ACE Academy 2022 | Investments & Wealth Institute | 15 May 2022 | Music City Center, 201 Rep. John Lewis Way S, Nashville, TN 37203

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.

And because we also understand the challenges advisors face day-to-day, we give them the practical tools and strategies they can use to put that hard-earned knowledge to work in the real world, to add measurable value to their personal practices and firms, and make a real difference for their investment and wealth management clients.

Succeeding as an advisor today means demonstrating value – both what clients get for their money and why relationships matter. The Institute’s professional designations and educational programs help advisors deliver on that value every day.

2022 Speakers

KEYNOTE

Pippa Malmgren
Former US Presidential Advisor, Former Advisor to the UK Cabinet, Best-Selling, Award-Winning Author, Tech Entrepreneur

Stanley McChrystal
Former Commander of U.S. and International Forces in Afghanistan and Co-Founder of the, McChrystal Group

Peter Sheahan
Founder and CEO, Karrikins Group

Liz Ann Sonders
Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.

SPEAKERS

Herman Brodie
Founding Director, Prospecta Limited

JC de Swaan
Lecturer in Economics, Princeton University

Christopher Geczy
Adjunct Professor of Finance, Academic Director, The Wharton Wealth Management Initiative , The Wharton School

Roger Ibbotson, Phd
Professor, Practice Emeritus of Finance at Yale School of Management

Dana Anspach, CFP®, RMA®
Founder and Chief Executive Officer, Sensible Money, LLC

Richard Bookstaber
Co-Founder and Head of Risk, Fabric

Greg Brousseau
Co-Head and Co-Chief Investment Officer of Wealth Solutions at Macquarie Asset Management (MAM)

Brandon Buckingham, JD, LLM
Vice President, Advanced Planning Retirement and Life Distribution, Prudential Annuities®

Kevin T. Carter
Chief Investment Officer and Founder, EMQQ Global

Anthony Caruso, CFA
ETF Investment Strategist, Dimensional Fund Advisors

Marguerita Cheng, CFP®
Chief Executive Officer, Blue Ocean Global Wealth

Kathlyn Collins
Vice President, Head of ESG, Matthews Asia

Tony Davidow, CIMA®
President and Founder, T. Davidow Consulting, LLC

Maddi Dessner
Director, Global Asset Class Services, Capital Group

Margaret Dorn
Senior Director, Head of ESG Indices, North America, S&P Dow Jones Indices

Greg Goin, CFP®, CIMA®, CLU®, CRPC®
Regional Vice President, RIA and Institutional MarketsAllianz Life

Elaine Floyd, CFP®
Director, Retirement and Life Planning, Horsesmouth LLC

Leslie Geller
Wealth Strategist, Capital Group

Jason Greenblath
Vice President and Senior Portfolio Manager, American Century Investments

Kelly Hahn
Executive Director, J.P. Morgan Asset Management

Lori Hardwick
Board Director Cetera Financial Group, Vestwell (Chairman) and OrionStrategic Advisory Board Member at Genstar Capital

Jean Heath
Head of Asset Manager Network, Envestnet

Steve Horan, Ph.D., CFA®, CIPM®, CAIA®
Senior Strategic Advisor for the Investments & Wealth Institute® and Associate Professor of Finance at the University of North Carolina

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Milissa Hutchinson, CAIA
Channel Head, Strategic Relationship Group, Macquarie Asset Management

Rajiv Jain
Chairman, CIO, Portfolio Manager, GQG Partners

Matt Johnston
CEO, Red Rock Strategic Partners

Barbara Kay, MA, LPC, RCC
President, Barbara Kay Coaching

Kieran Kirwan
Senior Investment Strategist, ProShares

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Lead Financial Planning Nerd for Kitces.com

Julie Littlechild
Founder, AbsoluteEngagement.com

Kristine McManus
Chief Business Development Officer, Commonwealth

Kiley Miller
Director, ESG Investment Solutions, Envestnet

Alex Neckles
Regional Director, Distribution, ImpactAssets

Jae Oh, MBA, CFP®, CLU®, ChFC®
Managing, Principal, GH2 Benefits, LLC

Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Client Portfolio Manager, Swan Global Investments

Noel Pacarro Brown, CIMA®, CPWA®
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

Dave Patchen
SVP, PCG Education & Practice Management, Raymond James

Mark Paulson
Global Hedging Business Development, Allianz Life

Mathieu Pellerin, PhD
Senior Researcher, Dimensional Fund Advisors

Penny Phillips
President & Co-founder, Journey Strategic Wealth

Bob Powell, CFP®
Editor, Retirement Management Journal

Stephen Resch
Vice President, Retirement Strategies, Finance of America Reverse

Ross Riskin, DBA, CPA/PFS, CCFC
AVP of Academic Strategy, an Associate Professor of Taxation, and the Director of the ChFC Designation Program at The American College of Financial Services

Gavin Romm
Senior Vice President and Head of Fixed Income, SMA Solutions

Rick Rosenthal
Director, North American Derivative Sales, Cboe Global Markets

Andy Rothman
Investment Strategist, Matthews Asia

Susanne Russotto
Managing Director / Head of US Retail Business Operations at AllianceBernstein

Michael Schweitzer
Director, Distribution for High Net Worth, Capital Group

Ray Sclafani
Founder, ClientWise LCC

Avi Sharon
Executive Vice President and Product Strategist, PIMCO

Steve Siegel, JD, LLM
President, The Siegel Group

Josh Stamer
Philanthropy Strategist and Senior Managing Director, Foundation Source

Dan Wanous
Business Development Officer, Thrivent Advisor Network

Gib Watson, CIMA®
Chief Strategy Officer, Swan Global Investments

Scott Welch
Chief Investment Officer for Model Portfolios at WisdomTree Asset Management

Todd Woodhead
Executive Vice President, Capital Markets, Walton Global Holdings

Eric Zeigler
Sales Director of Wealth Solutions at Macquarie Asset Management (MAM)

Liz Lenz, AIF, RCC
VP of Coaching & Advisor Productivity, Raymond James Financial

2022 Partners and Sponsors

PLATINUM PARTNERS:
• Capital Group
• GQG Partners
• Macquarie

GOLD PARTNERS:
• Allianz
• EMQQ Global
• Raymond James

CONFERENCE SPONSORS:
• Alliance Bernstein
• Bitwise
• Cetera
• National Bank
• Prudential

BRONZE PARTNERS:
• American Century Investments
• Charles Schwab
• Matthews Asia