An amazing line-up of speakers awaits you at ACE 2020—The Exceptional Advisor Conference


Andy Bernstein

Founder & CEO

Resilience Academy

Author of The Myth of Stress

Danielle Booth

CEO & Chief Strategist

Quill Intelligence LLC

Peter Conti-Brown, PhD

Assistant Professor

The Wharton School of the University of Pennsylvania

Joseph F. Coughlin, PhD


Massachusetts Institute of Technology AgeLab

Alessio de Longis, CFA®

Senior Portfolio Manager


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

Elaine Floyd, CFP®

Director, Retirement and Life Planning

Horsesmouth LLC

Meredith Jones

Alternative Investment Consultant and Author

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

Marcia Mantell


Mantell Retirement Consulting, Inc.

Robert C. Merton, PhD

Professor of Finance

MIT Sloan School of Management

John Nersesian, CPWA®, CIMA®, CFP®, CIS

Head, Advisor Education, US Global Wealth Management


Bob Rice

Managing Partner

Tangent Capital


Doug Sandler, CFA®

Global Strategist

Jeremy Siegel, PhD

Professor of Finance

Wharton School of the University of Pennsylvania

Steve Siegel


The Siegel Group

Liz Ann Sonders

Chief Investment Strategist

Charles Schwab

Scott Thayer, CIMA®

Program Director

Investments & Wealth Institute

Scott Welch, CIMA®

Chief Investment Officer


Catherine D. Wood

Founder, CEO & CIO

ARK Investment Management 

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+1 303-770-3377

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for Exceptional Advisors