Venue
Hilton Chicago
Hilton Chicago, 720 S Michigan Ave, Chicago, IL 60605, USA

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Event Date Sun May 4 CDT - Wed May 7 CDT (25 days ago)
In your timezone (EDT): Sun May 4 1:00am - Wed May 7 1:00am
Location Hilton Chicago
720 S Michigan Ave, Chicago, IL 60605, USA
Region Americas
Details

This is the must-attend event where investment professionals come together to spark bold ideas, tackle tomorrow’s challenges, and drive the financial industry forward. Join us for a front-row seat to innovation, collaboration, and cutting-edge insights. Whether you're shaping the future or navigating the present, LIVE 2025 is where the global leaders of tomorrow meet today.

Speakers

2025 Speakers

Daron Acemoglu
2024 Nobel Prize Winner, MIT Institute Professor, Co-Author Why Nations Fail and Power and Progress, MIT Institute

Ajay Agrawal
Economist and Professor, University of Toronto’s Rotman School of Management

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

Stephanie Braming, CFA
Partner, 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

Blair duQuesnay, CFA
Investment Advisor, Ritholtz Wealth Management

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 Furdak, CFA
Chief Investment Officer, Responsible Investment at Man Group

Daniel Gamba, CFA
President, Northern Trust Asset Management

Ilmi Granoff
Managing Member, Climate Technology Group, LLC

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

Tom Idzorek, CFA
Chief Investment Officer, Morningstar Investment Management LLC

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
Chief Financial Officer, Greenbacker

Solita Marcelli
Chief Investment Officer Americas, UBS Global Wealth Management

Brian Matt, CFA
Head of ESG Advisory, New York Stock Exchange

Brian Minns, CFA
Senior Managing Director, Responsible Investing, University Pension Plan (UPP)

Hiromichi (Hiro) Mizuno
Special Advisor to CEO, MSCI, Inc.

Lotta Moberg, CFA
Co-Founder, Wealth Horizons

Robert Novy-Marx
Lori and Alan S. Zekelman Distinguished Professor of Finance, 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

Lukasz Pomorski
Portfolio Manager and Senior Vice President, Acadian Asset Management

Michael Pompian
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

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

Tyrone Ross, Jr.
CEO & Founder / CEO, Turnqey Labs, Inc. / 401 Financial

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, Speaker, and Executive Coach, Institute of Life

Liz Simmie
Co-Founder, Honeytree Investment Management

Denise Simon
Portfolio Manager & Analyst, Lazard Asset Management LLC

Jon Spinney, CFA
Chief Investment Officer & VP, Quantitative Investing

Ehren Stanhope, CFA
Principal, Portfolio Manager, 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

Ingrid Tierens, CFA
Head of Data Strategy, Goldman Sachs

Wylie Tollette, CFA
Executive Vice President and Chief Investment Officer, Franklin Templeton Investment Solutions

François Trahan
President, The Macro Institute

Nerina Visser, CFA
Strategist & Financial Advisor, PCR MEA region, CFA Institute

Charlie Walker-Wise
Practitioner, Royal Academy of Dramatic Art

Mike Wallberg, CFA
Host, Enterprising Investor; Principal and Head of Marketing and Communications, Leith Wheeler Investment Counsel

Amanda White
Director of International, Conexus Financial

Kai Wu
Founder and Chief Investment Officer, Sparkline Capital

Fanesca Young, CFA
Senior Vice President, Director of Equity Portfolio Management, Acadian

Peter Zeihan
Geopolitical Strategist, Zeihan on Geopolitics

Sponsors & Partners

2025 Sponsors

PRESENTING SPONSORS:
• Neuberger Berman
• Invesco QQQ

LEAD SPONSORS:
• Factset
• Morningstar

ASSOCIATE SPONSOR:
• Baillie Gifford

WIFI SPONSOR:
• Canvas

CONFERENCE APP SPONSOR:
• Loomis|Sayles

PICKLEBALL SPONSOR:
• Nasdaq

SPECIALTY COFFEE STATION SPONSOR:
• Principal Asset Management

SHOWCASE HEADPHONE SPONSOR:
• Prometric

SUPPORTER SPONSORS:
• Kinsted Wealth
• Private Clients
• Pension Fund
• FitchRatings
• Sanlam