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Agenda
View our agenda and see what's happening at the 2022 Advisor Summit.
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Wednesday, May 11th
8:00am-9:30am
(1 hr 30 min)
Breakfast
Expo Hall
Tags:
Breaks, Meals, Social
8:50am-9:20am
(30 min)
Showcase Session
Skience
Speakers
Skience
Theater 2
Tags:
Showcase
9:30am-10:30am
(1 hr)
Discover the Future of the Intelligent Financial Life
Hear from Envestnet CEO Bill Crager on how Envestnet offers a connected ecosystem of services, products, tools and technologies, to empower you to deliver the Intelligent Financial Life to your clients.
Speakers
Bill Crager
Chief Executive Officer
Envestnet
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Keynote
10:30am-11:00am
(30 min)
Showcase Session
YieldX
Speakers
YieldX
Theater 1
Tags:
Showcase
10:30am-11:00am
(30min)
Break
Expo Hall
Tags:
Breaks, Meals, Social
11:00am-11:50am
(50 min)
Transforming the Envestnet Tech Stack
Join Brandon Rembe, Chief Product Officer at Envestnet, to learn how Envestnet's platform is transforming to help you meet the challenges wealth managers are facing today.
Speakers
Brandon Rembe
Chief Product Officer
Envestnet
Molly Weiss
Head of Product
Envestnet
Ashley Dahl
Head of Product, Client & Advisor Experiences
Envestnet
Richardson Ballroom
Tags:
Home Office
Advisor
11:00am-11:50am
(50 min)
Navigating Investor Concerns in 2022
Modern investors haven’t lived through times like these before, so it’s understandable how concerns about rising rates, inflation, and market valuations have some rattled. History can provide a window to today’s market behavior, and research and data can help ground and inform your financial planning approach. In this presentation, we provide an economic/capital market overview for 2022 and showcase how we believe our investment approach helps us navigate uncertainty. We also cover practical investment strategies to address current trends we’re seeing, including how managed portfolios can help meet specific client goals in today’s market.
Speakers
Dan Kemp
Global Chief Investment Officer
Morningstar
E220EF
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
11:00am-11:50am
(50 min)
Multi-Generational Wealth Transfer Marketing Strategies
Financial advisors have struggled to crack the code on asset retention as wealth changes hands during a generational transition. Historically, there is a roughly 90% attrition rate during such an event. This topic has never been more relevant with an estimated $68T in assets being handed down over the next 25 years. In this program, we plan to discuss this challenge and provide ideas on how best to work with the next generation and improve retention rates moving forward.
Speakers
Allspring
Macquarie
E220DC
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
11:00am-11:50am
(50 min)
Financial Professionals:
Check Your Medicare Blind Spot
Insufficient health insurance coverage is a significant risk to the financial security of seniors and is a cause of financial distress and personal bankruptcy for retirees. This session will provide strategies to help clear up the “Medicare blind spot” before trouble strikes — creating a unique and high-value solution for clients and helping to provide growth potential for your business.
Speakers
Dave Francis
CEO
HealthPilot
E220AB
Tags:
Home Office
Advisor
RIA
Breakout
11:00am-11:50am
(50 min)
Pictures are Worth a Thousand Words
As market uncertainty continues to unfold, this panel will examine some of the major investment themes using charts and data to equip you as your navigate your client conversations.
Speakers
JP Morgan
Ocean Park
Mount Yale
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
11:00am-11:50am
(50 min)
The Next Evolution in Portfolio Construction:
Bringing Together Active and Passive
Through our history, PMC has been at the forefront of providing investors with a portfolio that brings together the best of active and passive investing at a low cost. In 2014, we first published our research on the space and launched our flagship series of ActivePassive models. Join this session to learn about how we are evolving active and passive portfolio construction.
Speakers
Tim Clift
Chief Investment Strategist
Envestnet
E219BC
Tags:
Home Office
Advisor
RIA
Breakout
11:00am-11:50am
(50 min)
Grow, Differentiate & Scale Your Home Office with Data-Driven Solutions
What if you could enable intelligent decision making for your home office without having to build new systems or grow data science capabilities? With Envestnet’s Data & Analytics enterprise solutions, you can. In this session, our product experts will walk through various tools built to serve the needs of your advisors while providing you with the support to attract and retain top performers.
