Chief Operating Officer, AAAUM, LLC
President, AAAUM, LLC
Managing Partner, ABLE FINANCIAL GROUP
President, ADAPTIVE ASSET MANAGEMENT LTD
Financial Advisor, ADVISORY SERVICES FINANCIAL, LLC
Principal, ADVISORY SERVICES FINANCIAL, LLC
Co-Founder and Managing Partner, AFFINITY WEALTH MANAGEMENT
Founding Principal & Managing Director, AIM CAPITAL OF ARIZONA
Chief Executive Officer, ALCHEMY ADVISORS
Managing Director, ALCHEMY ADVISORS
Financial Advisor, ALLEGIANCE FINANCIAL ADVISORS INC.
Managing Director, ALLEN INVESTMENT ADVISORS
Managing Director & Chief Compliance Officer, ALPHA FIDUCIARY
Wealth Advisor, ALPHA FIDUCIARY
Financial Advisor, ALTENBURG ASSET ADVISORS LLC
Principal, ALTENBURG ASSET ADVISORS LLC
Senior Vice President, AMERICAN WEALTH MANAGEMENT
Financial Advisor, AMERIPRISE FINANCIAL SERVICES, INC.
Financial Advisor Vice President, AMERIPRISE FINANCIAL SERVICES, INC.
Private Wealth Advisor, AMERIPRISE FINANCIAL SERVICES, INC.
Financial Planner, ANDERSON FINANCIAL PLANNING GROUP, LLC
Vice President & Portfolio Manager Wealth Advisory Services, ARIZONA BANK AND TRUST
Managing Partner, ARQ WEALTH ADVISORS
Partner, ARQ WEALTH ADVISORS
Senior Financial Advisor, ARQ WEALTH ADVISORS
EVP & CIO, ARTHVEDA CAPITAL
Founder and CEO, ASCENDANT FINANCIAL SOLUTIONS
Wealth Advisor, ASHTON THOMAS PRIVATE WEALTH, LLC
President and Chief Executive Officer, ASSET MANAGEMENT STRATEGIES, INC.
Financial Advisor, AXA ADVISORS, LLC
Consultant, A-Z FINANCIAL SERVICES
Managing Director, BABSON CAPITAL MANAGEMENT LLC
Senior Vice President & Senior Portfolio Manager, BANK OF ARIZONA/THE PRIVATE BANK
President, BARNES INVESTMENT ADVISORY, INC.
Managing Director, BEACON POINTE WEALTH ADVISORS
Managing Director & Partner, BEACON POINTE WEALTH ADVISORS
Vice President, BEACON POINTE WEALTH ADVISORS
Executive Director, BEAM CAPITAL MANAGEMENT, LLC
Senior Vice President - Wealth Management, BEL-AIR WEALTH MANAGEMENT GROUP
Vice President of Asset Management, BEVERLY HILLS WEALTH MANAGEMENT
Vice President, Chief Investment Officer & Treasurer, BLUE CROSS BLUE SHIELD OF ARIZONA, INC.
President, BLUE ROCK FINANCIAL SERVICES, INC
Senior Portfolio Manager, BMO PRIVATE BANK
Vice President National Accounts, BMO PRIVATE BANK
Vice President & Senior Portfolio Manager, BOK FINANCIAL
Executive Vice President, Financial Advisor, BPU INVESTMENT MANAGEMENT
President, BUTLER ADVISORY SERVICES, LLC
President and Chief Investment Officer, BUTTONWOOD CAPITAL MANAGEMENT
Financial Advisor, CALIFORNIA CREDIT UNION INVESTMENT SERVICES
Financial Advisor, CALIFORNIA FINANCIAL PARTNERS INC.
Chief Investment Officer, CAMBRIA INVESTMENTS
Investment Executive, CAMINO ADVISORS
Chief Investment Officer, CAPITAL INNOVATIONS
Founder & Chief Executive Officer, CAPITAL MANAGEMENT GROUP
Financial Advisor, CARRIE HALL AND ASSOCIATES
President, CENTERPOINT ADVISORS, INC.
Financial Advisor, CHARLES G. BENTZIN ASSOCIATES, INC.
President, CHARLES G. BENTZIN ASSOCIATES, INC.
