September 27-29, 2021 | The Diplomat Beach Resort, Florida
Inside ETFs is back! The industry’s premier ETF event and gathering of investment influencers will be live and in-person on September 27-29.
Get the newest insights on semi-transparent ETFs, the recent introduction of a Bitcoin ETF and the convergence of FinTech and investment management. And find out how advisors are building increasingly customized client portfolios that include ESG and SRI strategies.
Plus with better than ever networking opportunities, connect with the leading minds in the investment and wealth management industries.
Register by Friday May 28 and save up to $900 with our amazing Memorial Day sale. Advisors pay just $45!
We’ve rounded up a first look at the expert speakers you’ll hear from...
The latest from industry insiders
Combining the benefits of an active mutual fund in a 21st Century ETF wrapper Sept 29 | 11:30am The first semi-transparent ETFs began trading in 2020 with some of the largest active management firms launching their own products or planning to do so. Not all funds provide the same level of transparency, but many investors believe the ETFs are well suited to help them achieve financial goals with the aid of stock selection. How do these funds function? Are there alternative index-based products?
Tim Clift Chief Investment Strategist Envestnet
Sandra Testani Vice President of ETF Products and Strategy American Century Investments
*NEW* - ETF Pundits Jeopardy Sept 28 | 12:00pm At no other time in the year will you find this unique brainpower of ETF expertise gathering in one place at one time! Test your knowledge of the top ETF tickers, learn about the latest products coming to market and find out if you're smarter than our ETF experts!
Elisabeth Kashner VP, Director of Global Fund Analytics FactSet
Eric Balchunas Senior ETF Analyst Bloomberg Intelligence
Ben Johnson Director of Global ETF Research Morningstar
Todd Rosenbluth Senior Director, ETF and Mutual Fund Research CFRA
With 250+ advisors already signed up for September, we're highlighting those that are taking to the stage to share their experiences, perspective and expertise.
Cathy Curtis Founder & President Curtis Financial Planning
Kim Escue CFO, Senior Portfolio Manager Stringer Asset Management
The same ETF event you know and love - now packed with new experiences, new agenda sessions and new networking formats to make sure your first time reconnecting face-to-face is the best it can possibly be.
Register by May 28 and save up to $900 (advisors pay just $45).
Attendees automatically get Inside WealthStack included in their 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.
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