Each year, the MarketCounsel team spends countless hours curating the most interesting issues affecting independent, entrepreneurial advisers and the most captivating people to tell the story. "With so much imminent change, this year offered an abundance of topics to choose from," said Hamburger.
The MarketCounsel Summit outside influencers includes:
- Reince Priebus, Chairman of the Republican National Committee
- Anthony Scaramucci, founder and co-managing partner of SkyBridge Capital
- Bill Taylor, author, co-founder and founding editor of Fast Company Magazine
- Luis Aguilar, former SEC Commissioner
- Andrew Bowden, former SEC (OCIE) Director
- Daniel Gallagher, former SEC Commissioner
Reince Priebus has what CNN has called "the toughest job in DC" yet he relishes every moment since taking lead of the Republican party since the start of 2011. Priebus, who is Hamburger's closest law school classmate, will join the Summit to provide attendees with a private glimpse of his role, an after-action review of the recent presidential election, and discuss the polarized political climate.
Anthony Scaramucci is no stranger to taking on controversial topics. An unabashed champion of entrepreneurs, Scaramucci will discuss what is broken with hedge funds, what changes after the recent elections, and, specifically, why the DOL's fiduciary rule should be repealed. One would think that Bill Taylor has seen it all since founding Fast Company Magazine. But Taylor will challenge RIA leaders to re-imagine what's possible at their company and within their profession in the face of unprecedented looming change.
Aguilar and Gallagher, both former SEC commissioners, will engage in a dialogue about the current state of regulation for investment advisers. And finally, Hamburger will sit down with Andrew Bowden and peek inside the SEC's Office of Compliance, Inspections, and Examinations.
The MarketCounsel Summit industry faculty is as robust and ever and serves to make the grand ideas all that more real. Faculty includes veteran MarketCounsel thought leaders Sharron Ash, Dan Bernstein and David Mrazik as well as industry thought and organizational leaders including Blaine Aikin (fi360, CFP Board), Jud Bergman (Envestnet), Marty Bicknell (Mariner Holdings), Joel Bruckenstein (T3 Consulting Services), Roy Burns (TA Associates), Ron Carson (Carson Wealth Management), Ren Cheng (Fidelity Investments), Joe Duran (United Capital Financial Advisers), Aaron Klein (Riskalyze), Paul Lally (Gladstone Associates), Steve Lockshin (AdvicePeriod), Ed O'Brien (eMoney Advisor), Ron Rhoades (Western Kentucky University), Knut Rostad (Institute for the Fiduciary Standard), Skip Schweiss (TD Ameritrade Institutional), Spenser Segal (ActiFi), Mark Tibergien (Pershing Advisor Solutions), and many others.
Details about The MarketCounsel Summit including the complete list of speakers, full agenda, event registration, and limited sponsorship opportunities are available at www.summit.marketcounsel.com. Registration is limited and the event is, once again, expected to be at capacity. Those planning on attending are encouraged to secure registration immediately. You can also follow updates on the MarketCounsel Summit through Twitter by following #MSUM16.
The Summit kicks off on Monday, December 5th with a welcome reception, providing attendees and keynote speakers the opportunity to network ahead of the three-day curriculum.
To speak with a MarketCounsel spokesperson regarding this news release, or to register as a member of the press for the MarketCounsel Summit, contact firstname.lastname@example.org.
MarketCounsel is the leading business and regulatory consultancy to the country's preeminent independent investment advisers at all stages throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry, and it has emerged as one of its most effective advocates.
From the initial launch of a registered investment adviser to its compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service model by leveraging the finest minds in the industry, advanced technologies and sound business processes. The consultancy's annual event, the MarketCounsel Summit, has become the premier gathering for the country's leading growth-oriented, independent investment advisers, and serves as both a spark and catalyst for conversation among the industry's leaders. Visit www.marketcounsel.com for more information.
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