Speakers
Todd Buck
Head of Wealth, Data & Analytics
Envestnet
Dave Lieberman
Senior Director, Consulting, Data & Analytics
Envestnet
E219A
Tags:
Home Office
Breakout
11:50am-12:20pm
(30 min)
Showcase Session
Sustainable Investing: Intentional Impact on the World & Client Portfolios, Tanya Syider, Director of Institutional Business Development & Client Portfolio Manager
Speakers
Trillium
Theater 2
Tags:
Showcase
11:50am-1:10pm
(1 hr 20 min)
Lunch
Expo Hall
Tags:
Breaks, Meals, Social
12:30pm-1:00pm
(30 min)
Showcase Session
Envestnet Insurance Exchange, Enhanced!
Speakers
FIDx
Theater 1
Tags:
Showcase
1:10pm-2:00pm
(50 min)
Tamarac Roadmap:
Broadening the Ecosystem
Molly Weiss, Head of Product at Envestnet, will walk you through key themes and strategies driving Tamarac’s technology roadmap and share how we will continue providing the most comprehensive technology solution for RIAs today and in the future.
Speakers
Molly Weiss
Head of Product
Envestnet
Ashley Dahl
Head of Product, Client & Advisor Experiences
Envestnet
Richardson Ballroom
Tags:
RIA
1:10pm-2:00pm
(50 min)
Service Transformation:
Supporting the Evolving Model
In this session, we’ll talk about how we used your feedback to determine the next right actions for Envestnet to take to improve our client’s experience and offer insight into our progress.
Speakers
Andina Anderson
Chief Client Success Officer
Envestnet
Michelle Garrett
Client Success & Enablement
Envestnet
Danny Hamer
Technical Consulting
Envestnet
Troy Shore
Client Service
Envestnet
E220EF
Tags:
Home Office
Breakout
1:10pm-2:00pm
(50 min)
THE POWER OF AVOIDING LOSERS:
Lessons from Moneyball
The success of Moneyball, made famous by the Oakland A’s, could only be achieved by thinking differently, re-inventing a player’s worth and focusing on value. We believe that instead of trying to pick winners, portfolio managers should simply avoid the losers. Like the Oakland A’s, they should focus on the numbers—the known information—to avoid strikeouts in the market or on the baseball diamond.
- Challenging your pre-existing notions of asset management
- Identifying a hidden risk in your investment portfolios
- Learning how to apply a Moneyball approach to investing and portfolio management
- Discovering the benefit of avoiding losers in a portfolio using our proprietary H-Factor System™
Speakers
Julian Koski
Co-Founder & Chief Investment Officer
New Age Alpha
E220DC
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
1:10pm-2:00pm
(50 min)
Under the Hood and Behind the Scenes
In this session learn best practices on the due diligence process. How do fees, taxes and turnover factor into your investment strategy decisions.
Speakers
Brinker Capital
John Hancock
Fidelity
E220AB
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
1:10pm-2:00pm
(50 min)
Building Diversity in your Practice
The US continues to evolve to a more diverse population. This session is aimed to help financial professions identify new client segments and create diversity in their practice. Get insights from panelists on why diversity is important for the growth of your practice and strategies you should consider.
Speakers
Franklin Templeton
FlexShares
CHOIR
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
1:10pm-2:00pm
(50 min)
Planning Across the Wealth Spectrum
Whether your clients are focused on building their legacy, determine when and how retirement can look or where they should spend their next best dollar, advisors need a smart and collaborative digital planning platform that can enable them to deliver personalized advice for all investors. Join this session to see how Envestnet MoneyGuide’s tools and latest innovations allows advisors to interactively engage and motivate with the right amount of planning for each client.
Speakers
Kevin Hughes
Chief Growth Officer
Envestnet | MoneyGuide
Rose Palazzo
Group Head
Envestnet | MoneyGuide
E219BC
Tags:
Home Office
Advisor
RIA
Breakout
1:10pm-2:00pm
(50 min)
Insights Engine, The Advisor’s Best Friend – Identify Opportunities & Deploy at Scale
Giving advice is what advisors do. Giving advice to the right client at the right time is what makes an advisor great. Insights Engine does the research for you, putting actionable ideas right at your fingertips, so that you can deliver optimal advice and enable your clients to live an Intelligent Financial Life.
Speakers
Todd Buck
Head of Wealth, Data & Analytics
Envestnet
Tony Kukulich
Senior Director, Product, Data & Analytics
Envestnet
E219A
Tags:
Breakout
2:10pm-3:00pm
(50 min)
Untapped Potential:
Alternatives & High-Net-Worth Investors
You may be missing out on the opportunity to provide your high-net worth clients with diversification and growth opportunities. Join Envestnet Co-CIO Dana D’Auria along with Lawrence Calcano, Chairman and CEO of iCapital, and Jerry Pascucci, Head of Global Alternative Investment Solutions, Global Wealth Management – UBS, as they examine the market changes creating opportunities for Advisors in the Alternative Investment Marketplace.
