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    Speakers

    CONFIRMED SPEAKERS

    speaker image
    ER
    Emmanuel Roman
    CEO
    PIMCO
    speaker image
    MN
    Marc Nachmann
    Global Head of Asset & Wealth Management
    Goldman Sachs
    speaker image
    JH
    Jean Hynes
    CEO
    Wellington Management
    speaker image
    RG
    Rob Goldstein
    COO
    BlackRock
    speaker image
    AS
    Andrew Schlossberg
    President & CEO
    Invesco
    speaker image
    DD
    Dina DiLorenzo
    President
    Guggenheim Investments
    speaker image
    EM
    Ed Murphy
    CEO
    Empower
    speaker image
    GG
    George Gatch
    CEO
    J.P. Morgan Asset Management
    speaker image
    RR
    Raj Rao
    Founding Partner, President and COO
    Global Infrastructure Partners
    speaker image
    JM
    Jose Minaya
    Global Head of BNY Investments and Wealth
    BNY
    speaker image
    GW
    George Walker
    Chairman & CEO
    Neuberger Berman
    speaker image
    HU
    Hepsen Uzcan
    Americas CEO
    DWS
    speaker image
    JE
    Joshua Easterly
    Co-Founder, Co-CIO, and Co-President
    Sixth Street
    speaker image
    HB
    Heather Brilliant
    CEO
    Diamond Hill
    speaker image
    SB
    Seth Bernstein
    President and CEO
    AllianceBernstein
    speaker image
    AD
    Ali Dibadj
    CEO
    Janus Henderson Investors
    speaker image
    RS
    Robert Stark
    CEO
    Nomura Capital Management
    speaker image
    JS
    Jonathan Steinberg
    CEO
    WisdomTree
    speaker image
    HD
    Hendrik du Toit
    CEO
    Ninety One
    speaker image
    SC
    Soraya Chabarek
    CEO
    Manulife | CQS Investment Management
    speaker image
    CB
    Carson Block
    CIO
    Muddy Waters Capital
    speaker image
    EP
    Eric Pan
    CEO
    ICI
    speaker image
    DS
    Donald Sanya
    CEO
    RBC Global Asset Management - US
    speaker image
    SC
    Sean Connor
    President & CEO of Global Private Wealth
    Blue Owl
    speaker image
    CN
    Craig Noble
    Managing Partner, CEO Credit
    Brookfield Asset Management
    speaker image
    AG
    Adam Gallistel
    Co-CEO and CIO
    CBRE Investment Management
    speaker image
    HR
    Hartley Rogers
    Executive Co-Chairman
    Hamilton Lane
    speaker image
    IF
    Isabelle Freidheim
    Founder and Managing Partner
    Athena Capital
    speaker image
    BR
    Bruce Richards
    CEO, Chairman & Founder
    Marathon Asset Management
    speaker image
    BF
    Brian Funk
    President & Global Head of Private Capital
    MetLife Investment Management
    speaker image
    OS
    Oggie Sosa
    CEO
    Breckinridge Capital Advisors
    speaker image
    TK
    Ted Koenig
    Chairman, CEO & Founder
    Monroe Capital
    speaker image
    SP
    Stephen Prince
    CEO
    TFG Asset Management
    speaker image
    DC
    Darrell Crate
    Founder and Managing Principal
    Easterly Asset Management
    speaker image
    SP
    Stephanie Pierce
    Deputy Head
    BNY Investments
    speaker image
    KB
    Kenneth Bentsen
    President & CEO
    SIFMA
    speaker image
    WP
    Wayne Park
    CEO
    Manulife John Hancock Retirement
    speaker image
    KS
    Karan Sood
    CEO
    Vest
    speaker image
    MS
    Matthias Schulthess
    Partner, Board & Executive Search
    SZ&J
    speaker image
    SP
    Stephen Patrickakos
    Managing Director, Head of Traditional Investments
    Merrill Lynch
    speaker image
    AK
    Agnel Kagoo
    U.S. Consulting Leader, Asset Management & Capital Markets
    KPMG US
    speaker image
    IT
    Iro Tasitsiomi
