Agenda
Friday, October 25, 2024
Registration / Meet & Greet
Global Markets Outlook Session
- David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
- Gus Faucher, Chief Economist, PNC
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
Lunch with Politics and Markets Session
- Jeannette Lowe, Managing Director, Policy Research, Strategas Securities, LLC
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
Alts at Play in the New Age
- Ashmi Mehrotra, Managing Director, Portfolio Manager, J.P. Morgan Asset Management
Retaining and Managing Generational Wealth
- Mindy Kalinowski Earley, Chief Learning Officer, Family Office Exchange
- Eric Main, Managing Principal, Diversified Trust"
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
A New Chapter in Fixed Income
- Amanda Lynam, Head of Macro Credit Research, Portfolio Management Group - Private Debt, BlackRock
The Evolution of the RIA Marketplace
- Chris Boehm, Executive Managing Partner, Cresset Partners
- Adam Farag, Vice President, Strategic Markets, Oak Street Funding
- Kevin Chalk, Senior Business Management Consultant, Charles Schwab Advisor Services
Networking Reception
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