This is a past event please click HERE for the upcoming program.
Sample of Attendees

Financial Advisors:

1650 Wealth Management, Founder
AAAUM (OM) LLC, President
Accuvest Global Advisors, President & Chief Investment Officer
AdvicePeriod, Partner
Ameriprise Financial Services, Inc., Financial Advisor
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
Barings, Managing Director
Beam Capital, Portfolio Manager
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
Callan Capital, Chief Executive Officer
Cambria Investments, Chief Investment Officer
Camden Capital, Managing Director
Canter Strategic Wealth Management, Managing Director
Canterbury Consulting, Vice President
Capital GrowthPortfolio Manager
Capital Management Analytics, Chief Investment Officer
Chamberlain Associates, Principal
City National Bank, Senior Vice President, Wealth Advisor
Clearsight Wealth ManagementFounder & Advisor
Columbia Threadneedle Investments, Chief Portfolio Strategist
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, Founder & Chief Executive Officer
Del Mar Investment ManagementPresident, Financial Advisor
Denali Advisors LLC, Research Analyst
Deutsche Asset & Wealth Management, Director
Dimensional Fund Advisors LP, Director, Co-Chief Executive Officer, and Co-Chief Investment Officer
Dwyer Financial, Principal
Eagle Strategies, LLC, Financial Advisor
Edward Jones, Financial Advisor
Efficient Market Advisors, Senior Managing Director, Chief Investment Officer
Elevate Financial, Managing Principal
Elliott, Zepelin & Associates: Ameriprise, Financial Advisor
Ennovance Group, Chief Investment Officer & Managing Partner
EQM Capital LLC, Founder & Chief Executive Officer
EquityTrust, Inc., Principal
FidereFounder & Chief Executive Officer
First Command Financial Services, Financial Advisor
First Financial Equity Corporation, Senior Financial Advisor
Florentez Investment Management, Founder and Chief Executive Officer
FM Capital Group, Chief Investment Officer
Frehner Wealth Management, Wealth Manager
George M. Hiller Companies LLC, Director of Portfolio Operations
Gerald L. Ray & Associates, Ltd., Executive Vice President — Portfolio Manager/Marketing Manager
Giordano Wealth Management Group: UBS, Associate Director
Golden Gate AdvisorsManaging Director
Golden State Wealth Management, Financial Planner
Greene Wealth Management, Chief Investment Officer
Greenleaf Trust, Investment Strategist
Grieg Investor, Senior Analyst, Equity & Hedge
Hartford Investment Management Company, Portfolio Analyst
Hemming Morse, Principal
Hollencrest Capital Management, Managing Director, Senior Portfolio Manager
Independent Capital Management, Registered Principal/Investment Advisor
J.P. Morgan Asset Management, Executive Director-ETFs 
Janiczek Wealth Management, Managing Director
JM Tsai Asset ManagementManaging Partner
Kimerling & Associates, President
KWB Wealth Managers, Research Assistant
Legacy Wealth Partners, CEO & Founder
Liberty Partners, Financial Advisor
LPL Financial, Investment Advisor Representative
LS Investment Advisors, Chief Investment Officer
Luby Asset Management, Chief Executive Officer
Lucas Mendoza Wealth AdvisorsChief Investment Officer & President
Lunt Capital Management, Inc., President
M Wealth Management, Managing Partner
Madison Avenue Securities, Chief Investment & Information Officer
Manning Wealth Management, Inc., Financial Advisor
Mariposa Capital Management, LLC, Managing Member
MCF AdvisorsInvestment Analyst
Mendham Wealth Partners, Chief Investment Officer
Mercer Advisors, Regional Vice President
Merrill Lynch, Pierce, Fenner & Smith Inc., Senior Portfolio Advisor, Financial Advisor
Merrill Lynch Wealth Management, Senior Financial Advisor, Vice President
Modiri Asset Management, President
Morgan Stanley, Vice President, Financial Advisor, Portfolio Manager
MRD, President
My 360° Wealth Management Group, Senior Wealth Advisor
NFP, Senior Investment Analyst
NWF Advisory, Wealth Manager
O'Shaughnessy Asset Management, Portfolio Manager
Optimal Asset Management, Chief Executive Officer
Pacific Coast Financial Planning GroupFinancial Advisor
Pacific Life, Managing Director
Palo Capital, Co-Chief Investment Officer
Panoramic Financial Advice, Founder
Penserra Capital Management LLC, President and CEO
Pension Consulting Alliance, Consultant, Principal
Pension Partners LLC, Chief Investment Officer
Performance Investment Management, Founder and CIO
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
Ridgecrest Investments, General Partner
RMF ConsultingOwner & Advisor
RMH Investment Management, LLC, Principal
Sabino Investment Management, Financial  Advisor
SBCC Group, Chief Executive Officer
Signature Estate & Investment Advisors, LLC, Financial Advisor
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
Stone Steps Financial, Founder
Stratos Wealth PartnersFounding Partner
Studdard Financial, LLC, Founder & President
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
Tarbox Family Office, Chief Investment Officer
Tee Investment Services, LLC, Director of Investments
The Chicago Financial Planner, Financial Advisor, Freelance Writer and Finance Blogger
The Conners Crawford Wealth Management Group: UBS, Senior Vice President - Wealth Management
The Doylestown Private Wealth GroupPrivate Wealth Advisor
The Headlands Group, Inc, Chief Investment Officer
The PNF Group at Morgan StanleyAssociate Vice President, Wealth Management
ThirtyNorth Investments, LLC, Principal and Chief Investment Officer
Thrivent Asset Management, Director & Senior Portfolio Manager Equity
Tortoise Capital Advisors, Director
Truepoint Wealth Counsel, Portfolio Manager
Twin Peaks Wealth AdvisorsPartner
UBS, Senior Vice President - Wealth Management
Unify Investments and Insurance, Financial Consultant
USAAWealth Manager
Vanguard, Relationship Manager
Verus InvestmentsChief Investment Officer
Vestcor Investment Management, Portfolio Manager
Virtus Investment Partners, Director of Investment Education
Vivaldi Asset ManagementGlobal Head of Investor Relations
VR Strategic AdvisorsChief Counsel
Waddell & Reed, Inc., Financial Advisor
Wealth Logic, Founder
Wedbush Securities Inc., Independent Financial Advisor
Wells Fargo Advisors, LLC, First Vice President-Investments
Wilshire Associates, Managing Director
WJ Interests, LLC, Chief Investment Officer
Woodbury Financial Services, Financial Advisor
World Asset Management, Director, Domestic Equities
X and Y Advisors, Inc., President