    Head of Investments Data Science, Principal Data Scientist
    T. Rowe Price
    speaker image
    JS
    Jeremy Smith
    Partner
    Ropes & Gray
    speaker image
    AA
    Anastasia Amoroso
    Managing Director, Chief Investment Strategist for Private Wealth
    Partners Group
    speaker image
    MM
    Megan McClellan
    Chief Strategy Officer
    The TCW Group
    speaker image
    CK
    Christina Kopec Rooney
    Head of US Wealth
    Wellington Management
    speaker image
    NJ
    Neda Jafar
    Partner
    Kimmeridge
    speaker image
    RM
    Robbie Mitchnick
    Managing Director, Head of Digital Assets
    BlackRock
    speaker image
    KD
    Kari Droller
    Managing Director, Investment Offers & Solutions
    Charles Schwab
    speaker image
    CR
    Courtney Rickert McCaffrey
    Global Geostrategy Insights Leader
    EY
    speaker image
    TN
    Ted Noon
    Chief Marketing Officer and Executive Vice President
    Acadian Asset Management
    speaker image
    ML
    Marlena Lee
    Global Head of Investment Solutions
    Dimensional Fund Advisors
    speaker image
    MS
    Melissa Stolfi
    COO
    The TCW Group
    speaker image
    AF
    Amber Fairbanks
    Portfolio Manager
    Impax Asset Management
    speaker image
    AC
    Anya Coverman
    President and CEO
    Institute for Portfolio Alternatives (IPA)
    speaker image
    SO
    Shona O’Hea
    Head of Asset Management Industry
    Grant Thornton Advisors LLC
    speaker image
    JG
    Jennifer Grancio
    Global Head of Distribution
    The TCW Group
    speaker image
    AV
    Ampily Vijay
    Chief Digital and Technology Officer
    CBRE Investment Management
    speaker image
    SM
    Steven Meier
    CIO and Deputy Comptroller for Asset Management
    New York City Retirement Systems
    speaker image
    MW
    Massy Williams
    Principal, Head of Wealth Management
    Vanguard
    speaker image
    RC
    Robert Collins
    Partner, Head of Private Wealth
    Partners Group
    speaker image
    CH
    Chris Healey
    Partner - Investment Management Group
    Davis Polk & Wardwell LLP
    speaker image
    WB
    William Birdthistle
    Law Professor & Former Director of SEC Division of Investment Management
    University of Chicago Law School
    speaker image
    WP
    Will Peck
    Head of Digital Assets
    WisdomTree
    speaker image
    MN
    Michelle Noyes
    Managing Director, Head of Americas
    AIMA
    speaker image
    JM
    John Moninger
    Managing Director & Head of US Distribution
    Allspring Global Investments
    speaker image
    AS
    Anna Snider
    Head Of Investment Manager Selection (Due Diligence)
    Bank of America
    speaker image
    JM
    Jana Markowicz
    Partner, COO, US Direct Lending
    Ares Management
    speaker image
    GP
    Gregory Peters
    Co-CIO
    PGIM Fixed Income
    speaker image
    CW
    Cinda Whitten
    Head of Global Investment Operations
    Nuveen
    speaker image
    CB
    Cheri Belski
    EVP- Head of Investment Management Solutions
    LPL Financial
    speaker image
    SR
    Sandra Ro
    CEO
    Global Blockchain Business Council
    speaker image
    MP
    Mansi Patel
    Managing Director, Head of Infrastructure Debt
    Principal Asset Management
    speaker image
    DA
    David Abner
    Head of Global ETFs & Funds
    Northern Trust Asset Management
    speaker image
    KM
    Katie McKay
    Head of Global Retail Distribution Enablement
    Manulife John Hancock Investments
    speaker image
    JB
    Joppe Bijlsma
    Managing Director & Partner
    Boston Consulting Group
    speaker image
    AW
    Ally Wallace
