Peter Conti-Brown, PhD
Assistant Professor
The Wharton School of the University of Pennsylvania
Dr. Mehir Desai
Mizuho Financial Group Professor of Finance and a Professor of Law
Harvard Law School
Devin Ekberg, CFA®, CPWA®, CIMA®
Chief Learning Officer & Managing Director of Professional Development
Investments & Wealth Institute
Susan E. Kay
Vice President and Director of Business Development
MFS Fund Distributors, Inc.
Doris Kearns Goodwin
Presidential Historian, Public Speaker and Pulitzer Prize-winning Author
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Partner and the Director of Wealth Management
Pinnacle Advisory Group
John Nersesian, CPWA®, CIMA®, CFP®, CIS
Head, Advisor Education, US Global Wealth Management
PIMCO
Note: Speakers are subject to change.
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