Principal, CHIRON FINANCIAL
Director, CINQUE PARTNERS LLC
Financial Advisor, CITI PERSONAL WEALTH MANAGEMENT
Founder, CLASSIC INVESTMENT MANAGEMENT, LLC
President, CLEAR STREAM ADVISORS
Vice President Operations, CLEAR STREAM ADVISORS
Financial Advisor, COLE WEALTH MANAGEMENT
President, CEO & Wealth Manager, COLLABORATIVE FINANCIAL SOLUTIONS & WEALTH MANAGEMENT
Director, COLLINS CAPITAL INVESTMENTS
Chief Compliance Officer, COPPERWYND FINANCIAL
Chief Investment Officer, CORNERSTONE WEALTH MANAGEMENT
Managing Director, CUELLAR FINANCIAL GROUP
Managing Director & Portfolio Manager, CUMBERLAND ADVISORS
President and CEO - Wealth Advisor, CURO PRIVATE WEALTH
Founder, DARBY CREEK ADVISORS
Founder & CEO, DEFINE FINANCIAL
CEO and Portfolio Manager, DEGREEN CAPITAL MANAGEMENT LLC
Investment Advisor, DESJARDINS SECURITIES
Vice President, DESJARDINS SECURITIES
Principal, DWYER FINANCIAL
Financial Advisor, EAGLE STRATEGIES
Financial Advisor, EDWARD JONES INVESTMENTS
Managing Principal, ELEVATE FINANCIAL
Portfolio Manager, EMERALD ASSET MANAGEMENT
Principal and CEO, EMPIRICAL WEALTH MANAGEMENT
Chief Investment Officer, ESTATE & RETIREMENT STRATEGIES
Wealth Manager, EVERGREEN FINANCIAL ASSOCIATES
Assistant Vice President, FEDERAL RESERVE BANK OF NEW YORK
Financial Quarterback, FINANCIAL ARCHITECTS
Financial Advisor, FINANCIAL DESIGN GROUP
Partner, FINANCIAL SYMMETRY INC.
Senior Financial Advisor, FIRST FINANCIAL EQUITY CORPORATION
Vice President & Financial Advisor, FIRST FINANCIAL EQUITY CORPORATION
Managing Partner, FISCHER GROUP
President & Founder, FLEMMING WEALTH STRATEGIES, LLC
Chief Executive Officer, FM CAPITAL GROUP
Financial Advisor, FOAL PLANNING
President & Financial Advisor, FOUNTAIN FINANCIAL GROUP, INC.
Financial Planner, FOUR PEAKS WEALTH MANAGEMENT, LLC
Founder, Private Wealth Advisor, FULCRUM FINANCIAL GROUP
Managing Principal, G&W WEALTH MANAGEMENT
President, GIRGIS FINANCIAL MANAGEMENT GROUP
Financial Planner, GORDIAN ADVISORS
Managing Director, GOVERNMENT PORTFOLIO ADVISORS
Founder and CEO, GRAYSTONE PARTNERS WEALTH MANAGEMENT
President, HALPERN FINANCIAL WEALTH MANAGEMENT
Managing Partner, HARRIS FINANCIAL GROUP
President, HASSON FINANCIAL, LLC
Wealth Manager, Advisor, HATTON CONSULTING, INC.
President, HAYNES FINANCIAL, INC
Senior Vice President & Chief Financial Officer, HELIOS EDUCATION FOUNDATION
Wealth Advisor, HIGHPOINT PLANNING PARTNERS, LLC
Managing Director, Partner, HIGHTOWER ADVISORS
Equity Portfolio Management, HIMCO
VP of Retirement, HOPLON FINANCIAL GROUP
Vice President of Investment Planning, HOUSEHOLDER GROUP
Partner, HPM PARTNERS LLC
Senior Vice President, INDEX FUND ADVISORS, INC.
Wealth Advisor, INSIGHT PRIVATE ADVISORS
President, INTEGRATED WEALTH MANAGEMENT
Senior Principal, INVESTMATRIX INC
Advisor, JAPAN EXCHANGE GROUP, INC.
Chief Representative & General Manager, JAPAN EXCHANGE GROUP, INC.
Vice President, Head of Product Management, JENNISON ASSOCIATES
Financial Planner, KACHKOVSKY & FISHER, INC.
Investment Advisor, KEATS, CONNELLY & ASSOCIATES, LLC
Investment Officer, KEATS, CONNELLY & ASSOCIATES, LLC
Senior Investment Officer, KEATS, CONNELLY & ASSOCIATES, LLC
President , KEATS, CONNELLY & ASSOCIATES, LLC
Senior Vice President, KELLY ADVISORY
Financial Advisor, KEN EDWINS & ASSOCIATES
Wealth Advisor, KILEY JUERGENS WEALTH MANAGEMENT
President, KIMERLING & ASSOCIATES
Financial Planner, KOGER FINANCIAL STRATEGIES
Partner, L. ROY PAPP & ASSOCIATES LLP
Partner & Portfolio Manager, L. ROY PAPP & ASSOCIATES LLP
Founding Principal, LANE BROTHERS & COMPANY
Investment Strategist, CFP, LANE BROTHERS & COMPANY
Founder and CEO, LOFY GROUP WEALTH MANAGEMENT
Managing Director & Chief Investment Officer, LONG-TERM SOLUTIONS
Branch Manager, LPL FINANCIAL
Financial Advisor, LPL FINANCIAL
CEO/Founder, LUNCEFORD PRIVATE WEALTH MANAGEMENT
Partner and Chief Executive Officer, MADEIRA GLOBAL
Advisor & Analyst, MADISON AVENUE SECURITIES, LLC
Chief Investment & Information Officer, MADISON AVENUE SECURITIES, LLC
Global Investment Strategist, MAKENA CAPITAL MANAGEMENT
Managing Member, MARIPOSA CAPITAL MANAGEMENT, LLC
President and CEO, MCM WEALTH ADVISORS
Managing Partner, MDM FINANCIAL STRATEGIES, LLC
President, Private Wealth Advisor, MCNAUGHTON WEALTH MANAGEMENT
Financial Advisor, MERRILL EDGE
Financial Advisor, MERRILL LYNCH
Financial Advisor, MERRILL LYNCH - THE SCOTTSDALE SPECTRUM
Managing Director-Wealth Management, MERRILL LYNCH GLOBAL WEALTH MANAGEMENT
Wealth Management Advisor, MERRILL LYNCH PIERCE FENNER & SMITH
Financial Advisor, MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
Senior Vice President, MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
Financial Advisor, MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
Founder, MICHAEL PHILLIPS BLACK WEALTH MANAGEMENT
Registered Investment Advisor, MILLENNIUM INVESTMENT & RETIREMENT ADVISORS, LLC.
