Events We're Attending

Commonwealth Financial National Conference

This event is exclusively for financial professionals Dates: Oct 11 -14, 2023 Held every autumn, the National Conference is Commonwealth’s largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of thought-provoking keynote...

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Camp Kotok

Invitation-only Dates: August 2-14, 2023 Camp Kotok (“CK”) is an invitation-only think tank featuring a small group of economic though leaders. Attendees convene under “Chatham House Rules” to discuss and debate the current state of the domestic and global...

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large group of people sitting outside on patio

Wealth Management’s EDGE Conference

Inside ETFs: fueling growth and innovation for the ETF and Wealth Management industries. Over 2000 advisors, asset owners, and ETF experts learn how the world of investment management is evolving, innovating, and presenting new solutions for client portfolios.

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Wealth Management EDGE Logo

Commonwealth Financial Network Retreat

Invitation-only Dates: Sunday, April 23–Thursday, April 27 Select financial advisors are invited to this Commonwealth symposium to share best practices, discuss the economy, and hear from Commonwealth’s leadership, including Chief Investment Officer Brad McMillan....

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Ritz Carlton, Key Biscayne

The Exchange Conference

Advisors develop a deeper understanding of all things impacting the ETF marketplace, global markets, and more by engaging and interacting with thought leaders from over 100 of the leading ETF issuers, index providers, market makers, media, and financial influencers from across the investing and advisors landscape.

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Commonwealth Financial National Conference

This event is exclusively for financial professionals Held every autumn, the National Conference is Commonwealth’s largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of thought-provoking keynote speakers, in-depth...

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Manchester Grand Hyatt, San Diego, CA

Inside ETFs Conference

Inside ETFs: fueling growth and innovation for the ETF and Wealth Management industries. Over 2000 advisors, asset owners, and ETF experts learn how the world of investment management is evolving, innovating, and presenting new solutions for client portfolios.

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Brews and Bites at Milkhouse Brewery

Great news: life is returning to normal again! To celebrate, you and those you care about are invited to join me at the Milkhouse Brewery for "Brews & Bites" where we'll enjoy brews, bites, live music in the pavilion, and an exclusive tour with the founder, Tom Barse (yes, we're related).

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Exchange ETF An ETF Experience

Advisors develop a deeper understanding of all things impacting the ETF marketplace, global markets, and more by engaging and interacting with thought leaders from over 100 of the leading ETF issuers, index providers, market makers, media, and financial influencers from across the investing and advisors landscape.

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