Held two days after the 2020 presidential election, the 2020 Industry in Transition virtual conference was unprecedented in its scope, content, and impact. Our country is at a crossroads with a pandemic, social unrest, a divisive election, and market upheaval — and our business is right in the center of the storm.
We met at the confluence of politics, economics, and health, and put our trying times into context for our community. To that end, we heard from nationally renowned epidemiologists, political thinkers, economists, and industry leaders who overlaid their thoughts on the future of our business on top of the tumult surrounding us. We believe we met our expectations to gather information, propose solutions, and garner hope.
Missed the event or a particular speaker? You can log in now to watch all the speaker and panel discussions by visiting the Auditorium. Visit our sponsor booths by navigating to the Exhibit Hall. If you did not register for the live event, you can do so now.
LTG, U.S. Army Surgeon General and former Commanding General of the U.S. Army Medical Command
Sponsored by Dynasty Financial Partners
Former White House Press Secretary & President of Fleischer Communications
Chairman of the Board of Directors and CEO of Stifel Financial Corp.
Vice President of Thought Leadership for Nationwide Financial
President and CEO of Dynasty Financial Partners
Managing Director Goldman Sachs, Head of Personal Financial Management
Managing Director, Head of Goldman Sachs Private Bank Select
President of First Clearing
CEO of Cetera
Executive Vice President, President, Private Client Group, Janney Montgomery Scott LLC
CIO of Orion Advisor Solutions
CEO at Females and Finance
Executive Vice President, Head of Wealth Management at Wedbush Securities
Partner at PHM Capital Management, Financial Advisor, Wedbush Securities
Executive Vice President, Head of RIA and Family Office Segments, Fidelity Investments
CEO and Founding Partner, Steward Partners Global Advisory
Managing Director, Head of Global Advisor Sales at Envestnet
CEO at Resurgent Financial Advisors LLC
CEO and President of Mariner Wealth Advisors
President and CEO of Elite Consulting Partners
CEO of Kestra Private Wealth Services
Managing Principal, Business Development at Commonwealth
Managing Director, Founding Partner and Head of Business Development for Steward Partners Global Advisory
CEO and Publisher of AdvisorHub