500 RIAs and RIA-allies are gathering in Southern Florida next week.
| Brian Hamburger|
On Monday the RIA-support specialists at MarketCounsel
will host the eighth annual MarketCounsel Summit
. This year the conference is being held at the Fontainebleau Hotel in Miami Beach.
It all begins Monday night with a post-dinner launch party for the summit. Sessions will begin on Tuesday morning and conclude on Thursday at lunch time.
Featured speakers will include: Frank Abagnale
, made famous by the Steven Spielberg/Leonardo DiCaprio movie Catch Me If You Can
; Spencer Bachus
, a Republican ex-Congressman from Alabama; Norm Champ
, Harvard Law lecturer, consultant, and former head of the SEC's investment management division; Cliff Floyd
, retired MLB outfielder; David Kotz
, managing director of Berkeley Research Group and former inspector general of the SEC; Keith McCants
, retired NFL linebacker; Ana Navarro
, Republican strategist and CNN
political commentator; Troy Paredes
, founder of Paredes Strategies, Harvard Law lecturer, and former SEC commissioner; David Plouffe
, U.S. President Barack Obama's 2008 campaign manager; and Karl Rove
, Republican political consultant and former senior advisor and Deputy Chief of Staff to U.S. President George W. Bush.
According to the MarketCounsel team, 98 percent of the advisors who will be attending are founders or owners of their firms. The advisors have an average AUM of $750 million and delegates are senior, C-suite folk.
Sponsors of the event include: ActiFi, Addepar, Advisors Asset Management
], Aequitas Capital, Autenrieth Advantage, BasisCode Compliance, Betterment
], Brinker Capital
, eMoney Advisor, Envestnet
, External IT, fi360
, FiComm, FolioDynamix, Fidelity
], Finetooth Consulting, Gemini Companies
, Hanlon Investment Management
, Hidden Levers, Invesco
, Itegria, Jefferson National, Junxure, Laserfiche, Liftman Insurance, Live Oak Bank, Lord Abbett
, Mariner and Montage
, Norima Consulting, Orang, Orion, Peak Advisor Alliance, Penton, Pershing
], PKS Investments, Raymond James
, RBC Advisor Services
, Riskalyze, RS Investments
], Schafer Cullen Capital Management
, Starburst Labs, Starkweather & Shipley, TD Ameritrade
, TriNet Passport, and the Utah Educational Savings Plan.
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