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Speaker Lineup

More exciting speakers coming soon!

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Shirl Penney

President and CEO
Dynasty Financial Partners

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Bob Shea

Chief Investment Officer
Dynasty Financial Partners

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Ethan Mollick

Innovation Expert & Artificial Intelligence Thought Leader; Professor of Entrepreneurship, The Wharton School

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Rick Rieder

Chief Investment Officer of
Global Fixed Income
BlackRock

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John Waldron

President and Chief Operating Officer
Goldman Sachs

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Rick Wurster

President and CEO
Charles Schwab

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Erik Anderson

Owner and President
AtlasMark Financial, Inc

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Tony Blagrove

CEO and Founder
Traveka Wealth

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Denise Brackett

Vice President, Investment Solutions
Dynasty Financial Partners

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Clarke Camper

Vice President and Global Head of Government & Regulatory Affairs
Capital Group

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Axel Christensen

Managing Director, Chief Investment Strategist for Latin America
BlackRock

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Peter Epstein

Head of RIA Relationships
Allocate

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Matt Horne

Head of Digital Asset Strategists
Fidelity

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Eli Horton

Managing Director, Equities
TCW

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Kyle Hutzler

Executive Director Asia Pacific Policy and Strategic Competitiveness
JP Morgan Chase

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Jay Jackson

Chairman & Chief Executive Officer
Abacus Global Management

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Christine Jurinich

SVP, Private Markets
iCapital

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Adam Katz

Co-Founder, Chief Investment Officer
Irenic Capital Management

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Jaycee Kertzman

Senior Vice President, Investments
Dynasty Financial Partners

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Matt Kilgroe

President and CEO
Cyndeo Wealth Partners

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Chris King

Founder and CEO
Eaglebrook Advisors

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Kathy Kriskey

Senior ETF Strategist
Invesco

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Paul Lanna

Partner, Investment
Coller Capital

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Matthew Liebman

Founding Partner and CEO
Amplius Wealth Advisors

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Giulio Martini

Partner, Director of Strategic Asset Allocation
Lord Abbett

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Christian McCormick

CFA – Senior Vice President/Head of Client Portfolio Management
Meketa Capital

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Michael Mignano

Partner
Lightspeed Venture Partners

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Pat Nerney

Senior Vice President, Investments
Dynasty Financial Partners

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Phil Orlando

Chief Equity Strategist
Head of Client Portfolio Management
Federated Hermes

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Josh Rezak

Alternative Investment Strategist
Brookfield Oaktree Wealth Solutions

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David Sambur

Partner and Co-Head of Equity
Apollo Global Management

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Jeff Schulze

Head of Economic and Market Strategy
ClearBridge Investments, Franklin Templeton

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Mike Smith

Managing Director, Private Equity
Neuberger Berman

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Bob Stein

Deputy Chief Economist
First Trust

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