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Confirmed Financial Advisors, Asset Allocators & More
1875 Capital LLC, Managing Shareholder
35 Oak Holdings, Chief Financial Officer
Alpha Architect, Chief Executive Officer
Altman Foundation, Chief Financial Officer
Ambrosetti Asset Management SIM, Analyst
Ambrosetti Asset Management SIM, Partner
Ambrosetti Asset Management SIM, President and Founder
Ameriprise Financial, Financial Advisor
Ameriprise Financial, Private Wealth Advisor
Bason Asset Management, President
Banque Gonet & Cie, Head Of Investment Advisory
Bay Financial Associates, Financial Advisor
Beacon Hill Wealth Management - Raymond James, Partner
Belay Group, LLC, President & Founder
Berkshire School, Inc., Chief Financial Officer
Betterment, Director of Behavioral Finance and Investments
Blue Marble Research, Global Investment Strategist
Braver Wealth, Portfolio Manager
Broadsword Capital, LLC, Portfolio Manager
Cabot Wealth Management, Inc., Portfolio Manager
Cambria Investments, Chief Investment Officer
Canada Pension Plan Investment Board, Credit & Principal Investments
Carson Advisory, Inc., Financial Advisor
Cbus Super Fund, Quantitative Analyst
Center for Wealth Planning Advisors, Inc., Wealth Strategist
C.H. Douglas & Gray Wealth Management, Managing Director
Chemtura Corporation, Vice President and Treasurer
ClientFirst Strategy, Inc., President
Credential Securities, Investment Advisor
Credo Wealth, Chief Investment Officer
DeepTrend, Founder
Dimensional Fund Advisors, Vice President
Edward Jones, Financial Advisor
Fagan Associates Inc., Assistant Portfolio Manager
FCI, Analyst
Fidelity Investments, Vice President, Managed Account Solutions
Fidelity Management & Research Co., Analyst
Fiduciary Wealth Partners, Managing Partner
Financial Coach, Chief Investment Officer
Financial Coach, President
Financial Wealth Builders, Financial Advisor
Fort Henry Capital, Financial Advisor
Fortis Partners LLC, Chief Financial Officer
Gibson & Company, Financial Advisor
Greenleaf Trust, Investment Strategist
Greenwich Associates, Founder
Gries Financial, Managing Director
Harvard Management Company, SVP, Trust Operations & Investments
Helmsley Charitable Trust, Director of Investments
HIMCO, Portfolio Analyst
Holzer & Company, Inc., President
Huber Financial Advisors, Chief Investment Officer
IBM, Chief Investment Officer
Independence Advisors, LLC, President
Independent Wealth Management, LLC, Finanical Advisor
Innovate Wealth, Managing Partner
Jarred Bunch Consulting, Chief Executive Officer
Jarred Bunch Consulting, Chief Investment Officer
JPMorgan Chase, Private Client Advisor
Keatley Wealth Management, President and Chief Investment Officer
Kerr Financial Services, Investment Counselor
Krieger Group, Financial Adviser
Kynikos Associates, President & Founder
L&M Financial, Financial Advisor
Lake Partners, Co-Chairman
Lavelle Fund for the Blind, Board Treasurer
Lazarus Investments, Principal
Lorintine Capital, Registered Investment Advisor
Lysa, Chief Executive Officer
M Wealth Management, Managing Partner
Madison Avenue Securities, Chief Investment Officer
Mercer, Principal
Mercer Investments, Senior Associate
Metis Wealth, Investment Advisor Representative
Montana Capital Management, Financial Advisor
Morehouse College, Investment Committee
Morgan Stanley, Financial Advisor
Morgan Stanley, Senior Vice President
Morningstar, Vice President, Research & New Products
Motley Fool Wealth Management, Financial Planner
MSCI, Vice President
Mullooly Asset Management, Inc., Investment Advisor
National Bank Financial, Investment Advisor
National Bank Financial, Portfolio Manager
New Brunswick Investment Management Corporation, Equity Portfolio Manager
