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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 |
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.
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
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