Speakers
Dana D'Auria
Co-CIO
Envestnet
Lawrence Calcano
Chairman and CEO
iCapital
Jerry Pascucci
Head of Global Alternative Investment Solutions, Global Wealth Management
UBS
Richardson Ballroom
Tags:
Home Office
Advisor
RIA
2:10pm-3:00pm
(50 min)
Why Should Advisors Provide Active and Ongoing Tax Management for Their Clients?
No one likes dealing with taxes—but it’s one of those tedious tasks that just has to get done. If you don’t consider the tax implications for your clients’ portfolios every time you make a change in allocation or find a new investment opportunity, you may be leaving money on the table. Our UMA Tax Overlay and Fund Strategist Tax Management services can help lead to better portfolio outcomes.
Speakers
Erik Preus
CFA, Managing Director
Envestnet | PMC
Michael Pescatore
Envestnet | PMC
E220EF
Tags:
Home Office
Advisor
RIA
2:10pm-3:00pm
(50 min)
Top 5 Things Firms Should Be Taking Advantage of in 2022
In this session for home office and institutional representatives, we'll discuss how we can help you get the most out of your tech stack and explore top ideas that can help your advisors and your business capitalize on opportunities in the years ahead.
Speakers
Lou D'Addario, Envestnet
Envestnet
David Robinson
Envestnet | PMC
E220DC
Tags:
Home Office
Breakout
2:10pm-3:00pm
(50 min)
That's a Fact - Envestnet Advisor Trends
Learn what your advisor peers are doing. Leveraging Envestnet Analytics, we’ll provide an inside look at advisor trends and how they are growing their books of business.
Speakers
Meeder
Alliance Bernstein
T. Rowe Price
E220AB
CIMA
Tags:
Home Office
Advisor
Breakout
Continuing Education
2:10pm-3:00pm
(50 min)
Inorganic vs. Organic:
How are the Best Firms Growing
Creating Separation: How Today’s Top RIA Firms Are Outpacing Their Competition and Preparing for Tomorrow
Learn how M&A, Digital Marketing, Outsourced CFO, and specific access to Capital are helping early adopting RIAs grow their firms faster and more efficiently than ever before, so they can have more time for their clients and more profit to invest in their future.
Learn how M&A, Digital Marketing, Outsourced CFO, and specific access to Capital are helping early adopting RIAs grow their firms faster and more efficiently than ever before, so they can have more time for their clients and more profit to invest in their future.
Speakers
Ed Swenson
President
ASx
Harris Baltch
Head of Capital and M&A Strategies
ASx
Jamie Gardiner
Director of Business Consulting
ASx
Liz Koehler
Head of Advisor Insights
BlackRock
Casey McKeon
Vice President of Business Consulting
ASx & Dynasty
E219D
Tags:
RIA
Breakout
2:10pm-3:00pm
(50 min)
Expand the Solution Set to Demonstrate Your Value
Clients are expecting more holistic advice than ever before, but for many advisors, there are gaps in their solution set that may be holding them back from meeting their clients' expectations. In this session, we'll take a closer look at new ways you can access important solutions to address various needs throughout your clients' lifecycle to help deepen the relationship and grow your business.
Speakers
Sean Lawlor
Envestnet
E219BC
Tags:
Home Office
Advisor
RIA
Breakout
2:10pm-3:00pm
(50 min)
Advising with Cryptocurrencies and Digital Assets Panel Discussion
Digital assets have experienced rapid growth over the past few years on a global scale. Global adoption and rapid expansion fuels further interest among investors, and inevitably, more questions. Financial Advisors may find themselves in a difficult position as clients seek advice on the rapidly developing sector.
In this session we will cover key digital asset management topics with a focus on the following: growth and adoption, challenges advisors face, investment outlook, and risks. We hope to broaden the understanding of digital assets, and provide advisors the knowledge they need to help meet their clients’ questions.
In this session we will cover key digital asset management topics with a focus on the following: growth and adoption, challenges advisors face, investment outlook, and risks. We hope to broaden the understanding of digital assets, and provide advisors the knowledge they need to help meet their clients’ questions.
Speakers
Scott Keller
Portfolio Manager
PMC Research
Kristen Mirabella
Director, Business Development
Gemini
Ben Cruikshank
Head of Flourish
Erin Friez
Head of Digital Assets / General Counsel
YeildX
E219A
Tags:
Home Office
Advisor
RIA
Breakout
3:00pm-3:30pm
(30 min)
Showcase Session
Advisor as Chief Investment Officer: An Agenda for Investment Committee Meetings
Speakers
Paul Ma
VP, Lead Portfolio Strategist
Fidelity
Theater 1
Tags:
Showcase
3:00pm-3:30pm
(30 min)
Break
Expo Hall
Tags:
Breaks, Meals, Social
3:30pm-4:20pm
(50 min)
State of the RIA Marketplace
In our dedicated RIA session, we'll cover some of the biggest trends impacting the RIA landscape today and explore how you can position your business for success. We’ll also share more about how Envestnet’s revamped RIA team can help you respond by incorporating more customized and scalable solutions into your practice.