Institutional Asset Owners:

CalPERS, Board of Administration
CalSTRS, Portfolio Manager, Investments & Corporate Governance
LACERS, Investment Officer, Domestic Small Cap Equities and Emerging Markets
Tennessee Consolidated Retirement SystemPortfolio Manager
Employees Retirement System of Texas, Lead High Yield Portfolio Manager
David and Diana Sun Foundation, Director of Investments
Teachers' Retirement System of the State of Illinois, Investment Officer
Central States Funds, Executive Director
New Brunswick Investment Management Corp., Equity Portfolio Manager
The Texas A&M University System, Chief Investment Officer
California State University, Assistant Manager, Investment
Utah Educational Savings Plan, Executive Director
San Diego County Employees Retirement Association, Committee Member & Trustee
New York-Presbyterian Hospitals, Chief Investment Officer
Globe CorporationChief Financial Officer
Kern County Employees' Retirement Association, Investment Officer
Santa Barbara County Employees' Retirement System, Chief Executive Officer
Marin County Retirement System, President Emeritus of SACRS
Pepperdine University, Director of Investments
Bucknell University, Director of Investments
Drexel University, Chief Investment Officer
Indiana Public Employees Retirement Fund, Trustee
Ball State University Foundation, Chief Investment Officer
Metro Wastewater Reclamation DistrictRetirement Board Chair
UC San Diego Student Foundation Endowment Fund, Portfolio Manager
Vermont Pension Investment Board, Vice Chair of Burlington Pension & Board Member of VT Pension
San Francisco City College Foundation, Investment Committee Member
City of Austin Deferred Compensation, Vice Chairman
City of Sacramento and Land/Henschel Endowment Fund, Commissioner
Los Angeles Water & Power Employees' Retirement PlanSenior Investment Officer
Morell Family Office, Principal
City of Ocala Firefighters’ Retirement Plan, Board Chairman
NOLA Trust, Chief Executive Officer
Utah Retirement Systems, U.S. Equity Index Manager