Advisor, MILLER RUSSELL & ASSOCIATES
Partner, MILLER RUSSELL & ASSOCIATES
Portfolio Manager & Investment Strategy Manager, MILLER RUSSELL & ASSOCIATES
Advisor, MONEY MATTERS
Managing Principal/Chief Economist & Strategist, MONSOON WEALTH MANAGEMENT LLC
First Vice President, Private Wealth Advisor, MORGAN STANLEY PRIVATE WEALTH MANAGEMENT
Senior Vice President, Private Wealth Advisor, MORGAN STANLEY PRIVATE WEALTH MANAGEMENT
Executive Director, Wealth Management, MORGAN STANLEY SMITH BARNEY
Financial Advisor, MORGAN STANLEY WEALTH MANAGEMENT
First Vice President, Portfolio Management Director, MORGAN STANLEY WEALTH MANAGEMENT
VP, Certified Portfolio Manager, MORGAN STANLEY WEALTH MANAGEMENT
Co-CEO, NATIONAL BANK FINANCIAL GROUP
Portfolio Manager, NATIONAL BANK FINANCIAL GROUP
Wealth Advisor, NB|AZ WEALTH MANAGEMENT
Partner, NELSON FINANCIAL SERVICES
Senior Research Analyst, Asset Allocation, NEPC, LLC
Investment Advisor, NEW ENGLAND CAPITAL PLANNERS
Vice President, Investments, NEXTGEN ADVSIORS OF RAYMOND JAMES
Partner, NORTH STAR RESOURCE GROUP
Registered Investment Advisor Representative, OAK BROOK ASSET MANAGEMENT
Investment Advisor Representative, OAKLEY & IRVING WEALTH MANAGEMENT, LLC
Co-founder & President, OPTIMIZE ADVISORS
Principal, Wealth Manager, OVERLAKE PARTNERS
Portfolio Manager, PACIFIC GLOBAL ADVISORS
Executive Director, PACIFIC LIFE
Senior Wealth Advisor, PACWEST FINANCIAL MANAGEMENT
President and Chief Executive Officer, PENSERRA CAPITAL MANAGEMENT LLC
Investment Advisor, PERSPECTIVE FINANCIAL SERVICES, LLC
Investment Advisor, PHILLIPS FINANCIAL SERVICES
President, PHILLIPS FINANCIAL SERVICES
President, Chief Investment Officer, PIONEER ADVISORS, LLC
Principal, PIONEER ADVISORS, LLC
Owner / Portfolio Manager, POGSON & MATT WEALTH MANAGEMENT GROUP
Portfolio Manager, PRINCIPAL GLOBAL INVESTORS
Financial Advisor, PROGRESSIVE FINANCIAL CONCEPTS
President, PROVENCE WEALTH MANAGEMENT GROUP
President, Wealth Advisor, RAHN WEALTH MANAGEMENT
Financial Advisor, RANDY NEUMANN WEALTH MANAGEMENT
Senior Financial Advisor, RASKOB KAMBOURIAN FINANCIAL ADVISORS
Associate Analyst, ETF Specialist, RAYMOND JAMES & ASSOCIATES
Senior Vice President, Director Closed-End Fund Research, RAYMOND JAMES & ASSOCIATES
Financial Advisor, RBC WEALTH MANAGEMENT
Managing Director, RBC WEALTH MANAGEMENT
Senior Investment Associate, RBC WEALTH MANAGEMENT
Senior Vice President - Financial Advisor, RBC WEALTH MANAGEMENT
Investment Advisor, RIORDAN INVESTMENT MANAGEMENT
Principal, RMH INVESTMENT MANAGEMENT, LLC
Principal, Portfolio Manager, RMH INVESTMENT MANAGEMENT, LLC
Senior Vice President, ROBERT W. BAIRD & CO.