Speakers
Phill Rogerson
Head of RIA Channel
Envestnet
Ron Ransom
Chief Business Development Officer
Envestnet
Daniel Seivert
CEO and Founder
ECHELON Partners
Kevin DiSano
Chief Growth Officer
Beacon Pointe Advisors
Chris Mone
EVP, Head of Wealth Management
Wedbush
Richardson Ballroom
Tags:
RIA
3:30pm-4:20pm
(50 min)
Sustainable Investing: Are You Missing the Point?
Sustainable investing is the fastest growing segment of the professionally managed money universe. Today the Envestnet platform has $43B in sustainable assets, up 80% in 2021 alone. And yet, there’s still confusion on what it means to invest through the lens of sustainability. Join our Sustainable Investing team to learn more about the range of approaches to sustainable investing, the compelling business opportunity it presents advisors, and how it can lead to a deeper engagement with your clients.
Speakers
Brett Wayman
Senior Director, Impact Investing
Envestnet | PMC
E220EF
Tags:
Home Office
Advisor
Breakout
3:30pm-4:20pm
(50 min)
Leveraging Retirement Plans to Build a Better Wealth Management Business
Learn how outsourcing some elements of fiduciary responsibility can make the retirement plan business attainable and profitable for advisors, and help them grow their client base.
Speakers
Sean Murray
Head of Retirement Solutions
Envestnet
Ryan Clark
Head of Fiduciary Services
Envestnet
E220DC
Tags:
Advisor
Home Office
Breakout
3:30pm-4:20pm
(50 min)
Building a Better Practice: Adapt and Accelerate
Client expectations are evolving and so is our industry. Financial professionals who want to accelerate the growth of their business and command their fees must adapt their practice and emphasize the value they deliver, or risk getting left behind. Join us as we tackle critical conversations to help you thrive in today’s rapidly changing environment with actionable ideas to adapt and accelerate your practice.
Speakers
James Bergeron
Managing Director, Advisor Education
Nuveen
E220AB
CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
3:30pm-4:20pm
(50 min)
Direct Indexing Explained
Hear from industry leaders why now is the right time to be talking about Direct Indexing. What is it and what do you need to consider?
Speakers
PGIM
Vanguard
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
3:30pm-4:20pm
(50 min)
The Data & Analytics Growth Toolkit for Tomorrow’s RIA
Understanding your clients’ unique situations and their financial pain points is key to providing the best possible advice. But it takes time to dig through the data. In this session for RIAs, we’ll dive into key solutions that can help you analyze your clients’ financial data and tailor your advice for every situation, at scale.
Speakers
Jacquie Burke
Sales Manager RIA & Asset Manager, Data & Analytics Sales
Envestnet
Jared Ingersoll
Sales Consultant, Data & Analytics Sales
Envestnet
E219A
Tags:
Breakout
3:30pm-4:20pm
(50 min)
Wealth Platform Integrations
A fully integrated platform can help make financial wellness a reality for everyone. See how Open ENV is used to present a unified platform with a comprehensive spectrum of financial tools and solutions, enabling advisors and enterprises to meet client goals.
Speakers
Stephen Mennella
VP Strategic Solutions
Envestnet
Blake Marshall-Attle
Sr. Partnership Director
Envestnet
E219BC
Tags:
Home Office
Advisor
RIA
Breakout
4:30pm-5:30pm
(1 hr)
Innovate:
Achieving Innovation and Breakthroughs
Recently named by Fortune as one of the “World’s 50 Greatest Leaders,” Peter will discuss how to incentivize innovative thinking and breakthroughs. With the message of “evolve or die,” you’ll find out how to drive breakthrough thinking focused on achieving clear, measurable, and objective results.
Speakers
Peter Diamandis
Founder, Executive Chairman, XPRIZE Foundation • Executive Founder and Director, Singularity University
Crown Ballroom
Tags:
Keynote
5:30pm-7:00pm
(1 hr 30 min)
Awards
Theater
Tags:
Breaks, Meals, Social
5:30pm-7:00pm
(1 hr 30 min)
Happy Hour
Expo Hall
Tags:
Breaks, Meals, Social
Thursday, May 12th
7:30am-8:30am
(1 hr)
Breakfast
Expo Hall
Tags:
Breaks, Meals, Social
8:30am-9:30am
(1 hr)
Cash-Flow vs. Goals-Based Planning: The Great Debate
During this 60-minute session we will discuss how two different planning philosophies, cash-flow and goal-based, can be used in the financial planning process. The presenters will review the benefits and considerations of each approach to ultimately determine which will be most beneficial to individual clients.
