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

September 25 | 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

September 25, 2025
Renaissance Dallas Addison Hotel
Dallas TX
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
Craig Ebeling, Vice President, ETF Strategist at Fidelity Investments
David Hays, Vice President, Fixed Income Specialist at Fidelity Investments
2:45pm Integrating Alternatives into your Practice
James Ocasio, Alternative Investment Specialist
3:30pm Break
3:45pm The Advisor as CIO – Empowering Portfolios with Actionable Insights and Tools
Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity Investments
4:30pm The Ever-Evolving World of Cryptocurrency
Ryan Lessard, 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

Sponsored by

Speakers

  • Craig Ebeling

    Vice President, ETF Strategist at Fidelity Investments

  • Robert Gennari

    SVP, Divisional Manager at Fidelity Investments

  • David Hays

    Vice President, Fixed Income Specialist at Fidelity Investments

  • Ryan Lessard

    Digital Asset Strategist - Fidelity Digital Asset Management

  • Paul Ma

    Vice President and Lead Portfolio Strategist at Fidelity Investments

  • James Ocasio

    Alternative Investment Specialist

  • Bryan Sajjadi

    Vice President, Global Equity Investment Strategist at Fidelity Investments

  • Tony Sirianni

    CEO, Publisher
    AdvisorHub

The Venue

Renaissance Dallas Addison Hotel
15201 Dallas Parkway,
Addison, Texas 75001

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