2020 Investment Advisor Forum: Innovations & Investing

Register Now

Featured Speakers

 

(Speakers subject to change)

General Session 1: Unexpected places to understand Risk

Allison Schreger 8 - 9:15 a.m. February 13, 2020

General Session 2: Panel - The Intersection of Wealth Planning and Technology

Moderator: Sterling Shea, Global Head of Wealth and Asset Management at Dow Jones, Panelists: Sarah Mouser, Andrew Altfest. Robert Waldele 9:45 - 11 a.m. February 13, 2020

General Session 3: An Ever Changing Investment Backdrop, or, the Down Side to Anchoring

Johnathan Golub, Managing Director and Chief U.S. Equity Strategist, Credit Suisse 4:15 - 5:15 p.m. February 13, 2020

General Session 4: China Update

Andy Rothman, Investment Strategist, Matthews Asia 8 - 9 a.m. February 14, 2020

General Session 5: The Washington Update

Jeff Bush 9:15 - 10:15 a.m. February 14, 2020

General Session 6: Women Entreprenuers

Allison Parc 10:30 - 11:30 a.m. February 14, 2020

General Session 7: Ethics and Leadership

Sheelah Kolhatkar 11:30 a.m. - 12:30 p.m. February 14, 2020

Ivy League Speakers from these top schools:

Key Themes

  • The State of Portfolio Management 
  • Economic and Political Outlooks
  • Applied Behavioral Finance
  • Investment Product Landscape
  •  

 

Thank You to Our Partners and Sponsors

capital group logo