CNBC Financial Advisor Summit 2024 | CNBC Events | 21 May 2024 | Webinar

A bull market powered by enthusiasm around AI and anticipation of possible Federal Reserve interest rate cuts are giving investors a lot of momentum heading into the rest of 2024. But given how hot the markets are running right now, a correction could be coming, and increased unemployment and lower inflation could slow overall growth. While this might cause some pain in the near-term it could also create buying and repositioning opportunities for investors willing to bet on a 2025 rebound, likely helped by an end to the election cycle and certainty around Fed rate decisions.

In this edition of this summit, we’ll talk to market experts, economists, and top investors about what they’re seeing and what the rest of the year might have in store.

What:
• Premier financial advisors discuss the risks ahead, potential buying opportunities, and tools advisors can use to generate consistent returns while minimizing downside

Who:
• Top advisors
• investors
• market experts
• technologists
• economists

Why:
• Hear from financial experts and network with the nation’s top advisors

2024 Speakers

Tom Lee
Co-Founder, Managing Partner & Head of Research, Fundstrat Global Advisors

Carla Harris
Senior Client Advisor, Morgan Stanley

Mike Novogratz
Founder & CEO, Galaxy Digital

Michael Saylor
Executive Chairman, MicroStrategy

Joyce Chang
Chair of Global Research, J.P. Morgan

Helima Croft
Head of Global Commodity Strategy, RBC Capital Markets

Courtney Garcia
Senior Wealth Advisor, Payne Capital Management

Steve Kornacki
National Political Correspondent, NBC News & MSNBC

Tim Maurer
Chief Advisory Officer, SignatureFD

Penny Pennington
Managing Partner, Edward Jones

Robert Schein
Chief Investment Officer, Blanke Schein Wealth Management

Tim Seymour
Founder & Chief Investment Officer, Seymour Asset Management

Michael Sonnenshein
CEO, Grayscale Investments

Savita Subramanian
Head of U.S. Equity Strategy and U.S. Quantitative Strategy, Bank of America

Jared Walczak
Vice President of State Projects, Tax Foundation

David Woo
CEO, David Woo Unbound

Sara Eisen
“Squawk on the Street” & “Money Movers” Co-Anchor, CNBC

Sharon Epperson
Senior Personal Finance Correspondent, CNBC

Robert Frank
Wealth Editor, CNBC

Frank Holland
"Worldwide Exchange” Anchor, Transports & Tech Correspondent, CNBC

Melissa Lee
“Fast Money” Host, CNBC

Tyler Mathisen
Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC

Leslie Picker
Senior Finance and Banking Reporter, CNBC

Kate Rooney
Technology Reporter, CNBC

MacKenzie Sigalos
Reporter, CNBC

Brian Sullivan
Anchor, CNBC

Daniel Close
Head of Municipals, Nuveen

Saira Malik
Chief Investment Officer, Nuveen

2024 Sponsor

PLATINUM SPONSOR:
• Nuveen