ETF Issuers, Index Providers, Service Providers & More:

ALPS Portfolio Solutions, SVP, Director of Index Management & Product
BCA Research, Chief Strategist
Betterment, Director of Behavioral Finance & Investments
Biola University, Assistant Professor of Finance
Bloomberg, Senior ETF Analyst
BNY Mellon, Director of ETF & Structured Products
Brown Brothers Harriman, Vice President - Global ETF Services
CBOE, Vice President
CIBC, Executive Director
City National Rochdale, Portfolio Manager
Dow Global Investors, Founder, Chief Executive Officer
ETFguide, Founder
ETGFI, Managing Partner
Eurex Exchange, Vice President Equity Index Sales
FAIQ/The Financial Times, Reporter
FAIRR Initative, Director
Financial Architects, Financial Quarterback
FINRA, Director, Risk & Strategy
FTSE Russell, Managing Director, Research and Innovation
GE Capital, Managing Director
Global Trends Investments/ETF Trends, President
Gregory FCA Communications, President, Financial Services
ICE Data Services, Senior Index Specialist
Index Industry Association (IIA), Chief Executive Officer
Invesco PowerShares, Managing Director & Head of Global ETFs
J.P. Morgan Asset Management, Head of ETF Distribution 
JSE Limited, Head: Sales and Business Development
Life and Liberty Indexes, Founder
Milliman, Senior Consultant
Morningstar, Inc., Content Strategist, Indexes
MSCI, Executive Director, Applied Research
NAREIT, Senior Vice President
Natixis Asset Management US, Chief Executive Officer
New York Stock Exchange, Director - ETP Listings
Newfound Research, Co-Founder & Chief Investment Officer
NextShares Solutions LLC, Managing Director
Nuveen Investments, Managing Director
O’Shares, Chairman
OFI SteelPath, Senior Research Analyst
OppenheimerFunds, ETF Specialist
PAAMCO, Managing Director
Pacific Life, Director
PIMCO, Executive Vice President, ETF Strategist
Pragmatic Capitalism, Founder
Regis Media, Director
Research Affiliates, Chairman & Chief Executive Officer
Riskalyze, Chief Executive Officer
RMF Consulting, LLC, Owner & Advisor
S-Network, Director of Benchmark Indexes
S&P Dow Jones Indices, Chairman of the Index Committee
Santa Clara University, Glenn Klimek Professor of Finance
SASB - Sustainability Standards Board, Strategic Advisor
Saudi Aramco, Head of Risk & Portfolio Management
Seascape Research Inc., President
Sixiang Holding, Managing Director
Syntax LLC, Chief Executive Officer
The Collaborative Fund, Partner
The Wall Street Journal, Contributor
Thrivent Financial, Director Investment Products
Transamerica Funds, Vice President, Institutional Markets
University of Oregon, Professor of Practice
US Securities & Exchange Commission, Senior Policy Advisor
USCF, President & Chief Executive Officer
Victory Shares, President
W.E. Donoghue, Vice President

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New York, NY 10036 USA

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


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Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit (Please email us at if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email:

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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