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All Speakers: Experience 2024
View all speakers for Experience 2024 and read their bios and session details.
Rashmi Badwe
Chief Operating Officer, Wealth Management, TIAA
![](https://a-us.storyblok.com/f/1016289/500x400/4841cd96b1/rashmi-badwe-5-4.jpg/m/500x385)
Danielle DiMartino Booth
CEO and Chief Strategist, QI Research
![](https://a-us.storyblok.com/f/1016289/500x399/6929eb5157/danielle-dimartino-booth-tr.jpg/m/500x385)
John Bowen
Founder and Chief Executive Officer, CEG Worldwide
![](https://a-us.storyblok.com/f/1016289/810x694/205cac579b/john4.jpg/m/640x493)
Ian Bremmer
President & Founder, Eurasia Group & GZERO Media
![](https://a-us.storyblok.com/f/1016289/300x240/3131c798d1/bremmer-ian-headshot-tr.jpg/m/300x231)
Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/5720cc520b/rick-casagrande-5-4.jpg/m/640x493)
Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic
![](https://a-us.storyblok.com/f/1016289/498x398/70e38c9686/clayton-chander-5-4.jpg/m/498x383)
Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
![](https://a-us.storyblok.com/f/1016289/1900x1528/2f71b73ebe/jeffrey-brooks-5-4.jpg/m/640x493)
Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth
![](https://a-us.storyblok.com/f/1016289/3347x2191/0671184ed9/margueritacheng1.jpg/m/640x493)
Joe Coughlin
Director, Massachusetts Institute of Technology AgeLab
![](https://a-us.storyblok.com/f/1016289/662x533/865578354c/joe-coughlin-5-4.jpg/m/640x493)
Alessio de Longis
Head of Investments, Solutions, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/1dfe7b572a/alessio-de-longis-5-4.jpg/m/640x493)
Sara Dorosti
Senior Wealth Strategist, Comerica Bank
April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
![](https://a-us.storyblok.com/f/1016289/279x231/c056f0661b/april-ferrell-exec.jpg/m/279x214)
Leslie Geller
Wealth Strategist, Capital Group, home of American Funds
![](https://a-us.storyblok.com/f/1016289/600x480/bbffe73669/leslie-geller-5-4.jpg/m/600x462)
Emily Gray
Managing Director, Product Management – Custom Core, Parametric
![](https://a-us.storyblok.com/f/1016289/736x589/7bc95c29f6/emily-gray-5-4.png/m/640x493)
Mo Haghbin
Head of Solutions, Multi-Asset Strategies, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/f3fd08f0d0/mo-haghbin-5-4.jpg/m/640x493)
Timothy D. Hauser
Deputy Assistant Secretary of Program Operations of the Employee Benefits Security Administration, U.S. Department of Labor
![](https://a-us.storyblok.com/f/1016289/1500x959/3f68f05e7c/timothy-d-hauser-1.jpg/m/640x493)
Matt Hougan
Chief Investment Officer, Bitwise Asset Management
![](https://a-us.storyblok.com/f/1016289/3153x2506/829b045f09/matt-hougan-5-4.jpg/m/640x493)
Earl Hunt
Chairman and Chief Executive Officer, Apollo Debt Solutions
![](https://a-us.storyblok.com/f/1016289/2400x1920/7c38863a56/earl-hunt-5-4.jpg/m/640x493)
Jill Jensen
Managing Director, Alternative Specialist, Nuveen
![](https://a-us.storyblok.com/f/1016289/501x401/12453f4ffd/jill-jensen-5-4.jpg/m/501x385)
Amanda Jacobi
Vice President and Manager, Territory Sales, American Century Investments
![](https://a-us.storyblok.com/f/1016289/1500x1200/e54904d2ab/amanda-jacobi-5-4.jpg/m/640x493)
Hoon Kim
Founder and Chief Investment Officer, Quantinno Capital Management
![](https://a-us.storyblok.com/f/1016289/4207x3366/20ad2a9415/hoon-kim-5-4.jpg/m/640x493)
Kieran Kirwan
Director of Investment Strategy, ProShares
![](https://a-us.storyblok.com/f/1016289/1834x1467/69adb8af42/kieran-kirwan-5-4.jpg/m/640x493)
Annalee Kruger
President, Owner, and Founder, Care Right Inc.