CEO, RONCANCIO WEALTH MANAGEMENT, INC.
Founder and Principal, ROWE CAPITAL PARTNERS, LLC
Financial Advisor, ROWLAND CARMICHAEL ADVISORS, INC
Senior Wealth Strategy Associate, RUTTER HAMILTON WEALTH MANAGEMENT GROUP
Financial Advisor, SABINO INVESTMENT MANAGEMENT
Vice President - Investments, SAGEPOINT FINANCIAL, INC.
Vice President, SANTA BARBARA ADVISORS
Director, Investments & Financial Planning, SATTLER PENSION & WEALTH
Portfolio Consultant, SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Senior Specialist, SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Financial Advisor, SEATON FINANCIAL SERVICES
Financial Advisor, SECOND LOOK FINANCIAL, LLC.
Wealth Manager, SEGLUND FINANCIAL GROUP
Chief Operating Officer, SHERPA INVESTMENT MANAGEMENT
Financial Advisor, SOLUTIONS WEALTH MANAGEMENT
Vice President, SOVEREIGN INVESTMENT GROUP LLC
Managing Partner, STELLAR CAPITAL MANAGEMENT
Senior Portfolio Manager, STELLAR CAPITAL MANAGEMENT
Director, STEPSTONE GROUP, LLC
First Vice President- Investments, STIFEL FINANCIAL CORP.
Portfolio Manager, STONEGATE CAPITAL
CEO, STRATEGIC INCOME GROUP
Managing Director - Partner, STRATOS WEALTH PARTNERS
Partner - Financial Consultant, STRATOS WEALTH PARTNERS
Wealth Advisor, STRATOS WEALTH PARTNERS
Senior Portfolio Manager, SUMMIT GLOBAL INVESTMENTS
Senior Partner, SUMMIT WEALTH MANAGEMENT, INC.
Wealth Advisor, SUMMIT WEALTH MANAGEMENT, INC.
Director of Investments, SUNCHASE HOLDINGS
Investment Analyst, SUNCHASE HOLDINGS
Partner, SUNRISE WEALTH MANAGEMENT
Chief Executive Officer, SUREVEST WEALTH MANAGEMENT
Head of Advisor Sales & Trading, SUSQUEHANNA INTERNATIONAL GROUP
Financial Advisor, SYMMONE WEALTH MANAGEMENT
Financial Advisor, SYNERGY WEALTH PLANNERS
Investment Analyst, TANDEM WEALTH ADVISORS
Advisor, TCI WEALTH ADVISORS, INC.
Financial Consultant, TEXAS INVESTMENT & RETIREMENT ASSOCIATES
President, THE BRIDGE FINANCIAL ADVISORS
Certified Financial Planner, THE CAPITAL LEGACY, LLC
Private Wealth Advisor, THE DOYLESTOWN PRIVATE WEALTH GROUP
Managing Director, THE MONTGOMERY GROUP, UBS PRIVATE WEALTH MANAGEMENT
Senior Vice President - Wealth Management, THE NUNLEY GROUP
Financial Consultant and Branch Manager, THE SHYY FINANCIAL MANAGEMENT
Managing Member, TILTED FUNDS GROUP
Chief Executive Officer, TOTAL INVESTMENT MANAGEMENT
Investment Specialist, TOTAL INVESTMENT MANAGEMENT
Chief Investment Officer, TRANSITION FINANCIAL ADVISORS GROUP
Investment Associate, TRANSITION FINANCIAL ADVISORS GROUP
Chief Executive Officer, TRANSITION FINANCIAL ADVISORS, INC.
Founder and CEO, TRUE PRIVATE WEALTH MANAGEMENT
President, TRUE PRIVATE WEALTH MANAGEMENT
Financial Advisor, TRUE PRIVATE WEALTH MANAGEMENT
Vice President - Investments, TRUST POINT
Chief Executive Officer, TUTTLE WEALTH MANAGEMENT, LLC
Chairman - Board of Directors, UNITED CAPITAL FINANCIAL PARTNERS
Financial Advisor, USAA
Executive Director, UTAH EDUCATIONAL SAVINGS PLAN
Financial Advisor, VAL VISTA CAPITAL MANAGEMENT LLC
Financial Planner, VANGUARD
Investment Analyst, VANGUARD
Senior Financial Planner, VANGUARD
Wealth Management Consultant, VANGUARD
Partner, VERUS CAPITAL PARTNERS
Global Head of Investor Relations, VIVALDI ASSET MANAGEMENT
Chief Counsel, VR STRATEGIC ADVISORS
Manager, VR TRADER
District Manager, WADDELL & REED, INC.
Financial Advisor, WADDELL & REED, INC.
