Agenda

2019 Innovation Summit

1:00pm ‐ 1:30pm

Networking

1:30pm – 1:40pm

Opening remarks and introduction of Joe Duran

Speaker:

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.

Moderator:

Joe Duran, Founder and CEO, United Capital

Panelists:

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.

Speaker:

Shirl Penney, Dynasty Financial Partners

3:05pm – 3:20pm

Networking break

3:20pm – 3:55pm

Tech panel

Moderator:

Joe Duran, Founder and CEO, United Capital

Panelists:

Eric Clarke, CEO, Orion Advisor Services

Greg Freidman, President, Junxure and Private Ocean

4:00pm – 4:30pm

Ted-style talks

Speakers:

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.

Moderator:

Fred Gabriel, Editorial Director, InvestmentNews

Panelist:

Heather Ettinger, Founder, Luma Wealth Advisors

Ted Jenkin, Co-Founder, Oxygen Financial

Jennifer Kenning, CEO, Align Impact

5:00pm – 5:10pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:10pm – 6:10pm

Sparkling reception

Sponsored by

register now

April 17, 2019 | Hotel Eventi, NYC

Location

Hotel Eventi

851 Avenue of the Americas

New York, NY 10001

Tel: 212-564-4567

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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