MutualFundWire.com: Week In Preview, April 9-15
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Monday, April 09, 2018

Week In Preview, April 9-15


This morning Invesco president and CEO Marty Flanagan confirmed that the publicly traded asset manager has closed on its $1.2-billion purchase of Guggenheim's $38.3-billion-AUM ETF business. The deal, officially unveiled last September, solidifies Invesco's spot as the fourth biggest ETF provider in the U.S. The deal also comes as Flanagan is streamlining Invesco's various brands, including the PowerShares ETF brand, by consolidating everything under the Invesco brand itself.

Tonight Chip Roame and his Tiburon Strategic Advisors team will kick off the 34th Tiburon CEO Summit with a cocktail reception. The three-day, semi-annual event is again being held at the Ritz Carlton Hotel in New York City's Battery Park. Featured speakers will include: Luis Aguilar, former SEC Commissioner; Nathan Bacharach, CEO of Simply Money Advisors; Jud Bergman, CEO of Envestnet; Buck Buckley, CEO of Actua Corporation; Mark Capuzzi, CEO of Apex Clearing Corporation; Mark Casady, general partner of Vestigo Ventures; Jerry Chafkin, CIO of AssetMark; Rita Cheng, CEO of Blue Ocean Global Wealth; Bart Chilton, former CFTC Commissioner; Eric Clarke, CEO of Orion Advisor Services; Jeff Cruttenden, CEO of Say; Ben Cukier, managing partner of Centana Growth Partners; Peter deBoer, CEO of CFRA Research; Peter deSilva, president of TD Ameritrade retail distribution; Dave DeVoe, managing partner of DeVoe & Company; Andrew Dodson, partner at Parthenon Capital Partners; Bob Doll, chief equity strategist at TIAA's Nuveen; Tiffany Freitas, CFO of Vestmark; Greg Friedman, CEO of Private Ocean; Sheryl Garrett, CEO of Garrett Financial Planning Network; Craig Gordon, chief of strategic development at RBC Correspondent and Advisor Services; Scott Hanson, co-CEO of Hanson McClain; Bob Herrman, CEO of Discovery Data; Spencer Hoffman, partner at Lovell Minnick Partners; Jason Hsu, chairman of Raliant Global Advisors; Michael Jantzi, CEO of Sustainalytics; Andrew Jones, CEO of Facet Wealth; Mike Katchen, CEO of Wealthsimple; Joe Keefe, CEO of Pax World Funds; Kevin Keller, CEO of the CFP Board; Mark Kerins, CEO of RobustWealth; Rob Klapprodt, president of Vestmark; Aaron Klein, CEO of Riskalyze; Michael Kopelman, partner at Edison Partners; Jon Korngold, managing director of General Atlantic; Sallie Krawcheck, co-founder and CEO of Ellevest; Bill McNabb, chairman of Vanguard; Steve Miyao, president of DST kasina; Hans Morris, managing partner of Nyca Partners; Cheryl Nash, president of Fiserv Investment Services; Kathy Neumann, president of SerenityShares; Mike O'Brien, CEO of Europe, the Middle East and Africa for J.P. Morgan Asset Management; Eileen O'Connor, CEO and co-founder of Hemingway Wealth Management; Josh Pace, CEO of Trust Company of America; Mark Penske, CEO of United Advisors; Angela Percoraro, CEO of Advicent Solutions; Charles Plosser, former president of the Federal Reserve Bank of Philadelphia; Alex Potts, CEO of Loring Ward Group; Samantha Roady, president of retail at Gain Capital Holdings; Roame himself, managing partner of Tiburon; Skip Schweiss, president of TD Ameritrade Trust Company; Paul Schott Stevens, CEO of the ICI; John Streur, CEO of Eaton Vance's Calvert Investments; John Taft, vice chairman of RW Baird & Company; John Thiel, vice chairman of global wealth and investment management at BofA; Todd Thomson, chairman of Dynasty Financial Partners; George Walker, CEO of Neuberger Berman; Steve Wallman, CEO of Foliofn; Craig Wietz, president of First Rate; Natalie Wolfsen, chief commercialization officer at AssetMark; Kyle Zasky, partner at SenaHill Partners; and Evelyn Zohlen, president of Inspired Financial.

On Wednesday night, also in New York City, Christine Benz, director of personal finance at Morningstar, will speak to the New York City local chapter of the American Association of Individual Investors (AAII). The event, titled "Retirement Planning: What We Know for Sure", will be held at the community center at St. Jean de Baptiste Church.

On Thursday morning, also in Gotham, the team at Eaton Vance's Calvert arm will host a press breakfast featuring Calvert chief Streur. The event will be held at Convene on Park.

On Thursday night, also in the Big Apple, the Tortoise team will host a media dinner featuring CEO Kevin Birzer, managing director Rob Thummel (PM - energy), and senior managing director Michelle Kelly (chief strategy officer). The event will be held at Fresco by Scotto.

This week on the defined contribution side of the industry, the teams at Avondale Partners, FIS, the National Association of Plan Advisors (NAPA), Crain's Pensions & Investments, and Resources Investment Advisors (RIA) are all hosting events. Our sister publication, 401kWire, has more details.


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