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2023 sponsors
SPONSOR OPPORTUNITIES FOR 2024 COMING SOON!Ā Ā
This event would not be possible without the support of our partners who are all committed to improving the financial services industry!Ā Ā
THANK YOU to our 2023 partners below...
Welcome Night Reception Sponsor
First Trust Advisors
Jack Conroy - jconroy@ftadvisors.com
http://www.ftportfolios.com
Platinum Sponsors
Walter | Haverfield LLP
T. Ted Motheral - tmotheral@walterhav.com
https://www.walterhav.com/
Putnam Investments
Jon Cooley - jonathan_cooley@putnam.com
http://www.putnam.com
Principal
Tim Hill - hill.tim@principal.com
https://www.principalfunds.com/
Van Eck Securities Corporation
Matt Murphy - mmurphy@vaneck.com
http://vaneck.com
First Eagle Investment Management, LLC
Robert Milliman, National Sales Manager-IBD - robert.milliman@firsteaglefunds.com
https://www.feim.com/
Ā FlexShares Exchange Traded Funds Managed by Northern Trust
Lauren Metaj - lm252@ntrs.com
https://www.flexshares.com/
FP Alpha
Josh Grossberg - jgrossberg@fpalpha.com
https://fpalpha.com/
Invst
Scott Jarred, Founder/CEO - scott@invst.com
https://invst.com/
Ā Halo Investing
Jack Thoms - jack.thoms@haloinvesting.com
https://haloinvesting.com/
Ā C&J Innovations
Colleen Bowler - info@candjinnovations.com
https://candjinnovations.com/
Goldman Sachs Asset Management
Andrea Arana - andrea.aranasuarez@gs.comĀ
https://www.gsam.com/content/gsam/global/en/homepage.html
Econiq
Sean Mc Namee - smcnamee@econiq.comĀ
https://econiq.com/
Aggregate
Chuck Boyce - chboyce@parrotholding.com
https://aggregate.ai/
Vanguard
Devan Peters - devan_peters@vanguard.com
https://advisors.vanguard.com/advisors-home
Resolute Investment Managers
Chris Stuck - chris.stuck@resolutemanagers.com
http://www.resolutemanagers.com/
Gold Sponsors
TransAmerica
Brett Cortelezzi - brett.cortelezzi@transamerica.comĀ
http://www.tfaconnect.com
Breakfast Sponsor
For Days Coming - Plan on Purpose
Brad Connors - brad@fdcplanonpurpose.comĀ
Silver Sponsors
T. Rowe Price
Marty Brown, CIMAĀ® - marty_brown@troweprice.com
https://www.troweprice.com/advisor
Raymond James Financial Services, Inc.
David Sisemore - david.sisemore@raymondjames.com
https://www.raymondjames.com
Commonwealth Financial
Becca Hajjar, SVP, Field Development - bhajjar@commonwealth.com
http://www.commonwealth.com/joinus/join-us.aspx
Natixis
Brad Hubbard - brad.hubbard@natixis.com
https://www.im.natixis.com/us/home
Jackson
Jesse Burnette - jesse.burnette@jackson.com
Cocktail Hour Sponsor
ethos ESG
Luke Wilcox - luke@acaglobal.com
https://ethosesg.com/
Welcome Bag Sponsor
Janus Henderson Investors
Eddie Nassar - edward.nassar@janushenderson.com
https://en-us.janushenderson.com/
Advertising/Supporting Sponsors
Thornburg Investment Management
Leah Swanson - lswanson@thornburg.com
https://www.thornburg.com/
Columbia Threadneedle Investments
Andrew Dieter -Ā
andrew.r.dieter@columbiathreadneedle.com
https://www.columbiathreadneedleus.com/
WisdomTree
Alex Knight - aknight@wisdomtree.com
https://www.wisdomtree.com/
Sammons Retirement Solutions
TJ Hussar, CFPĀ® - thussar@sfgmembers.com
https://www.srslivewell.com/
BlackRock
Angela Librizzi, CIMAĀ® - angela.librizzi@BlackRock.com
https://www.blackrock.com/us/financial-professionals
Contact us at ewasymposium@gmail.com or call (800) 658-2507
Hosted by Top Producer International, LLCĀ
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