Speakers
The expertise and global recognition of our speakers are unmatched.
Global Markets Outlook Session
Chief Global Strategist,
J.P. Morgan Asset Management
Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
Investment Strategies Session
Chief Investment Officer,
NewEdge Wealth
Global Director of Portfolio Strategy & Chief Equity Strategist,
Bloomberg Intelligence
Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
Politics and Markets Session
Managing Director, Policy Research,
Strategas Securities
Director, School of Business Investment Program and Director of Multi-Asset Strategies, Greenwood Capital
AI's Impact on the Investment Industry
Principal, Head of Investment Management FinTech Strategies Investment Management Group,
Vanguard
SVP, Head of Investment Strategy,
Global X ETFs
Chief Investment Officer,
Harvest Portfolio Management
Alts at Play in the New Age
Global Co-Head,
JPMorgan Private Equity Group, JPMorgan Asset Management
Senior Vice President, Private Markets - Capital Solutions Group,
First Trust Portfolios L.P.
Founder & Chief Executive Officer,
Banríon Capital Management
Managing Director,
New Republic Partners
Retaining and Managing Generational Wealth
Chief Learning Officer,
Family Office Exchange
Founder & Principal,
Personal Fiduciary Advisors
Managing Principal,
Diversified Trust
New Ways to Skin the Risk Cat
Deputy CIO, Custom Indexing,
Orion
CEO & Chief Investment Officer,
Newfound Research
Managing Director, Business Development,
Vest
Senior Advice Methodology Specialist,
Vanguard
A New Chapter in Fixed Income
Investment Manager,
DUMAC Inc.
Founder,
Quadratic Capital
Managing Director, Head of Active Global Fixed Income,
State Street Global Advisors
Director, ETF and Derivative Trading,
WallachBeth Capital
The Evolution of the RIA Marketplace
Founding Partner, Executive Managing Director,
Cresset
Senior Business Management Consultant,
Charles Schwab Advisor Services
Founding Partner,
Verum Partners