Experience 2024 | Investments & Wealth Institute | 7 April 2024 | The Wynn Las Vegas, 3131 Las Vegas Blvd S, Las Vegas, NV 89109, USA

Experience 2024 is the Investments & Wealth Institute's flagship annual conference and the largest association-based event in the industry.

Who attends this conference?
1,200+ attendees from all business channels. Experience 2024 is the only advisor conference that truly reflects the advice profession it serves. Attendees represent every advisory channel including wirehouses, independent advisors, RIA and executives that support the industry.

2024 Speakers

Rashmi Badwe
Chief Operating Officer, Wealth Management, TIAA

Danielle DiMartino Booth
CEO and Chief Strategist, QI Research

John Bowen
Founder and Chief Executive Officer, CEG Worldwide

Ian Bremmer
President & Founder, Eurasia Group & GZERO Media

Gray Bullard
Account Manager and Enrollment Counselor

Rick Casagrande
Team Lead, Portfolio Advisory, Invesco

Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic

Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Joe Coughlin
Director, Massachusetts Institute of Technology AgeLab

Alessio de Longis
Head of Investments, Solutions, Invesco

Sara Dorosti
Senior Wealth Strategist, Comerica Bank

April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Leslie Geller
Wealth Strategist, Capital Group, home of American Funds

Emily Gray
Managing Director, Product Management – Custom Core, Parametric

Mo Haghbin
Head of Solutions, Multi-Asset Strategies, Invesco

Timothy D. Hauser
Deputy Assistant Secretary of Program Operations of the Employee Benefits Security Administration, U.S. Department of Labor

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Earl Hunt
Chairman and Chief Executive Officer, Apollo Debt Solutions

Jill Jensen
Managing Director, Alternative Specialist, Nuveen

Amanda Jacobi
Vice President and Manager, Territory Sales, American Century Investments

Hoon Kim
Founder and Chief Investment Officer, Quantinno Capital Management

Kieran Kirwan
Director of Investment Strategy, ProShares

Annalee Kruger
President, Owner, and Founder, Care Right Inc.

Mike Kurz
Director of Programs, Investments & Wealth Institute

Paul S. Lee
Chief Tax Strategist, The Northern Trust Company

Brian Levitt
Global Market Strategist, Invesco

Vince Lorusso
President and Chief Executive Officer, Partner and Portfolio Manager, Clough Capital Partners

Liz Michaels
Managing Director, BlackRock, Co-Head, Aperio

Ashley Murphy
Cross-border financial advisor, Arete Wealth Strategists Australia

Betsy Myers
Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati

Annette Nellen
Professor and Director of the MST Program, San José State University

John Nersesian
Head of Advisor Education, PIMCO

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

Steve Parrish
Co-Director, Center for Retirement Income, The American College of Financial Services

Judith Pearson
Family Office and Trustee Liability Group Leader, Woodruff Sawyer

Alanah Phillips
Founder, Troublemaker, Advisor Launch Lab

Betsy Piper/Bach
President, ASAE Business Services

Robert Powell III
Editor-in-Chief, Retirement Management Journal

Peter Repetto
Vice President, Investment Strategist, iCapital

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

Ross Riskin
Chief Learning Officer, Investments & Wealth Institute

Jeff Rodriguez
President, 360One

Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Kevin Sanchez
Senior Vice President - Investments, Morgan Stanley Graystone Consulting

Michael Sandel
Political Philosopher, Professor of Government, Harvard University

Kyla Scanlon
Founder, Bread

David Selbovitz
Head of Portfolio Strategy and Analytics, MassMutual Investments

Steve Siegel
President, The Siegel Group

Roger D. Silk
CEO and Co-founder, Sterling Foundation Management

Corey Silva
Senior Vice President, Bluerock Capital Markets

Mike Simolo
Advanced Planning Consultant, Commonwealth Financial Network

Miguel Sosa
Client Portfolio Manager, Head of Market Research and Strategy, Bluerock

Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy

Bruce Stewart
Managing Partner and Chief Investment Officer, SRS Family Office Advisory

Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab

Sandra Testani
Head of ETF Product and Strategy, American Century Investments

Margaret Towle
Founder and Chief Executive Officer, Yakima River Partners

Marty Verdick
Senior Director, Washington National Tax Office, RSM US LLP

Scott Welch
Founder, UnconstrainedThought

David Wu
Head of AI & Knowledge Management, Morgan Stanley Wealth Management

2024 Partners & Sponsors

PLATINUM PARTNERS:
• Invesco QQQ
• Janus Henderson Investors

GOLD PARTNERS:
• Capital Group
• Charles Schwab

SPONSORS:
• Bitwise
• Clough Capital Partners
• iCapital
• MassMutual Investments
• Nuveen
• Quantino
• Raymond James

BRONZE PARTNERS:
• American Century Investments
• Finance of America