Agenda


Friday, October 25, 2024

College of Charleston Investment Program


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

Alts at Play in the New Age

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

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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