Venue
Virtual Event

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Oct 12 UTC (about 1 year ago)
In your timezone (EST): Wed Oct 11 8:00pm - Wed Oct 11 8:00pm
Location Virtual Event
Region All
Details

Join us and talk with top advisors, investors, market experts, technologists, and economists about what advisors can do now to position their clients for the best possible outcomes as we head into the last quarter of 2023, and face the unknown in 2024. Premier financial advisors discuss the risks ahead, potential buying opportunities, and tools advisors can use to generate consistent returns while minimizing downside. Hear from financial experts and network with the nation’s top advisors.

Speakers

2023 Speakers

Jeff Smith
CEO & CIO, Starboard Value

Cathie Wood
CEO, ARK Invest

Leon Cooperman
CEO, Omega Advisors

Paula Campbell Roberts
Managing Director & Chief Investment Strategist, Private Wealth Partners, KKR

Lazetta Rainey Braxton
Co-Founder & Co-CEO, 2050 Wealth Partners

Jay Clayton
Senior Policy Advisor & Of Counsel, Sullivan & Cromwell

Jo Ann Corkran
Co-CEO & Managing Partner, Golden Seeds

Dan Doonan
Executive Director, National Institute on Retirement Security

George Farra
Co-Founder & Principal, Woodley Farra Manion Portfolio Management

Mary Beth Franklin
Social Security Expert

Tracy Kasper
President, National Association of REALTORS®

Mason King
Principal & Portfolio Manager, Luther King Capital Management

Holly Newman Kroft
Managing Director, Neuberger Berman

Mel Lagomasino
CEO & Managing Partner, WE Family Offices

Sarah Levy
CEO, Betterment

David Rea
President, Salem Investment Counselors

Nancy Tengler
CEO & Chief Investment Officer, Laffer Tengler Investments

Joe Veranth
CIO & Portfolio Manager, Dana Investment Advisors

Rodney Williams
Co-founder, SoLo Funds

Deirdre Bosa
Anchor, CNBC

Morgan Brennan
Overtime” Co-Anchor, CNBC

Sara Eisen
Anchor, CNBC

Sharon Epperson
Senior Personal Finance Correspondent, CNBC

Kelly Evans
Anchor, “The Exchange” and Co-Anchor, “Power Lunch”, CNBC

Melissa Lee
Host, CNBC

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

Diana Olick
Senior Climate and Real Estate Correspondent, CNBC

Jim Pavia
Senior Editor, Personal Finance, CNBC

Leslie Picker
Senior Finance and Banking Reporter, CNBC

Becky Quick
Co-Anchor, CNBC

Sponsors & Partners

2023 Sponsors

• Interactive Brokers
• Nuveen
• State Street