Speakers
Jerry Varela
Envestnet | MoneyGuide
Tom Via
Envestnet | MoneyGuide
Richardson Ballroom
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Continuing Education
8:30am-9:30am
(1 hr)
Custom Outsourced Solutions for Your High Net Worth Clients
Advisors today need to be able to act as a wealth manager in addition to an investment advisor. Join Michael Featherman, Managing Director, Portfolio Strategies – PMC on how PMC's Private Wealth Consulting enables them to connect more areas of clients' financial lives with institutional-quality, highly customized portfolios which conform to specific investment objectives—even if they outsource investment management.
Speakers
Michael Featherman
CFA, Managing Director, Head of Investment Specialists*
Envestnet | PMC
E220EF
Tags:
Home Office
Advisor
RIA
Breakout
8:30am-9:30am
(1 hr)
Advice to Action: How to Build Sustainable Portfolios for Clients
Sustainable investing is one of the fastest growing areas of the managed money universe, driven primarily by increasing demand from end investors. At Envestnet, we aim to empower advisors to incorporate sustainable investing into client portfolios by embedding tools and resources into existing advisor workflows. In this session, we will review how our sustainable investing technology roadmap will provide an end-to-end solution that augments, rather than replaces, advisors’ existing practice management flow, in order to drive quicker adoption with fewer barriers.
Speakers
Brett Wayman
Envestnet | PMC
Kiley Miller
Director, ESG Investment Solutions
Envestnet | PMC
E220DC
Tags:
Home Office
Advisor
RIA
Breakout
8:30am-9:30am
(1 hr)
Leveraging Behavioral Finance to Coach Clients & Improve Outcomes
Insights on the latest behavioral finance communication techniques, tools and strategies to enhance client conversations and decision making so investors stick to “the plan” and meet their goals. Utilizing these resources can improve your investor’s client experience as you help them navigate turbulent markets and investment biases.
Speakers
Beaumont
Principal
Clark
E220AB
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
8:30am-9:30am
(1 hr)
Ready for Liftoff. Rising Rates.
As the economic recovery continues, inflation persists, and central banks pivot to tighter monetary policy, many expect interest rates to rise in 2022. In this breakout session, we are going to discuss the impact on fixed income portfolios and strategies to help you prepare.
Speakers
PIMCO
FPA
Breckinridge
Capital Group
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
8:30am-9:30am
(1 hr)
Succession Planning, Succession on Your Terms
A recent study has found that more than 111,500 advisors plan to retire in the next 10 years. Whether you are focused on retirement in two years or 10, or currently creating a continuity plan, this presentation will guide you through four components of success and provide tactics and strategies to help navigate this journey:
- You – The next chapter - what it means for you and your family
- Your Practice – Preparing the practice - is it ready?
- Your Team – Guiding your team - transitioning responsibilities and control
- Your Clients – Protecting client loyalty -ensuring the transition will be seamless for your clients
Speakers
Russell Investments
E219BC
CFP, CIMA
Tags:
Advisor
RIA
Breakout
Continuing Education
8:30am-9:30am
(1 hr)
Next Generation Trading
In this session, you will hear about Envestnet’s portfolio management and trading strategy, receive updates on the development of our Next Generation Trading application and gain insights about our roadmap.
Speakers
Kevin Hong
SVP Product Management
Envestnet
Eric Bondar
VP Product Management
Envestnet
E219A
Tags:
Home Office
Advisor
RIA
Breakout
9:40am-10:30am
(50 min)
Connected:
The Future of Personal Finance
Join Dani Fava, Head of Strategic Development for Envestnet to explore the potential impacts that embedded finance and other disruptive tech may have on the future of wealth management.
Speakers
Dani Fava
Head of Strategic Development
Envestnet
Richardson Ballroom
Tags:
Home Office
9:40am-10:30am
(50 min)
The Key to Unlocking Personalization at Scale:
UMA through Tamarac
Today’s top RIAs are looking for a better way to deliver more personalized portfolios that align to their clients’ unique needs. One of the fastest-growing options is Unified Managed Accounts, which enable client-centric investment strategies with greater precision and efficiency. Learn more about how you can combine Tamarac reporting with UMA administration, index replication, and overlay services to help you deliver hyper-personalization at scale.
