Agenda
Friday, October 25, 2024
7:30 a.m.–8:30 a.m. Registration / Meet & Greet
8:30 a.m. Welcome
8:45 a.m.–10 a.m. Global Markets Outlook Session
- David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
- Gus Faucher, Chief Economist, PNC
- Moderator: Mark Pyles, Director, Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
10 a.m. – 10:15 a.m. Break
10:15 a.m. –11:30 a.m. Investment Strategies Session
- Cameron Dawson, Chief Investment Officer, NewEdge Wealth
- Gina Martin Adams, Global Director of Portfolio Strategy & Chief Equity Strategist, Bloomberg
- Chuck Clough, Chairman, CIO, Clough Capital Partners
- Moderator: Mark Pyles, Director, Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
11:30 a.m.–12:45 p.m. Lunch with Politics and Markets Session
- Jeannette Lowe, Managing Director, Policy Research, Strategas Securities, LLC
- Andrew Silverman, Senior Strategist - Tax Policy and M&A Bloomberg Intelligence
- Moderator: Mark Pyles, Director, Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
12:45 p.m.– 1 p.m. Break
1 p.m.–2 p.m. Breakout Sessions One (choose your session):
AI’s Impact on the Asset Management Industry
- Warren Pennington, Principal, Head of Investment Management FinTech Strategies, Vanguard
- Brian Portnoy, Founder, Shaping Wealth
- Scott Helfstein, Head of Investment Strategy, Global X
- Moderator: Paul Meeks, Chief Investment Officer, Harvest Portfolio Management
Alts at Play in the New Age
- Ashmi Mehrotra, Managing Director, Portfolio Manager, J.P. Morgan Asset Management
- Devin lafelice, First Trust
- Shana Orczyk Sissel, Founder & CEO, Banríon Capital Management
- Moderator: Mark Allan, Managing Director, New Republic Partners
Retaining and Managing Generational Wealth
- Mindy Kalinowski Earley, Chief Learning Officer, Family Office Exchange
- Walter B. Todd III, President and Chief Investment Officer, Greenwood Capital
- Wallace L. Head, Founder & Principal, Personal Fiduciary Advisors, LLC
- Moderator: Eric Main, Managing Principal, Diversified Trust
2 p.m.–2:15 p.m. Break
2:15 p.m.–3:15 p.m. Breakout Sessions Two (choose your session):
New Ways to Skin the Risk Cat
- Andrew Rosenberger, Deputy CIO of Custom Indexing, Orion
- Corey Hoffstein, CEO & Chief Investment Officer, Newfound Research
- Christopher Mortimer, Managing Director, Business Development, Vest Financial
- Moderator: Kyle Ginty, Senior Advice Methodology Specialist, Vanguard
A New Chapter in Fixed Income
- John Burkert, Investment Manager, DUMAC Inc.
- Matthew Nest, Managing Director, Head of Active Global Fixed Income State Street
- Nancy Davis, Founder, Quadratic Capital
- Moderator: Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital
The Evolution of the RIA Marketplace
- Chris Boehm, Founding Partner, Executive Managing Director, Cresset
- Adam Farag, Vice President, Strategic Markets, Oak Street Funding
- Kevin Chalk, Senior Business Management Consultant, Charles Schwab Advisor Services
- Dustin Barr, Founding Partner, Senior Adviser, Verum Partners
3:15 p.m. Networking Reception
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