Just Announced – the Evidence-Based Investing Conference is coming to California!

It’s conference eve and all over the city likeminded institutional investors and representatives from RIA firms all over the country are checking into hotels and meeting up at bars and pubs. We’re hearing from people who have arrived in town from the south, the west coast, New England, the midwest, you name it! There’s a ton of excitement about the program we’re putting on tomorrow and with good reason – there’s never been anything like it.

The organizing principles of the EBI Conference and its panels are:

  1. Will it make the attendee smarter or expose them to new ideas?
  2. Will the things discussed on stage still be relevant a year later?
  3. Can we bring in speakers who disagree on things but still fit with the overall theme?
  4. Can we build out an entire day on the topic with absolutely no filler?
  5. Are there enough sponsors and interested attendees to justify putting on something of this magnitude?

I think we’ve answered these questions. The proof will be in he pudding tomorrow.

But now I have news – our partners at IMN have just announced a joint venture with Ritholtz Wealth Management to bring the Evidence-Based Investing Conference to California this coming June! IMN has been holding their Indexing & ETF Conference out west for a few years now. This summer, they’ll be leveraging our expertise to put together an expanded version of what we’re doing in New York tomorrow. It’ll be held at the Monarch Beach Resort in the Laguna area, which is drop-dead gorgeous – I was out there a few months ago and didn’t want to leave.

Anyway, here’s the official announcement:

Ritholtz Wealth Management partners with IMN on Global Indexing & ETFs 2017


NEW YORK, Nov. 14, 2016 — Information Management Network (IMN), a global organizer of institutional finance and investment conferences, today announces its strategic partnership with Ritholtz Wealth Management on the industry’s longest running indexing and ETF conference, Global Indexing & ETFs.

Ritholtz Wealth Management, a New York City-based registered investment advisory firm, will provide their expertise in, and dedication to, data-driven investment strategies to expand the Global Indexing & ETFs program to include deeper and more cohesive coverage of evidence-based investing methodologies. Along with content collaboration and speaker faculty contributions, Ritholtz Wealth Management will grow the conference delegation through its substantial network of leading financial advisors and wealth managers.

“We’re excited for the opportunity to partner with IMN on Global Indexing & ETFs, a conference that has firmly established itself as an essential annual gathering for the investment community for over two decades,” said Barry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management. “We look forward to contributing to the program’s continued success.”

The announcement comes ahead of the highly anticipated inaugural Evidence-Based Investing (EBI) conference on November 15, a joint venture between Ritholtz Wealth Management and IMN which features several industry legends on the speaker faculty, including James Chanos, founder of Kynikos Associates, Bill McNabb, CEO of Vanguard and Charley Ellis, founder of Greenwich Associates.

“We could not be more pleased to be teaming up with Barry Ritholtz, Josh Brown and their entire team as together we turn the page on an exciting new chapter for Global Indexing & ETFs.  Our partnership for the EBI event has led to one of the most highly anticipated events on the calendar this fall and I have every confidence the California program next June will raise the bar higher still,” said Andy Melvin, Managing Director at IMN.

The Global Indexing & ETFs program will also benefit from two newly launched industry advisory boards, comprised of leading representatives from both the asset owner and solutions provider communities.

Global Indexing & ETFs will take place June 25-27, 2017 at the Monarch Beach Resort in Dana Point, CA. More information can be found at www.imn.org/indexing17.

About Ritholtz Wealth Management:
Founded in New York City in September 2013, Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to its clients. RWM uses technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. RWM works directly with clients on a conflict-free, fee-only basis and choose to be held to a fiduciary standard.

About IMN:
IMN, founded in 1994, is a global organizer of institutional finance & investment conferences. In 2004 the business was acquired by Euromoney Institutional Investor PLC, a UK company listed on the London Stock Exchange. Visit https://www.imn.org/.

Matt Gessel
Information Management Network (IMN)

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