    Managing Director, Global Head of Capital Markets and ETF Strategy
    Morgan Stanley Investment Management
    speaker image
    BJ
    Brad Jung
    Head of North America Advisor and Intermediary Solutions
    Russell Investments
    speaker image
    AR
    Aakarsh Ramchandani
    Chief Product Officer
    RavenPack
    speaker image
    ML
    Mikaël Limpalaër
    Head of Americas
    AustralianSuper
    speaker image
    JH
    Jade Huang
    Managing Director, Chief Investment Officer, Co-Head of Applied Solutions
    Calvert Research and Management
    speaker image
    OK
    Omar Khan
    Senior Director, GenAI Strategy and Solutions
    Moody's
    speaker image
    AC
    Andrew Chin
    Chief Artificial Intelligence Officer
    AllianceBernstein
    speaker image
    CC
    Casey Clark
    President and CIO
    Rockefeller Asset Management
    speaker image
    CS
    Craig Schachter
    SVP Financial Services
    Seismic
    speaker image
    ND
    Nick Ducoff
    Head of Institutional Growth
    Solana Foundation
    speaker image
    RW
    Rick White
    Global Head of Enterprise Data
    Capital Group
    speaker image
    RB
    Roger Burkhardt
    Head of AI, Chief Technology Officer
    Broadridge
    speaker image
    JP
    Jennifer Polli
    Managing Director and Head of Intermodal
    ITE Management
    speaker image
    RN
    Rich Nuzum
    Senior Vice President, Head of OCIO
    Franklin Templeton Investment Solutions
    speaker image
    MS
    Monica Shortell
    Client Relationship Director
    Baillie Gifford
    speaker image
    TP
    Tiffani Potesta
    Head of Distribution
    Voya Investment Management
    speaker image
    WM
    Winston Ma
    Adjunct Professor and Executive Director, Global Public Investment Funds Forum
    NYU School of Law
    speaker image
    TR
    Teofil Rus
    Head of Data, Head of Personal Investor Data & Analytics
    Vanguard
    speaker image
    LC
    Laurie Chan
    US Head of Alternative Solutions
    PGIM
    speaker image
    SG
    Samantha Grant
    Senior Consultant
    Verus
    speaker image
    LT
    Luke Taylor
    Co-President
    Stonepeak
    speaker image
    CD
    Cameron Drinkwater
    Chief Product Officer
    S&P Dow Jones Indices
    speaker image
    AW
    Anna Wroblewska
    Chief Business Officer
    Dinari
    speaker image
    LM
    Lauren Manchester
    Regional Vice President Of Sales
    Ridgeline
    speaker image
    BC
    Brian Chu
    Partner, Head of Apollo Portfolio Performance Solutions (APPS)
    Apollo Global Management
    speaker image
    VC
    Vincent Calcagno
    Head of US Growth
    Ocorian
    speaker image
    AG
    Armando Gonzalez
    CEO & Co-Founder
    RavenPack
    speaker image
    RF
    Renaud Fages
    Head of Asset Management, North America
    Boston Consulting Group
    speaker image
    CM
    Caitlin MacLean
    Managing Director, Innovative Finance
    Milken Institute
    speaker image
    JZ
    Joshua Zwick
    Partner
    Oliver Wyman
    speaker image
    DD
    Dave Donahoo
    Head of Americas - Wealth Management Alternatives
    Franklin Templeton
    speaker image
    EL
    Emily LeMay
    Managing Director, Co-Head of Individual Markets
    Global Atlantic Financial Group
    speaker image
    DW
    David Wu
    Managing Director, Firmwide AI Head of Product & Architecture Strategy
    Morgan Stanley
    speaker image
    CM
    Cathy Marasco
    Vice President, Protected Retirement
    Nationwide Financial
    speaker image
    PA
    Peter Aliprantis
    Head of Private Wealth Americas
    EQT
    speaker image
    GD
    Glenn Dial
    Senior Retirement Strategist
