Speakers
Our speaker roster for 2025.
Be sure to check back often, to see the latest confirmed names.
Speaker
Andrew Ang
Managing Director
BlackRock
Mark Anson, CFA
Chief Executive Officer and Chief Investment Officer
Commonfund
Marshall Bailey, OBE, CFA
Chair of the Board of Governors
CFA Institute
Liz Barber
Practitioner
Royal Academy of Dramatic Art
Ashok K. Bhatia, CFA
Chief Investment Officer and Global Head of Fixed Income
Neuberger Berman
David Blanchett, CFA
Managing Director, Portfolio Manager and Head of Retirement Research
PGIM DC Solutions
Douglas A. Boneparth
President
Bone Fide Wealth, LLC
Stephanie Braming, CFA
Global Head
William Blair Investment Management
Heather Brilliant, CFA
Chief Executive Officer
Diamond Hill
Jane Buchan
Chief Executive Officer
Martlet Asset Management
Julia C. Carreon
Executive
Financial Services Industry
Joyce Chang
Chair of Global Research
JP Morgan
Marguerita Cheng
Founder & CEO
Blue Ocean Global Wealth
Andrew Chin
Chief AI Officer
AllianceBernstein
Richard Coffin, CFA
Host, The Plain Bagel
Portfolio Manager and Investment Analyst, Watson Di Primio Steel Investment Management
Stephan Connelly, CFA
Managing Director
Star Mountain Capital, LLC
Bert Crouch
Managing Director, Portfolio Manager & Head of North America
Invesco Real Estate
Margaret (Maggie) Daun
Talk Show Host & General Counsel; Founder
Civic Media; The Law Firm of Margaret C. Daun
Paul Donovan
Chief Economist
UBS Global Wealth Management
Blair duQuesnay, CFA
Investment Advisor
Ritholtz Wealth Management
Kamila Elliott
CEO and Founder
Collective Wealth Partners
Amy Falls
Vice President and Chief Investment Officer
Northwestern University
Eelco Fiole, CFA
Managing Partner
Alpha Governance Partners
Margaret Franklin, CFA
President and CEO
CFA Institute
Robert E. Furdak, CFA
Chief Investment Officer
Responsible Investment (RI) of Man Group
Daniel Gamba, CFA
President
Northern Trust Asset Management
Alyssa Greenspan, CFA
CEO and President
Community Capital Management, LLC
Hershel Harper, CFA
Chief Investment Officer
UAW Retiree Medical Benefits Trust
Lori Heinel, CFA
Global Chief Investment Officer
State Street Global Advisors
Mark J. Higgins, CFA
Senior Vice President
IFA Institutional
Thomas Idzorek, CFA
Chief Investment Officer
Morningstar Retirement, Morningstar Investment Management LLC
Ben Johnson, CFA
Head, Client Solutions
Morningstar
Steven Kaplan
Neubauer Family Distinguished Service Professor
University of Chicago Booth School of Business
Leslie Labruto
Managing Director
Environmental Defense Fund
Antonios Lazanas
Head of Portfolio, Index & Sustainability Quant Research
Bloomberg LP
Peter Lazaroff, CFA
CIO
Plancorp
Marlena Lee
Global Head of Investment Solutions
Dimensional Fund Advisors
Jon Lukomnik
Managing Partner
Sinclair Capital LLC
Christopher Lynn Smith, CFA
Former Chief Financial Officer
Greenbacker
Brian Matt, CFA
Head of Sustainability Advisory
New York Stock Exchange
Hiromichi (Hiro) Mizuno
Special Advisor to CEO
MSCI, Inc.
Lotta Moberg, CFA
Co-Founder
Wealth Horizons
Valerie Mosley, CFA
Founder
BrightUp
Robert Novy-Marx
Lori and Alan S. Zekelman Distinguished Professor of Finance
University of Rochester Simon Business School
Michael O’Leary
Distinguished Quantitative Analyst
Morningstar
Sébastien Page, CFA
Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price
Jason Pasquinelli, CFA
Managing Director and Head of Client Solutions
RBC Global Asset Management
Theresa Payton
Fortalice CEO & Founder and Former White House Chief Information Officer
Jason Pereira
Senior Partner & Financial Planner
Woodgate Financial Inc.
