This is a past event please click HERE for the upcoming program.
1:30 PM
Registration Opens
2:15 PM
Rise of the Machines: The Disruptive Dynamics of Robo-Advice
  • Many have written Robo-Advice off as a fad--however with models projecting AUM between $500bn and 2T by 2020, Robo-Advising appears to be here to stay. How do you plan to adapt to this phenomenon?
  • Robo-Advisors have tapped into a segment of the marketplace that had previously been underserved, offering lower fees, personalization, immediacy and lower minimums. Now that these barriers have been opened, how will you take advantage?
  • Another contributing factor to “Robo’s” success has been traditional advisors co-opting robo-techniques and partnering with Robo-Advisors. What lessons can be learned from these early adopters?
  • What will you do to stay competitive? Buy, Build or Buddy Up with a Robo Advisor? Stick to your knitting?

Michael Khouw

President & Chief Strategist
Optimize Advisors

Mohannad Aama

‎Portfolio Manager & Asset Allocation Strategist
Beam Capital Management

Dan Egan

Director of Behavioral Finance and Investments
Betterment

Christopher Cooper

CEO
Cooperfund, Inc.

Rob Ivanoff

Director of Research
Financial Products Research

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3:00 PM
Advisor Analysis and User Review
  • Presentation by Cerulli Associates, providing unique insights, analysis and recommendations.

Jennifer Muzerall

Associate Director
Cerulli Associates

Presentation of Jennifer Muzerall

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3:25 PM
To Win With “Smart Beta“ Ask If the Price Is Right
In evaluating any investment strategy, valuations matter. Rising valuation levels inflate past performance, reduce potential future performance, and amplify the risk of mean reversion down to historical levels. Like any strategy, smart beta can outperform solely by getting more expensive—and it has. Consequently, future performance is likely to be subpar.

Robert Arnott

Chairman & Chief Executive Officer
Research Affiliates, LLC

Presentation of Robert Arnott

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4:15 PM
Women in ETFs Annual Roundtable: The Evolving ETF Landscape - Regulatory Changes and ETF Innovation
Our panel of experts will discuss the ETFs evolving landscape in the current regulatory environment and how it's shaped innovations in the market. The wide range of topics reflecting the influence of regulations will cover the use of derivatives, market structure, liquidity rules, ETF RFQ platforms, and active/hybrid ETFs.

Julie Abbett

Executive Director
JP Morgan Chase & Co

Joyce Rosely

Managing Director, Global Portfolio & ETF Sales and Execution
Convergex

Deborah Fuhr

Managing Partner and Co-founder
ETFGI

Kristine Delano

Managing Director
NextShares Solutions LLC

Kathleen Moriarty

Partner
Kaye Scholer LLP

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5:00 PM
Power to the People
  • What do people want when they seek financial advice? 
  • How do women perceive the financial services industry? 
  • What are the greatest myths about men, women and money?
  • How are fears about current and future personal finances playing out in the presidential election?

Helaine Olen

Columnist
Slate

Felix Salmon

Senior Editor
Fusion

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5:45 PM
California Dreamin' Welcome Reception
The Mamas & the Papas, Supertramp, Jackson Browne and all the rest were on to something when they sang of the special, mystical nature of the Golden State. IMN is delighted to be hosting this 21st annual gathering in such an incredible setting. Come join the following sponsors at their booth for a specialty cocktail and be sure to pick up your passport upon check in for a chance to win a prize!

             

6:45 PM
Day One Concludes
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