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
Apriem Advisors, Senior Financial Analyst
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
Blue Marble Research, President & Global Investment Strategist
BMO Private Bank, Vice President National Accounts
BNY Mellon Wealth Management, Vice President, Senior Director
Bradley Wealth Management, Chief Executive Officer
Bridgeway Capital Management, Director of Research
Brown Brothers Harriman, Vice President - Global ETF Services
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 Investments, Chief Investment Officer
Cambria Investments, Chief Operating Officer & Portfolio Manager
Camden Capital, Director
Camden Capital, Managing Director
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 National Bank, Senior Vice President, Wealth Advisor
City of Austin Deferred Compensation, Vice Chairman
City of Sacramento and Land/Henschel Endowment Fund, Commissioner
Columbia Threadneedle Investments, Chief Portfolio Strategist
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
Deutsche Asset & Wealth Management, Director
Dimensional Fund Advisors LP, Director, Co-Chief Executive Officer, and Co-Chief Investment Officer
Dimensional Fund Advisors LP, Global Head of Fixed Income
Dow Global Investors, Founder
Drexel University, Chief Investment Officer
Dwyer Financial, Principal
Eagle Strategies, LLC, Financial Advisor
Edward Jones, Financial Advisor
Efficient Market Advisors, Senior Managing Director, Chief Investment Officer
Efficient Market Advisors, Senior Portfolio Manager
Elevate Financial, Managing Principal
Elliott, Zepelin & Associates: Ameriprise, Financial Advisor
Employees Retirement System of Texas, Director of Credit
Employees Retirement System of Texas, Lead High Yield Portfolio Manager
Ennovance Group, Chief Investment Officer & Managing Partner
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
Frehner Wealth Management, Wealth Manager
FTSE Russell, Managing Director, Research and Innovation
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
Giordano Wealth Management Group: UBS, Associate Director
Global Trends Investments/ETF Trends, President
Greenleaf Trust, Investment Strategist
Gregory FCA Communications, President, Financial Services
Grieg Investor, Senior Analyst, Equity & Hedge
Hemming Morse, Principal
Hollencrest Capital Management, Managing Director, Senior Portfolio Manager
Independent Capital Management, Registered Principal/Investment Advisor
Indiana Public Employees Retirement Fund, Trustee
Invesco PowerShares, Director of Alternative Product Strategy
Invesco PowerShares, Director of Research and Product Development
Invesco PowerShares, Managing Director & Head of Global ETFs
J.P. Morgan Asset Management, Executive Director-ETFs 
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
Legacy Wealth Partners, CEO & Founder
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
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, Pierce, Fenner & Smith Inc., Financial Advisor
Merrill Lynch, Pierce, Fenner & Smith Inc., Senior Portfolio Advisor, Financial Advisor
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
NAREIT, Senior Vice President
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
NWF Advisory, Wealth Manager
O’Shares, Chairman
O'Shaughnessy Asset Management, Portfolio Manager
OFI SteelPath, Senior Research Analyst
PAAMCO, Managing Director
Pacific Life, Managing Director
Palo Capital, Co-Chief Investment Officer
Palo Capital, Managing Director
Penn State University, Investment Officer
Penserra Capital Management LLC, President and CEO
Pension Consulting Alliance, Consultant, Principal
Pension Partners LLC, Chief Investment Officer
Pepperdine University, Director of Investments
Performance Investment Management, Founder and CIO
Pragmatic Capitalism, Founder
Principal Global Investors, Managing Director, ETF Strategy
Private Ocean, Investment Research Manager
Promontory Financial, Consultant
Purus Wealth Management, Wealth Manager
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
Regis Media, Director
Research Affiliates, Chairman & Chief Executive Officer
Research Affiliates, Director, Head of Investment Management
Riskalyze, Chief Executive Officer
Riskalyze, Product Manager
RMF Consulting, LLC, Owner & Advisor
RMH Investment Management, LLC, Principal
S-Networks, Director of Benchmark Indexes
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
Solstein Capital, Chief Executive Officer & Co-Chief Investment Officer
South Coast Wealth Management, Founder & CEO
Stanford Investment Services, Financial Advisor
State Street Global Advisors, Global Chief Investment Officer
State Street Global Advisors, Managing Director
State Street Global Advisors, Vice President, Head of SPDR ETF Fixed Income Group
Studdard Financial, LLC, Founder & President
Sun Capital Management, Associate
Sun Capital Management, Vice President
Sun Group Wealth Partners, Co-Founder
Surevest Wealth Management, Chief Executive Officer & Chief Investment Officer
Synergy Wealth Management, President
Syzygy Financial LLC, President & Chief Investment Officer
Teachers' Retirement System of the State of Illinois, Investment Officer
The Chicago Financial Planner, Financial Advisor, Freelance Writer and Finance Blogger
The Conners Crawford Wealth Management Group: UBS, Senior Vice President - Wealth Management
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
Thrivent Financial, Director Investment Products
Thrivent Financial, Vice President
Truepoint Wealth Counsel, Portfolio Manager
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
University of Oregon, Professor of Practice
USCF, President & Chief Executive Officer
US Securities & Exchange Commission, Senior Policy Advisor
Utah Educational Savings Plan, Executive Director
Utah Retirement Systems, U.S. Equity Index Manager
Vanguard, Relationship Manager
Vermont Pension Investment Board, Vice Chair of Burlington Pension & Board Member of VT Pension
Vestcor Investment Management, Portfolio Manager
Virtus Investment Partners, Director of Investment Education
VR Strategic Advisors, Chief Counsel
VR Strategic Advisors, Chief Market Strategist
Waddell & Reed, Inc., Financial Advisor
W.E. Donoghue, Vice President
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
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New York, NY 10036 USA

Phone: +1 (212) 901-0506
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Event Specific Contacts for Evidence-Based Investing Conference (West)


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