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Monday, October 16, 2017

Week In Preview, October 16-22

News summary by MFWire's editors

Today in New York City the Financial Research Associates (FRA) team is kicking off Converge: the Robo-Advisor Forum. The two-day event is being held at the Princeton Club of New York. Speakers scheduled to appear include: Rich Cancro, founder and CEO of AdvisorEngine; Isabella Fonseca, senior analyst, wealth management at Aite Group; Adam Grealish, quantitative portfolio analyst at Betterment; Mike Kane, master sensei at Hedgeable; Russ Kliman, strategic programs and innovations at SEI; Richard Marshall, partner at Katten Muchin Rosenman; Raj Motay, head of advice engines at Morningstar; Vinod Raman, vice president of digital advice solutions at Fidelity; Mike Sha, CEO and co-founder of SigFig; Jared Shaw, financial services consultant, risk advisory, Ernst & Young; Nathan Stevenson, CEO of Forwardlane; Kai Stinchcomb, founder and CEO of True Link Financial; and William Trout, head of wealth management research at Celent. Katten Muchin Rosenman is sponsoring the event.

Also today, the IMCA team is kicking off their two-day Private Wealth Advisor Conference at the Chicago Marriott Downtown Magnificent Mile. Featured speakers will include: Stephen Covey, cofounder of CoveyLink and bestselling author; Andy Friedman of The Washington Update; Justin Wolfers, economics and public policy professor at the University of Michigan; and many more. William Blair is sponsoring the event.

Today and tomorrow, the Association of the Luxembourg Fund Industry (ALFI) team is here in the U.S. on the East Coast, hosting afternoon seminars and cocktail receptions. Their U.S. roadshow starts today in Boston at the Harvard Club downtown, and tomorrow they'll be in New York at the Harmonie Club. Speakers will include: Denise Voss, chairman of ALFI; Pierre Gramegna, Luxembourg's minister of finance; and a host of others.

On Wednesday evening the ICI press team is hosting their fall media reception, this time at Allianz Global Investors' New York offices.

On Thursday the Motley Fool Funds team is hosting their annual shareholder partner at their offices in Alexandria, Virginia. Chris Hill, host of the Motley Fool Money radio show and companion podcast, will emcee the party.

On Friday the NICSA team will host their Midwest regional meeting at KPMG's offices in Chicago. The Midwest committee co-chairs are Alan Collins, director of FIS Investor Services, and Lisa Shea, senior vice president and senior product manager at Northern Trust. Other speakers scheduled to appear include: Mike Mundt, partner at Stradley Ronon; Alison Staloch, assistant chief accountant for the division of investment management at the SEC; and Kim Zavislak, partner at KPMG.

Meanwhile, in the defined contribution retirement plan industry, ASPPA, DCIIA, FIS, ICMA-RC, the PSCA, and Rekon Intelligence are all hosting events. Our sister publication 401kWire has the details. 

Edited by: Neil Anderson, Managing Editor

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