder & CEO, UMANA

Andree Mohr

Chief Implementation Officer, Integrated Partners

Kevin Mulhern

Co-Founder & CEO, AdvisorStream a Broadridge Company

Peter Nakada

CMO, Stone Ridge Asset Management

Eric Negron

CEO, Forefront

David Newson

Chief Digital Officer, Cerity Partners

Kristen Oliveri

Editor, Crain Currency

Brett Orvieto

Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Ryan Pannell

CEO, Kaiju

Kimberly Papedis

President, Fusion Financial Partners

Cameron Passmore

Executive Chairman & Co-Host of The Rational Reminder, PWL Capital

Jason Pereira

Financial Planner & FinTech Expert, Woodgate Financial

Jessica Polito

Founder & Principal, Turkey Hill Management, LLC

Tina Powell

Partner, Chief of Community, Intention.ly

Oksana Poznak

Director of Strategic Partnerships, Sanctuary Wealth

Matt Radgowski

CEO, Halo Investing

Saira Rahman

VP, New Investor Initiatives, Fundrise

Hamilton Reiner

Managing Director, J.P. Morgan Asset Management

Patricia Ribeiro

SVP & Co-CIO Global Growth Equities, Senior Portfolio Manager, American Century Investments

Rachel Robasciotti

Founder & CEO, Adasina Social Capital

Ari Rosenbaum

Principal, Director of Private Wealth Solutions, O'Shaughnessy Asset Management

Samantha Russell

Chief Evangelist, FMG

Rob Sandrew

Chief Growth Officer, Integrated Partners

David Schulhof

Founder & CEO, MUSQ

Brian Schulte

Director Information Technology, Geller Advisors

Patrick Shaddow

President & CEO, Syntax LLC

Kim Leslie Shafer

Senior Policy Advisor, Impact Capital Managers

Alex Shahidi

Co-CIO, Managing Partner, Evoke Advisors

Kristin Shea

Author & Chief Product Officer, Triad Partners

Michael Sidgmore

Co-Founder & Partner, Broadhaven Ventures

Ainslie Simmonds

President, Pershing X

Christine Simone

CEO & Co-Founder, Caribou

Suzanne Siracuse

CEO, Suzanne Siracuse Consulting

Tony Sirianni

CEO, AdvisorHub

Andrew Smith Lewis

Founder & CEO, Alai

Jaci Stanton

Growth Officer, F2 Strategy

John Swolfs

Co-Founder, Advisor Circle

Emil Tarazi

CEO & Co-Founder, LOGICLY

Lindsay Troxell

Founder, Our Coaching Initiative

Jennifer Valdez

President, Americas, intelliflo

Ryan VanGorder

CEO, Opto Investments

Matt Venturi

Founder & CEO, ClearingBid, Inc.

Jason Ward

Head of the Blockchain Incubator, Fidelity’s Center for Applied Technology

Michael Wilson

EVP Orion Tech Suite, Orion

Ian Wenik

Editor, Citywire RIA

Juli Wilder

Head of Growth, Thrivent Advisor Network

Kendra Wright

Owner, Rebel Media Marketing Agency

Marwa Zakharia

CEO, AssetBook

Dave Zoller

Owner, Streamline Financial

more speakers added weekly

Full list of confirmed speakers below

Morgan Housel
Partner, The Collaborative Fund

Adam Nash
Co-Founder & CEO, Daffy

David Goodman
Producer & Writer, Family Guy, Futurama, The Orville

Andrea Eisfeldt
Professor, UCLA Anderson School of Management

Sarah Levy
CEO, Betterment

Barry Ritholtz
Chairman & CIO, Ritholtz Wealth Management

Josh Brown
CEO, Ritholtz Wealth Management

Ba Minuzzi
Founder & CEO, UMANA

Eric Clarke
CEO, Orion Advisor Solutions

Jeffrey Gundlach
CEO & CIO, DoubleLine Capital

Cristina Escoda
Managing Partner, Tachyon Ventures

Jeremy Siegel
Senior Investment Strategy Advisor, WisdomTree

Marwa Zakharia
CEO, AssetBook

Nancy Davis
Portfolio Manager, Quadratic Capital

Nicole Casperson
Founder, Fintech is Femme

Michael Batnick
Managing Partner, Ritholtz Wealth Management

Ben Carlson
Director, Institutional Asset Management, Ritholtz Wealth Management

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Ron Lieber
Author & Your Money Columnist, The New York Times

Steve Lockshin
Founder & Executive Chairman, Vanilla

Shirl Penney
CEO, Dynasty Financial Partners

Alex Shahidi
Co-CIO & Managing Partner, Evoke Advisors

Jan van Eck
CEO, VanEck

Andrew Hastings
Chief Enterprise Officer, National Philanthropic Trust

Ann Garcia
Partner, Independent Progressive Advisors

Linette Lopez
Columnist, Insider

Liz Young
Head of Investment Strategy, SoFi

Margaret Hartigan
Founder & CEO, Marstone, Inc.

Annie Olszewski
Senior Director, Impact Capital Managers

Ben Cruikshank
President, Flourish

Benjamin Felix
Portfolio Manager & Head of Research, PWL Capital

Bill Capuzzi
CEO, Apex Fintech Solutions

Blair duQuesnay
Investment Advisor, Ritholtz Wealth Management

Brett Orvieto
Managing Director & Senior Wealth Advisor, Dakota Wealth Management

Cameron Passmore
Executive Chairman & Co-Host The Rational Reminder, PWL Capital

Carl Ludwigson
Managing Director, Bel Air Investment Advisors

Christine Simone
CEO & Co-Founder, Caribou

Dana Grinnell
Business Strategy & Operations Leader, Grinnell Capital, LLC

David Knoch
CEO, Docupace

Douglas Boneparth
President & Founder, Bone Fide Wealth, LLC

Emil Tarazi
CEO & Co-Founder, LOGICLY

Fran Kinniry
Principal, Head of Investment Advisory Research Center, Vanguard

Hal Hershfield
Professor & Author, UCLA Anderson School of Management

Jamie Hopkins
Managing Partner, Wealth Solutions, Carson Group

Jason Ward
Head of the Blockchain Incubator, Fidelity’s Center for Applied Technology (FCAT)

Jeffrey Kleintop
Managing Director & Chief Global Investment Strategist, Charles Schwab

Jerry Sneed
Executive Managing Director & Co-Practice Leader, Baker Tilly Wealth Management

Jillian DelSignore
Head of Strategic Growth & Solutions, FLX Networks

Kendra Wright
Owner, Rebel Media Marketing Agency

Kristen Carlisle
VP & General Manager, Betterment at Work

Patrick Clements
Head of Wealth Platforms, EY

Peter Lazaroff
CIO, Plancorp

Ravi Koka
Founder & CEO, StockSnips

Reese Harper
CEO, Elements

Ronald Albahary, CFA
CIO, Laird Norton Wealth Management

Russell Feldman
CEO, IMTC

Ryan Williams
Founder, CEO, & Executive Chairman, Cadre

Saira Rahman
VP, New Investor Initiatives, Fundrise

Toussaint Bailey
Founder & CEO, Uplifting Capital

Vadim Avdeychik
Partner, Clifford Chance US LLP

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