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TD Ameritrade Institutional Hosts Influential Thinkers & Industry Leaders - 2014 Nat'l Conf. for Independent Investment Advisors

Submitted by Technology Tools for Today on December 11th, 2013

Nearly 3,000 Registered Investment Advisors and industry leaders expected to gather in Orlando, Florida for insight and inspiration, January 29 to February 1, 2014

Registered investment advisors (RIAs) and industry influencers from across the United States will come together at the TD Ameritrade Institutional1 2014 National Conference for networking, workshops and a chance to hear from leading thinkers and business experts.

The conference, which takes place at the Hyatt Regency Hotel in Orlando, is expected to be TD Ameritrade Institutional’s largest-ever gathering of RIAs and wealth management industry executives. The event kicks off Wednesday, January 29, with a full slate of pre-conference sessions and concludes Saturday, February 1.

This year's event will focus on the Power of Together, with hundreds of sessions and other events exploring the strengths of independent RIAs, ways for advisors to better serve investors and the opportunities they have to make their firms more successful. In addition to meeting their peers, advisors in attendance can benefit from more than 70 presentations and professional development sessions focused on such topics as accelerating asset growth, portfolio investing strategies, social media strategy and the latest in advisor technology.

“We’re thrilled to welcome a powerhouse group of speakers to our national conference stage and offer RIAs a unique opportunity to hear diverse perspectives on issues impacting their businesses,” said Tom Nally, president, TD Ameritrade Institutional. “We’re always looking for ways to elevate the conference experience for attendees and we couldn’t be more excited about this year’s event. Advisors can expect unprecedented access to the tools and expertise that can help them grow and thrive in today’s dynamic business environment.”

Keynote speakers at the 2014 TD Ameritrade Institutional National Conference include:

  • Mitt Romney, the Republican Party presidential nominee and former Massachusetts governor who rose to prominence as founder of Bain Capital and later as CEO of the organizing committee for the 2002 Olympics in Salt Lake City. Romney will share insights on the current political, business and economic environment and his ideas for addressing such key issues as the deficit, job growth, education and immigration.
     
  • Fred Tomczyk, president and chief executive officer of TD Ameritrade Holding Corporation (NYSE: AMTD), and Tom Nally, who leads TD Ameritrade, Inc.’s custody business serving more than 4,500 RIAs. These executives will take the stage to provide a high-level view of the trends impacting RIAs, and share their perspectives on the industry, investor sentiment and the economy. Craig Alexander2, TD Bank Group’s Chief Economist, will also be on hand to deliver a luncheon address offering his perspectives on the U.S. and global economies.
     
  • Simon Sinek, leadership expert and author of international bestseller Start with Why. Sinek will offer his perspective on why some organizations are more innovative, more profitable and command greater loyalty. Clients seeking his views on leadership include some of the world’s largest companies and governments.
     
  • Sugar Ray Leonard will commemorate TD Ameritrade’s official sponsorship of the 2014 Olympic Games. The all-time great boxing legend will deliver a motivational speech about POWER: Prepare Overcome and Win Every Round. Leonard’s remarkable career includes a gold medal at the 1976 Olympics and the distinction of being the only boxer ever to win professional world titles in five different weight classes.
     
  • A panel of nationally renowned commentators will tackle a range of timely financial and political issues: Mara Laisson, political correspondent for National Public Radio; George Will, Pulitzer prize-winning journalist and author; and Juan Williams, political analyst for Fox News Channel. The session will be moderated by Bret Baier, host of Fox News Channel’s “Special Report with Bret Baier.”

Attendees will once again have the opportunity to participate in activities during the conference to support and give back to the community. Advisors at previous TD Ameritrade Institutional conferences have volunteered their time for the American Red Cross, United Way and Habitat for Humanity.

MEDIA REGISTRATION:

Register online for the conference at here or call the TD Ameritrade Institutional Conference hotline at (800) 326-7507 for assistance. A media suite will be available at the conference for working journalists. Interview requests for Fred Tomczyk, Tom Nally or other keynote speakers must be submitted in advance of the conference to Joe Giannone at joseph.giannone@tdameritrade.com.

Journalists can follow updates about the 2014 National Conference via our Twitter feeds

@TDAmeritradePR and @TDA4Advisors, on LinkedIn, and at TD Ameritrade Institutional’s blog. Journalists and other attendees are encouraged to post their own updates using the tag #TDAI2014.

About TD Ameritrade Institutional

TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

About TD Ameritrade Holding Corporation

Millions of investors and independent investment advisors have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier. Our clients want to take control and we help them decide how, whether online, over the phone, in a branch or with an independent advisor. We’ve been bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2014 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

2 Craig Alexander is an employee of TD Bank Group, an affiliate of TD Ameritrade, Inc. The opinions and commentary of TD Bank Group employees should not be construed as an endorsement or recommendation of TD Ameritrade, Inc. TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation, which is the parent company of TD Ameritrade, Inc.

Guest speakers and their employers, educators, service providers, industry associations, the venue for this event, and other third parties are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies or content.

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