Senior Financial Advisor, Branch Manager, WALKER FINANCIAL GROUP
Investment Advisor, WATTS GWILLIAM & COMPANY
Managing Partner, Wealth Advisor, WEALTH CONSULTING GROUP
Vice President, WEALTH MANAGER GROUP LLC
Regional Investment Manager, WELLS FARGO
Senior Vice President, Regional Manager Investment & Fiduciary Services, WELLS FARGO
Vice President & Senior Investment Manager, WELLS FARGO
Associate Vice President Investments, WELLS FARGO ADVISORS
Financial Advisor, WELLS FARGO ADVISORS
Managing Director - Complex Manager, WELLS FARGO ADVISORS
Managing Director - Investments, WELLS FARGO ADVISORS
Senior Investment Manager, WELLS FARGO BANK
Investment Strategist, WELLS FARGO PRIVATE BANK
Senior Investment Strategist, WELLS FARGO PRIVATE BANK
Vice President & Senior Investment Manager, WELLS FARGO PRIVATE BANK
Chief Investment Officer & Chief Credit Officer, WEST VALLEY NATIONAL BANK
Financial Advisor, WHITNEY INVESTMENT SERVICES
Financial Advisor, WILDE WEALTH MANAGEMENT GROUP
Vice President, Managing Director, WILDE WEALTH MANAGEMENT GROUP
President, WISDOM PEAK INVESTMENT GROUP
Chairman and Chief Investment Officer, WORLD ASSET MANAGEMENT
First Vice President, ZIEGLER WEALTH MANAGEMENT
Service Providers (ETF Issuers, Exchanges, Index Providers, Technology Providers):
Institutional Sales Consultant & Client Relations, ALPS PORTFOLIO SOLUTIONS
Internal Sales Consultant, ALPS PORTFOLIO SOLUTIONS
President, ALPS PORTFOLIO SOLUTIONS
RIA Sales Consultant - Western Region, ALPS PORTFOLIO SOLUTIONS
SVP, Director of Index Management & Product, ALPS PORTFOLIO SOLUTIONS
Senior VP, Director of Wealth Management, ALPS/SECTOR SPDRS
EVP & CIO, ARTHVEDA CAPITAL
Derivative Sales, BANK OF AMERICA MERRILL LYNCH
Global Head of Quantitative Solutions, BANK OF AMERICA MERRILL LYNCH
Managing Director, BANK OF AMERICA MERRILL LYNCH
Marketing, BANK OF AMERICA MERRILL LYNCH
Vice President, BANK OF AMERICA MERRILL LYNCH
Head of Client Strategy and Solutions, BARCLAYS
Head of Fixed Income Strategy, BLACKROCK
Managing Director, BLACKROCK
Senior Advisor, BLACKROCK
US iShares Institutional PFE Sales, BLACKROCK
Vice President, BLACKROCK
Index Manager, BLOOMBERG
Managing Director, BNY MELLON
Senior Advisor - Multi Asset and ETF Solutions, BNY MELLON
Vice President, BNY MELLON
Vice President, Marketing Segment Manager, BNY MELLON
Vice President, BNY MELLON ASSET SERVICING
Director, BNY MELLON MARKETS GROUP
Vice President, BNY MELLON, DEPOSITARY RECEIPTS DIVISION
Vice President Index Development, BNY MELLON, DEPOSITARY RECEIPTS DIVISION
SVP, National Sales Manager, CALVERT GROUP
Vice President, CALVERT INVESTMENT DISTRIBUTORS, INC
Regional Vice President, CALVERT INVESTMENTS
Director of Institutional Business Development, CBOE
Senior Research Analyst, CBOE
Vice President, CBOE
Investment Consultant, CHARLES SCHWAB INVESTMENT MANAGEMENT
Vice President, CITI
Managing Director, CITIGROUP
Senior Analyst, Equity Index Products, CME GROUP
Senior Director, Asset Managers, CME GROUP
Financial Analyst - Index Analytics, CRSP
Senior Director of Client Services, CRSP
Senior Director of Marketing & Subscriptions, CRSP
Director, Head of ETF Strategy, DEUTSCHE ASSET & WEALTH MANAGEMENT
Director, Passive, DEUTSCHE ASSET & WEALTH MANAGEMENT
ETF Regional Vice President, DEUTSCHE ASSET & WEALTH MANAGEMENT
ETF RVP - Midwest Region, DEUTSCHE ASSET & WEALTH MANAGEMENT
Vice President, DEUTSCHE ASSET & WEALTH MANAGEMENT
Vice President | Passive Marketing Manager, DEUTSCHE ASSET & WEALTH MANAGEMENT
Director, DEUTSCHE BANK
Managing Director, DEUTSCHE BANK
Head of Product, DIAMOND HILL CAPITAL MANAGEMENT
Chief Executive Officer, ELKHORN INVESTMENTS
Director - Product Development, ELKHORN INVESTMENTS
Sales & Marketing, ELKHORN INVESTMENTS
Director - Product Strategy and Research, ELKHORN SECURITIES, LLC
Director of ETF Sales, ETF MANAGERS GROUP
Founder and CEO, ETF MANAGERS GROUP
President, ETF MANAGERS GROUP
Regional Director, ETF MANAGERS GROUP
Head of Institutional Coverage, ETF SECURITIES (US) LLC
Managing Director, EVALUESERVE
Director, ETF Markets & Analytics, FIDELITY INVESTMENTS
Director, Marketing, FIDELITY INVESTMENTS
Director, Sector Investment Strategy, FIDELITY INVESTMENTS
Vice President Marketing, FIDELITY INVESTMENTS
Vice President Sector Investment Strategy, FIDELITY INVESTMENTS
Vice President, Equity Sales, FIDELITY INVESTMENTS
Managing Director, Global Head of ETFs, FTSE RUSSELL
Managing Director, Global Strategic Accounts, FTSE RUSSELL
Regional Director, FTSE RUSSELL
Senior Relationship Manager, FTSE RUSSELL
Senior Research Analyst, FTSE RUSSELL
Managing Director, GOLDMAN SACHS
Head, ActiveBeta Equity, GOLDMAN SACHS ASSET MANAGEMENT
Vice President, GOLDMAN SACHS ASSET MANAGEMENT
Chief Product Strategist, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, LP
Managing Director, ICE
Director, ICE FUTURES U.S.