Speakers
Phill Rogerson
Head of RIA Channel
Envestnet
E220EF
Tags:
RIA
Breakout
9:40am-10:30am
(50 min)
Build it or Buy It
Clients expect more from advisors now than ever before. Their roles have expanded beyond investment selection and shifted towards financial wellness, financial planning and in some cases life coach. With advisors doing so much more, the need to outsource some, or all of their client’s investment decisions is becoming not only increasingly important, but necessary. In this panel, you will hear from strategist managers on their approach, learn best practices, and how they can help you simplify the investment decision process – giving you more time to focus on all the other important aspects of your expanding role as an advisor.
Speakers
State Street Global Advisors
Goldman Sachs
Howard Capital Management
E220DC
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
9:40am-10:30am
(50 min)
Evolution of Estate Planning and How to Understand our Modern Needs
Learn about how estate planning has evolved and how to avoid unnecessary pitfalls in this time of uncertainty. The needs of investors across all levels of the wealth spectrum are escalating. Whether it is a simple estate plan or one that requires in-depth analysis and planning, learn from our network of experienced, independent estate planning attorneys who will arm you with the knowledge of how help your clients plan for the unexpected. This discussion will help advisors increase the opportunity to broaden their reach and client engagement for estate planning opportunities.
Speakers
Tim Fisk
Vice President
Envestnet
T. James Lee
Director
Fennemore
Karen M. Stockmall
Esquire
KMS Law Offices, LLC
E220AB
Tags:
Home Office
Advisor
RIA
Breakout
9:40am-10:30am
(50 min)
Traveling Abroad: International Investment Opportunities
The pandemic has limited international travel but shouldn’t limit our international investment opportunities. Hear from our panelists on where they are seeing opportunities abroad.
Speakers
Harding Loevner
William Blair
Janus Henderson
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
9:40am-10:30am
(50 min)
Trending Themes You Should Be Paying Attention to (Cause your Clients Are)
Markets are ever changing; advisor practices continue to evolve. Hear from panelists on some of the industry’s top trends including digital currencies, thematic investing, and ESG.
Speakers
Invesco
Federated
Schwab
E219BC
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
9:40am-10:30am
(50 min)
ETFs - What's your flavor?
With over 2,000 ETFs in the universe, the options can seem overwhelming. This discussion will help advisors make sense of different strategies and styles, while highlighting the potential benefits of incorporating ETFs in your clients' portfolios.
Speakers
First Trust
Dimensional Funds
E219A
CFP, CIMA
Tags:
Home Office
Advisor
Breakout
Continuing Education
10:30am-11:00am
(30 min)
Showcase Session
Sustainable Investing
Speakers
Kelly Hagg
Janus Henderson
Theater 1
Tags:
Showcase
10:30am-11:00am
(30 min)
Break
Expo Hall
Tags:
Breaks, Meals, Social
11:00am-11:50am
(50 min)
Unifying Financial and Estate Planning for a Holistic Wealth Strategy
Financial planning is essential but without incorporating estate planning, your client is not truly benefiting from comprehensive wealth planning. Financial advisors have the opportunity to lead clients through a collaborative experience for setting client-family goals and objectives. The session will address how advisors can orchestrate the best approach to seamlessly integrate estate planning into their practice to meet the needs of their clients.
Speakers
Jerry Varela
Lead Trainer
Envestnet | MoneyGuide
John Yackel
Chief Executive Officer and Co-Founder
Trucendent
E220DC
Tags:
Home Office
Advisor
RIA
Breakout
11:00am-11:50am
(50 min)
Making it Easier to Provide Protection & Income
Clients today are looking for more than just investing advice. They are deeply concerned with how to protect what they've grown over the years, and how to turn those assets into a stream of income to support their lifestyle. In this panel discussion, moderated by Tom Sipp, Group Head of Solutions at Envestnet, you'll hear from industry leaders on how you can help address these needs.
Speakers
Tom Sipp
Group Head of Envestnet Solutions
Envestnet
Rich Romano
CEO
FIDx
Jason Broder
CEO
SIMON
Adam Green
CEO
YieldX
Heather Kelly
SVP
Allianz
Richardson Ballroom
Tags:
Home Office
Advisor
11:00am-11:50am
(50 min)
How RIAs Can Drive Efficiency and Scale
Hear from leaders in the RIA community as they discuss strategies to successfully achieve scale and realize efficiencies to fuel growth.
Speakers
David Le
Chief Technology Officer & Wealth Advisor
Beacon Pointe Advisors
Alli Jordan
COO
LibertyFi
E220EF
Tags:
RIA
Breakout
11:00am-11:50am
(50 min)
The Unforgotten:
Diversifying Asset Classes Your Clients Probably Don't Own
Diversification matters. US stocks are a ballast to most investors portfolios – and they’ve benefitted from the great returns over the past 10 years. Given market volatility, valuations, rising interest rates, etc. where should advisors turn to diversify their 60/40?