New York City Fire and Police Widows and Children's Fund, Investment Committee Member
NF Holdings, Ltd., Partner
Nikko Global Wrap Ltd., Deputy President
Nikko Global Wrap Ltd., General Manager
Novartis Corporation, Executive Director Trust Investments
NYC Mayors Office of Pensions & Investments, Senior Pensions & Investments Officer
O'Shaughnessy Asset Management, ‎Portfolio Manager
O'Shaughnessy Capital Management, Chairman & Chief Executive Officer
Origin Asset Management, Partner
Ownership Advisors, Partner
Pacific Life, Portfolio Manager
Parkwood LLC, Investment Analyst
Peter Watson Investments, Founder, Wealth Manager
Peter Watson Investments, Wealth Manager, Business Development
Plancorp, LLC, Director of Investment Research
Popular Securities LLC, Investment Advisor
Premium Select Lux, Chief Investment Officer
Putnam Investments, Portfolio Manager
Qualcomm, Treasury Investment Manager
Raymond James, Wealth Manager
RCM Capital Management, LLC, CPA
Red Lady Capital LLC, Chief Executive Officer
Ridgecrest Investments, General Partner
RL Wealth Management, LLC, Founder & Financial Advisor
Robert Wood Johnson Foundation, Investment Officer
Rocktree Financial Advisors LLC, President
S&P Dow Jones Indices, Director, Asset Owners Channel
SageBroadview Financial Planning, LLC, Principal, Owner
SageBroadview Financial Planning, LLC, Wealth Advisor
Savant Capital Management, Senior Investment Analyst
S.E.E.D. Planning Group, Wealth Manager
Sequoia Financial Group, Chief Investment Officer
Seven Valleys LLC, Chief Investment Officer
Sherman Wealth, President
Signal Ridge Capital Partners, Managing Partner
St. John's University, Director of Investments
Stamford Harbor Capital, President
Stokes & Hubbell, Advisor
Stokes & Hubbell, Partner
Stonegate Private Counsel, Managing Director
Tectonic Advisors, LLC, Managing Director
Tennessee Consolidated Retirement System, Senior Quantitative Analyst/Portfolio Manager
Texas Permanent School Fund, Director of Equities
The Buckingham Family of Financial Services, Director of Research, Board of Managers and Lead Director
The Clark Estates, Investment Manager
The Motley Fool; Wall Street Journal, Columnist; Contributor
The New York Community Trust, Chief Investment Officer
Tramontane Invest AB, Portfolio Manager
Trillium Asset Management, Portfolio Manager
Trustmark, Portfolio Manager
Tumbas & Associates, President & Chief Executive Officer
UBS Private Wealth Management, Senior Vice President
UJA-Federation of New York, Chief Investment Officer
United Nations Joint Staff Pension Fund, Deputy Director for Investments
University of Chicago, Portfolio Analyst
US Trust, Vice President, Portfolio Manager
Utah Educational Savings Plan, Executive Director
Validea Capital Management, Partner
Vanguard, Chairman & Chief Executive Officer
Verium Planning and Asset Management, Chief Planner
Verizon Investment Management Corporation, Director of Investment Strategy and Risk Management
Vestory, LLC, Financial Planner
Vetter Communications Corp., Chief Executive Officer
Wealth With No Regrets, Chief Operating Officer & Chief Financial Officer
Wealth With No Regrets, President
Weil, Gotshal & Manges LLP, Chairman, Investment Committee
Wells Fargo Advisors, Financial Advisor
White Oaks Investment Management, Inc, Chief Executive Officer & Chief Investment Officer
WisdomTree Asset Management, Director of Research
WJ Interests, LLC, Financial Advisor
World Development Endowment Foundation, Founder & President
Wunderlich Securities, Financial Advisor
YMCA Retirement Fund, Senior Portfolio Manager
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Specific Contacts for Evidence-Based Investing Conference


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