Head of Business Development, IEX GROUP
Director of Alternative Product Strategy, INVESCO POWERSHARES
Director of Education, INVESCO POWERSHARES
Fixed Income & Alternatives Product Specialist, INVESCO POWERSHARES
Head of Global ETFs Capital Markets, INVESCO POWERSHARES
Head of Institutional Sales, INVESCO POWERSHARES
Managing Director & Head of Global ETFs, INVESCO POWERSHARES
Senior Equity Product Strategist, INVESCO POWERSHARES
SVP- Business Development Director, INVESCO POWERSHARES
Vice President -Director of Research, INVESCO POWERSHARES
Vice President, ETF Product Management, INVESCO POWERSHARES
Head of ISE ETF Ventures, ISE ETF VENTURES
Senior Index and ETF Manager, ISE ETF VENTURES
Senior Product Development Specialist, ISE ETF VENTURES
ETF Sales & Trading, JANE STREET
ETF Trading, JANE STREET
Head of Marketing, JANE STREET
Client Executive, JANUS CAPITAL GROUP
Consultant Relations Associate, JANUS CAPITAL GROUP
Head of ETP Distribution, JANUS CAPITAL GROUP
Head of ETP Quantitative Strategy, JANUS CAPITAL GROUP
Managing Director, Client Executive, JANUS CAPITAL GROUP
SVP Head of US Institutional, JANUS CAPITAL GROUP
Managing Director, MARKIT
Content Strategist, Indexes, MORNINGSTAR, INC.
Director of Global ETF Research, MORNINGSTAR, INC.
Director of Manager Research, North America, MORNINGSTAR, INC.
Head of Asset Management Solutions, The Americas, MORNINGSTAR, INC.
Head of Morningstar Indexes, MORNINGSTAR, INC.
Marketing Manager, MORNINGSTAR, INC.
Senior Client Manager, MORNINGSTAR, INC.
Senior Marketing Manager, MORNINGSTAR, INC.
SVP, Strategic Business Development - Indexes, MORNINGSTAR, INC.
Head of Indices, MOSCOW EXCHANGE
Executive Director, MSCI
Executive Director and Head of Index Coverage North America, MSCI
Managing Director, Head of Equity Applied Research, MSCI
Senior Associate, MSCI
Vice President, MSCI
Vice President, Equity Applied Research, MSCI
Associate, Institutional Sales, NATIXIS
Equity Derivative Sales, NATIXIS
Managing Director, NATIXIS
Managing Director, Marketplace Strategy, NAVIGATE FUND SOLUTIONS LLC
President, NAVIGATE FUND SOLUTIONS LLC
Senior Director - Head of Exchange Traded Products, NYSE
Chief Operating Officer, OPTIMAL ASSET MANAGEMENT
Head of Global Distribution - Business Development, OPTIMAL ASSET MANAGEMENT
Associate Director, O'SHARES
Director Strategic Development, O'SHARES
President & CEO, O'SHARES
Chief Executive Officer, POINTBREAK ETFS
Managing Director & Head of ETF Strategy, PRINCIPAL GLOBAL INVESTORS
Chief Executive Officer, PUREFUNDS
Co-Founder & Chief Executive Officer, REALITY SHARES
EVP, REALITY SHARES
EVP Sales & Trading, REALITY SHARES
Director, Asset Owners Channel, S&P DOW JONES INDICES
Managing Director & Chairman of the Index Committee, S&P DOW JONES INDICES
Managing Director, Global Equity and Strategy Indices, S&P DOW JONES INDICES
Managing Director, Global Head of Fixed Income, S&P DOW JONES INDICES
Managing Director, Head of Index Research & Design, S&P DOW JONES INDICES
Managing Director, Index Investment Strategy, S&P DOW JONES INDICES
Senior Marketing Manager, S&P DOW JONES INDICES
Vice President, Market Development, S&P DOW JONES INDICES
Western Region Director, Asset Owner Channel, S&P DOW JONES INDICES
Associate, SOCIETE GENERALE
Managing Director, Global Head of Institutional Sales, SOCIETE GENERALE
Managing Director, Head of US Strategy, Macro Group, SOCIETE GENERALE
Marketing Communications, SOCIETE GENERALE
Assistant Vice President, ETF Global Capital Markets, STATE STREET GLOBAL ADVISORS
ETF Analyst, STATE STREET GLOBAL ADVISORS
Head of Institutional ETF Sales, STATE STREET GLOBAL ADVISORS
Institutional ETF Specialist, STATE STREET GLOBAL ADVISORS
Vice President & Portfolio Strategist, STATE STREET GLOBAL ADVISORS
Associate - Sales, STOXX LTD.
