Envestnet Announces 2012 Advisor Summit: Changing The Rules

Industry and Investment Leaders Gather To Discuss the Challenges and Opportunities Facing Advisors

Mar 06, 2012, 09:43 ET from Envestnet, Inc.

CHICAGO, March 6, 2012 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of innovative investment and practice management solutions for financial advisors, will host "The 2012 Advisor Summit: Changing The Rules," from May 2May 4, 2012 at the Westin Chicago River North. The summit's featured speaker will be Billy Beane, General Manager of the Oakland A's and subject of the movie Moneyball. Beane will discuss how to analyze assets and data with a fresh point of view in order to find opportunities—a strategy that financial advisors as well as baseball pros can use to their advantage. In addition, Zane Brown, Fixed Income Strategist at Lord Abbett, will deliver a keynote on how to think about the bond market in today's low-yield, high-uncertainty environment.

The 2012 Advisor Summit will bring together industry leaders to discuss best practices among different business models, and portfolio construction strategies to gain a competitive advantage in today's market. The Summit features presentations, breakout sessions and panel discussions addressing many of the most pressing issues that advisors face today. These include weighing both new and classic investment strategies, trends in fixed income, reaching target demographics, portfolio diversification, alternative investments, social media and new technologies.

"The current investment landscape requires advisors to do more than simply adapt to face the challenges and opportunities of the coming year. Volatility has become the new normal, and investors are looking for new strategies that will help them weather the markets' ebbs and flows," said Judson Bergman, Chairman and Chief Executive Officer, Envestnet. "Our Advisor Summit will bring together some of the best minds of the industry to answer questions, share best practices, and give advisors the tools to maximize and grow their practices."

Featured speakers include Bergman and other senior leaders at Envestnet, including Bill Crager, President; Brandon Thomas, Chief Investment Officer; Tim Clift, Chief Investment Strategist; Marion Asnes, Managing Director and Chief Marketing Officer. Gib Watson, Chief Executive Officer of Prima Capital will also join, as will Stuart de Pina, Chief Executive Officer of Tamarac. Panel discussions will feature experts from Pimco, Vanguard, Brandes, William Blair, IndexIQ and Frontier Asset Management, among others.

"Envestnet is deeply committed to advisor education," said Ron Fiske, Managing Director, Strategic Partners, and the Conference Chair. "When the best minds of the industry come together to learn from their shared expertise great things can happen. We believe that every advisor will come away from the Summit with a greater understanding of the trends, strategies and solutions that will enhance his or her value to clients."

Lord Abbett is the Elite Sponsor of the 2012 Advisor Summit. Other sponsors include Brinker Capital, Dana Investment Advisors, Lazard Asset Management, Nuveen Investments, SMH Capital Advisors, Tactical Allocation Group, Vanguard and William Blair.

For more information or to register visit: www.regonline.com/2012envestnetadvisorsummit

For more information about Envestnet, please contact Jami Schlicher at 973-850-7309 or jschlicher@jcprinc.com.


Envestnet, Inc. (NYSE: ENV) is a leading provider of wealth management software and services to financial advisors. Envestnet's Advisor Suite software empowers advisors to better manage client outcomes and strengthen their practice. Envestnet also offers advanced portfolio solutions through its Portfolio Management Consultants Group ("PMC"). Envestnet Reporting Solutions gives advisors an in-depth view of clients' various investments, empowering them to give holistic, personalized advice.

Envestnet is headquartered in Chicago with offices in Boston, Denver, New York, Sunnyvale, and Trivandrum, India. For more information on Envestnet, please go to www.envestnet.com or call our toll-free number: (855) 769-0806.


Jami Schlicher




SOURCE Envestnet, Inc.