Sample of Attendees

1650 Wealth Management, Founder
AAAUM (OM) LLC, Chief Operating Officer
AAAUM (OM) LLC, President
Accuvest Global Advisors, President & Chief Investment Officer
AdvicePeriod, Partner
Ameriprise Financial Services, Inc., Financial Advisor
Ameriprise Financial Services, Inc., Investment Specialist
Anamark Capital Advisors, President
Andrew Marshall Financial, LLC, Principal
Angeles Investment Advisors, Principal & Chief Investment Officer
Asset Management Strategies, Inc., President & Chief Executive Officer
Aviva Investors, Chief Executive Officer
AXA Investment Managers, Global Head of Client Solutions Development
Ball State University Foundation, Chief Investment Officer
Barings, Managing Director
BCA Research, Chief Strategist
Beam Capital, Portfolio Manager
Betterment, Director of Behavioral Finance & Investments
Bloomberg, Senior ETF Analyst
Bloomberg Gadfly, Columnist
BMO Private Bank, Vice President National Accounts
BNY Mellon Wealth Management, Vice President, Senior Director
Bucknell University, Director of Investments
Callan Capital, Chief Executive Officer
CalPERS, Board of Administration
CalSTRS, Chief Operating Investment Officer
CalSTRS, Portfolio Manager, Investments & Corporate Governance
Cambria Investment Management, Chief Operating Officer & Portfolio Manager
Canter Strategic Wealth Management, Managing Director
Canterbury Consulting, Consulting Associate
Canterbury Consulting, Vice President
Capital Management Analytics, Chief Investment Officer
CBOE, Vice President
Central States Funds, Executive Director
Chamberlain Associates, Principal
CIBC, Executive Director
CIBC World Markets, Managing Director
City National Bank, Private Client Advisor
City of Austin Deferred Compensation, Vice Chairman
City of Sacramento and Land/Henschel Endowment Fund, Commissioner
Columbia Threadneedle Investments, Regional Investment Consultant
Cook Children’s Health Care System, Vice President, Managing Director of Investments
Crown Capital Securities, Registered Principal, RIA
Cumberland Advisors, Managing Director & Portfolio Manager
D.A. Davidson & Co., Financial Advisor, Certified Wealth Strategist
DCO Wealth Management, Financial Advisor
Define Financial, Financial Planner
Define Financial, Founder & Chief Executive Officer
Dimensional Fund Advisors LP, Director, Co-Chief Executive Officer, and Co-Chief Investment Officer
Dimensional Fund Advisors LP, Global Head of Fixed Income
Drexel University, Chief Investment Officer
Dwyer Financial, Principal
Eagle Strategies, LLC, Financial Advisor
Edward Jones, Financial Advisor
Efficient Market Advisors, Senior Portfolio Manager
Elevate Financial, Managing Principal
Employees Retirement System of Texas, Director of Credit
Employees Retirement System of Texas, Lead High Yield Portfolio Manager
EQM Capital LLC, Founder & Chief Executive Officer
EquityTrust, Inc., Principal, Chief Executive Officer
ETFguide, Founder
ETGFI, Managing Partner
Eurex Exchange, Equity & Index Derivatives Sales
Eurex Exchange, Vice President Equity Index Sales
FAIQ/The Financial Times, Reporter
FAIRR Initative, Director
Financial Architects, Financial Quarterback
FINRA, Director, Risk & Strategy
First Command Financial Services, Financial Advisor
First Financial Equity Corporation, Senior Financial Advisor
Florentez Investment Management, Founder and Chief Executive Officer
Florentez Investment Management, Principal
FM Capital Group, Chief Investment Officer
GE Capital, Managing Director
George M. Hiller Companies LLC, Director of Portfolio Operations
George M. Hiller Companies LLC, President
Gerald L. Ray & Associates, Ltd., Executive Vice President — Portfolio Manager/Marketing Manager
Global Trends Investments/ETF Trends, President
Greenleaf Trust, Investment Strategist
Gregory FCA Communications, President, Financial Services
Hemming Morse, Principal
Hennion & Walsh, Chief Investment Officer
Indiana Public Employees Retirement Fund, Trustee
J.P. Morgan Asset Management, Head of ETF Distribution 
JSE Limited, Head: Sales and Business Development
Kern County Employees' Retirement Association, Investment Officer
Kimerling & Associates, President
LACERS, Investment Officer II, Core Fixed Income and Developed Non-US
LACERS, Senior Administrative Clerk, Investment Division
LACERS, Investment Officer, Domestic Small Cap Equities and Emerging Markets
Liberty Partners, Financial Advisor
Life and Liberty Indexes, Founder
LPL Financial, Investment Advisor Representative
