Speaker Lineup

More exciting speakers coming soon!

CE credits to be announced

  • Anastasia Amoroso

    Managing Director and the Chief Investment Strategist
    iCapital

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  • Sam Anderson

    Head of Corporate Development
    Dynasty Financial Partners

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  • Harris Baltch

    Head of Investment Banking
    Dynasty Financial Partners

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  • Lynn Baranski

    Managing Director, Global Co-Head of Private Equity Partners (PEP) and CIO within Equity Private Markets (EPM)
    BlackRock

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  • Michael Boensch

    Principal, Managing Director of Investment Manager Research
    FLP Atrato Consulting

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  • Allison Boxer

    Senior Vice President and Economist
    Pimco

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  • Rick Brink

    Senior Vice President and Market Strategist
    AllianceBernstein

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  • Stephen Caruso

    Senior Analyst, Wealth Management
    Cerulli Associates

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  • Kat Cole

    CEO
    AG1 (Athletic Greens)

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  • Jake Elmhirst

    Partner, Head of Private Wealth Secondaries Solutions and Deputy Head of Capital Formation
    Coller Capital

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  • Bo Fifer

    Lead Portfolio Manager of the TCW Global Artificial Intelligence Equity
    TCW

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  • Eli Horton

    Senior Portfolio Manager
    TCW

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  • Jay Jackson

    Chairman and CEO
    Abacus Life

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  • Eliot Javanmardi

    Managing Director, Energy Infrastructure Credit
    Nuveen

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  • Megan Kelley

    Head of Research at the Fidelity Center for Applied Technology
    Fidelity

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  • Dr. David Kelly

    CFA, Managing Director, Chief Global Strategist
    JPMorgan

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  • Chris King

    Founder & CEO
    Eaglebrook Advisors

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  • Doug Kramer

    Head of Institutional Equity and Multi-Asset
    Neuberger Berman

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  • Nic Millikan

    Managing Director, Investments
    Allocate

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  • Lee Minkoff

    Managing Director
    Renovus Capital Partners

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  • Jim Murchie

    Co-Founder, PM and CEO
    Energy Income Partners (EIP)

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  • Patrick Nerney

    Senior Vice President, Investments
    Dynasty Financial Partners

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  • Leslie Norman

    Chief Technology Officer
    Dynasty Financial Partners

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  • Shirl Penney

    President & CEO
    Dynasty Financial Partners

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  • Jim Putt

    Managing Director
    Fortress

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  • Matt Radgowski

    CEO
    Halo Investing

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  • Nick Rosenthal

    Co-chief Executive Officer
    Griffin Capital

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  • Gordon Ross

    Chief Client Officer
    Dynasty Financial Partners

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  • Bob Shea

    Chief Investment Officer
    Dynasty Financial Partners

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  • Torsten Sløk

    Partner and Chief Economist
    Apollo

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  • Ehren Stanhope

    Co-Head of Investment Management, Chief Investment Strategist, and Portfolio Manager
    O’Shaughnessy Asset Management, LLC

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  • Patrick Swift

    Partner & President of Wealth Planning
    Amplius Wealth Advisors

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  • Leah Traub

    Ph.D., Partner & Portfolio Manager
    Lord Abbett

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  • Candice Tse

    Managing Director, Client Solutions Group and Global Head of the Strategic Advisory Solutions Team
    Goldman Sachs Asset Management

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  • Sean Ward

    Senior Managing Director & Executive Committee Member
    Blue Owl

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  • Kristian West

    Managing Director, Head of Investment Platform
    JPMorgan Asset Management

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  • Josh Wolfe

    Co-Founder and Managing Director
    Lux Capital

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  • Cathie D. Wood

    Founder, CEO, and CIO
    ARK Investment Management

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