The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Monday, September 11, 2017|
Week In Preview, September 11-17
At least one industry conference was delayed as Irma continues hitting Florida while Houston recovers from Harvey.
Strategic Insight's PlanAdviser national conference and its 529 conference, both originally scheduled for today through Wednesday at the JW Marriott in Orlando, has been delayed to October 11-13 in light of Irma, our sister publication 401kWire reports.
Yesterday on the opposite coast, NFP's Retirement Plan Advisory Group (RPAG) kicked off its 2017 national conference. The three-day event is being held at the Ritz-Carlton Laguna Niguel in Dana Point, California, as usual.
Tonight in New York City the kasina team at DST will host a dinner for their 2017 CMO roundtable. The dinner tonight will be at Smith & Wollensky, and the conference tomorrow will be held at Convene.
Also today, the Financial Services Institute (FSI) is scheduled to begin its 2017 forum in Atlanta. It is a three-day event.
Tomorrow in New York City Source Media's Financial Planning team will begin its Disrupt Advice conference. The two-day event is being held at the Crowne Plaza Times Square. Speakers scheduled to appear include: John Augenblick, president of Rockwood Wealth Management; Mark Berg, senior advisor and founding principal of Timothy Financial Counsel; Josh Brown, CEO of Ritholtz Wealth Management; Karen Burns, director and head of goals based consulting group at Merrill Lynch Wealth Management; David Canter, executive vice president and head of the RIA segment at Fidelity Clearing & Custody Solutions; Megan Carpenter, CEO and co-founder of FiComm Partners; Shuang Chen, CEO of RightCapital; Sebastian Dovey, managing partner and co-founder of Scorpio Partnership; Eileen Duff, managing partner and head of distribution for iCapital Network; Joseph Duran, CEO and founding partner of United Capital; Chelsea Emery, editor-in-chief of Financial Planning; Victor Gaxiola, vice president of marketing at Lirio; Jennifer Goldman, founder of My Virtual COO; Michael Goodman, president and principal of Wealthstream Advisors; Nick Holeman, financial planning expert at Betterment; Matthew Jackson, director of Simon-Kucher & Partners; Beth Jones, president of Third Eye Associates; Bachir Karam, special counsel at Sullivan & Cromwell; Chris Kerckhoff, president of Plancorp; Michael Kerins, founder of RobustWealth; Aaron Klein, CEO of Riskalyze; Patrick Krulik, chief investment officer of First Ascent Asset Management; Colin Lake, president of Trutelic; Jessica Liberi, vice president of product management at eMoney Advisor; Steven Lockshin, principal of AdvicePeriod; Stephanie Luedke, managing director and global head of Citi Investment Management at Citi Private Bank; Priya Malani, founding partner of StashWealth; Carolyn McClanahan, founder of Life Planning Partners; Gerard Michael, president and co-founder of Smartleaf; John Michel, CEO of CircleBlack; Alan Moore, co-founder of EY Planning Network; David Newson, director of experiences and growth at BOS; Nina O'Neal, partner at Archer Investment Management; Teresa Orsolini, chief marketing officer at Swell Investing; Don Plaus, managing director and head of private banking and investment group at Merrill Lynch; Ryan Porter, executive vice president of customer solutions at Riskalyze; Jayven Rappa, CEO of Trutelic; Lisa Rossi, CEO and president of Stratos Wealth Advisory; Martin Shenkman, founder of Shenkman Law; Carlos Simoes, chief technology officer at CircleBlack; Gordon Smith, senior manager at Deloitte Digital; Greg Smith, head of digital platforms at Transamerica; William Trout, head of wealth management research at Oliver Wyman's Celent; Gregor Watson, chairman and co-founder of Roofstock; and Matt Wilson, enterprise manager of business development at PIETech.
Also tomorrow, the Independent Directors Council (IDC) is hosting its "Foundations for Fund Directors" program. The two-day event will be held at KPMG's office in downtown Boston.
On Wednesday the Financial Research Associates (FRA) team will kick off their 24th Sub-Advised Funds Forum. The two-day event will be held at the Harvard Club in Boston. Speakers scheduled to appear include: Jag Alexeyev, founder of Impactvesting; Sheedsa Ali, managing director, PM, and head of quantitative equity alpha research at PineBridge Investments; Benjamin Blaisdell, managing director of investment oversight at U.S. Trust; Bob Boyda, head of global asset allocation at Manulife Asset Management; Tim Clift, executive vice president and chief investment strategist at Envestnet; David Eisenberg, principal at Meketa Investment Group; Jeremy Held, director of research at Alps Advisors; Joseph Hunt, director of manager research at Prudential Investments; Jonathan Kreider, vice president of investment products at Great West Financial; Joel Leib, director of advice, defined contribution at SEI; Gene Liu, principal of Genesys Research; Kristine Mogollon, director of investment product management at Thrivent; Jeff Strange, managing director at Strategic Insight; and John Thompson, partner and head of investment solutions at Aon Hewitt. Sponsors include: Genesys, Goldman Sachs Asset Management, PineBridge, Strategic Insight, and others.
