Speakers

David Kelly

Chief Global Strategist,
J.P. Morgan Asset Management

Gus Faucher

Chief Economist,
The PNC Financial Services Group

Gina Martin Adams

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

Chuck Clough

Chairman, CIO,
Clough Capital Partners

Kevin Chalk

Senior Business Management Consultant,
Charles Schwab Advisor Services

Cameron Dawson

Chief Investment Officer,
NewEdge Wealth

Chris Boehm

Executive Managing Partner,
Cresset Partners

Mindy Kalinowski Earley

Chief Learning Officer,
Family Office Exchange

Adam Farag

Vice President - Strategic Markets,
Oak Street Funding

Corey Hoffstein

CEO & Chief Investment Officer,
Newfound Research

Jeannette Lowe

Managing Director, Policy Research,
Strategas Securities

Amanda Lynam

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

Eric Main

Managing Principal,
Diversified Trust

Ashmi Mehrotra

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

Warren Pennington

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

Brian Portnoy

Founder,
Shaping Wealth

Andrew Rosenberger

Deputy CIO, Custom Indexing,
Orion