![](https://a-us.storyblok.com/f/1016289/500x400/68a2399677/annalee-kruger-5-4.jpg/m/500x385)
Mike Kurz
Director of Programs, Investments & Wealth Institute
![](https://a-us.storyblok.com/f/1016289/500x400/e39b1a035b/mike-kurz.jpg/m/500x385)
Paul S. Lee
Chief Tax Strategist, The Northern Trust Company
![](https://a-us.storyblok.com/f/1016289/2400x1931/bb7711e28e/paul-lee.jpg/m/640x493)
Brian Levitt
Global Market Strategist, Invesco
![](https://a-us.storyblok.com/f/1016289/500x400/5d500176c5/brian-levitt-5-4.jpg/m/500x385)
Vince Lorusso
President and Chief Executive Officer, Partner and Portfolio Manager, Clough Capital Partners
![](https://a-us.storyblok.com/f/1016289/300x240/b2d274bf6d/vince-lorusso-5-4.jpg/m/300x231)
Kristine McManus
Vice President, Chief Advisor Growth Officer, Commonwealth
![](https://a-us.storyblok.com/f/1016289/5000x4000/69807159f2/kristine-mcmanus-5-4.jpg/m/640x493)
Liz Michaels
Managing Director, BlackRock, Co-Head, Aperio
![](https://a-us.storyblok.com/f/1016289/299x239/01053e5861/liz_michaels-5-4.png/m/299x230)
Ashley Murphy
Cross-border financial advisor, Arete Wealth Strategists Australia
![](https://a-us.storyblok.com/f/1016289/720x602/fc57b436af/ashley-murphy-web2.jpg/m/640x493)
Betsy Myers
Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati
![](https://a-us.storyblok.com/f/1016289/500x400/a1e6070446/betsy-myers-tr.jpg/m/500x385)
Annette Nellen
Professor and Director of the MST Program, San José State University
![](https://a-us.storyblok.com/f/1016289/533x426/42ff2aa473/annette-nellen-5-4.jpg/m/533x410)
John Nersesian
Head of Advisor Education, PIMCO
![](https://a-us.storyblok.com/f/1016289/375x298/c0d8c20e18/john-nersesian.jpg/m/375x288)
Noel Pacarro-Brown
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
![](https://a-us.storyblok.com/f/1016289/500x397/ded6a914d9/noel-pacarro-brown.jpg/m/500x385)
Steve Parrish
Co-Director, Center for Retirement Income, The American College of Financial Services
![](https://a-us.storyblok.com/f/1016289/720x575/f3bb1c6a5e/steve-parrish.jpg/m/640x493)
Judith Pearson
Family Office and Trustee Liability Group Leader, Woodruff Sawyer
![](https://a-us.storyblok.com/f/1016289/600x480/5e808a136e/judith-pearson-5-4.jpg/m/600x462)
Alanah Phillips
Founder, Troublemaker, Advisor Launch Lab
Betsy Piper/Bach
President, ASAE Business Services
![](https://a-us.storyblok.com/f/1016289/1720x1376/e6b3a6c1d6/betsy-piper-bach-5-4.jpg/m/640x493)
Robert Powell III
Editor-in-Chief, Retirement Management Journal
![](https://a-us.storyblok.com/f/1016289/500x400/aaf2c50d97/robert-powell.jpg/m/500x385)
Peter Repetto
Vice President, Investment Strategist, iCapital
![](https://a-us.storyblok.com/f/1016289/800x640/a6bd5571fe/peter-repetto-5-4.jpg/m/640x493)
Steve Resch
Vice President, Retirement Strategies, Finance of America Reverse
![](https://a-us.storyblok.com/f/1016289/1569x1255/185c88b541/steve-resch-5-4.jpg/m/640x493)