Chief Innovation Officer, STOXX LTD.
Director, STOXX LTD.
Head of North America, STOXX LTD.
Product Development Manager, STOXX LTD.
Head of Advisor Sales & Trading, SUSQUEHANNA INTERNATIONAL GROUP
Allocation Specialist, T. ROWE PRICE
Chief Investment Officer, THE HEADLANDS GROUP, INC
President, THE HEADLANDS GROUP, INC
Head of Indices, THOMSON REUTERS INDICES
Head of Product Management, THOMSON REUTERS INDICES
Business Development Manager, TMX
Business Development Manager - US, TMX
Senior Manager, Business Development, Financial Markets, TMX
Senior Product Manager, TMX
Portfolio Manager, TORTOISE INDEX SOLUTIONS
Executive Director, UBS
Head of ETF Trading, UBS
Director, ETF Business Development, VAN ECK GLOBAL
Regional Vice President, ETF Specialist, VAN ECK GLOBAL
Manager, U.S. Distribution Operations, VAN ECK SECURITIES CORPORATION
Chief Investment Strategist, VERUS ANALYTICS
Executive Managing Director, VIRTUS
Director, ETF Trading Solutions, WALLACHBETH CAPITAL LLC
Head of Research, Senior Portfolio Manager, WINDHAVEN INVESTMENT MANAGEMENT, INC.
Director of Research, WISDOMTREE ASSET MANAGEMENT
RIA Regional Associate, WISDOMTREE ASSET MANAGEMENT
Corporate & Public Pensions:
Acting Executive Director, AMERICAN SAMOA GOVERNMENT EMPLOYEES RETIREMENT FUND
Trustee, AMERICAN SAMOA GOVERNMENT EMPLOYEES RETIREMENT FUND
Vice Chairman, Board of Trustees, AMERICAN SAMOA GOVERNMENT EMPLOYEES RETIREMENT FUND
Investments Analyst, ARIZONA PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM
Assistant Chief Investment Officer, ARIZONA STATE RETIREMENT SYSTEM
Assistant Portfolio Manager, ARIZONA STATE RETIREMENT SYSTEM
Executive Director, ARIZONA STATE RETIREMENT SYSTEM
Portfolio Analyst, ARIZONA STATE RETIREMENT SYSTEM
Chair, AUSTIN POLICE PENSION
Investment Analyst, BLUE CROSS BLUE SHIELD OF ARIZONA, INC.
Vice Chair, BURLINGTON PENSION INVESTMENT BOARD
Controller, BUTLER COUNTY, PENNSYLVANIA
Trustee, CAMBRIDGE (MA) RETIREMENT SYSTEM
Chief Financial Officer, CENTRAL STATES FUNDS
Executive Director, CENTRAL STATES FUNDS
Board Member, CHRISTUS HEALTH
Retirement Board Chair, CITY OF ARVADA, COLORADO
Board Chairman, CITY OF OCALA FIREFIGHTERS RETIREMENT PLAN
Investment Committee Member, CITY OF OCALA FIREFIGHTERS RETIREMENT PLAN
Commissioner, CITY OF SACRAMENTO
Treasurer, CITY OF SOUTHFIELD, MI
Trustee, COLORADO FIRE & POLICE PENSION ASSOCIATION
President, Board of Trustees, EVANSTON POLICE PENSION FUND
Senior Investment Officer, FAIRFAX COUNTY RETIREMENT SYSTEMS
Chief Investment Officer, FEDERAL RETIREMENT THRIFT INVESTMENT BOARD
Investment Board Member, IOWA PUBLIC EMPLOYEES RETIREMENT SYSTEM
Managing Director, KOCH INDUSTRIES
Investment Officer, LOS ANGELES CITY EMPLOYEES' RETIREMENT SYSTEM (LACERS)
Associate Director, METLIFE
Senior Portfolio Manager, MICHIGAN DEPARTMENT OF TREASURY
Equity Portfolio Manager, NEW BRUNSWICK INVESTMENT MANAGEMENT CORP.
