2023 Speakers

Global Markets Outlook

Paul Donovan

Paul Donovan

Chief Economist

UBS Global Wealth Management
David Kelly

David Kelly

Chief Global Strategist

J.P. Morgan Asset Management

Investment Strategies

David Bailin

David Bailin

Chief Investment Officer & Global Head of Investments

Citi
Cameron Dawson

Cameron Dawson

Chief Investment Officer

NewEdge Wealth
Alan McKnight

S. Alan McKnight, Jr.

Executive Vice President, Chief Investment Officer

Regions Asset Management

Portfolio Construction in an Increasingly Complicated Matrix

Jim Carroll

Jim Carroll

Senior Vice President & Portfolio Manager

Toroso Advisors
Chris Caswell

Chris Caswell

Regional Director - Southeast

Swan Global Investments
Walter Todd

Walter Todd

President and Chief Investment Officer

Greenwood Capital
Iris Wang

Iris Wang

Director of Asset Allocation, Asset Management Services

Raymond James

Watch out for the Waves: Thematic Investing

Kevin Day

Kevin Day

Partner and Head of Capital Development

SOSV
Scott Helfstein

Scott Helfstein

Head of Thematic Solutions

Global X
Christopher Versace

Christopher Versace

Chief Investment Officer and Thematic Strategist

Tematica Research

This Isn’t Your Parents’ Wealth Management Industry

Dustin Barr

Dustin Barr

Founding Partner

Verum Partners
Adrian Chastain

Adrian Chastain

Chief Operating Officer

Gratus Capital
George Leftwich

George Leftwich

Executive Coach & Consultant

Leftwich Leadership Consulting

Products vs. the Ingredients

Gary Bode

Gary Brode

Founder and Managing Partner

Deep Knowledge Investing
Jeff Chang

Jeff Chang

President

Cboe Vest
Kyle Ginty

Kyle Ginty

Senior Investment Analyst

Vanguard
Vince Lorusso

Vince Lorusso

Founder & Portfolio Manager

Changebridge Capital, LLC

Alternatives to the Norm

Racim-Allouani

Racim Allouani

Managing Director, Global Macro, Balance Sheet and Risk

KKR
Scott Conners

Scott Conners

Managing Director and President

FlowStone Partners
Ashmi Mehrotra

Ashmi Mehrotra

Managing Director, Private Equity Group

J.P. Morgan Asset Management
Robert Picard

Robert Picard

Managing Director, Head of Alternative Investments

Hightower Advisors

The Maze of Fixed Income Investing

Nancy Davis

Nancy Davis

Founder and Managing Partner

Quadratic Capital
Karen Mair

Karen Mair

Managing Director and Head of Fixed Income

Attucks Asset Management
Alex Roever

Alex Roever

Managing Partner

Eastlake Macro LLC
Tom Tzitzouris

Tom Tzitzouris

Managing Director, Head of Fixed Income Research

Strategas Research Partners