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Speaker Lineup

More exciting speakers coming soon!
Shirl Penney

President & CEO, Dynasty Financial Partners

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Bob Shea

Chief Investment Officer, Dynasty Financial Partners

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Gary Vaynerchuk

Serial Entrepreneur, Chairman of VaynerX, CEO of VaynerMedia, CEO & Creator of VeeFriends

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Chris Voss

Former Lead International Kidnapping Negotiator for the FBI; CEO of The Black Swan Group

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Sam Anderson

Chief Capital Officer, Co-Head of Investment Banking

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Harris Baltch

Managing Director, Co-Head of Investment Banking

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Michael Bell

Chief Executive Officer, Meketa

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Denise Brackett

Investment Consulting, SVP, Dynasty Financial Partners

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Elizabeth Burton

Chief Strategist, Fortress

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Sung Cho

Managing Director, Co-Head of the US Mid and Large Cap, and Technology Equity Businesses, Goldman Sachs Asset Management

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Kristy Croushore

Senior Vice President, Government Relations, Fidelity Investments

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Wayne Dahl

Managing Director and Co-Portfolio Manager, Oaktree

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Tony Davidow

Senior Private Markets Strategist, Franklin Templeton Institute

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Scott Eckel

Managing Director, Legislative and Regulatory Affairs, Charles Schwab

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Errko Etula, Ph.D.

CEO and Chief Investment Officer, Brooklyn

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Roy Haya

Partner and Head of Derivative Solutions, Fort Point Capital Partners

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Nick Holuta, CFA

Portfolio Manager, SVP, Dynasty Financial Partners

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Jason Hyland, CAIA, CIMA, RMA, AIF

Investment Consulting, SVP, Dynasty Financial Partners

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Adam Katz

Co-Founder & CIO, Irenic Capital Management

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Jaycee Kertzman, CFA

Senior Vice President, Investments, Dynasty Financial Partners

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Tony Kim

Head of Fundamental Equities’ Global Technology Team, Portfolio Manager, Managing Director, BlackRock Portfolio Management Group

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John Kline

Managing Director, New Mountain Capital

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Ashmi Mehrotra

Managing Director, Portfolio Manager, Global Co-Head of the Private Equity Group, JP Morgan Asset Management

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Pat Nerney

Head of Investment Solutions, Dynasty Financial Partners

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Steve Porto

Partner, Ares Infrastructure Opportunities
Co-Chief Executive Officer, Ares Core Infrastructure Fund, Ares

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Cullen Roberts, CEPA, CIMA

Director, Advisor Engagement, Blackrock US Wealth Advisory Business (USWA)

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Shannon Saccocia, CFA

Managing Director and Chief Investment Officer - Wealth, Neuberger

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Karim Simplis, CFA

Director, Private Markets, Dynasty Financial Partners

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Vik Sawhney

Chief Administrative Officer, Global Head of Institutional Client Solutions, Blackstone

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Jim Zelter

President of Apollo Global Management

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Admiral James Stavridis, USN (Ret)

Partner and Vice Chairman, Carlyle

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