Miha Pogačnik
Leadership Expert, Violinist, and Visionary
Ari Polychronopoulos, CFA
Partner, Head of Product Management and ESG
Research Affiliates
Michael Pompian, CFA
Founder and Chief Investment Officer
Sunpointe Investments
Brian Portnoy, CFA
Founder
Shaping Wealth
Priya Prasad Bowe, CFA
Managing Director and Head of Sustainability
Oaktree Capital Management, L.P.
Lynn Räbsamen, CFA
Chief Operating Officer
Global Swiss Learning
Dianna Raedle
CEO/President and Founder
Deer Isle Group
Ignacio Ramirez Moreno, CFA
Fixed Income Advisor
Pictet
Rip Reeves
CEO
Institutional Investor
Amy Resnick
Executive Editor, PLANSPONSOR Digital and Chief Investment Officer
Institutional Shareholder Services (ISS)
James Rhodes
President, Direct Platform
Morningstar
Heidi Khashabi Ridley, CFA
Co-Founder and CEO
Radiant Global Investors LLC
Rosie Rios
43rd Treasurer of the United States
Chair of America250
Savina Rizova
Co-Chief Investment Officer and Global Head of Research
Dimensional Fund Advisors LP
Steven M. Rothstein
Managing Director
Ceres Accelerator for Sustainable Capital Markets
Avantika Saisekar
Managing Director
Wafra
Leslie Samuelrich
President
Green Century Funds
Marina Severinovsky
Head of Sustainability, North America
Schroders
Eric Sim, CFA
Founder; Author
Institute of Life; "Small Actions"
Liz Simmie
Co-Founder
Honeytree Investment Management
Denise Simon
Portfolio Manager & Analyst
Lazard Asset Management LLC
George Spentzos, CFA
Chief Investment Officer
Future 30 Funds
Jon Spinney, CFA
Chief Investment Officer & VP
Quantitative Investing
Ehren Stanhope, CFA
Chief Investment Strategist and Co-Head of Investments
O’Shaughnessy Asset Management
Cynthia Steer
Senior Advisor
Institutional Investor
Sonya Stoklosa
Executive Coach
Executive Athlete
Richard Stott
CEO / Founding partner
Connectum
Savita Subramanian
Head of US Equity & Quantitative Strategy
BofA Global Research
Phillip Sundquist, CFA
Managing Director
SUNDQUIST ADVISORY LLC
Shundrawn A. Thomas
Founder and Managing Partner
The Copia Group, LLC
Ingrid Tierens, CFA
Head of Data Strategy for Global Investment Research
Goldman Sachs
Wylie Tollette, CFA
Executive Vice President and Chief Investment Officer
Franklin Templeton Investment Solutions
François Trahan
President
The Macro Institute
Charles Van Vleet
Assistant Treasurer & Chief Investment Officer of Pension Investments
Textron Inc.
Nerina Visser, CFA
Strategist & Financial Advisor
PCR MEA region, CFA Institute
Charlie Walker-Wise
Practitioner
Royal Academy of Dramatic Art
Chris Wiese, CFA
Managing Director, Education, CFA Program Management
CFA Institute
Kai Wu
Founder and Chief Investment Officer
Sparkline Capital
Fanesca Young, CFA
Senior Vice President, Director, Equity Portfolio Management
Acadian
Peter Zeihan
President and Founder
Zeihan on Geopolitics
Speakers
Natalia Arias
Sr. Learning Consultant
Instructure
Katie Binns
Director, Product Management
Morningstar
Katie Cullen
Senior Account Executive
Instructure
Brian Moriarty
Principal, Fixed-Income Strategies
Morningstar Research Services LLC
Tom Nations
Director, Research & Content
Morningstar
Jack Shannon
Principal, Equity Strategies
Morningstar
Peter Wilke
Head, Tactical Asset Allocation (TAA)
Northern Trust Asset Management
Michelle Brophy
Director of TMT Research
AlphaSense
Lawrence Burns
Investment Manager, Partner
Baillie Gifford
Matt Vodicka
Senior Vice President, Senior Director of Product Management
FactSet
Daniel Cook, CFA
Global Head of Quantitative Research and Market Intelligence
PitchBook