ACE Academy 2023 | Investments & Wealth Institute | 30 April 2023 | Marriott Marquis San Diego Marina, 333 W Harbor Dr, San Diego, CA 92101, USA

ACE Academy is the Investment & Wealth Institute's flagship annual conference and the largest association-based event in the industry.

ACE Academy is the gathering place for the world's top advisors. Join 1,200+ prestigious professionals, as they assemble over 3.5 days while earning up to 20 premier CE hours.

ACE Academy is the educational epicenter of new ideas and disruption. Where we assemble the brightest, most successful and insightful industry thought-leaders, in San Diego, a city known for innovation, economic growth and forward-thinking ideas.

Attendees will have access to the most relevant knowledge, insights and tools required to best serve their clients and distinguish their expertise in a global, and highly competitive marketplace.

2023 Speakers

Jo Boaler, PhD
Nomellini & Olivier Professor in the Graduate School of Education, Stanford University

David Kelly, CFA®
Managing Director, Chief Global Strategist, J.P. Morgan Asset Management

Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Chief Financial Planning Nerd, Publisher, Podcast Author

Anja Manuel
Executive Director, Aspen Security Forum, Co-Founder, Rice, Hadley, Gates, & Manuel LLC

Jeremy Siegel, PhD
Professor of Finance, Wharton School of the University of Pennsylvania

Schyler Adams
Director, Advanced Strategies & Planning Platforms, Allianz Life Insurance Company of North America

Anastasia Amoroso, CFA
Managing Director, Chief Investment Strategist, iCapital

Kristy L. Archuleta, PhD, LMFT, CFT-I
Financial Therapy Trailblazer, Financial Behavior Keynote Group

Carolyn Armitage, CIMA, CFP
President, Thrivent Advisor Network

Joseph Barrato
CEO, Director of Investment Strategies, Arrow Funds

Richard Beckel
Vice President-Sr. Manager, Practice Management and Teams, RBC Wealth Management

David Blanchett, PhD, CFA, CFP
Managing Director and Head of Retirement Research, PGIM DC Solutions

John J. Bowen
Founder and Chief Executive Officer, CEG Worldwide

Gregory Brousseau
Co-Head of Wealth Solutions, Macquarie Asset Management

Drew Brown, CFA
Vice-President, Head of Wealth Consulting, CGI

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

Nick Bruce
Founding Partner and Head of Investments & Research, Arqitel

Marguerita Cheng, CFP, RICP
CFP Pro, Blue Ocean Global Wealth

Corey Ciocchetti, JD
Associate Professor of Business Ethics and Legal Studies, Daniels College of Business, University of Denver

Kathlyn Collins, CAIA
Vice President, Head of Responsible Investment and Stewardship, Matthews Asia

Megan Ekleberry
Vice President, Territory Sales, American Century

Lisa Featherngill
Senior Vice President and National Director, Comerica Wealth Management

Leslie Geller
Wealth Strategist, Capital Group | American Funds

Alex Hagmeyer
Senior Director Quantitative Research, SS&C ALPS Advisors

Philipp Hecker
Co-Founder and CEO, Bento Engine

Mike Hemmert
Chief Sales Officer, Asset-Map Holdings

Stephen M. Horan, PhD, CFA, CIPM, CAIA
Executive Director, Financial Planning Review; Director, Master of Science in Finance and Investment Management, University of North Carolina Wilmington

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Joyce Huang, CFA
Vice President, Senior Client Portfolio Manager, American Century Investments

Jenny Kellams
Director, Investment Strategy, DUNN Capital Management

Kieran Kirwan, CAIA
Senior Investment Strategist, ProShares

Courtney Lee
Investment Strategist, Dimensional Fund Advisors

Nathan Lew, CFP, ChFC, CLU, RICP
Advanced Markets Director, Equitable

Michael Liersch, PhD
Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company

Julie Littlechild
Founder and CEO, Absolute Engagement

Jessica Mellos
Director, Mergers & Acquisitions Consulting - Practice Management, Commonwealth

Andrea Mody
Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management

John Nersesian, CIMA, CPWA, CFP, CIS
CPWA® Faculty Member

Wade Pfau, PhD, CFA, RICP
Professor of Retirement Income, The American College of Financial Services

Stephen J. Resch
Vice President, Retirement Strategies Division, Finance of America Reverse

Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Investments & Wealth Institute

Daniil Shapiro, CFA®, FRM, CIPM
Director, Product Development, Cerulli Associates

Sterling Shea
Head of Practice Strategy, Morgan Stanley

Steve Siegel, JD, LLM
President, The Siegel Group

Danielle Singer, CFA®
Head of North America Client Solutions, Invesco

Matt Sommer, PhD, CFP®, CFA®
Head of Specialist Consulting Group, Janus Henderson Investors

Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy

Vivek Tanneeru
Portfolio Manager, Matthews Asia

Brian Ullsperger, CIMA
Managing Director, Andersen

Brett Van Bortel
Senior Director Consulting Development and Delivery, Invesco

Sean Walters, CAE
Chief Executive Officer, Investments & Wealth Institute

Dan Wanous
Business Development Officer, Thrivent Advisor Network

Tim Wilkinson, CIMA, CFS, CMFC
Executive Consultant, Invesco

Erika Williams
Vice President, Client Development, RSF Social Finance

2023 Sponsors and Partners

PLATINUM PARTNERS:
• Invesco
• Janus Henderson Investors
• Macquarie
• SS&C

GOLD PARTNERS:
• Allianz Life Insurance Company of North America
• Capital Group - American Funds
• CGI
• FLX Networks

PRESENTING SPONSORS:
• Bitwise Asset Management
• Equitable
• Finance of America Reverse
• iCapital
• Matthews Asia
• National Bank Independent Network
• WisdomTree

BRONZE PARTNERS:
• American Century Investments
• Charles Schwab
• RBC Wealth Management
• Vestmark

SPONSORS:
• Arrow Funds
• Arqitel
• Asset-Map
• Ave Maria Mutual Funds
• Bento Engine
• City National Rochdale
• Commonwealth Financial Network
• Dimensional Fund Advisors
• DPL Financial Partners
• eMoney
• Foundation Source
• GQG Partners
• InvestmentNews
• Loomis, Sayles & Company
• Olive & Cocoa
• ProShares|ProFunds
• Raymond James, RIA & Custody Services
• Thrivent Advisor Network
• Thrivent Asset Management
• USCF Investments
• YCharts

FLX ROW:
• Astor Investment Management
• Barings
• Credit Suisse Asset Management
• Cramer Rosenthal McGlynn, LLC
• Horter Investment Management
• Innovative Portfolios
• Northeast Investors Trust
• 1WS Capital Advisors

EDUCATION PARTNERS:
• Chicago Booth Executive Education
• Yale School of Management (CIMA & CPWA)