Industry's Preeminent In-Person Conference Features Keynotes
from NASCAR Star Danica Patrick, Entrepreneur Peter Diamandis &
Envestnet CEO Bill Crager
CHICAGO, March 24,
2022 /PRNewswire/ -- For the first time since
2019, Envestnet (NYSE: ENV) invites financial advisors
and professionals to convene in person for the 2022 Envestnet
Advisor Summit, to be held May 11-12
at the Charlotte Convention Center
in Charlotte, N.C. This year, the
industry's highly anticipated conference will give advisors a
firsthand look into how Envestnet is disrupting FinTech through
connections and innovations across its financial wellness
ecosystem—empowering advisors with the technology, solutions, and
insights to help their clients achieve an Intelligent Financial
Life™.
Learn more and register to attend the 2022 Envestnet
Advisor Summit.
"For two years, we have waited to return in person for our
Envestnet Advisor Summit. As a vital part of an industry built on
the connections we make with one another, and the optimization of
those valuable connections, we couldn't be more excited to bring
our clients, partners, and colleagues back together again," said
Bill Crager, Co-Founder and CEO
of Envestnet. "Throughout Envestnet, we are continuing to
innovate and empower advisors to help their clients achieve an
Intelligent Financial Life. This year's Advisor Summit brings
together our powerful network of advisors, asset managers, and
FinTech providers to experience firsthand the breakthrough
technologies, industry leading solutions, and expert insights that
power our financial wellness ecosystem."
This year's event agenda features dynamic content and distinct
audience tracks for advisors, registered investment advisers
(RIAs), and home offices, including five keynotes, eight main stage
presentations, and 48 breakout sessions. The Advisor Summit will
feature presentations hosted by Envestnet thought leaders and other
industry disruptors, including the following:
- Bill Crager, Co-Founder &
CEO of Envestnet will provide an opening Advisor Summit address
on how Envestnet offers a connected ecosystem of services,
products, tools, and technologies, entitled "Discover the Future of
the Intelligent Financial Life."
- Peter Diamandis, Founder
& Executive Chairman of the XPRIZE Foundation, and recently
named by Fortune as one of the "World's 50 Greatest
Leaders," will provide a keynote address entitled "Innovate:
Achieving Innovation and Breakthroughs."
- Danica Patrick, Entrepreneur,
Podcast Host, Author & Retired Race Car Driver—who broke
barriers and set records with her on-track performance, and now
helps others achieve their goals — will present on the main stage
with "A Conversation with a Disruptor: Danica Patrick."
- Envestnet CMO Mary Ellen Dugan takes the stage alongside
acclaimed generational speaker Jason
Dorsey to unveil results from Envestnet's first
Intelligent Financial Life National Study, examining generational
outlooks and attitudes toward money and wealth.
- Dana D'Auria, Co-Chief Investment Officer of Envestnet,
alongside other industry partners, will examine how market changes
are creating opportunities in the alternative investment
marketplace.
- Farouk Ferchichi, newly
appointed Global Head of Envestnet Data & Analytics, will
address the ways advisors can leverage data and intelligence to
grow their value.
- Envestnet product professionals Brandon Rembe, Chief Product Officer, and
Molly Weiss, Head of Product,
will demonstrate to advisors how Envestnet's platform is
transforming to help meet the challenges wealth managers face
today, and will take advisors through the upcoming product
developments for the Envestnet RIA platform.
- Dani Fava, Head of Strategic
Development for Envestnet, will explore the potential impacts
that embedded finance and other disruptive technologies may have on
the future of wealth management.
Other main stage sessions include "State of the RIA
Marketplace," "Making it Easier to Provide Protection &
Income," "The What, Why and How of Sustainable Investing," and much
more.
"At this not-to-be-missed event, advisors will have the chance
to learn how to connect their practices with various solutions
across our ecosystem, such as the Envestnet Insurance and Credit
Exchanges, so that they can grow, scale, and expand the advice they
provide to their clients," said Jean
Heath, CIMA®, Managing Director and Head of the
Asset Manager Network at Envestnet. "We'll also announce the
annual Envestnet Asset Manager of the Year award winners onsite, in
partnership with Investment Advisor magazine, to highlight
managers that embody excellence in wealth management, and show the
industry what they're doing right. In addition, Advisor Summit
attendees will have the chance to participate in a service project
benefitting a local charity in the Charlotte community, maximizing the impact we,
and the advisors we serve, can make."
The Advisor Summit is one of the first conferences to receive
the Choir Certification™, the first diversity certification for
financial conferences which sets rigorous representation standards
to amplify the voices of speakers who are women, non-binary people,
and people of color. This year, Envestnet is also committed to
exceeding the Choir Pledge™ criteria, a set of baseline standards
for diversity, equity, and inclusion among moderators, presenters,
and panel participants, as well as attendee safety
guidelines. To learn more, visit https://hellochoir.com/.
Journalists are invited to request a press pass by contacting
envestnetPR@jconnelly.com.
Podcast stations and video crews from various websites and media
outlets will be onsite to capture Advisor Summit content and to
spotlight key insights from speakers, sponsors, and attendees.
Attendees can access Envestnet Advisor Summit photos, videos, and
updates in real-time via Twitter at https://twitter.com/ENVintel or
by searching the hashtag #ENVSummit.
About Envestnet
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is
Fully Vested™ in empowering advisors and financial
service providers with innovative technology, solutions, and
intelligence to help make financial wellness a reality for their
clients through an intelligently connected financial life. Over
108,000 advisors and more than 6,000 companies—including 18 of the
20 largest U.S. banks, 47 of the 50 largest wealth management and
brokerage firms, over 500 of the largest RIAs, and hundreds of
FinTech companies—leverage Envestnet technology and services that
help drive better outcomes for enterprises, advisors, and their
clients.
For more information on Envestnet, please visit
www.envestnet.com, subscribe to our blog, and follow us on Twitter
(@ENVintel) and LinkedIn.
Media Contact:
Dana Taormina
JConnelly for Envestnet
973.647.4626
envestnetpr@jconnelly.com
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SOURCE Envestnet, Inc.