Investments & Wealth Strategy Forum 2023 -New York City | Investments & Wealth Institute | 28 November 2023 | New York Marriott Marquis, 1535 Broadway, New York, NY 10036, USA

The most successful financial advisors know there’s more to client satisfaction than portfolio construction. You need the expertise and strategies to help them grow, steward and preserve their wealth.

Join us at our annual Strategy Forum, where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving you the strategies to differentiate yourself from the sea of other financial advisors.

Who Should Attend
Seasoned practitioners that want to remain competitive and stay at the forefront of the industry:

• CIMA®, CPWA®, RMA® and other accredited designations
• Advanced investment consulting and wealth management professionals
• Advanced financial planners, retirement advisors, and private wealth advisors

2023 Speakers

Jeffrey R. Brooks, JD
Senior Wealth Strategist, Specialist Consulting Group, Janus Henderson Investors

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

Joseph Coughlin, PhD
Director, Massachusetts Institute of Technology AgeLab

Tony Davidow, CIMA®
Senior Alternatives Investment Strategist, Franklin Templeton Institute

Maddi Dessner, CFA®
Director of Asset Class Services, Capital Group

Brad Dillon
Partner, Tax & Estate Strategy, Andreessen Horowitz

LeTian Dong, RMA®, CFP®, WMCP®, RICP®, ChFC®
Chief Growth Officer, Midas Wealth

Michael Finke, PhD, CFP®
Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services

Chris Geczy, PhD
Adjunct Professor of Finance, Academic Director, Wharton Wealth Management Initiative, Academic Director, Jacobs Levy Equity Management Center

Paige Goepfert, CPA®, MST, CSEP
Managing Director, Andersen Tax LLC

Pete Golden
Chief Sales and Distribution Officer, Individual Retirement, Equitable

David Gordon, CPWA®, CFA®
Senior Vice President, Direct Indexing, Vestmark

Laura Gregg
Director of Practice Management and Advisor Research, Host of The Flexible Advisor podcast, FlexShares Exchange Traded Funds

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

Kerry Hannon
Workplace futurist, author, senior columnist

Bonnie Harper, CPWA®, CFP®, RICP®, CLU®
Vice President, Private Wealth Consulting, Raymond James

Brian Kersmanc
Portfolio Manager, GQG Partners

Surya P. Kolluri
Head of the TIAA Institute, TIAA Institute, a think-tank within TIAA

Liz Lindsay-Ochoa, CPWA®, JD, LLM
Private Wealth Strategist, Raymond James

Stephanie Link
Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors

Jeff Park, CFA®
Portfolio Manager, Head of Alpha Strategies, Bitwise Asset Management

Robert Powell, RMA®, CFP®
Editor, Retirement Management Journal

Steve Resch
Vice President, Retirement Strategies, Finance America Reverse

Gabriela Santos
Managing Director, Global Market Strategist, J.P. Morgan Asset Management

Lisa Shalett
Chief Investment Officer, Wealth Management, Morgan Stanley

Suzanne B. Shu
John S. Dyson Professor, Cornell University

Steve Siegel, JD, LLM
President, The Siegel Group

Bill Smead
Chief Investment Officer, Smead Capital Management

Shane Snow
Entrepreneur, Journalist, Author, Co-Founder, Contently

Amanda Stahl
Director, Longevity Planning, Raymond James

Brian A. Thompson
Clinical Professor of Economics, Director of the Economics Undergraduate Program, Richard H. Driehaus College of Business, DePaul University

Steve Weisman, JD
Professor, Bentley University; Editor, Scamicide.com

2023 Sponsors

PLATINUM PARTNERS:
• Janus Handerson
• Macquairie
• SS&C

GOLD PARTNERS:
• Capital Group
• Raymode James

PRESENTING SPONSORS:
• Bitwise
• Equitable
• Finance
• GQG
• SMEAD
• Vestmarks

BRONZE PARTNERS:
• American century Investments
• Charles Schwab