ABOUT THIS EVENT
This event delivers opportunities and solutions for financial advisors and investors presented by world-class thought leaders. In addition to provocative keynotes, !Spark brings energy, fun, and innovation with its Carpe Diem sessions and unique hybrid breakouts and networking format.
AGENDA
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10:00 AM
Opening Reception
Opening reception. Live music, drinks and networking from the Hotel Cafe, Los Angeles, CA.
St. Panther
Musician
Chris Pierce
Musician
Dresage
Musician
11:00 AM
Opening Remarks
Jim Wiandt, !Spark Founder
Jim Wiandt
CEO
!Spark Network
11:05 AM
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
11:35 AM
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.
11:35 AM
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
11:40 AM
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
11:45 AM
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.
11:50 AM
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
11:55 AM
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
11:59 AM
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.
12:00 PM
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
12:00 PM
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
12:00 PM
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.
12:00 PM
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
12:00 PM
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
12:29 PM
Spark Radio Musical Interlude
Tunes from Spark!’s Nic Harcourt.
Nic Harcourt
Host and contributor
Los Angeles Radio, Spark!
12:30 PM
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.
01:30 PM
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
01:50 PM
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.
01:50 PM
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
01:55 PM
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
02:00 PM
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
02:05 PM
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
02:10 PM
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.
02:15 PM
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
02:15 PM
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
02:15 PM
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
02:15 PM
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
02:15 PM
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.
02:45 PM
Spark Radio Musical Interlude
Tunes from Spark!’s Nic Harcourt.
Nic Harcourt
Host and contributor
Los Angeles Radio, Spark!
02:50 PM
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
03:10 PM
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
03:10 PM
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.
03:15 PM
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
03:20 PM
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
03:25 PM
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
03:30 PM
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
03:35 PM
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
03:35 PM
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
03:35 PM
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
03:35 PM
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
03:35 PM
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
04:05 PM
Spark Radio Musical Interlude
Tunes from Spark!’s Nic Harcourt.
Nic Harcourt
Host and contributor
Los Angeles Radio, Spark!
04:10 PM
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
04:20 PM
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
04:30 PM
Closing Reception – Live music – Chris Pierce, St. Panther and Dressage plus Chat and Open Networking Rooms
04:30 PM
VIP Discussion with George Will – All Welcome – Come with questions.