Bill Hortz

The 2026 Summit agenda reflected more than a roster of timely topics - it captured a broader strategic reality facing the industry: asset management firms are no longer preparing for gradual change, but for simultaneous transformation across product innovation, distribution, operations, regulation, and technology, and the confluence between registered and private funds.

It can be argued that professional investors need and deserve better market intelligence.

. At the center of that debate is a provocative argument: much of modern investing, especially in individual stocks, has always been a form of gambling.

The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility.

I have spent a lot of time talking to financial advisors about organic growth. And there is a pattern that comes up almost every time.

. Dan brings 30 years of experience in marketing and sales for asset managers, including ETF sponsors, and built Sondhelm Partners over the past 10 years; helping boutique managers and RIAs get noticed, earn distribution, and gather assets. His firm was shortlisted for PR Campaign of the Year in the 2026 “With Intelligence Mutual Fund and ETF Awards” and as Best PR and Communications Firm in the 2024 “ETF Express US Awards”. We asked Dan to share his perspectives and experiences in helping firms launch their ETFs and knowing what strategic decisions they have to make.

To better understand the role of cloud and its interplay with other technologies like AI, we reached out to

“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management

To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and

The value of ETF data is not limited to a single trade or portfolio decision. Accurate, timely, and detailed information supports product research, risk analysis, portfolio construction, regulatory review, academic research, artificial intelligence applications, and long-term investment oversight.