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ABA Wealth Management and Trust Conference

February 10–12, 2019  •  Marriott Marquis  •  San Francisco, CA

ABA Regulatory Conference

Overview   |  Registration  |  Program  |  Hotel & Venue  |  Sponsors & Exhibitors   |  Speakers

Featured Speakers

MICHAEL DURBIN The Future of Wealth Management
Sunday, February 10, 1:15 pm
Michael R. Durbin, President, Fidelity




BEN SORENSON Collaborative Leadership: Building and Leading Top-Performing Teams
Sunday, February 10, 2:15 pm
Ben Sorenson, JD, Vice President, Training, Optimum Associates




JOHN DIEHL The Future of Advice
Monday, February 11, 8:30 am
John Diehl, CFP®, CLU®, CHFC®, Senior Vice President, Strategic Markets, Hartford Funds




What's the Smart Money Doing?
Monday, February 11, 1:30 pm
Katie Nixon, Chief Investment Officer, Wealth Management, Northern Trust
Bill Kennedy, Chief Investment Officer, Fieldpoint Private Bank & Trust
Philip J. Orlando, CFA, Senior Vice President and Chief Equity Strategist, Federated Investors, Inc.
KATIE NIXON BILL KENNEDY PHILIP J. ORLANDO






ALEC PHILLIPS Washington Update
Monday, February 11, 4:45 pm
Alec Phillips, Chief U.S. Political Economist, Goldman Sachs Research




DANIEL CROSBY The Behavioral Investor
Tuesday, February 12, 11:00 am
Daniel Crosby, PhD, President, Nocturne Capital