2023 Agenda

Speakers

Chris Caswell, Regional Director - Southeast Swan Global Investments
Walter Todd, President and Chief Investment Officer, Greenwood Capital
Iris Wang, Director of Asset Allocation, Asset Management Services, Raymond James

Moderator

Jim Carroll, Senior Vice President & Portfolio Manager, Toroso Advisors

This is where we dig in...with pointed conversation around practical application. How should you consider portfolio positioning in the U.S. versus internationally? How about small caps versus large caps? Value versus growth? Or even broadly, equity versus debt? Is the 60/40 portfolio dead? Or does it now finally look promising going forward? And how should we consider alternatives? This session is for those looking for more specific discussion from highly experienced professionals on how they are considering both selection and allocation in today’s increasingly complicated matrix of investment opportunities.

Speakers

Scott Helfstein, Head of Thematic Solutions, Global X
Christopher Versace, Chief Investment Officer and Thematic Strategist, Tematica Research

Moderator

Kevin Day, Partner and Head of Capital Development, SOSV

Passionate about ESG or impact investing? Or perhaps artificial intelligence or factor investing? In a constantly evolving world, the investment products and strategies offered must match this continuous evolution. In this session, we gaze upon the horizon in an effort to see which waves will wash over the financial shores in the coming months and years. Our expert panel will guide an open and honest conversation about the current status of themes that have risen to prominence and, in some cases, subsequently struggled to maintain momentum. Waves never fully stop, but they often change in shape and intensity – and the secret is knowing where and how to stand as they approach.

Speakers

Adrian Chastain, Chief Operating Officer, Gratus Capital
George Leftwich, Executive Coach & Consultant, Leftwich Leadership Consulting

Moderator

Dustin Barr, Founding Partner, Verum Partners

Calling all visionaries and thinkers! Are you the founder of your own shop? Maybe just thinking about it? Dreaming of it? Maybe none of the above, but you have a passion for the business and the service it provides within our economy? If so, this session is for you. Topics such as culture and diversity will be top of mind, but the rise of social media and digital marketing is also changing the industry in significant ways. What do current (and what will future) generations look for in a place to work? Perhaps even more importantly, what do they demand from those who will manage their wealth? This isn’t the wealth management industry for any of our parents, no matter your age. The only certainty is change, and our panel of experts will lead thoughtful discussion on how to deal with, and ideally embrace, such change.

Speakers

Gary Brode, Founder and Managing Partner, Deep Knowledge Investing
Jeff Chang, President, Cboe Vest
Vince Lorusso, Founder & Portfolio Manager, Changebridge Capital, LLC

Moderator

Kyle Ginty, Senior Investment Analyst, Vanguard

This is our spin on the ever-present discussion of active versus passive, but from a “there’s a place for everything” perspective. Our expert panelists from both sides of the active/passive aisle will discuss developments in both areas over recent years and how each might play a role in an investor’s portfolio. When does active management have the best chance of creating alpha? What might drive passive to be the better choice, particularly if it comes with lower fees? Which parts of your portfolio would stand a better chance of outperforming if given active attention? And where does the line blur to the point that you aren’t sure... are you actively passive or passively active? Ultimately, we all love to eat the cake that is fully made for you, but there’s also no denying the benefit that can be derived from licking the frosting spoon – so, this panel is for those who want to discuss the joys (and costs) of both.

Speakers

Racim Allouani, Managing Director, Global Macro, Balance Sheet and Risk, KKR
Ashmi Mehrotra, Managing Director, Private Equity Group, J.P. Morgan Asset Management
Robert Picard, Managing Director, Head of Alternative Investments, Hightower Advisors

Moderator

Scott Conners, Managing Director and President, FlowStone Partners

We all know about debt and equity, but we also know that both have their challenges when it comes to distinguishing a portfolio from the masses. Increasingly, investors are turning to the third category of alternatives to generate that distinguishing alpha. Whether this takes the form of real estate, private equity, digital currencies, or anything else that falls outside the traditional asset classes, each comes with distinctly different risks and potential rewards. And each has certainly had their time in the limelight over the past decade – in both positive and negative ways. This panel brings together professionals of diverse backgrounds to lead a discussion on not only their specific niches within the alternatives universe, but also how an investor should consider the basket categorization of “alternatives” in separating their portfolios from the pack.

Speakers

Nancy Davis, Founder and Managing Partner, Quadratic Capital
Karen Mair, Managing Director and Head of Fixed Income, Attucks Asset Management
Tom Tzitzouris, Managing Director, Head of Fixed Income Research, Strategas Research Partners

Moderator

Alex Roever, Managing Partner, Eastlake Macro LLC

These are unique times. At few points in history has so much in financial markets been driven by government interactions therewith. This is certainly true in the fixed income space, where we have seemingly exited a decades-long bull market run driven by lower inflation, slow and steady growth, and declining rates. As central banks around the globe have largely, and nearly uniformly, embarked on a mission to slow inflation through monetary tightening, portfolios have certainly been dealt the repercussions of higher rates. Valuations and the level of liquidity in fixed income markets have been influenced in ways not seen in a generation. In this session, we will have a pointed conversation about the Fed’s (and other central banks’) influence on fixed income markets and discuss how investors and financial professionals should consider the future of this space through that prism.