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2024 SPONSORSHIP OPPORTUNITIES ARE NOW AVAILABLE!Â
Click the link below to view our NEW brochure!Â
2024 SPONSOR BROCHURE
This event would not be possible without the support of our partners who are all committed to improving the financial services industry! Â
THANK YOU to our 2023 partners below...
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/
 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/
 Halo Investing
Jack Thoms -
jack.thoms@haloinvesting.com
https://haloinvesting.com/
 C&J Innovations
Colleen Bowler -
info@candjinnovations.com
https://candjinnovations.com/
Goldman Sachs Asset Management
Andrea Arana -
andrea.aranasuarez@gs.com
Â
https://www.gsam.com/content/gsam/global/en/homepage.html
Econiq
Sean Mc Namee -
smcnamee@econiq.comÂ
Â
https://econiq.com/
Aggregate
Chuck Boyce -
chboyce@parrotholding.com
Â
https://aggregate.ai/
Vanguard
Devan Peters -
devan_peters@vanguard.com
Â
https://advisors.vanguard.com/advisors-home
Resolute Investment Managers
Chris Stuck -
chris.stuck@resolutemanagers.com
Â
https://advisors.vanguard.com/advisors-home
Gold Sponsor
TransAmerica
Brett Cortelezzi -
brett.cortelezzi@transamerica.comÂ
http://www.tfaconnect.com
Silver Sponsors
T. Rowe Price
Marty Brown, CIMA® -
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
Welcome Night Reception Sponsor
First Trust Advisors
Jack Conroy -
jconroy@ftadvisors.com
http://www.ftportfolios.com
Breakfast Sponsor
For Days Coming - Plan on Purpose
Brad Connors -
brad@fdcplanonpurpose.com
Â
Cocktail Hour Sponsor
ethos ESG
Luke Wilcox -
luke@acaglobal.com
https://ethosesg.com/
Advertising/Supporting Sponsors
Thornburg Investment Management
Leah Swanson -
lswanson@thornburg.com
https://www.thornburg.com/
Columbia Threadneedle Investments
Andrew Dieter -
andrew.r.dieter@columbiathreadneedle.com
https://www.columbiathreadneedleus.com/
WisdomTree
Alex Knight -
aknight@wisdomtree.com
https://www.wisdomtree.com/
Sammons Retirement Solutions
TJ Hussar, CFP® -
thussar@sfgmembers.com
https://www.srslivewell.com/
BlackRock
Angela Librizzi, CIMA® -
angela.librizzi@BlackRock.com
https://www.blackrock.com/us/financial-professionals
Welcome Bag Sponsor
Janus Henderson Investors
Eddie Nassar -
edward.nassar@janushenderson.com
https://en-us.janushenderson.com/
The Conference of a Lifetime for Elite ProfessionalsÂ
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Fairmont, MN 56031 United States
Contact us at ewasymposium@gmail.com or call (800) 658-2507
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