Speakers

Danielle Fava

Director, Product Strategy and Development, TD Ameritrade Institutional

In her role as the Director of Product Strategy, TD Ameritrade Institutional, Danielle manages technology initiatives designed to help simplify advisors’ lives. Danielle’s areas of proficiency include TD Ameritrade Institutional’s award-winning1 iRebal on Veo® rebalancing technology, and she is also responsible for their open-architecture approach to ROBO technology for advisors. Danielle joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work for advisors, helping them learn to operate more efficiently and enhance their clients' experience. She received a Bachelor’s degree in Finance from Wagner College in New York.

Winner of WealthManagement.com 2015 Industry Award for Rebalancing. iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.

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Frederick P. Gabriel Jr.

Editorial Director, InvestmentNews

Back in the days when InvestmentNews’ reporters still had to explain what the paper was all about, Fred Gabriel was toiling away in IN’s Boston office as a mutual fund reporter. After covering mutual funds for about seven years, he relocated his family to the back woods of Connecticut and began commuting (more than 2 hours each way!) into New York City every day to work in various editor positions at the publication. In 2012, he was named editor and is now responsible for IN’s editorial direction. When not commuting, Fred is the consummate family man... and spends most of his time refereeing arguments between is four teenage sons.

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David Lau

Founder & CEO, DPL Financial Partners

David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. David has expertise in financial services sales, marketing, technology and operations. Currently David is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial services products geared toward the RIA and fee-based advisor channel. In addition to his role with DPL, David serves on the Advisory Board for inStream Solutions.

Prior to founding DPL, David was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for Registered Investment Advisors and fee-based advisors at broker dealers. At Jefferson National, David led sales, marketing, technology, operations and service. During his tenure at Jefferson National, David drove the development and implementation of the industry’s first and only flat-fee variable annuity product (Monument Advisor), successfully creating a new product category within the VA industry for tax-advantaged investing. Prior to joining Jefferson National, David was principal and co-founder of The Oysterhouse Group, LLC, a management consulting firm focused on retail delivery of financial services products where his expertise was creating “go-to-market” strategies for key strategic initiatives. His firm’s list of internationally recognized clients included Shinsei Bank, Merrill Lynch and Ace Insurance Group.

Preceding the establishment of The Oysterhouse Group, David served as Chief Marketing Officer of E*Trade Bank, as well as at its predecessor TeleBank. At the time of its sale to E*Trade, TeleBank was the largest internet bank worldwide and was 5 times larger than all US competitors combined.

In his leisure time, David enjoys spending time with his family, playing golf and cooking. Additionally, David is a diehard Boston Red Sox fan and an avid Duke basketball fan.

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Suzanne Siracuse

CEO/Publisher, InvestmentNews

Suzanne Siracuse is CEO and publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies and operations for the brand. Published weekly, InvestmentNews is the leading information source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data and conferences.

Ms. Siracuse has been with InvestmentNews since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006.  Her experience within the financial advisory industry has garnered wide renown and respect through her top-level relations with broker-dealers, custodians, financial advisers, mutual fund companies, insurance firms and industry associations.

Ms. Siracuse is also the Chairperson of the Board for the Invest in Others Charitable Foundation.

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April 17, 2019 | Hotel Eventi

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