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Book by Friday July 2. Advisors pay just $75. Everyone else saves up to $600.

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September 27-29, 2021 | The Diplomat Beach Resort, Florida

Get ready for an event experience like no other
Latest Inside ETFs
agenda
Latest Inside WealthStack
agenda

Hello Voornaam,

Inside ETFs and Inside WealthStack have joined forces for 2021, creating the ultimate event experience for future-minded advisors and investors to meet face-to-face and reconnect in the Florida sunshine.

With only a few short months to go, we've been busy recruiting the top industry influencers, experts and leading investment minds in the world to take to the stage and share their insight. Find some of the details below...

PLUS, don't miss our Independence Day Price Break offer. Register for either Inside ETFs or Inside WealthStack by July 2 to save $600. Advisors pay just $75! Remember - whichever event you register for, the other will automatically be included in your pass.
 

Industry icons

Speaking at both events...

Speaking at Inside WealthStack...
 

Influencers and innovators

Inside ETFs

Allocation Nation: winning strategies for any portfolio 
Sept 28 | 11:00am  

John Davi
Founder & CIO
Astoria Advisors

Shana Sissel
CIO
Spotlight Asset Group 

Ryan Issakainen
Senior VP and ETF Strategist 
First Trust  

Garth Friesen
Principal & Portfolio Manager
III Capital Management   
Find out more

Inside WealthStack

CEO Perspectives: Inside the RIA M&A Surge 
Sept 28 | 11:00am
 
Two of the industry’s leading acquirers and executives will offer an insider’s view on the driving forces behind the record-setting deal activity that is re-shaping the wealth management landscape. This session will specifically address valuations, buyer-seller dynamics, integrating vs. aggregating - and importantly, how buyers bringing together people, processes and technology after a deal closes.   
Find out more
 

ETF experts

Investment Power Hour
Sept 28 | 2:15pm

Prepare for the top investors’ best ideas. Industry experts, including Chris Davis, Chairman, Davis Advisors, share their views and investment thesis in 3 20-minute TED talks on topics ranging from ESG to Crypto to Equities and more.
Read more

ETF Prime podcast live on-stage
Sept 28 | 11:30am

Nate Geraci is Chairman & President of The ETF Store. Nate will be bringing his weekly podcast, ETF Prime, live to the Inside ETFs stage! 

ETF Prime has been featured in Money Magazine and Bloomberg, described as one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.
Read more

How the Power of Different Leads to Success
Sept 28 | 8:00am

The Women in ETFs annual breakfast event will feature a panel of established industry leaders set to discuss how harnessing the power of diversity will have a positive impact on our businesses, our careers, and the future of our industry.

Janel Jackson
Head of US ETF Capital Markets
Vanguard

Adina Taylor
Vice President, Investment Product Group
Fidelity Investments

Sandra Testani
Vice President, ETF Product and Strategy
American Century Investments

Kelly Ye
Director of Research
IndexIQ
Find out more
 

Cutting edge vision - NEW Chair of the Inside WealthStack Advisory Board

Kelly Waltrich, CMO, Champion for Modern Marketing, FinTech/MarTech Advisor

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team.
Find out more
 

Early-bird booking offer. Register today & save.  


Register by July 2 and save up to $600 (advisors pay just $75). 

Whether you buy a ticket to Inside ETFs or Inside WealthStack - you will automatically get both events included in your booking!

Book with confidence: we know there's uncertainty in the world right now so see more details about how we're giving you extra flexibility and peace of mind when booking your place. 
Book online for
Inside ETFs
Book online for
Inside WealthStack

Alternatively, call +1 888 670 8200 or email register@informaconnect.com.

We look forward to welcoming you to Florida.

The Inside ETFs and Inside WealthStack Team

Inside ETFs sponsors

Inside WealthStack sponsors

Platinum sponsor

Gold sponsors
 

Silver sponsors

Industry sponsors & exhibitors
 
 
 
 

Kiosk sponsors
 
 

Diamond sponsor

Gold sponsor

Silver sponsor

Exhibitors

Kiosk sponsors
 
 
 
 

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