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Rating:Week In Preview, September 10-16 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 10, 2018

Week In Preview, September 10-16

Reported by Neil Anderson, Managing Editor

On Wednesday the Echelon Partners team will kick off their Deals & Deal Makers Summit. The two-day event is being held at the Island Hotel in Newport Beach, California. Speakers scheduled to appear include: Carolyn Armitage, managing director of Echelon; Jeff Bischoff, president of Old Greenwich Consultants; Mark Bruno, associate publisher of InvestmentNews; Pat Burns, CEO and managing attorney at PJB Law; Megan Carpenter, CEO of FiComm Partners; Rick Dennen, CEO and president of Oak Street Funding; Meb Faber, CEO and chief investment officer of Cambria Investment Management; Gabe Garcia, managing director of Pershing Advisor Solutions; Andrew Jones, CEO of Facet Wealth; Michael Lovett, head of the RIA group at Vanguard; Dustin Mangone, director of PPC Loan; David Mainzer, managing director of Cohen Mainzer; Mike McGinley, group general manager of Live Oak Bank; Brett Mulder, associate at Echelon; Tony Parkin, vice president of business consulting at Charles Schwab Advisory Services; Dan Seivert, CEO and managing partner of Echelon; Mark Tibergien, CEO of Pershing Advisor Solutions; Bill Willis, president of Willis Consulting; and Mike Wunderli, managing director of Echelon. Strategic partners of the conference include: Cohen Mainzer; DFA; Facet Wealth; FiComm; InvestmentNews; James Alpha Advisors; Kathy Freeman Company; Laserfiche; Live Oak; Lord Abbett; Nexus Strategy; Oak Street Funding; BNY Mellon's Pershing; PFI Advisors; PPC Loan; Raymond James; RIABiz; Russell Investments; TD Ameritrade; Vanguard; and WealthManagement.com.

Also on Wednesday, the Financial Research Associates (FRA) team will kick off their 26th Sub-Advised Funds Forum. The two-day event will be held in Boston.

Also on Wednesday, the Independent Directors Council (IDC) team will kick off their Foundations for Fund Directors orientation program for board members. The two-day event will be held at KPMG's offices in New York City.

Also on Wednesday in New York City, the Opal Group team will host their Impact Investing Forum North 2018, this time at the New York Hilton Midtown. That same day, in the same hotel, the Opal team will kick off their 2018 Emerging Managers Summit, a two-day event.

On Thursday, also in New York City, the Financial Industry Regulatory Authority (Finra) team will host their 2018 Fixed Income Conference at the InterContinental New York Times Square. Former Vanguard CEO Jack Brennan will be the keynote speaker.

Also on Thursday in New York City, the Money Management Institute (MMI) team will host their 2018 Leadership Pathway Seminar. The event, held at OppenheimerFunds headquarters, is co-chaired by Sheila Stoler, SVP of product management at Brinker Capital, and Adam Tabor, VP of client insights and analytics at OpFunds. A TEDx speaker, Amy Wolff of Distinction Communication, will be the keynote speaker.

Also on Thursday, the InvestmentNews team will host their latest Women Adviser Summit, this time in Denver at the Westin Denver Downtown. Speakers scheduled to appear include: Tony Barrett, senior vice president and managing director of Raymond James' Delaware Valley complex; Cameron Barsness, principal at Kutscher Benner Barsness & Stevens; Lisa Sappenfield Boyer, owner of Boyer & Sappenfield Investment Advisors; Sheryl Brown, director of social media development at Sigman Financial Corporation and Parkland Securities; Hannah Buschbom, co-founder of the W Source; Sonya Dreizler, founder and consultant at Solutions With Sonya; Martha Macken Elliott, Cetera-affiliated FA at Mayo Employees Federal Credit Union; Heather Ettinger, founder of Luma Wealth Advisor; Sasha Franger, director of thought leadership for Great-West Financial and Empower Retirement; Theresa Gralinski, director of marketing at InvestmentNews; Kate Healy, managing director of Generation Next at TD Ameritrade Institutional; Finka Jerkovic, leadership empowerment coach and personal development mentor at FINKA Communications; Maz Kamaruddin, head of diversity markets at Axa Advisors; Susan Kay, vice president and director of business development at MFS Fund Distributors; Kathleen Burns Kingsbury, founder of KBK Wealth Connection; Kathleen McQuiggan, special adviser on gender diversity for the Center for Financial Planning Certified Financial Planner Board of Standards; Sacha Millstone, senior vice president of investments at RayJay's Millstone Evans Group; Suzanne Siracuse, CEO and publisher of InvestmentNews; Margaret Starner, SVP and head of the Starner Group at RayJay; Leslie Yambao Tabor, managing director of advisor services business consulting and education at Charles Schwab; Michelle Thetford, vice president of advisor services client strategic solutions at Schwab; Christina Townsend, director of Pershing Advisor Solutions; Amy Webber, president and CEO of Cambridge Investment Research; James White, head of diversity and inclusion at OpFunds; and Haley Wilkes, regional vice president at New York Life.

Also on Thursday, the Securities and Exchange Commission's (SEC's) Investor Advisory Committee will hold a public meeting in the multipurpose room at SEC headquarters in Washington, D.C. The morning session will dig into U.S. proxy voting infrastructure, while the afternoon session will address "the implications of passive investing." Speakers will include: Rodney Comegys, principal and head of Vanguard's risk management group; Jeb Doggett, managing director of Deloitte's Casey Quirk; Marcel Kahan, a professor at NYU Law; Bob Pozen, former chairman of MFS; and Robert Sharps, group CIo at T. Rowe Price.

Also on Thursday, the MMI team will kick off their September 2018 MMI Distribution Leadership Forum. The two-day event will be held at the Westin O'Hare in Chicago, and it will be co-chaired by: John Moninger, managing director of retail sales at Eaton Vance; Mark Spina, head of U.S. advisor and intermediary solutions at Russell; and Brett Wright, co-head of the client group at Macquarie Investment Management Americas.

On Friday morning in New York City, Legg Mason CEO Joe Sullivan is scheduled to speak at the Barclays Global Financial Services Conference.

This week on the defined contribution side of the industry, the teams at Retirement Plan Advisory Group (RPAG), That401kSite.com, and the Women in Pensions Network (WiPN) are all hosting events. Our sister publication, 401kWire, has more details

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