On Thursday in New York City, Opal Group will host its Women's Investment Management Leadership Summit 2017 at the Crowne Plaza Hotel in Times Square. The one-day Women's Investment Management Leadership Summit is chaired by Meredith Jones, partner at Aon Hewitt, and will feature speakers including: Amy Brodsky, founding partner of Sky Partners; Erika Karp, founder and CEO of Cornerstone Capital Group; Sheila Ronning, founder and CEO of Women in the Boardroom; and Peggy Wallace, managing partner and general partner at Golden Seeds. Deals & Divas, RED NYC, and Women in the Boardroom are all supporting the event.
Also on Thursday at the Crowne Plaza Hotel in Times Square, Opal will kick off its Emerging Managers Summit 2017. The two-day conference is sponsored by Emerge Capital Management, Naylor & Company Investments, and a host of others. Speakers scheduled to appear include: Sandra Ackermann-Schaufler, PM at SEI; Robert Appling, managing director of Wilshire Associates; Tim Barron, chief investment officer at Segal Rogerscasey; Piyush Bhardwaj, managing partner at CoInvestment Partners; David Blanchard, president of the Badge of Honor Memorial Foundation; Katherine Boas, executive vice president of Carl Marks & Co; Kathy Boyle, president and founder of Chapin Hill Advisors; Vaughn Brock, chairman of Veritas Family Partners; Lily Cavanagh, treasurer of the Redford (MI) Police & Firemen Retirement System; Gaurav Chakravorty, chief investment officer at Qplum; Ben Claremon, principal and PM at Cove Street Capital; Christina Conners, family office executive at Greenway Family Office; Howard Cooper, CEO of Cooper Family Office; William Corry, senior managing partner at Corry Capital Advisors; Keith Danko, founding partner and managing member of Witherspoon Partners; Nancy Davis, managing partner and chief investment officer at Quadratic Capital Management; Anna Dayn, founder and CEO of Dayn Advisors; Adi Divgi, president and chief investment officer of EA Global; Michael Dziegielewski, director of investment research at FQS Capital Partners; Paul Eckel, CEO of Emerging Manager; Marilyn Freeman, principal and managing director at Capital Prospects; Bruce Frumerman, CEO and founder of Frumerman & Nemeth; John Girard, trustee for the Boca Raton Police and Firefighters' Retirement System; Faith Harty, senior vice president of James Alpha Management; Margaret Jadallah, managing director at Verus; Boris Jordan, managing patner and chairman of the investment committee at Measure 8 Venture Partners; Bruce Kahn, PM at Sustainable Insight Capital Management; Russ Kamp, managing partner at Kamp Consulting Solutions; Erika Karp of Cornerstone; Lisa Langley, president and CEO of Emerge Capital; Brandon Laughren, managing director, co-founder and chief investment officer of the Laughren Group; Alexander Leichtman-Levine, president of Horizon Real Estate Group; Anthony Lombardi, associate partner of institutional advisory solutions at Aon Hewitt; Pete Lubcker, partner at WithumSmith+Brown; Frank Magnani, global prime brokerage institutional sales at Interactive Brokers; Monika Mantilla, presdient and CEO of Altura Capital and managing partner of Small Business Community Capital (SBCC); David McConico, chairman of the City of Aurora (CO) General Employees' Retirement Plan; Nathan McDonald, managing partner and CEO of Keiretsu Capital; Don Megrath, chief financial officer at Abom; Sheryl Mejia, director of emerging managers, pension investment and cash management at the Office of the NY State Comptroller; Joseph Meyer, president of Statim Holdings; Emerson Moore, managing member at Ampfield Management; Chad Naylor, CEO and chief investment officer of Naylor & Company Investments; Eric Newman, treasury manager for the the City of Stamford; Vidak Radonjic, managing partner at Beryl Consulting Group; Gary Redwine, CEO of Resource Royalty; Andrew Ross, associate director of PAAMCO; Rohit Sah, CEO and chief investment officer of Makalu Fund Management; Steve Schuman, founder and managing director of Halley Venture Partners; Joe Semo, chairman of the City of Annapolis Police & Fire Retirement System; Leor Shapiro, managing director at Jefferies; Dinesh Shastri, president of OpEff Technologies; Kirk Sims, investment officer with the Teachers Retirement System of Illinois; John Sinclair, co-founder and managing partner of Infusion Global Partners; Randy Slifka, managing principal of Slifka Asset Management; Brian Smiga, partner at Alpha Venture Partners and Prizker Group Venture Capital; Helen Thomas, founder and CEO of TouchJet; Darryl Walker, board trustee for the Alameda County Employees Retirement Association; David Wertentheil, partner at Worth Venture Partners; Cathie Wood, CEO and chief investment officer of Ark Investment Management; and Freeman Wood, partner and head of North America at Mercer.
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