Why Direct Indexing? What to know in 2023

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Speakers

Brandon Thomas
Co-founder and Co-CIO; Head of QRG
Envestnet

As QRG’s Managing Principal and Chief Investment Officer, Mr. Thomas is responsible for the firm’s strategy and oversees portfolio management capabilities. Mr. Thomas is also a co-founder of Envestnet and the Chief Investment Officer of Envestnet | PMC.

Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.

Tom Lydon
Vice-Chairman
VettaFi

Tom Lydon oversees all critical client relationships and the dynamic growth of VettaFi. Reaching over 100,000 financial advisors, VettaFi is one of the largest data-driven platforms built to empower and educate the modern financial advisor. VettaFi produces and circulates a variety of strategic and educational content to fuel the research process for financial advisors. In addition, the VettaFi team works closely with asset managers to embrace behavioral data and AI to better connect with the needs of financial advisors and self-directed investors.

Lydon contributes to many major media outlets including CNBC, Fox Business, Yahoo, Forbes, The Wall Street Journal, Investor’s Business Daily, and MarketWatch. As the author of iMoney, The ETF Trend Following Playbook, and the expert behind the ETF of the Week with Tom Lydon podcast, he is an ETF influencer and industry luminary.