Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:500 RIAs and Allies Converge on Miami Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 4, 2015

500 RIAs and Allies Converge on Miami

Reported by Neil Anderson, Managing Editor

500 RIAs and RIA-allies are gathering in Southern Florida next week.

Brian Hamburger
MarketCounsel
Founder
On Monday the RIA-support specialists at MarketCounsel will host the eighth annual MarketCounsel Summit. This year the conference is being held at the Fontainebleau Hotel in Miami Beach.

It all begins Monday night with a post-dinner launch party for the summit. Sessions will begin on Tuesday morning and conclude on Thursday at lunch time.

Featured speakers will include: Frank Abagnale, made famous by the Steven Spielberg/Leonardo DiCaprio movie Catch Me If You Can; Spencer Bachus, a Republican ex-Congressman from Alabama; Norm Champ, Harvard Law lecturer, consultant, and former head of the SEC's investment management division; Cliff Floyd, retired MLB outfielder; David Kotz, managing director of Berkeley Research Group and former inspector general of the SEC; Keith McCants, retired NFL linebacker; Ana Navarro, Republican strategist and CNN political commentator; Troy Paredes, founder of Paredes Strategies, Harvard Law lecturer, and former SEC commissioner; David Plouffe, U.S. President Barack Obama's 2008 campaign manager; and Karl Rove, Republican political consultant and former senior advisor and Deputy Chief of Staff to U.S. President George W. Bush.

According to the MarketCounsel team, 98 percent of the advisors who will be attending are founders or owners of their firms. The advisors have an average AUM of $750 million and delegates are senior, C-suite folk.

Sponsors of the event include: ActiFi, Addepar, Advisors Asset Management [profile], Aequitas Capital, Autenrieth Advantage, BasisCode Compliance, Betterment, BlackRock [profile], Brinker Capital, Broadridge, eMoney Advisor, Envestnet, External IT, fi360, FiComm, FolioDynamix, Fidelity [profile], Finetooth Consulting, Gemini Companies, Hanlon Investment Management, Hidden Levers, Invesco [profile], InvestmentNews, Itegria, Jefferson National, Junxure, Laserfiche, Liftman Insurance, Live Oak Bank, Lord Abbett [profile], LPL, Mariner and Montage [profile], Morningstar, Norima Consulting, Orang, Orion, Peak Advisor Alliance, Penton, Pershing, Pioneer [profile], Prudential [profile], PKS Investments, Raymond James, RBC Advisor Services, Riskalyze, RS Investments [profile], Schafer Cullen Capital Management [profile], Schwab [profile], Scottrade, SourceMedia, Starburst Labs, Starkweather & Shipley, TD Ameritrade, TriNet Passport, and the Utah Educational Savings Plan. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use