    American Century Investments
    speaker image
    JT
    Jeff Taylor
    Partner, Global COO, Wealth Management Solutions
    Ares Management Corporation
    speaker image
    BL
    Bret Leas
    Partner and Co-Head of Asset Backed Finance
    Apollo Global Management
    speaker image
    LP
    Lauren Palumbo
    Vice President of Future Growth Initiatives
    Prudential Retirement Strategies
    speaker image
    ES
    Eric Satz
    Founder & CEO
    Alto IRA
    speaker image
    MB
    Michael Baron
    Co-President and Portfolio Manager
    Baron Capital
    speaker image
    NV
    Nadim Vasanji
    Managing Director and Head of Strategic Distribution & Marketing
    Northleaf Capital Partners
    speaker image
    DO
    Daniel O'Donnell
    Head of Alternatives and Investment Manager Solutions
    Citi Global Wealth
    speaker image
    NA
    Nathan Allman
    CEO
    Ondo Finance
    speaker image
    MG
    Marina Gross
    Head of Natixis Investment Managers Solutions
    Natixis Advisors LLC
    speaker image
    RL
    Roger Li
    Head of Product Management and Strategy
    Sound Point Capital Management
    speaker image
    RB
    Ryan Barrows
    Principal, Head of RIA Channel, Financial Advisor Services
    Vanguard
    speaker image
    MM
    Michael Maduell
    President
    SWFI
    speaker image
    TL
    Tara Latini
    Head of Wealth Distribution
    TIAA Wealth Management
    speaker image
    HM
    Hasan Malik
    Chief Strategy Officer
    Edward Jones
    speaker image
    US
    Umesh Subramanian
    CTO
    Citadel
    speaker image
    RS
    Rudy Sahay
    Founder & Managing Partner
    Aquarian Holdings
    speaker image
    AW
    Anthony Woodside
    Head of Multi-Sector Fixed Income & Investment Strategy
    L&G – Asset Management, America
    speaker image
    ZB
    Zineb Bennani
    CEO
    Mirova U.S
    speaker image
    JP
    Jeffrey Palma
    Head of Multi Asset Solutions
    Cohen & Steers
    speaker image
    DB
    David Botset
    Managing Director and Head of Innovation and Stewardship
    Charles Schwab
    speaker image
    JF
    Jon Feinberg
    Partner and the Head of Distribution
    ABS Global Investments
    speaker image
    RB
    Ryan Barney
    Partner
    Pantera Capital
    speaker image
    LL
    Laura Lutton
    Global Head of Research & Investment
    Morningstar
    speaker image
    AG
    Anthony Georgiades
    Founder and GP
    Innovating Capital
    speaker image
    CE
    Cheryl Evans
    Director - Lifetime Financial Security Program
    Milken Institute
    speaker image
    KF
    Kimberly Flynn
    President
    XA Investments
    speaker image
    DR
    Dominica Ribeiro
    Chief Marketing & Distribution Officer
    Breckinridge Capital Advisors
    speaker image
    BP
    Brian Parness
    Partner
    Weil, Gotshal & Manges LLP
    speaker image
    DM
    Don MacQuattie
    Senior Vice President, Leader of Institutional & Retirement
    Raymond James
    speaker image
    AK
    Ameera Khalid
    Head of Investor Relations & Communications
    Waha Capital
    speaker image
    BH
    Brooks Harrington
    CIO, Private Equity
    Federated Hermes
    speaker image
    MZ
    Marc Zeitoun
    Head of North America Product and Business Intelligence,
    Columbia Threadneedle Investments
    speaker image
    MM
    Mary Mock
    Head of Distribution
    Touchstone Investments
    speaker image
    JC
    Joy Crenshaw
    Head of Advisor Development
    Nuveen
    speaker image
    GA
    Gabriel Altbach
    Strategic Advisor
    Center for Retirement Research

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