Wealth Management EDGE Day 2 - US Eastern
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Robb Baldwin - President & CEO, TradePMR
- Steve Quirk - Chief Brokerage Officer, Robinhood
Learn how to effectively connect with the next generation of investors through tailored communication strategies and innovative engagement tools. This session will explore the preferences and expectations of younger clients, and attendees will gain practical tips on leveraging technology, social media, and personalized content to build lasting relationships and foster loyalty. Walk away with actionable strategies to attract, engage, and retain the next wave of investors.
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson, PhD, CMT ® - Founder, NeuBeFi
- Adam Dell - Founder & CEO, Domain Money
Join a group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!
On June 11 from 5-5.45pm prior to Happy Hour, led by one of our expert industry guides, you'll visit various Issuers, asset managers and investment experts to gain insights into cutting-edge products that can enhance your clients’ portfolios. Let us take the stress of navigating the exhibit hall off of you, so that you can experience EDGE to the fullest – cocktail in hand!
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Darren Hinshaw - Director of Research, NBC Securities