ACE Academy 2021 | Investments & Wealth Institute | 26 April 2021 | Livestream

Join our Academic All Stars from Harvard, Yale, Stanford, Wharton, MIT and Chicago Booth as they come together to share their vision for the investment landscape in the face of disruption. Designed to be a Master class-style event, we are bringing together the hottest and most sought-after industry disrupters in the field.

You’ll learn from popular, industry-defining thought leaders considered to be shaking things up and authorities on what the future of wealth management will look like.

These collegiate, Ivy League leaders are highly accomplished and include Nobel prize winners and New York Times bestsellers. Our speakers include 12 PhDs, 9 tenured professors, 3 economists, 2 psychologists and 2 JDs, eager to share their insights and strategies to help you move your career and business forward.

So, get ready to REIMAGINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us, virtually, for this All-Star academic line up for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.

2021 Speakers

Sir Angus Deaton, PhD
Professor of Economics and International Affairs, Princeton University

Robert Merton, PhD
Distinguished Professor of Finance, MIT Sloan School

Dambisa Moyo, PhD
Global Economist, Author, Speaker, New York Times Best-Selling Author

Raghuram Rajan, PhD
Katherine Dusak Miller Distinguished Service Professor of Finance, University of Chicago, Booth School of Business

James Clear
Personal Development Keynote Speaker, #1 New York Times Bestselling Author

Olivia Mitchell, PhD
International Foundation of Employee Benefit Plans Professor, Wharton

Joseph Coughlin, PhD
Director of the Massachusetts Institute of Technology AgeLab

Mihir Desai, PhD
Mizuho Financial Group Professor of Finance, Harvard Business School

Jo Boaler, PhD
Nomellini & Olivier Professor of Education, Stanford University

Daylian Cain, PhD
Senior Lecturer, Negotiations & Ethics, Yale School of Management

Toby Moskowitz, PhD
Inaugural Dean Takahashi ’80 B.A., Professor of Finance, Yale School of Management

Kathleen Fitzgerald
Adjunct Associate Professor of Management and Senior Director of Academic Support, University of Chicago, Booth School of Business

Tony Davidow, CIMA®
President & Founder at T. Davidow Consulting, LLC

Patrick Collins, PhD, CFA®, CLU®
Founding Principal, Schultz Collins

Courtney Pullen
President of the Pullen Consulting Group

Scott Weiner, PhD
Head of Quantitative Strategy Exchange Traded Products, Author

Jeff Kluge
Managing Director, The Global Impact Investing Initiative

Mark Gochnour, CPA, CFA®
Head of Global Client Services Group & Vice President, Dimensional Fund Advisors

Marlena Lee, PhD
Global Head of Investment Solutions, Dimensional Fund Advisors

Leslie Geller, J.D., LLM
Wealth Strategist, Capital Group

Angie O’Leary
Head of Wealth Planning, RBC Wealth Management-U.S

Jennifer Pearce
VP, Business Development, Transamerica

Kelly Walsh, CIMA®, RCC®​
Coast Capital Wealth Management (British Columbia)

Peter Durante
Managing Director / Global Lead for Technology & Innovation, Macquarie Infrastructure and Real Assets (MIRA)

Jean-Roch Sibille
SVP Chief Risk Officer, Allianz Life of North America

Ed Rosenberg
Senior Vice President, Head of Exchange Traded Funds, American Century

Jared Franz
Economist, Capital Group

Ashish K. Jha, M.D., M.P.H.
Dean, Brown University School of Public Health

Kevin Carter
Founder and CIO, EMQQ

Winnie Chwang
Portfolio Manager, Matthews Asia

John Paul Lech
Portfolio Manager, Matthews Asia

Jeremy Murden
Portfolio Strategist, Matthews Asia

Andy Rothman
Investment Strategist, Matthews Asia

2021 Sponsors and Partners

PLATINUM PARTNERS:
• Delaware Funds
• PIMCO

GOLD PARTNERS:
• Capital Group
• Raymond James

SPONSORS:
• Allianz
• Dimensional
• EMQQ
• Matthews Asia

BRONZE PARTNERS:
• American Century Investments
• Charles Schwab
• Thrivent