Recorded January 12, 2022
This is a must watch summit for
Bank Broker/Dealers
Chief Investment Officers
Trust Officers
Wealth Advisors
SPEAKERS
John Majoros
Sr. Portfolio Manager,
Co-Head of Wasmer
Schroeder Taxable Bond Strategies
Chip Norton
Sr. Portfolio Strategist
-Wasmer Schroeder Bond Strategies
Matthew Bogart
Head of Marketing
NexJ Systems
Diana Cabrices
Vice President,
Enterprise Development
Snappy Kraken
Sol Hersh
President
Presults
Yon Perullo
Chief Executive Officer
RiXtrema
Rick Burgess
Chief Executive Officer
Forms Logic
Barry Norfleet
Senior Vice President
Sr. Trust Officer
WesBanco, Inc.
Carl Blain
Vice President, Senior Trust Officer
B of A Private Bank
Elizabeth Hinz
Senior Lead Fiduciary Officer, Vice President
Bank Of The West
SESSION RECORDINGS
PRACTICE MANAGEMENT TRACK
“Unique Fixed Income Opportunities”
Schwab Asset Management
Relationship Management Track
"Beyond CRM - The Integrated Advisor Experience"
Nexj Systems
MARKETING TRACK
"Blend Out: How Ordinary Advisors Can Market Themselves Like The Greatest Brands In The World"
Snappy Kraken
PEER-TO-PEER TRACK
EXECUTIVE PANEL
"Trust Services in the New Era"
Sponsored by
Legacy Concierge
RISK MANAGEMENT TRACK
"Communications Surveillance Made Easy"
Presults
PORTFOLIO MANAGEMENT TRACK
"Portfolio Stress Testing"
RiXtrema
BUSINESS MANAGEMENT TRACK
"Digital Processing Alts for Improved Compliance"
Forms Logic
SPONSOR BOOTHS
