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Monday, October 24, 2016

Brace For Schwab's IMPACT 2016

News summary by MFWire's editors

4,300 RIAs and fundsters are converging on Southern California this week for a giant conference.

Walt Bettinger
Charles Schwab
President, Chief Executive Officer
This afternoon the Charles Schwab team will kick off their IMPACT 2016 conference at the San Diego Convention Center. The four day conference will feature several special guests, including: Eurasia Group president Ian Bremmer; author Malcolm Gladwell; retired NBA star Magic Johnson; former U.S. Secretary of Labor Robert Reich; former U.S. Senator Alan Simpson; Sherry Turkle, director of the MIT Initiative on Technology and Self; and Greg Valliere, chief political strategist at Horizon Investments. The band Los Lobos and singer-songwriter Jason Mraz will headline the closing night party at the San Diego Padres' Petco Park. The conference, Schwab's 26th annual, will wrap up at lunchtime on Thursday.

Of those 4,300 registered attendees, more than 1,800 are advisors.

In addition to Bernie Clark, executive vice president and head of Schwab Advisor Services, Schwab executives scheduled to appear on the IMPACT main stage include: Walt Bettinger, president and CEO; Jon Beatty, senior vice president of national sales and relationship management for Schwab Advisor Services; Jeff Kleintop, senior vice president and chief global investment strategist; and Liz Ann Sonders, senior vice president and chief investment strategist.

Big sponsors of IMPACT 2016 include: Capital Group's American Funds [profile]; BlackRock [profile]; BNY Mellon Investment Management [profile]; Matthews Asia [profile]; MassMutual's OppenheimerFunds [profile]; and SSgA [profile].

Looking ahead, IMPACT 2017 will move to Chicago. 

Edited by: Neil Anderson, Managing Editor


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