ADVISORHUB PRESENTS | 3.5 CE CREDITS

2025 Investing Strategy Session

Join AdvisorHub CEO and Publisher Tony Sirianni in-person for an afternoon of discussion on the state of wealth management and markets in partnership with Fidelity Institutional Investments

November 6 | 1:30PM
Renaissance Dallas Addison Hotel
Dallas, Texas

Tony Sirianni
CEO & PUBLISHER
ADVISORHUB

The AdvisorHub Investing
Strategy Session

I am very excited to invite you to a special in-person event in Dallas in partnership with Fidelity. The agenda is full of great content designed to help you grow your business and keep pace in an ever-changing industry. We bring you up-to-the-minute insight on the wealth management landscape, an in-depth look at how systemic strategies can help you scale up and optimize your efforts. And, lastly, the latest developments in digital assets. All of this great content concludes with cocktails and networking with fellow independent advisors. I look forward to seeing you there.

Agenda

November 6, 2025
Renaissance Dallas Addison
Dallas TX

Attendees are eligible for 3.5 CE credits.

    
                        12:30pm
                    
                        Registration

                        1:30pm
                    
                        Welcome Address: State of the Industry
Tony Sirianni, Publisher & CEO of AdvisorHub

2:00pm
                    
                        The New World of ETFs: Active, Factor and Enhanced
Go beyond the basics and review topics such as total cost, creation/redemption, and trading, as well as a look into what’s on the horizon for ETFs. An overview of ETF structures, market evolution, and future growth.

                        JJ Williams, Vice President, ETF Strategist

Fidelity Institutional®

Bryan Sajjadi, VP, Global Equity Strategist

                        2:45pm
                    
                        Integrating Alternatives into your Practice
Led by members of Fidelity’s High Yield and Alternatives division, this presentation will explore the ever-growing list of liquid and non-liquid alternative investments, and the most effective way to integrate them into client portfolios.

Will Halboth, VP, Alternative Investment Product Strategist, Fidelity Investments
David Hays, VP, Fixed Income Strategist

3:30pm
                    
                        Break

                        3:45pm
                    
                        The Advisor as CIO – Empowering Portfolios with Actionable Insights and Tools

Learn how portfolio construction tools can help advisors assess both intentional and unintentional risks, allowing you to make adjustments aligned with market conditions and client goals. The presentation will help you balance technology, personalized service and Artificial Intelligence to customize your client portfolios.
Kyle Jones, CFA, Portfolio Solutions Consultant Fidelity Investments
                
                4:30pm
            
                The Ever-Evolving World of Cryptocurrency
Hosted by Fidelity Digital Assets, this session will increase your understanding of Bitcoin, Ethereum and other cryptocurrencies while demonstrating impactful ways to incorporate them into client accounts.

Brian Abely, CFA®, Digital Asset Strategist, Fidelity Digital Asset Management

                5:15pm
            
                Closing Remarks
Robert Gennari, SVP, Divisional Manager at Fidelity Investments

                5:30pm
            
                Cocktail Reception

            Agenda is subject to change