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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 |
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.
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
2023 Sponsors
• Interactive Brokers
• Nuveen
• State Street