10th Annual Strategic Investment Symposium

The Preeminent Event of its Kind in the Southeast

October 25, 2024
The Charleston Place Hotel
Charleston, SC

Attendees at the investment symposium

Each year, the School of Business Investment Program at the College of Charleston hosts top speakers and industry professionals for a one-day event on strategic investment management.

The symposium returns for its tenth year on Friday, October 25, 2024, at The Charleston Place Hotel.

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Speakers

David Kelly

David Kelly

Chief Global Strategist,
J.P. Morgan Asset Management

Gus Faucher

Gus Faucher

Chief Economist,
The PNC Financial Services Group

Gina Martin Adams

Gina Martin Adams

Global Director of Portfolio Strategy & Chief Equity Strategist,
Bloomberg Intelligence

Chuck Clough

Chuck Clough

Chairman, CIO,
Clough Capital Partners

Kevin Chalk

Kevin Chalk

Senior Business Management Consultant,
Charles Schwab Advisor Services

Cameron Dawson

Cameron Dawson

Chief Investment Officer,
NewEdge Wealth

Chris Boehm

Chris Boehm

Executive Managing Partner,
Cresset Partners

Mindy Kalinowski Earley

Mindy Kalinowski Earley

Chief Learning Officer,
Family Office Exchange

Adam Farag

Adam Farag

Vice President - Strategic Markets,
Oak Street Funding

Corey Hoffstein

Corey Hoffstein

CEO & Chief Investment Officer,
Newfound Research

Jeannette Lowe

Jeannette Lowe

Managing Director, Policy Research,
Strategas Securities

Amanda Lynam

Amanda Lynam

Head of Macro Credit Research, Portfolio Management Group - Private Debt,
BlackRock

Eric Main

Eric Main

Managing Principal,
Diversified Trust

Ashmi Mehrotra

Ashmi Mehrotra

Managing Director, Portfolio Manager,
J.P. Morgan Asset Management

Warren Pennington

Warren Pennington

Principal, Head of Investment Management FinTech Strategies Investment Management Group,
Vanguard

Brian Portnoy

Brian Portnoy

Founder,
Shaping Wealth

Andrew Rosenberger

Andrew Rosenberger

Deputy CIO, Custom Indexing,
Orion

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What I enjoyed the most about the Symposium is that there was a lot of information that I could take away and use right now.

Past Attendee

History by Numbers

Since 2015, we've hosted the finance community for this dynamic exchange of investment management strategies and concepts.

1.7K
Participants from across the country

Representing more than 15 states

200+
Industry-leading speakers and panelists

Executives from top international, regional and local finance firms

See this year's lineup
260+
Firms and organizations represented

including Goldman Sachs, UBS, Wells Fargo and more

Celebrating 10 Years
of exploring investment strategies
See recaps from previous years

An Investment Conference Without Peer

Chief Global Strategist, J.P. Morgan Asset Management
 
 

The Strategic Investment Symposium's diverse insights and distinguished speakers offer attendees unique opportunities to gain knowledge, network with industry leaders, and stay ahead of the curve in an ever-changing investment landscape.

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