Speakers

The expertise and global recognition of our speakers are unmatched.

Global Markets Outlook Session

David Kelly

David Kelly

Chief Global Strategist,
J.P. Morgan Asset Management

Gus Faucher

Gus Faucher

Chief Economist,
The PNC Financial Services Group

 

Mark Pyles

Mark Pyles

Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital

Investment Strategies Session

Cameron Dawson

Cameron Dawson

Chief Investment Officer,
NewEdge Wealth

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

 

 

Mark Pyles

Mark Pyles

Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital

Politics and Markets Session

Jeannette Lowe

Jeannette Lowe

Managing Director, Policy Research,
Strategas Securities

Andrew Silverman

Andrew Silverman

Senior Strategist — Tax Policy and M&A,
Bloomberg Intelligence

 

 

Mark Pyles

Mark Pyles

Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital

AI's Impact on the Investment Industry

Warren Pennington

Warren Pennington

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

Brian Portnoy

Brian Portnoy

Founder,
Shaping Wealth

  

 


Scott Helfstein

Scott Helfstein

SVP, Head of Investment Strategy,
Global X ETFs

Paul Meeks

Paul Meeks

Chief Investment Officer,
Harvest Portfolio Management

Alts at Play in the New Age

Ashmi Mehrotra

Ashmi Mehrotra

Global Co-Head,
JPMorgan Private Equity Group, JPMorgan Asset Management

Devin Iafelice

Devin Iafelice

Senior Vice President, Private Markets - Capital Solutions Group,
First Trust Portfolios L.P.

Shana Orczyk Sissel

Shana Orczyk Sissel

Founder & Chief Executive Officer,
Banríon Capital Management

Mark Allan

Mark Allan

Managing Director,
New Republic Partners

Retaining and Managing Generational Wealth

Mindy Kalinowski Earley

Mindy Kalinowski Earley

Chief Learning Officer,
Family Office Exchange

Walter B. Todd III

Walter B. Todd III

President and Chief Investment Officer,
Greenwood Capital

 

 

Wally Head

Wally Head

Founder & Principal,
Personal Fiduciary Advisors

Eric Main

Eric Main

Managing Principal,
Diversified Trust

New Ways to Skin the Risk Cat

Andrew Rosenberger

Andrew Rosenberger

Deputy CIO, Custom Indexing,
Orion

Corey Hoffstein

Corey Hoffstein

CEO & Chief Investment Officer,
Newfound Research

Christopher Mortimer

Christopher Mortimer

Managing Director, Business Development,
Vest

Kyle Ginty

Kyle Ginty

Senior Advice Methodology Specialist,
Vanguard

A New Chapter in Fixed Income

John Burkert

John Burkert

Investment Manager,
DUMAC Inc.

Nancy Davis

Nancy Davis

Founder,
Quadratic Capital

Matthew Nest

Matthew Nest

Managing Director, Head of Active Global Fixed Income,
State Street Global Advisors

Sara Levin

Sara Levin

Director, ETF and Derivative Trading,
WallachBeth Capital

The Evolution of the RIA Marketplace

Chris Boehm

Chris Boehm

Founding Partner, Executive Managing Director,
Cresset

Adam Farag

Adam Farag

Vice President - Strategic Markets,
Oak Street Funding

 

 

Kevin Chalk

Kevin Chalk

Senior Business Management Consultant,
Charles Schwab Advisor Services

Dustin Barr

Dustin Barr

Founding Partner,
Verum Partners