Speakers
FS Investments
Virtus
MFS
E220AB
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
11:00am-11:50am
(50 min)
Analytics, AI, and Aggregation – One Platform for Enterprise Growth
A good wealth advisory platform keeps the home office and advisors in sync, delivering the right tools, right investment solutions, and the right level of compliance. A great platform also provides access to intelligent data and insights. Learn more about how Envestnet’s Wealth Data Platform can help you grow your business and equip advisors with tailored recommendations for next best actions, all in one platform.
Speakers
Elena Caroll
Head of Product, Analytics & Intelligence, Data & Analytics
Envestnet
Jeff Hurston
Senior Director, Analytics, Data & Analytics
Envestnet
E219A
Tags:
Breakout
11:00am-11:50am
(50 min)
Next Generation Proposal
This session will take you through an evolution of Envestnet’s proposal: from the initial launch, to the current Next Generation Proposal, with a look ahead to future enhancements.
Speakers
Daran Becker
SVP Product
Envestnet
Diane Havrilla
Product Manager
Envestnet
E219D
Tags:
Home Office
Advisor
Breakout
11:00am-11:50am
(50 min)
Tamarac Year in Review
Join us as we walk through a summary of the previous year, highlighting major new features and enhancements to the Tamarac platform and how they can be used to better your practice.
Speakers
Ryan Bamert
VP Product, Institutional Products
Envestnet | Tamarac
Dan Miller
VP Product Development
Envestnet | Tamarac
E219BC
Tags:
Home Office
RIA
Breakout
11:50am-12:20pm
(30 min)
Showcase Session
How Digital Collaboration Can Drive Efficient Trustee Transitions with Envestnet Trust Services
Speakers
Trucendent
Theater 1
Tags:
Showcase
11:50am-1:10pm
(1 hr 20 min)
Lunch
Expo Hall
Tags:
Breaks, Meals, Social
12:30pm-1:00pm
(30 min)
Showcase Session
Unified Lending Platform: Delivered by Envestnet and Advisor Credit Exchange
Speakers
ACx
Theater 2
Tags:
Showcase
1:10pm-1:30pm
(20 min)
CIO Perspective: How Hyper-Personalization Can Help You Navigate Today’s Markets
Join Envestnet Co-CIO Dana D’Auria for a look at the solutions and tools you can use to deliver more personalized portfolios to help your clients navigate the investment landscape.
Speakers
Dana D'Auria
Co-CIO
Envestnet
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Breakout
1:30pm-2:00pm
(30 min)
Rev Your Engines - Steering Clients Through Global Disruption
From headlines about surging inflation to geopolitical instability and war, disruptive forces are fueling the volatility that is reshaping global financial markets. This fast-paced discussion between Envestnet Co-CIO, Dana D’Auria and BlackRock Global Allocation Selects Portfolio Manager, Russ Koesterich will steer a course through the top trends impacting clients’ ability to win in times of turmoil. Hear their views on the latest market frictions, ideas to address evolving risks and opportunities, and how BlackRock and Envestnet are making it easier for advisors to deliver portfolios that can keep clients on track at every turn.
Speakers
Dana D'Auria
Co-CIO
Envestnet
Russ Koesterich
Global Allocation Selects Portfolio Manager
BlackRock
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Breakout
2:10pm-3:00pm
(50 min)
A Conversation with a Disruptor: Danica Patrick
As a NASCAR driver, Danica broke barriers and set records with her on-track performance. Don’t miss her inspiring talk about her career, her perspective, and how she's following her passion to achieve her goals.
Speakers
Danica Patrick
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Keynote
3:00pm-3:30pm
(30 min)
Showcase Session
UBS • iCapital Alts Exchange
Speakers
UBS
iCapital Alts Exchange
Theater 1
Tags:
Showcase
3:00pm-3:30pm
(30 min)
Break
Expo Hall
Tags:
Breaks, Meals, Social
3:30pm-4:20pm
(50 min)
Leverage Data and Intelligence to Grow Your Value
Join Farouk Ferchichi as he shares insights on the macro-level trends shaping the wealth industry. In this session he will also unveil the strategic developments ahead for Envestnet’s Data & Analytics business, including a spotlight on the new Wealth Data Platform.