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
![](https://a-us.storyblok.com/f/1016289/624x500/b10483dd21/ross-riskin-hs.jpg/m/624x480)
Jeff Rodriguez
President, 360One
![](https://a-us.storyblok.com/f/1016289/1047x838/7abf29fbdb/jeffrey-rodriguez-5-4.jpg/m/640x493)
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Kevin Sanchez
Senior Vice President - Investments, Morgan Stanley Graystone Consulting
![](https://a-us.storyblok.com/f/1016289/2580x2064/3095d4e3d7/kevin-sanchez-5-4.jpg/m/640x493)
Michael Sandel
Political Philosopher, Professor of Government, Harvard University
![](https://a-us.storyblok.com/f/1016289/500x400/3e3eb44211/michael-sandel.jpg/m/500x385)
Kyla Scanlon
Founder, Bread
![Photo Credit: Alex Colorito](https://a-us.storyblok.com/f/1016289/241x194/aaff13ab74/kyla-scanlon-5-4.jpg/m/241x185)
David Selbovitz
Head of Portfolio Strategy and Analytics, MassMutual Investments
![](https://a-us.storyblok.com/f/1016289/1251x1001/1e1ab9db14/david-selbovitz-5-4.jpg/m/640x493)
Raj Sharma
Managing Director—Wealth Management, Head of the Sharma Group, Private Wealth Advisors, Merrill Lynch Private Banking and Investment Group
![](https://a-us.storyblok.com/f/1016289/1334x1067/b10c87db30/raj-sharma-5-4.jpg/m/640x493)
Steve Siegel
President, The Siegel Group
Roger D. Silk
CEO and Co-founder, Sterling Foundation Management
Corey Silva
Senior Vice President, Bluerock Capital Markets
Miguel Sosa
Client Portfolio Manager, Head of Market Research and Strategy, Bluerock
![](https://a-us.storyblok.com/f/1016289/1801x1441/882047beae/miguel-sosa-5-4.jpg/m/640x493)
Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy
![](https://a-us.storyblok.com/f/1016289/372x297/182c0c6ee2/josh-stamer-5-4.jpg/m/372x286)
Bruce Stewart
Managing Partner and Chief Investment Officer, SRS Family Office Advisory
![](https://a-us.storyblok.com/f/1016289/360x288/08e782a375/bruce-stewart-5-4.png/m/360x277)
Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab
![](https://a-us.storyblok.com/f/1016289/2244x1795/b75f784d3a/leslie-tabor-5-4.jpg/m/640x493)
Sandra Testani
Head of ETF Product and Strategy, American Century Investments
![](https://a-us.storyblok.com/f/1016289/1496x1197/4336218e49/sandra-testani-5-4.jpg/m/640x493)
Margaret Towle
Founder and Chief Executive Officer, Yakima River Partners
![](https://a-us.storyblok.com/f/1016289/4631x3705/badfe584f1/margaret-towle-5-4.jpg/m/640x493)
Marty Verdick
Senior Director, Washington National Tax Office, RSM US LLP
![](https://a-us.storyblok.com/f/1016289/1298x1038/88e66594c0/marty-verdick-5-4.jpg/m/640x493)
Scott Welch
Founder, UnconstrainedThought
![](https://a-us.storyblok.com/f/1016289/400x320/5e4c4abc18/scott-welch-5-4.jpg/m/400x308)
David Wu
Head of AI & Knowledge Management, Morgan Stanley Wealth Management
![](https://a-us.storyblok.com/f/1016289/500x402/f4f47c7d5d/david-wu-tr.jpg/m/500x385)