LPL Financial, Registered Principal
Luby Asset Management, Chief Executive Officer
LS Investment Advisors, Chief Investment Officer
LTS Capital Advisors, Chief Investment Officer
Lunt Capital Management, Inc., President
Madison Avenue Securities, Chief Investment & Information Officer
Manning Wealth Management, Inc., Financial Advisor
Marin County Retirement System, President Emeritus of SACRS
Mariposa Capital Management, LLC, Managing Member
Mercer Advisors, Client Advisor
Mercer Advisors, Regional Vice President
Merrill Lynch Wealth Management, Senior Financial Advisor, Vice President
Merrill Lynch Wealth Management, Wealth Management Advisor, Vice President
Milliman, Senior Consultant
Morell Family Office, Principal
Morgan Stanley, Portfolio Manager, U.S. Government Entity Specialist
Morgan Stanley, Senior Investment Management Consultant
Morgan Stanley, Vice President, Financial Advisor, Portfolio Manager
Morgan Stanley Wealth Management, Financial Advisor
New Brunswick Investment Management Corp., Equity Portfolio Manager
Newfound Research, Co-Founder & Chief Investment Officer
New York-Presbyterian Hospitals, Chief Investment Officer
NOLA Trust, Chief Executive Officer
O’Shares, Chairman
OFI SteelPath, Senior Research Analyst
PAAMCO, Managing Director
Pacific Life, Managing Director
Palo Capital, Managing Director
Penn State University, Investment Officer
Pension Consulting Alliance, Consultant, Principal
Pension Partners LLC, Chief Investment Officer
Pepperdine University, Director of Investments
Performance Investment Management, Founder and CIO
Promontory Financial, Consultant
Purview Investments, Chief Executive Officer
Rabin, Barkat & Associates, Private Wealth Advisor & Managing Director
Rahn Wealth Management, President, Wealth Advisor
Raymond James, Financial Advisor
Raymond James, Senior Vice President, Investments
Research Affiliates, Chairman & Chief Executive Officer
Research Affiliates, Director, Head of Investment Management
RMF Consulting, LLC, Owner & Advisor
RMH Investment Management, LLC, Principal
S&P Dow Jones Indices, Chairman of the Index Committee
S&P Dow Jones Indices, Managing Director
S&P Dow Jones Indices, Vice President, North American Equities
Sabino Investment Management, Financial  Advisor
San Diego County Employees Retirement Association, Committee Member & Trustee
San Francisco City College Foundation, Investment Committee Member
Santa Barbara County Employees' Retirement System, Chief Executive Officer
Saudi Aramco, Head of Risk & Portfolio Management
SBCC Group, Chief Executive Officer
Segal Rogerscasey, Senior Consultant
Signature Estate & Investment Advisors, LLC, Financial Advisor
Sixiang Holding, Managing Director
Studdard Financial, LLC, Founder & President
Sun Capital Management, Associate
Sun Capital Management, Vice President
Surevest Wealth Management, Chief Executive Officer & Chief Investment Officer
Syzygy Financial LLC, President & Chief Investment Officer
The Chicago Financial Planner, Financial Advisor, Freelance Writer and Finance Blogger
The Headlands Group, Inc, Chief Investment Officer
The Texas A&M University System, Chief Investment Officer
The Wall Street Journal, Contributor
ThirtyNorth Investments, LLC, Principal and Chief Investment Officer
Thrivent Asset Management, Director & Senior Portfolio Manager Equity
UBS, Senior Vice President - Wealth Management
UBS Private Wealth Management, Senior Vice President
UCLA Anderson School of Management, Professor & Goldyne and Irwin Hearsh Chair in Money and Banking
US Securities & Exchange Commission, Senior Policy Advisor
Utah Educational Savings Plan, Executive Director
Utah Retirement Systems, U.S. Equity Index Manager
Vermont Pension Investment Board, Vice Chair of Burlington Pension & Board Member of VT Pension
VR Strategic Advisors, Chief Counsel
VR Strategic Advisors, Chief Market Strategist
Waddell & Reed, Inc., Financial Advisor
Wealth Logic, Founder
Wedbush Securities Inc., Independent Financial Advisor
Wells Fargo Advisors, LLC, First Vice President-Investments
Wells Fargo Advisors, LLC, Managing Director - Complex Manager
Wilshire Associates, Managing Director
Woodbury Financial Services, Financial Advisor
World Asset Management, Director, Domestic Equities

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Contact Information
225 Park Ave. South, 7th Floor
New York, NY 10003 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


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