AdvisorHub 2020 Industry in Transition National Virtual Summit: Health, Wealth and Politics – Agenda

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November 5, 2020 | 8:30 AM– 5:45 PM ET

AGENDA

8:30 – 8:45 Welcome and opening remarks by Tony Sirianni, Publisher & CEO of AdvisorHub
8:45 – 8:55 Shirl Penney – President & CEO, Dynasty Financial Partners
8:55 – 9:20 Nadja West – LTG, U.S. Army Surgeon General and former Commanding General of the U.S. Army Medical Command / Sponsored by Dynasty Financial Partners
9:20 – 9:40 HubTalk: John Harris – Managing Director, Envestnet
9:40 – 9:55 BOOTH VISITS
9:55 – 10:45 PANEL DISCUSSION: Transition & Breakaway
10:45  – 11:10 Adam Antoniades – CEO of Cetera
11:10 – 11:20 HubTalk: Frank LaRosa – Founder & Chief Executive Officer of Elite Consulting Partners
11:20 – 11:45 Andy Blocker – Head of US Government Affairs, Invesco
11:45 – 12:05 Paul Dietrich – Chief Investment Strategist, B. Riley Wealth Management
12:05 – 12:20 BOOTH VISITS
12:20 – 1:10  PANEL DISCUSSION: Where Do We Go From Here?
1:10 – 1:35 Major Garrett – CBS News’ Chief Washington Correspondent
1:35 – 2:00 Anthony Rochte – Managing Director, Head of Goldman Sachs Private Bank Select
Joe Duran – Managing Director Goldman Sachs, Head of Personal Financial Management
2:00 – 2:10 HubTalk: Christopher Mone – Executive Vice President, Head of Wealth Management, Wedbush Securities
2:10 – 2:35 Ari Fleisher – Former White House Press Secretary & President of Fleischer Communications
2:35 – 2:45 HubTalk: Mindy Diamond – Founder, President and CEO at Diamond Consultants
2:45 – 3:10 Kristi Martin Rodriguez – Vice President, Thought Leadership at Nationwide Financial
3:10 – 3:35 Jerome F. Lombard – Executive Vice President, President, Private Client Group
3:35 – 3:50 BOOTH VISITS
3:50 – 4:40 PANEL DISCUSSION: Diversity & Inclusion
4:40 – 5:05 John Peluso – President of First Clearing
5:05 – 5:15 HubTalk: Rusty Vanneman – Chief Investment Officer, Orion Advisor Technology
5:15 – 5:40 Ron Kruszewski – Chairman of the Board of Directors and CEO of Stifel Financial Corp.
5:40 – 5:45 Closing remarks by Tony Sirianni, Publisher & CEO of AdvisorHub

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