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WLTH Americas 2021
8 - 9 June
Virtual Event
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SPEAKERS
Michael Arone
,
Chief Investment Strategist, Managing Director
,
State Street
Jim Barry
,
Managing Director, Chief Investment Officer
,
BlackRock Alternative Investors
Courtney Birnbaum
,
Senior Advisor
,
Cooper Family Office
Sarah Bratton Hughes
,
Head of Sustainability, Americas
,
Schroders
Charles Burke
,
Head of Global Marketing
,
Morgan Stanley Investment Management
Marshall Butler
,
Chief Marketing Officer
,
Wells Fargo Wealth & Investment Management
Alex Catterick
,
Sr. Managing Director
,
Manulife
Phyllis Costanza
,
Head of Social Impact And Chief Executive Officer Optimus Foundation
,
UBS
Lisa Crafford
,
Vice President, Advisor Solutions
,
BNY Mellon - Pershing
Jean-Francois Crousillat
,
Managing Director, Alternative Strategies
,
Lighthouse Partners Llc
Sebastian Culpan-Scott
,
Editorial Director
,
Savvy Investor
Eddie Deschapelles
,
Georgetown University
Eve Ellis
,
VP, Wealth Advisor
,
William Blair
Nicholas J Elward
,
Senior Vice President And Head Of Business Development And ETFs
,
Natixis Investment Managers
Kristen Euretig
,
Brooklyn Plans
Blair Feldman
,
Director, Family Office
,
Prager Metis C.P.A.S. Llc
Eric Freedman
,
Chief Investment Officer
,
US Bank Wealth Management
Beverly Goodman
,
Editorial Director, Investing & Asset Management
,
Barron's
Racheal Hanifan
,
Head of Human Resources, US
,
Schroders
Vincent Hayes
,
Global Head of Family Office & International Wealth
,
BNY Mellon Wealth Management
Lori M Heinel
,
Deputy Global Chief Investment Officer
,
State Street Global Advisors
Elisa Heise
,
Marketing
,
AppsFlyer
Lisa Huang
,
Head of AI Investment Management & Planning
,
Fidelity Investments
Liam Hynes
,
EMEA Head, Capital Markets Product Specialist
,
S&P Global Market Intelligence
Nikhita Iyar
,
Head of Strategic Business
,
Moxtra
Nikhita Iyar
,
Head of Strategic Business
,
Moxtra
Michael Kashani
,
Global Head of ESG Portfolio Management
,
Goldman Sachs
Elisabeth Kashner
,
Director of Global Fund Analytics
,
FactSet Research Systems
Gunjan Kedia
,
Vice Chair
,
US Bank Wealth Management
Daniel Kern
,
TFC Financial Management
Kristi Kuechler
,
Family Office Educator
,
Kuechler Consulting
Richard Lacaille
,
Global Chief Investment Officer
,
State Street Global Advisors
Brandon Laughren
,
Laughren Group
Ed Lecky-Thompson
,
CTO, International Division
,
Vanguard
Thomas Li
,
Co-Founder
,
daloopa
Tom Lydon
,
CEO
,
E.T.F. Trends
Caitlin Maclean
,
Milken Institute
Aakaash Madhavan
,
Associate Director of Investment Banking Advanced Analytics
,
RBC Capital Markets
Kip Meadows
,
Chief Executive Officer
,
Nottingham Investment Administration
Jeffrey Mortimer
,
Director of Investment Strategy
,
BNY Mellon Wealth Management
Jonathan Nabrotzky
,
CEO & Managing Partner
,
Global Leader Group, USA
Namtse Namgyal
,
Head of Institutional Sales, North America
,
Trucost, part of S&P Global
Ryan Neal
,
Technology Editor, Financial Planning
,
Arizent
Elizabeth Oates
,
Global Leader Group, USA
Amanda Pullinger
,
Chief Executive Officer
,
100 Women in Finance
Charlotte Ransom
,
Founder And Chief Executive Officer
,
Netwealth
Anita Rausch
,
Head of Capital Markets
,
The Wisdom Tree
April Rudin
,
Founder And Chief Executive Officer
,
The Rudin Group
Pamela Sams
,
Financial Advisor
,
Jackson Sams Wealth Strategies
Malik Sarwar
,
Senior Partner
,
Global Leader Group, USA
Joel Shulman
,
Founder, Managing Partner And Chief Information Officer
,
Entrepreneurshares
Harlin Singh Urofsky
,
Global Head of Sustainable Investing
,
Citi Private Bank
Ben Slavin
,
Global Head of ETFs, Asset Servicing
,
BNY Mellon
Alan Smith
,
Global Head of Investments
,
Citigroup
Abraham Thomas
,
Chief Data Officer
,
Quandl
Emily Thomas
,
VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst
,
Morgan Stanley Investment Management
Rebecca Ungarino
,
Senior Finance Reporter
,
Insider
Linda Zhang
,
Chief Executive Officer and Founder
,
Purview Investments
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WLTH AMERICAS
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