Speakers
Farouk Ferchichi
Global Group Head of Envestnet Data and Analytics
Envestnet
Richardson Ballroom
Tags:
Home Office
Advisor
RIA
3:30pm-4:20pm
(50 min)
Adding Protection & Retirement Income to Client Portfolios
We believe that annuities are an asset class that need to be considered as part of a holistic planning strategy. Until recently, the tools available to advisors isolated annuities outside of the portfolio. By showing the impact protection and income solutions can have on a total portfolio, advisors are now seeing annuities in a new light. In this session, you’ll learn how FIDx and SIMON are changing the way the industry thinks about annuities.
Speakers
Scott Bowers
Chief Strategy & Distribution Officer
FIDx
E220EF
Tags:
Home Office
Advisor
RIA
Breakout
3:30pm-4:20pm
(50 min)
Becoming More Proactive as a Lending Advisor to Your Clients
A panel of advisors and industry leaders will provide practical insights on how advisors can guide clients on the most effective means of managing borrowing needs with the same level of importance as investments as today advisors can, more than ever, help clients manage both sides of their balance sheet.
Speakers
ACx
David Robinson
Managing Director
Envestnet
Alli Jordan
COO
LibertyFi
Scott Sheffer
CEO
Carnegie Wealth Management
E220DC
Tags:
Home Office
Advisor
RIA
Breakout
3:30pm-4:20pm
(50 min)
Direct Indexing: What it is, Why it matters, How to take action
Investors increasingly want portfolios that reflect their individual investment goals rather than an off-the-shelf portfolio built for the masses. Direct indexing can be the answer. Our Quantitative Portfolios (QPs) are a suite of asset class-specific investments that blend the benefits of “beta” investing with the portfolio customization of direct indexing. Three varieties of QPs, Market Series, Factor-Enhanced and Impact, can provide cost-effective options for your clients portfolios.
Speakers
Michael Featherman
CFA, Managing Director, Head of Investment Specialists*
Envestnet | PMC
Andrea McAndrew
Investment Specialist
Envestnet | PMC
E220AB
Tags:
Home Office
Advisor
RIA
Breakout
3:30pm-4:20pm
(50 min)
Technology & Taxes
Taxes are always top of mind with clients. Get insights on the evolution of technology and taxes from industry leaders.
Speakers
Frontier
Horizon
E219D
CFP, CIMA
Tags:
Home Office
Advisor
RIA
Breakout
Continuing Education
3:30pm-4:20pm
(50 min)
Next-Gen Financial Wellness
How should I allocate my next paycheck? Advisors can help younger clients answer this question through the latest additions to MyBlocks — a financial wellness tool helping clients live an intelligent financial life. By connecting with the adult children of your current clients, you can help promote asset retention. Join this session to learn how MyBlocks enables advisors to deliver financial education, introduce planning concepts, and grow your prospect pipeline.
Speakers
Colin Yackel
Training Specialist
Envestnet | MoneyGuide
E219A
Tags:
Home Office
Advisor
RIA
Breakout
3:30pm-4:20pm
(50 min)
Making Alternative Investments More Accessible – Exploring the New Partnership with UBS and iCapital
Our recent partnership with UBS and iCapital delivers access to more than 35 funds, giving an opportunity to incorporate hedge funds and private market investment opportunities into portfolios in a way that has never before been accessible. Learn how this new platform can expand relationships with your clients by helping to keep their portfolios on track as we see inflation rising and very low return expectations from the public markets. Also being discussed is the award-winning AltsEdgeTM education program created by iCapital and the Chartered Alternative Investment Analyst (CAIA) Association. Join us for an overview of the integration, and best practices for implementing alternative investments with your clients.
Speakers
Todd Rais
Senior Director, PMC Initiatives
Envestnet | PMC
iCapital
UBS
E219BC
Tags:
Home Office
Advisor
Breakout
4:20pm-5:10pm
(50 min)
The Unexpected Intersections with the Intelligent Financial Life
Be the first to hear the research insights comparing Millennials, GenX, and Baby Boomers when it comes to deciphering the daily connections to money, the role of the advisor, the future technology demands, and much more. The differences and similarities will surprise you. Join us as we unveil a first ever national study on the Intelligent Financial Life and discuss generational trends for your business.
Speakers
Mary Ellen Dugan
Chief Marketing Officer
Envestnet
Jason Dorsey
Researcher | Advisor | Speaker
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Keynote
5:10pm-5:20pm
(10 min)
Closing Remarks
Speakers
Stuart DePina
President
Envestnet
Crown Ballroom
Tags:
Home Office
Advisor
RIA
Keynote
5:10pm-6:00pm
(50 min)
Reception
Expo Hall
Tags:
Breaks, Meals, Social
7:00pm-11:00pm
(4 hrs)
Party
Nascar HOF
Tags:
Breaks, Meals, Social
