Opening Reception

Opening reception. Live music, drinks and networking from the Hotel Cafe, Los Angeles, CA.

St. Panther

Musician

Chris Pierce

Musician

Dresage

Musician

Opening Remarks

Jim Wiandt, !Spark Founder

Jim Wiandt

CEO

!Spark Network

Keynote 1 – The Times, They HAVE Changed

An unprecedented election, a world in flux, and what it all means. Moderator: Barry Ritholtz, Ritholtz Wealth Management; Speaker: George Will, Washington Post; Speaker: Elle Hawkins, Tematica Research.

Barry Ritholtz

Chairman & Chief Investment Officer

Ritholtz Management

George Will

Washington Post

Elle Hawkins

Chief Macro Strategist

Tematica Research

Lightning Intros and Moderated Breakouts – Round 1

Lightning Intros are speedy, 5-minute teaser previews to Round-1 topics. Afterward, choose your own adventure by following your favorite speaker(s) into a 30-minute moderated breakout for a deeper discussion. Feel free to attend more than one.

Politics v. Your Portfolio – What the Election Means for Investors

Moderator: Jim Wiandt !Spark; Speaker: Jared Dillian, Daily Dirtnap; Speaker: Elle Hawkins, Tematica Research.

Jim Wiandt

CEO

!Spark Network

Jared Dillian

The Daily Dirtnap; Bloomberg

Elle Hawkins

Chief Macro Strategist

Tematica Research

Why You Need to Make Space for Space in Your Portfolio

Moderator: Meb Faber, Cambria; Speaker: Lisa Rich, Xplore; Speaker: Andrew Chanin, Procure AM; Speaker: Sam Korus, ARK Investment Management.

Meb Faber

Co-Founder

Cambria Investment Management

Lisa Rich

Founder

Hemisphere Ventures

Andrew Chanin

CEO

Procure Holdings

Sam Korus

Anaylst

ARK

Three Under-30’s Changing the World

The young shall inherit the earth, indeed. Moderator: Jeff Cruttenden, The Treasury; Speaker: Aaron Shapiro, Carver Edison; Drew Sterrett, Lex Markets.

Jeff Treasury

Co-Founder

Acorns; Say; The Treasury

Aaron Shapiro

CEO

Carver Edison

Drew Sterrett

Founder and CEO

Lex Markets Corp.

Radical Change – It’s Easier Than You Think

Moderator: Aaron Turner, One Thought; Speaker: Bruno Del Ama.

Aaron Turner

Founder

One Thought

Bruno Del Ama

CEO

FinRebel

Three New York Chefs Breaking New Ground

Moderator, Carolina Santos-Neves; Speaker: Melissa Weller, High Street on Hudson; Felipe Donnelly, Colonia Verde, Cosmico; Zack Wangeman, Sobre Masa

Carolina Santos-Neves

Chef, !Spark Contributor

Melissa Weller

Chef

Felipe Donnelly

Chef

Zack Wangeman

Chef

Lightning Intros and Moderated Breakouts – Round 2

At the end of our Lightning Intros, you get to go deeper with our speakers. Select your preferred topic and feel free to attend more than one.

Politics v. Your Portfolio — What the Election Means for Investors

Moderator: Jim Wiandt !Spark; Speaker: Jared Dillian, Daily Dirtnap, Speaker: Elle Hawkins, Tematica Research.

Jim Wiandt

CEO

!Spark Network

Jared Dillian

The Daily Dirtnap; Bloomberg

Elle Hawkins

Chief Macro Strategist

Tematica Research

Why You Need To Make Space for Space in Your Portfolio

Moderator: Meb Faber, Cambria; Speaker: Lisa Rich, Xplore; Speaker: Andrew Chanin, Procure AM; Speaker: Sam Korus, ARK Investment Management.

Meb Faber

Co-Founder

Cambria Investment Management

Lisa Rich

Founder

Hemisphere Ventures

Andrew Chanin

CEO

Procure Holdings

Sam Korus

Anaylst

ARK

Three Under-30’s Changing the World

Moderator: Jeff Cruttenden, The Treasury; Speaker: Aaron Shapiro, Carver Edison; Speaker: Drew Sterrett, LEX Markets.

