CHICAGO, March 26, 2015 /PRNewswire/ --
- Taking place May 6-8, 2015 at the
Hilton Chicago.
- Attendees will explore the latest technology innovations, as
well as new investment offerings from Envestnet's network of fund
strategists and managers.
- Keynote speakers include Duke
University's Coach K; CNBC Senior Analyst Ron Insana, string theorist and author Dr.
Brian Greene, and William Miller, CIO at Brinker Capital.
Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet
Advisor Summit from May 6-8, 2015 at
the Hilton Chicago. Now in its fourth year, the conference has
become a "must attend" event within the wealth management industry,
with over 1,200 investment professionals from around the country
expected to participate. For more information, and to register for
the 2015 Envestnet Advisor Summit, please visit:
http://www.envestnet.com/advisorsummit.
"As the financial advisory space continues its transformation
into a transparent and objective system that adheres to a fiduciary
standard of care, advisors need the right tools—and guidance on how
to properly leverage them—to successfully adapt," said
Jud Bergman, Chairman and Chief
Executive Officer, Envestnet. "The Advisor Summit is an
outgrowth of our mission to empower independent advisors to deliver
better client outcomes, offering a supportive environment where
they can learn about the latest innovative technology and
investment solutions."
Advisors can keep abreast of conference happenings in real time
by following Envestnet on Twitter (http://www.twitter.com/ENVIntel)
and using the #ENVSummit hashtag.
The Advisor Summit's panel discussions and break-out sessions
will explore the latest technology innovations from Envestnet and
Envestnet | Tamarac, new investment offerings from Envestnet's
network of fund strategists and managers, technology enhancements
for the bank and trust marketplace, and ways for advisors to
address the regulatory, data, and investment needs of retirement
plans, among many other topics.
Distinguished keynote speakers will open each day's schedule of
events. In addition to Mr. Bergman, Envestnet President
Bill Crager and Envestnet
|Tamarac Group President Stuart
DePina, this year's speakers include Mike Krzyzewski, Head Men's Basketball Coach at
Duke University; Ron Insana, CNBC Senior Analyst and
Commentator; William H.
Miller, Chief Investment Officer at Brinker Capital; and
Dr. Brian Greene, string theorist
and author of The Elegant Universe and The Fabric of the
Cosmos.
The Advisor Summit will also feature showcase sessions with
BlackRock and Deutsche Asset & Wealth Management, a
pre-conference "Tamarac University" program to train attendees on
how to use Envestnet | Tamarac products, and a 5k "fun run" near
the Chicago waterfront.
"The ongoing education, support, and technology training we
deliver at the Advisor Summit are extremely valuable, as indicated
by the regular feedback we receive from advisors," said
Ron Fiske, Managing Director,
Events & Education, Envestnet. "By networking with—and
learning from—colleagues and Envestnet representatives, advisors
can define their own paths to success in today's uncertain market
environment."
This year's Advisor Summit sessions dedicated to investment
strategy include "Best Practices in Employing Fund Strategist
Portfolios in Your Practice," which will focus on how fund
strategists can help advisors create a more scalable and consistent
investment process, and "The Case for Investing in Fixed Income
Now," in which four portfolio managers from leading investment
firms will discuss their views on core fixed-income investing.
Other sessions will focus on topics such as U.S. and international
equity investing outlooks, the ongoing challenge of investing for
retirement, and the use of liquid alternatives in portfolio
construction.
Practice management sessions will explore topics such as risk
mitigation, the role of social media in advisory practices, the
integration of behavioral finance and investment management, and
strategies for business continuity, succession, and exits.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is
a leading provider of unified wealth management technology and
services to investment advisors. Our open-architecture platforms
unify and fortify the wealth management process, delivering
unparalleled flexibility, accuracy, performance, and value.
Envestnet solutions enable the transformation of wealth management
into a transparent, independent, objective, and fully-aligned
standard of care, and empower advisors to deliver better
outcomes.
Envestnet's Advisor Suite® software empowers
financial advisors to better manage client outcomes and strengthen
their practices. Envestnet provides institutional-quality research
and advanced portfolio solutions through our Portfolio Management
Consultants group, Envestnet | PMC®. Envestnet | Tamarac
provides leading rebalancing, reporting, and practice management
software.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
Media Contact:
Laura Simpson
JCPR
(973) 850-7319
lsimpson@jcprinc.com
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SOURCE Envestnet, Inc.