Week In Preview, January 28-February 3
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Monday, January 28, 2019

Week In Preview, January 28-February 3

Today the Financial Services Institute (FSI) team kicks off their 2019 OneVoice conference at the New Orleans Marriott. Featured speakers at the three-day event will include: Mimi Bock, president of Cetera Advisors and First Allied Securities; Valerie Brown, executive chairman of Advisor Group; Ben Casnocha, founder of Comcate; Jodi Perry, president of Raymond James Financial Services; Evamarie Schoenborn, president of Northwestern Mutual Investment Services; Jay Shetty, motivational speaker and former monk; and many more.

Joel Bruckenstein
T3 Advisor Conference
Tomorrow morning the Fixed Income Analysts Society, Inc. (FIASI) team is hosting a members-only breakfast networking event (FIASI's second) at the Comfort Diner in New York City.

Also tomorrow, the Technology Tools for Today (T3) Advisor Conference will begin outside Dallas at the Denton Convention Center. Featured speakers at the four-day event will include: the Irving, Texas Police Department's SWAT team; Jud Bergman, chairman and CEO of Envestnet; Ron Carson, founder and CEO of Carson Group; Bob Curtis, CEO of MoneyGuide; Edmond Walters, founder of eMoney Advisor; and many more.

On Wednesday before the market opens, the Franklin Resources team will release their fiscal Q1 2019 earnings. Greg Johnson, chairman and CEO, and Ken Lewis, chief financial officer and executive vice president, will host an earnings call later that morning.

Also on Wednesday before the market opens, the Invesco team will release their Q4 2018 earnings. Management will host an earnings call later that morning.

Also on Wednesday, the Independent Directors Council (IDC) team will kick off their Foundations for Fund Directors orientation program. The two-day event will be held at KPMG's offices in Los Angeles.

On Thursday morning, Rafferty's Direxion team will host a press breakfast at the Hunt & Fish Club in New York City. Featured speakers at the event will include: Robert Nestor, president of Direxion; Sylvia Jablonski, managing director, capital markets - institutional ETF strategist; David Mazza, managing director and head of product; and Andy O'Rouke, managing director and chief marketing officer.

Pageant's Fund Intelligence team has extended the entry deadline for their 2019 Mutual Fund Industry and ETF Awards to this Friday, February 1. (The deadline was originally January 25.) Winners will be recognized at an awards dinner in April in New York City.

This week on the defined contribution side of the industry, the teams at ABC, EBRI, FRA, and NTSA are all hosting events.. Our sister publication, 401kWire, has more details.

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