Jeff Treasury

Co-Founder

Acorns; Say; The Treasury

Aaron Shapiro

CEO

Carver Edison

Drew Sterrett

Founder and CEO

Lex Markets Corp.

Radical Change – It’s Easier Than You Think

Moderator: Aaron Turner, One Thought; Speaker: Bruno del Ama, FinRebel.

Bruno Del Ama

CEO

FinRebel

Aaron Turner

Founder

One Thought

Three New York Chefs Breaking New Ground

Moderator: Carolina Santos-Neves, !Spark; Chef: Melissa Weller, High Street on Hudson, Chef: Felipe Donnelly, Colonia Verde, Cosmico, Chef: Zack Wangeman, Sobre Masa.

Carolina Santos-Neves

Chef, !Spark Contributor

Melissa Weller

Chef

Felipe Donnelly

Chef

Zack Wangeman

Chef

Spark Radio Musical Interlude

Tunes from Spark!’s Nic Harcourt.

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Working Lunch Sessions/ Networking Hour

Virtual lunch available for delivery in New York, Los Angeles, and Chicago. See the Virtual Booth area for restaurant profiles and delivery information. Topical networking rooms are open to enjoy your lunch over a lively discussion. Networking rooms are limited to 9, so come prepared to talk! Go to the Networking tab to participate. Feel free to explore different topics.

Keynote 2 – Expanding the Frontier for Humanity

A Veterans Day address on the importance of space exploration. Moderator: Bob Pisani, CNBCS. Speaker: Mike Mullane. Colonel Mullane provides an inside view on the experience of being in space and a discussion about the exciting outlook for innovation on the outer boundaries of human exploration.

Bob Pisani

CNBC

Mike Mullane

Astronaut

NASA

Lightning Intros and Moderated Breakouts – Round 2

At the end of our Lightning Intros, you get to go deeper with our speakers. Select your preferred topic and feel free to attend more than one.

The Only Women in the Room are Making Room for More

How women are transforming asset management — and the world. Moderator: Linda Zhang, Purview Investments; Speaker: Stephanie Foster, Women Driving Innovation; Speaker: Kelcey Edwards, Iron Gate East; Speaker: Jess Bost.

Linda Zhang

Founder

Purview Investments

Stephanie Foster

Co-founder

Women Driving Innovation

Kelcey Edwards

Founder and Director

Iron Gate East

Jess Bost

RICP

Consolidated Planning

SPAC Up! VC/PE Opportunities are Wide Open for Advisors

Moderator: Matt Harris, Bain Capital; Speaker: Paul Dellaquila, Defiance ETS.

Matt Harris

Partner

Bain Capital Ventures

Paul Dellaquila

President and Co-Founder

Defiance ETFs

Elisabeth Kashner

VP and Director of ETF Research and Analytics

FactSet

Shana Sissel

CIO

Spotlight Asset Group

Crypto Crossfire – The Hard Questions You are Afraid to Ask

Moderator: Jim Wiandt, !Spark; Speaker: Matt Hougan, Bitwise Asset Management; Speaker: Tyrone Ross, Jr.

Jim Wiandt

CEO

!Spark Network

Matt Hougan

Chief Investment Officer

Bitwise Asset Management

Tyron Ross Jr.

CEO

Onramp Invest

Talking Advisor Disruption Over Your Favorite Morning Beverage

Moderator: Mike Venuto, Toroso Investments; Speaker: Dasarte Yarnway, Berknell Financial Group, Speaker: Nina O’Neal, Archer Investment Management, Speaker: Taylor Schulte, Define Financial, Speaker: Jim Lee, StratFI.

Mike Venuto

Co-Founder

Toroso Investment

Dasarte Yarnway

Founder

Berknell Financial Group

Nina O’Neal

Parntner & Investment Advisor

Archer Investment Company

Jim Lee

Founder

StratFI

Taylor Schulte

Founder

Define Financial

Are Cars a Good Investment or Just Plain Fun?

Moderator: Barry Ritholtz, Ritholtz Wealth Management; Speaker: Rob Petrozzo, Rally Rd.

Barry Ritholtz

Chairman & Chief Investment Officer

Ritholtz Management

Rob Petrozzo

Founder

Rally Rd.

