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Join us for The ETF iSummit designed exclusively for financial advisors. This online event will provide expert insights from thought leaders across the country about current investment strategies, educational content and research from expert ETF managers. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.
As Head of Sales and Distribution Ed focuses on global product implementation within the institutional and tactical client segments as well as promoting ETF education and strategy throughout the financial industry. Ed is also responsible for managing the Direxion ETF sales team. As Head of Alternative Investments, Ed’s focus is to drive the firm's product development initiatives, internal and external product messaging, training and support of product delivery. Matt is an accomplished financial services executive with more than 20 years of experience serving the asset management and insurance industries across North America, Europe, and Asia. Matt has designed, led, and helped build hundreds of exchange-traded funds (ETFs), indexes, variable insurance trust funds, registered index-linked annuities, fixed annuities, and closed-end funds. He is also a sought-after source by leading financial publications and is a frequent speaker at industry conferences and events. Bilal Little is the Global ETF Strategist at Direxion, a 20-year veteran of institutional finance, Bilal has held senior roles at some of the most respected names in asset management. Coleen co-leads the national accounts team at Impax and is responsible for developing and strengthening the firm’s strategic relationships across clients in the intermediary channel. If you’ve been following The Motley Fool, LLC for a while, you’ve probably encountered Bill and his Foolish takes on the market—he’s the former co-host of the Motley Fool Morning Show, a popular contributor to fool.com articles, and a regular guest on the Motley Fool Money podcast. Thomas Morris Brown serves as a Portfolio Specialist for the Europe and APAC distribution team, working closely with the portfolio managers and analysts on covered strategies. This includes Impax’s Specialist strategy and investment trust, Impax Environmental Markets plc. Tom joined Impax in 2023. Carter Braxton Worth, a 35-year Wall Street veteran, is the CEO/Founder of Worth Charting LLC. Prior to the launch of Worth Charting, Carter was Head of Technical Analysis at Cornerstone Macro Research from 2016-2021. Before joining Cornerstone, he held the same position at Sterne Agee until its acquisition by Stifel Nicholas in 2016. From 2003-2015 Carter was Chief Market Technician at Oppenheimer Holdings Inc. He was selected to be on Institutional Investor’s All-American Research team, ranked as the #1, #2 or # 3 Technical Analyst each year he was on Wall Street and eligible for ranking (2008-2020).Speakers
Ed Egilinsky
Managing Director, Head of Sales and Distribution, Head of Alternative Investments
Direxion
Prior to joining Direxion, he served as Managing Director of Business Development at Price Asset Management where his focus was on expanding the company's distribution network and diversifying its product line. Ed was also Managing Director and head of Alternative Strategies at Rydex Investments where he provided leadership to the sales team for alternative strategy initiatives, expanded distribution channels, and effectively branded Rydex, as well, as a recognized provider of alternative investment. Earlier in his career, Ed was Head of US Sales and Marketing for Kenmar Advisory Corporation where he drove domestic asset growth among high net worth and institutional clients.
Ed graduated magna cum laude with a Bachelor of Arts degree in Biology from the State University of New York in Albany. He also holds Series 3, 7, 24, and 63 Licenses.
Prior to Calamos, Matt spent more than a decade at Milliman, Inc., where he served as President of the firm’s broker/dealer (Milliman Investment Management Services LLC) and as a principal of the firm’s $170b RIA (Milliman Financial Risk Management LLC). Matt also draws from his prior experience at PowerShares ETFs, where he helped the firm grow during the formative years of the ETF ecosystem.
Prior to Direxion, Bilal served as Director at the New York Stock Exchange in Exchange Traded Solutions, advising asset managers on ETF listings. He previously served as Senior Vice President at Harbor Capital Advisors, leading advisor solutions, and national accounts, and as a Director at BlackRock, serving on the US Wealth Advisory Commercial Strategy Committee, and prior to that as Senior Vice President at Neuberger Berman. He began his career at Lehman Brothers in 2006.
A recognized voice in the ETF industry, Bilal is the host of Inside the ICEHOUSE from NYSE's ETF Central podcast, where he brings clarity, conviction, and context to topics that matter most to advisors, institutions, and self-directed investors alike. His expertise spans leveraged and inverse products, thematic strategies, and the broader evolution of the tactical trading ecosystem.
Bilal earned his bachelor’s degree from Hofstra University and his MBA from the USC Marshall School of Business. He also holds an MIT Sloan School of Management Certificate in Blockchain Technologies, FINRA Series 7, 65, and 63 licenses, and the Certified Exchange Traded Fund Advisor (CETF) designation.
Prior to joining Impax in 2022, Coleen’s career spanned two decades at Eaton Vance, a Morgan Stanley company, where she oversaw the growth of the firm’s largest intermediary partnerships. Coleen also held sales and relationship manager roles at Fidelity Investments’ Boston office from 1996 through 2002.
Coleen has a bachelor’s degree in history from the College of the Holy Cross in Worcester, Massachusetts. She is on the Executive Committee of the college’s Crusader Athletics Fund, after spending 5 years as the National Co-Chair. She is a Chartered SRI Counselor (CSRIC), holds FINRA Series 24, 7, 63 and 65 securities licenses, and is a registered representative of Foreside Financial Services, LLC.
Bill has also applied his institutional knowledge, stock investing experience, and economic insights to leadership roles all across the “Fooldom” of The Motley Fool, LLC and Motley Fool Asset Management. He has held various positions since 1999, having previously served as Senior Editor at The Motley Fool, LLC, Portfolio Manager and Chief Investment Officer at Motley Fool Asset Management, and most recently, Director of Small Cap Research at The Motley Fool, LLC. Today, Bill continues to educate both seasoned and new investors with uniquely Foolish strategies as our Chief Investment Strategist here at Motley Fool Asset Management.
Tom has over eleven years’ experience, having previously worked at Allianz Global Investors. There he covered the company’s flagship SRI equity strategy, its largest fundamental equity strategy, UK equity products, as well as the Brunner and Merchants investment trusts.
Tom started his career at the communications agency Fishburn Hedges, where he was part of the Financial and Corporate team. Specialising in media strategy, Tom worked with clients across the financial industry before joining the Global Communications team at AllianzGI in 2015. Tom has a degree in English Language and Literature, an MA in Broadcast Journalism and a Post Graduate Diploma in Finance. He also holds the IMC designation and is fluent in Italian and Spanish.
Carter began his career at Donaldson, Lufkin & Jenrette (DLJ) as a portfolio strategist reporting to Eric T. Miller, Chief Investment Officer and Chairman of the Investment Policy and Stock Selection Committees. It was at DLJ where Carter met his mentor, Vincent Roland Boening, one of the longest publishing technical analysts on Wall Street, whose work began in the Fidelity Chart Room in the 1960’s.
Carter’s work is based on the principles of collective wisdom and behavioral science, with a particular emphasis on price-volume correlation, relative strength and pattern recognition. Carter is a regular guest on CNBC where he is also Co-Host of Options Action; he has appeared on Bloomberg TV, BNN and The Nightly Business Report and has been quoted in publications such as The Wall Street Journal and Barron’s.
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 300 investment webcasts annually, and reaches an audience of over 450,000 financial advisors. To find out more, visit RIAChannel.com. RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 400 financial institutions world-wide. To find out more, visit RIADatabase.com.Producers
