The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Monday, October 09, 2017|
Week In Preview, October 9-15
Today in Dubai the informa team is kicking off FundForum Middle East & Africa. The three day event is taking place at the Ritz-Carlton Dubai International Financial Centre. More than 300 people are expected to participate. And though most of the speakers are based in the region, there will be a U.S. presence: for example, Columbia Threadneedle CEO Ted Truscott is scheduled to speak. EY is the big sponsor for the conference.
Also today, Chip Roame and his Tiburon Strategic Advisors team are hosting their 33rd Tiburon CEO Summit, this time at the Ritz Carlton Hotel in San Francisco, California. Speakers scheduled to appear include: Cooper Abbott, president of Carillon Tower Advisors; Mike Abelson, executive vice president at AssetMark; Blaine Aikin, executive chairman at fi360; Mike Alfred, managing director at Strategic Insight; Anil Arora, CEO of Envestnet Yodlee; Jon Baum, executive chairman of NorthStar Financial Services Group; Mark Beeston, founding partner of Illuminate Financial Management; Vivina Berla, co-manaing partner of Sarona Asset Management; former U.S. Assistant Secretary of Labor Phyllis Borzi; Dave Butler, co-CEO of DFA; Eric Clarke, CEO of Orion Advisor Services; Margo Cook, president of Nuveen Advisory Services; John Coyne, vice chairman, of Brinker Capital; Walter Cruttenden, co-founder of Acorns; Robert DeChellis, chairman of the Insured Retirement Institute (IRI); Stuart DePina, president of Envestnet Tamarac; Colin Falls, president of GeoWealth Management; Rob Foregger, co-founder of NextCapital Group; Tim Freundlich, president of ImpactAssets; Nick Good, co-business head of the SPDR business at SSgA; Craig Gordon, chief of strategic development for RBC Correspondent and Advisor Services; Bob Guillocheau, CEO of Ascensus; Scott Hanson, co-CEO of Hanson McClain; Bob Herrmann, CEO of Discovery Data; Jan Hier-King, co-founder of Bicycle Financial; Anton Honikman, CEO of MyVest Corporation; Tif Joyce, president of Joyce Financial Management; Kunal Kapoor, CEO of Morningstar; Rob Klapprodt, president of Vestmark; Rick Lacaille, global chief investment officer at SSgA; Vincenzo LaRuffa, partner at Aquiline Capital Partners; Chuck Lewis, co-founder of MyVest Corporation; Joe Mansueto, founder and executive chairman of Morningstar; Liz Michaels, CEO of ESG and SRI at Aperio Group; Steven Miyao, president of distribution solutions of DST Systems; Joe Mrak, CEO of FolioDynamix; Ed O'Brien, CEO of eMoney Advisor; Bob Oros, CEO of HD Vest Financial Services; Stuart Parker, CEO of PGIM Investments at Prudential Financial; Alex Potts, CEO of Loring Ward Group; Alex Rampell, partner at Andreesen Horowitz; Simon Roy, CEO of Jemstep; Dave Ryan, president, California at Upton Financial Group; Schwark Satyavolu, partner at Trinity Ventures; Skip Schweiss, president of TD Ameritrade Trade Trust Company; Drew Sievers, CEO of Trizic; Babu Sivadasan, president of Envestnet Retirement Solutions; Laurel Taylor, CEO of FutureFuel.IO; Jason Thomas, CEO of Savos Investments; Bill Van Law, president of the investment advisors division at Raymond James Financial; Ken Weise, CEO of Sonoma County Wealth Advisors; Dave Welling, CEO of Mercer Advisors; Craig Wietz, president of First Rate; Kim Wright-Violich, managing partner at Tideline; and Roame himself.
Tomorrow in Southern California, the Irish Funds team is hosting a pair of events: a breakfast update at the Montage Beverly Hills and then a lunch update at the Ritz-Carlton in Los Angeles.
Also tomorrow, the Fenimore Asset Management team will host their 31st annual FAM Funds shareholder information meeting at Cobleskill-Richmondville High School, in the firm's hometown of Cobleskill, New York.
On Wednesday Carson Group Coaching (formerly known as the Peak Advisor Alliance) will host its Excell Conference in Omaha, Nebraska. The three-day event will be at the CenturyLink Center and feature a host of speakers, including: Colonel Arthur Athens from the U.S. Naval Academy; Kristen Johnson Brogan, dietitian and chef; entrepreneur Bill Rancic; a private concert by country music singer songwriter Cole Swindell; and many others, naturally including Carson Group CEO Ron Carson himself.
Also on Wednesday the Association of Investment Management Sales Executives (AIMSE) will kick off its 2017 fall conference in New York City. The two-day event will take place at the Princeton Club. Tim Hill, vice president of sales and marketing at Q — Emerging Markets Corp. and Michael Gillis, senior vice president of business development at Greystone Managed Investments, will co-chair the conference, which is sponsored by Evestment, MandateWire, and five other companies.
Also on Wednesday, the Irish Funds team will head north in California to host their San Francisco seminar, this time at the Hyatt Regency San Francisco.
On Thursday Frank Heavey and his Expect Miracles Foundation team will host their ninth annual West Coast Classic golf tournament and reception, this time at the Resort at Pelican Hill in Newport Beach, California.
On Friday the Irish Funds team will switch coasts and host a breakfast seminar in New York City, this time at the Harmonie Club.
This week in the defined contribution retirement plan industry, FIS, P&I, and PlanAdviser are all hosting events this week. Our sister publication 401kWire has the details.
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