The Only Women in the Room are Making Room for More

How women are transforming asset management, and the world. Moderator: Linda Zhang. Purview Investments; Speaker, Jess Bost, Consolidated Planning, Speaker: Kelcey Edwards, Iron Gate East, Speaker: Stephanie Foster, Women Driving Innovation.

Linda Zhang

Founder

Purview Investments

Stephanie Foster

Co-founder

Women Driving Innovation

Jess Bost

RICP

Consolidated Planning

Kelcey Edwards

Founder and Director

Iron Gate East

SPAC Up! VC/PE Opportunities Wide Open for Advisors

Moderator: Matt Harris, Bain Capital; Speaker: Paul Dellaquila, Speaker: Elisabeth Kashner, FactSet.

Matt Harris

Partner

Bain Capital Ventures

Paul Dellaquila

President and Co-Founder

Defiance ETFs

Elisabeth Kashner

VP and Director of ETF Research and Analytics

FactSet

Shana Sissel

CIO

Spotlight Asset Group

Crypto Crossfire – The Hard Questions You are Afraid to Ask

Moderator: Jim Wiandt, !Spark; Speaker: Matt Hougan, Bitwise Asset Management, Speaker: Tyrone Ross, Jr.

Jim Wiandt

CEO

!Spark Network

Matt Hougan

Chief Investment Officer

Bitwise Asset Management

Tyron Ross Jr.

CEO

Onramp Invest

Talking Advisor Disruption Over Coffee

Moderator: Mike Venuto, Toroso Investments; Speaker: Dasarte Yarnway, Berknell Financial Group, Speaker: Nina O’Neal, Archer Investment Management, Speaker: Taylor Schulte, Define Financial, Speaker: Jim Lee, StratFI.

Mike Venuto

Co-Founder

Toroso Investment

Dasarte Yarnway

Founder

Berknell Financial Group

Nina O’Neal

Parntner & Investment Advisor

Archer Investment Company

Taylor Schulte

Founder

Define Financial

Jim Lee

Founder

StratFI

Are Cars a Good Investment or Just Plain Fun?

Moderator: Barry Ritholtz, Ritholtz Wealth Management; Speaker: Rob Petrozzo, Rally Rd.

Barry Ritholtz

Chairman & Chief Investment Officer

Ritholtz Management

Rob Petrozzo

Founder

Rally Rd.

Spark Radio Musical Interlude

Tunes from Spark!’s Nic Harcourt.

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Keynote 3 – The End of Value?

Keynote Speakers: Cathie Wood, ARK Investment Management and Rob Arnott, RAFI.

Cathie Wood

Founder and CIO

Ark Investment Management

Rob Arnott

Founder

Research Affiliates

Climate Technology – A Generational Opportunity?

Moderator: Jim Wiandt, !Spark; Speaker: Blair Palese, Climate and Capital Media, Speaker: Gaby Herculano, Clima.

Jim Wiandt

CEO

!Spark Network

Gaby Herculano

Clima Investments

Blair Palese

Climate Editor

Climate and Capital Media

Lightning Intros and Moderated Breakouts – Round 3

At the end of our Lightning Intros, you get to go deeper with our speakers. Select your preferred topic and feel free to attend more than one.

The Future of Asset Management – ETFs Have Changed the Rules

Moderator: Cinthia Murphy, ETF.com; Speaker: Reggie Browne, GTS, Speaker: Anita Rausch, WisdomTree Speaker: Rick Ferri, Ferri Investment Solutions

Cinthia Murphy

ETF.COM

Reggie Brown

Principal

GTS

Anita Rausch

Head of Capital Markets

WisdomTree

Rick Ferri

CEO

Ferri Investment Solutions

Robo Roundtable – Friend or Foe to Advisors and Investors?

Moderator: Ken Schapiro, Robo Report; Speaker: Jennifer Mitton, Interactive Advisors, Speaker: Dan Egan, Betterment, Speaker: Claire Beams, Rhinevest.

