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.