A SPECIAL IN-PERSON EVENT

OUTPACING THE COMPETITION

ADVISOR STRATEGIES FOR SCALE
& GROWTH IN A DYNAMIC INDUSTRY


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 iShares.

September 27 | 1PM ET
The University Club
One W 54th Street, NYC

SPONSORED BY

iCRMH0923U/S-3105661

TONY SIRIANNI
CEO & PUBLISHER
ADVISORHUB

OUTPACING THE COMPETITION


I am very excited to invite you to a special in-person event at the University Club in Manhattan in partnership with iShares. 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 economic landscape, an in-depth look at how systemic strategies can help you scale up and optimize your efforts. And, lastly, best practices gathered from across the industry. All of this great content concludes with cocktails and networking with fellow independent advisors. I look forward to seeing you there.

AGENDA

September 27 | 1PM ET
The University Club
One 54th Street, NYC

Please Note: The dress code at the University Club requires business attire (tie optional.) For more information click here.

1:00pm Registration
2:00pm State of the Industry
Tony Sirianni, Publisher & CEO of AdvisorHub
2:20pm State of the Markets
Gargi Pal Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock
Moderated by Robert Hum, CAIA, US Head of Factor ETFs at BlackRock
2:45pm Scaling your Business with Systematic Strategies [1 CE Credit]
Lukas Smart, Managing Director - Head of U.S. iShares Sustainable and Factor Strategies at BlackRock
Mark Carver, Managing Director & Global Head of Equity Factor Products and Equity Portfolio Management at MSCI
Andrew Ang, Head of Factor Investing Strategies at BlackRock
Moderated by Abby Woodham, Director, Factor Strategy at BlackRock
3:40pm Best Practices for Scaling Your Practice
Lindsey Green, CFA, Director and Client Portfolio Manager for Custom Model Solutions at BlackRock
Noel Conneely, CIMA, Director at BlackRock
4:00pm Cocktail Reception
Agenda is subject to change

  • Andrew Ang

    Head of Factor Investing Strategies at BlackRock

  • Mark Carver

    Managing Director & Global Head of Equity Factor Products and Equity Portfolio Management at MSCI

  • Gargi Pal Chaudhuri

    Head of iShares Investment Strategy Americas at BlackRock

  • Noel Conneely, CIMA

    Director at BlackRock

  • Lindsey Green, CFA

    Director and Client Portfolio Manager for Custom Model Solutions at BlackRock

  • Robert Hum, CAIA

    US Head of Factor ETFs at BlackRock

  • Lukas Smart

    Managing Director - Head of U.S. iShares Sustainable and Factor Strategies at BlackRock

  • Abby Woodham

    Director, Factor Strategy at BlackRock

“IT’S GREAT TO GET OUT OF THE OFFICE AND HEAR GREAT IDEAS.”