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Rating:Week In Preview, October 8-14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 08, 2018

Week In Preview, October 8-14

Reported by Neil Anderson, Managing Editor

Tonight Chip Roame and his Tiburon Strategic Advisors team will kick off their 35th semi-annual Tiburon CEO Summit with a cocktail reception. The three-day event will be held at the Ritz-Carlton Hotel in San Francisco. Speakers scheduled to appear include: Dale Brown, CEO of the Financial Services Institute (FSI); Bruce Cameron, co-CEO of Berkshire Global AdvisorsDean Cook, CEO of FTJ Fund Choice; Ben Cukier, partner at Centana Growth Partners; Peter deBoer, CEO of CFRA Research; Robert DeChellis, president of Allianz Exchange; Joe Deitch, chairman of Commonwealth Financial Network; Craig Gordon, chief of strategic development at RBC Corrsepondent & Advisor Services; Barnaby Grist, executive chairman of RIA in a Box; Jason Grumet, CEO of the Bipartisan Policy Center; Brian Hamburger, CEO of MarketCounsel; Scott Hanson, co-CEO of Hanson McClain; Jim Hays, president of wealth brokerage services at Wells Fargo; Bob Herrmann, CEO of Discovery Data; Phil Hildebrandt, CEO of Segall Bryant & Hamill; Aaron Klein, CEO of Riskalyze; David Knock, president of 1st Global Capital Corporation; Neal Maglaque, president of business development, advice, and wealth management at Ameriprise; Mike McDaniel, chief investment officer of Riskalyze; Rob Nail, CEO of Singularity University; Josh Pace, president of TCA by E*TRADE; Kevin Rafferty, CEO of Financeware; Roame himself, managing partner of Tiburon; Rich Rosenbaum, partner at Aquiline Capital Partners; Brendan Ryan, co-business head of technology and services, investment banking at Raymond James; Skip Schweiss, president of TD Ameritrade Trust Company; Meir Statman, professor of finance at Santa Clara University's Leavey School of Business; Cathy Weatherford, CEO of the Insured Retirement Institute (IRI); Craig Weitz, president of First Rate; and many more.

Charles Roame
Tiburon Strategic Advisors
Managing Partner
Tomorrow afternoon the Association of the Luxembourg Fund Industry (ALFI) team will bring their U.S. Roadshow to the Ritz-Carlton in Boston, and on Wednesday they'll bring it to the Roosevelt Hotel in New York City.

Also tomorrow, the InvestmentNews team will host their first annual Excellence in Diversity & Inclusion Awards luncheon. The event will be held at the Edison Ballroom in New York City.

Also tomorrow, the Investment Management Education Alliance (IMEA, formerly know as the MFEA) team will host their Marketing Summit at the Hyatt Regency in Chicago. Speakers scheduled to appear include: Anu Heda, partner at Naissance; Rubesh Jacobs, associate principal and head of asset management consulting at ZS Associates; Ramsin Jajoo, head of asset management solutions in North America at Morningstar; Vicki Lester, head of intermediary marketing at Columbia Threadneedle; Kimber Lintz, director of the IMEA; Ted Martin, vice president and senior channel marketing manager at T. Rowe Price; David Master, chief marketing officer of Janus Henderson and chair of IMEA's marketing council; Thomas Moles, director of content marketing strategy at AMG Funds; John Moser, head of marketing in North America at BMO Global Asset Management; Kathryn Narvaez, lead web designer at U.S. Global Investors; Brian Partridge, managing director and head of investment solutions specialists at Merrill Lynch; and Holly Schoenfeldt, marketing and public relations manager at U.S. Global Investors.

Then tomorrow night, also at the Hyatt Regency Chicago, the IMEA team will host their 2018 STAR Awards Celebration.

On Wednesday, the Association of Investment Management Sales Executives (AIMSE) team will kick off their 2018 Fall Conference. The two-day event will be held at the Westin in Times Square in New York City, and it is being co-chaired by Adam Gerentine, managing director of Trinity Street Asset Management and Kerra Smith, former managing director of investor relations and business development at Forester Capital. Andrew Tarvin will deliver the keynote speech.

Also on Wednesday, the Sheridan Road team will kick off their inaugural Skyscape Symposium, subtitled "a wealth management leadership idea exchange." The two-day event will be held at the Conrad Hotel in Chicago.

Also on Wednesday, the Fixed Income Analysts Society, Inc. (FIASI) team will continue their monthly speaker series with an evening reception and presentation by Eric Beinstein, head of high grade research and strategy at J.P. Morgan. The event, title "How Big is the BBB- Risk?", will be held at the Cornell Club in New York City.

On Thursday the National Investment Company Service Association (NICSA) team will kick off their 2018 General Membership Meeting (GMM). The two-day event will be held at the Royal Sonesta Hotel in Cambridge, Massachusetts. Speakers will include: Heather Bonner CFO of AQR Funds and vice president at AQR Capital Management; Gary Casagrande, vice president of global market strategy at Confluence; Jebb Doggett, partner at Deloitte's Casey Quirk & Associates; John Evans, head of blockchain strategy at Vanguard; Chuck Gallant, managing director at BNY Mellon; Kathleen Gorman, president of RBC Funds at RBC Global Asset Management; Lori Heinel, executive vice president and deputy global chief investment officer at State Street Global Advisors (SSgA); Dan Houlihan, North American head of Northern Trust's global fund services segment; David Kelly, chief global strategist and head of the global market insights strategy team at J.P. Morgan; Connie Lindsey, executive vice president, head of CSR and global diversity and inclusion at Northern Trust; James Mackinaw, managing director of digital wealth at BlackRock; Dave Maddox, blockchain business development leader, U.S. financial services market at IBM; Frank McDonnell, managing director and ISG product executive, global wealth and investment management at Bank of America; Bob Mulhall, partner in wealth and asset management at EY; Barbara O'Malley, senior vice president at Northern Trust; Jennifer Peve, managing director of business development and fintech strategy at DTCC; Amy Philbrook, head of diversity and inclusion at Fidelity; Olivier Portenseigne, managing director and chief commercial officer at FundDLT; Rachel Schnoll, managing director and head of U.S. product strategy at Goldman Sachs Asset Management; Chris Thompson, partner at PwC; and Matt Witkos, president of distribution at Eaton Vance.

On Friday, David Kudla and his Mainstay Capital Management and the David Kudla Foundation team will kick off their 2018 Engage Undergraduate Investment Conference. The three-day event will be held at the University of Michigan in Ann Arbor. Speakers will include: Bob Doll, chief equity strategist at Nuveen; Stephanie Link, managing director of TIAA Global Asset Management; John Rogers, chairman and CEO of Ariel; and more.

Also on Friday, the FIASI team and Fordham University's Gabelli Center for Global Security Analysis will host a Distressed Debt Conference at Fordham's Lincoln Center Campus in New York City.

This week on the defined contribution side of the industry, the teams at Relius, SVIA, and WiPN are all hosting events. Our sister publication, 401kWire, has more details

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