2019 Innovation Summit

1:00pm ‐ 1:30pm


1:30pm – 1:40pm

Opening remarks and introduction of Joe Duran


Fred Gabriel, Editorial Director, InvestmentNews

1:40pm – 2:00pm

Joe Duran to set the stage and discussion on the state of Innovation in the Financial Advisory World

2:00pm – 2:45pm

Industry trailblazers describe the future

Joe Duran, Founder and CEO, United Capital leads a discussion of what the advisory firm of the future and asks panelists what they believe holds people back from being successful.


Joe Duran, Founder and CEO, United Capital


Ken Fisher, Founder and Executive Chairman, Fisher Investments

Mark Tibergien, CEO, Pershing Adviser Solutions

2:45pm – 3:15pm

Explosive ideas delivered through Ted-style talks

Each of these innovative leaders offer a 10-minute discussion about novel investing, technology or advice business trends that are coming to the financial services industry.


Shirl Penney, Dynasty Financial Partners

3:05pm – 3:20pm

Networking break

3:20pm – 3:55pm

Tech panel


Joe Duran, Founder and CEO, United Capital


Eric Clarke, CEO, Orion Advisor Services

Greg Freidman, President, Junxure and Private Ocean

4:00pm – 4:30pm

Ted-style talks


John Streur, CEO, Calvert Research and Management

Rick Kahler, Founder, Kahler Financial Group

4:30pm – 5:00pm

Innovative adviser roundtable

This session is a discussion on technology and business with these innovative advisers.


Fred Gabriel, Editorial Director, InvestmentNews


Heather Ettinger, Founder, Luma Wealth Advisors

Ted Jenkin, Co-Founder, Oxygen Financial

Jennifer Kenning, CEO, Align Impact

5:00pm – 5:10pm

Closing remarks


Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:10pm – 6:10pm

Sparkling reception

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April 17, 2019 | Hotel Eventi, NYC


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Please click here to book your stay at the Hotel Hayden at our discounted rate of $289 per night. Guests have until March 26th to book using our discount.


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