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Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors

With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence

Author Oisin Breen March 26, 2019 at 12:02 AM
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Josh Brown: The majority of conferences are staged by journalistic enterprises, custodian brokerages, professional organizations, asset management firms or software companies. This is going to have a program created by advisors




Jesse Livermore

Jesse Livermore

March 26, 2019 — 8:56 PM
"Through a planning oversight..." :D
Don Friedman

Don Friedman

March 27, 2019 — 1:36 PM
As the COO of <a href="http://ETF.com" rel="nofollow">ETF.com</a>, I was tasked with creating and running Inside ETFs (I hired John Swolfs) from 2007 - 2014. For the last 5 years I've been running a company (JV Events Group) which produces events for allocators ONLY (i.e. financial advisors, family offices, etc.). Additionally, we've invested in every asset class for any event we've produced. We are the definition of putting our money where our mouth is. For those interested in learning more you can visit <a href="http://www.JVEventsGroup.com" rel="nofollow">www.JVEventsGroup.com</a>


March 27, 2019 — 7:06 PM
Why would an advisor pay $20-50k to stand on a stage and lecture other financial advisors as to what they're doing wrong? This event comes off as the most ego-driven spectacle I've ever witnessed.
Don Friedman

Don Friedman

March 27, 2019 — 7:22 PM
LOL. I can't speak for their event, but I think their model is that the product manufacturers pay the freight to speak on stage, not the advisors. Don't quote me on that, but that would be my guess. If you're right though, I agree with you.


March 27, 2019 — 8:42 PM
Scheduling this event opposite the Kitces conference (a mainstay) shows either the blind arrogance of Josh Brown, or his complete ineptitude.
Don Friedman

Don Friedman

March 27, 2019 — 8:46 PM
I always enjoy being in Arizona in early September when it's 110 degrees...
Sun Devil

Sun Devil

March 27, 2019 — 8:52 PM
Yeah but you'll be inside an air-conditioned conference room listening to Downtown Brown brag about himself on stage for an hour.


March 27, 2019 — 11:39 PM
Ritholtz is a complete fraud and Josh Brown is a poor man's version of the Fyre Fest guy
Jesse Livermore

Jesse Livermore

March 28, 2019 — 11:41 PM
Brown .vs. Kitces. I'm shorting Brown. Could be another 1929 for me :) JLL


March 29, 2019 — 5:57 PM
That's a no-brainer Jesse. How's Joshy gonna go on stage and spin the fact that you can go on Schwab and pay $300/yr and get the same thing he & his minions are charging 1.5% for?

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Top Executive: Michael Kitces

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