Ken Schapiro

President

Backend Benchmarking

Jennifer Mitton

Investor Relations

Interactive Advisors

Claire Beams

Financial Planner

RhineVest

Dan Egan

Managing Director of Behavioral Finance and Investing

Betterment

Digital Marketing Unleashed

Moderator: Jason Wenk, Altruist; Speaker: Jacob Ingram, Defiance Analytics, Speaker: Justin Castelli, RLS Wealth Management, Speaker: Samantha Russell, Twenty Over Ten, Speaker: Brittney Castro, Financially Wise.

Jason Wenk

Founder and CEO

Altruist

Justin Castelli

Founder

RLS Wealth

Samantha Russell

CMO

Twenty Over Ten

Brittney Castro

CEO

Financially Wise

Jacob Ingram

Chief Marketing Officer

Defiance Analytics

Nic Harcourt Profiles 3 New Musicians You’ve Got to Hear

Moderator: Nic Harcourt; Speaker: Chris Pierce, Speaker: St. Panther: Dresage.

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Chris Pierce

Musician

St. Panther

Musician

Dresage

Musician

Climate Technology – A Generational Opportunity?

Moderator: Jim Wiandt, !Spark; Speaker: Blair Palese, Climate and Capital Media, Speaker: Gaby Herculano, Clima.

Jim Wiandt

CEO

!Spark Network

Gaby Herculano

Clima Investments

Blair Palese

Climate Editor

Climate and Capital Media

The Future of Asset Management – ETFs Have Changed the Rules

Moderator: Cinthia Murphy, ETF.com; Speaker: Reggie Browne, GTS, Speaker: Anita Rausch, WisdomTree, Speaker: Rick Ferri, Ferri Investment Solutions.

Cinthia Murphy

ETF.COM

Reggie Brown

Principal

GTS

Anita Rausch

Head of Capital Markets

WisdomTree

Robo Roundtable – Friend or Foe to Advisors and Investors?

Moderator: Ken Schapiro – Robo Report; Speaker: Jennifer Mitton, Interactive Advisors, Speaker: Dan Egan, Betterment, Speaker: Claire Beams, Rhinevest.

Ken Schapiro

President

Backend Benchmarking

Jennifer Mitton

Investor Relations

Interactive Advisors

Dan Egan

Managing Director of Behavioral Finance and Investing

Betterment

Claire Beams

Financial Planner

RhineVest

Digital Marketing Unleashed

Moderator: Jason Wenk, Altruist; Speaker 1: Jacob Ingram, Defiance Analytics, Speaker 2: Justin Castelli, RLS Wealth Management, Speaker 3: Samantha Russell, Twenty Over Ten, Speaker 4: Brittney Castro, Financially Wise.

Jason Wenk

Founder and CEO

Altruist

Jacob Ingram

Chief Marketing Officer

Defiance Analytics

Justin Castelli

Founder

RLS Wealth

Samantha Russell

CMO

Twenty Over Ten

Brittney Castro

CEO

Financially Wise

Nic Harcourt profiles 3 New Musicians You’ve Got to Hear

Moderator: Nic Harcourt; Speaker: Chris Pierce, Speaker: St. Panther, Speaker: Dresage.

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Chris Pierce

Musician

St. Panther

Musician

Dresage

Musician

Spark Radio Musical Interlude

Tunes from Spark!’s Nic Harcourt.

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Closing Keynote: Spark Community Builders – A Win-Win-Win Experience

Spark kicks off its community initiative with Tyrone Ross Jr. and Fantastic Negrito talking about why your time and action is even more valuable than your money in driving change. Moderator: Nic Harcourt, !Spark Radio; Speakers: Fantastic Negrito, Grammy-award winning artist, Tyrone Ross Jr., Onramp Invest

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Fantastic Negrito

Musician

Tyron Ross Jr.

CEO

Onramp Invest

Live Chat with Fantastic Negrito, Tyrone Ross and Nic Harcourt

Join Fantastic Negrito, Tyrone Ross and Nic Harcourt for a live session to meet and greet and take audience questions!

Fantastic Negrito

Musician

Nic Harcourt

Host and contributor

Los Angeles Radio, Spark!

Tyron Ross Jr.

CEO

Onramp Invest

Closing Reception – Live music – Chris Pierce, St. Panther and Dressage plus Chat and Open Networking Rooms

VIP Discussion with George Will – All Welcome – Come with questions.