Director, Investments, NORTH DAKOTA DEPARTMENT OF TRUST LANDS
Investment Committee Chairperson, OAKLAND POLICE & FIRE RETIREMENT SYSTEM
Chief Investment Officer, OFFICE OF THE ARIZONA STATE TREASURER
Deputy Treasurer, OFFICE OF THE ARIZONA STATE TREASURER
Director, OFFICE OF THE ARIZONA STATE TREASURER
Director, Equity Trading and Alpha Trading Strategies, TAA, ONTARIO TEACHERS' PENSION PLAN BOARD
Chairman, PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM OF ARIZONA
Executive Director, RETIREMENT SYSTEMS OF THE CITY OF DETROIT
Senior Treasury Analyst, SALT RIVER PROJECT
Treasury Analyst, SALT RIVER PROJECT-FUNDS ADMINISTRATION
Investment Committee, SAMCERA
Chief Executive Officer, SAN BERNARDINO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Committee Member & Trustee, SAN DIEGO COUNTY EMPLOYEES RETIREMENT ASSOCIATION
Chief Executive Officer, SANTA BARBARA COUNTY EMPLOYEES' RETIREMENT SYSTEM
Assistant Portfolio Manager, STATE BOARD OF ADMINISTRATION OF FLORIDA
Senior Quantitative Analyst & Portfolio Manager, TENNESSEE CONSOLIDATED RETIREMENT SYSTEM
Investment Manager, TUCSON (AZ) SUPPLEMENTAL RETIREMENT SYSTEM
Equity Portfolio Manager, UPS INVESTMENTS GROUP
Executive Director, UTAH EDUCATIONAL SAVINGS PLAN
Senior Director of Financial Operations, UTAH EDUCATIONAL SAVINGS PLAN
Vice Chair of Burlington Pension & Board Member of VT Pension, VERMONT PENSION INVESTMENT BOARD
Chief Investment Officer, WASHINGTON STATE INVESTMENT BOARD
Board Member, ARIZONA STATE UNIVERSITY FOUNDATION
Portfolio Analyst, ARIZONA STATE UNIVERSITY FOUNDATION
Senior Wealth Manager, Partner, ATHLETE WEALTH MANAGEMENT GROUP
Chief Investment Officer, BERMAN CAPITAL ADVISORS
Senior Investment Officer, BERMAN CAPITAL ADVISORS
Chief Investment Officer, EARLHAM COLLEGE
Chief Financial Officer, GLOBE CORPORATION
Vice President - Investment Analysis, HARVARD MANAGEMENT COMPANY
Principal, MORELL FAMILY OFFICE
Director of Investments, SILICON VALLEY COMMUNITY FOUNDATION
Chief Investment Officer, ST. OLAF COLLEGE
Director Center for Institutional Investment Management, UNIVERSITY AT ALBANY (SUNY)
Investment Analyst, SUNCHASE HOLDINGS
Senior Wealth Advisor, TFO PHOENIX, INC.
Quantitative Portfolio Manager - Equities, THRIVENT FINANCIAL FOR LUTHERANS
Managing Director, ANGELES RETIREMENT CONSULTING, LLC
Consultant, CANTERBURY CONSULTING
Consultant, EDUCATIONAL AND FINANCIAL CONSULTANTS
Vice President, FISCHER GROUP
President, FIVE PEAKS FINANCIAL CONSULTING
Senior Vice President, FUND EVALUATION GROUP
Consultant, LORI MCKNIGHT CONSULTING LLC
Owner, RMF CONSULTING, LLC
Financial Consultant, SCARBROUGH FINANCIAL GROUP, LLC
Chief Executive Officer, TRUENORTH WEALTH MANAGEMENT
Chief Financial Officer, ARIZONA DEPARTMENT OF CORRECTIONS
Investment Analyst, ARIZONA STATE TREASURER'S OFFICE
Portfolio Manager, ARIZONA STATE TREASURER'S OFFICE
Senior Portfolio Manager, ARIZONA STATE TREASURER'S OFFICE
State Treasurer, ARIZONA STATE TREASURER'S OFFICE
Assistant Treasurer, Funds Admin, SALT RIVER PROJECT
Professor and Chair, Department of Accounting and Finance, UNIVERSITY OF NEW HAMPSHIRE
Controller, INDUSTRIAL COMMISSION OF ARIZONA
Senior Investment Officer Public Equity, OREGON STATE TREASURY
Special Master, SUPERIOR COURT OF ARIZONA
Lecturer Finance, THE W.A. FRANKE COLLEGE OF BUSINESS
Professor of Finance and Economics, Chair, Finance Department, School of Business, UNIVERSITY AT ALBANY (SUNY)
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing email@example.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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