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

Danielle DiMartino Booth

CEO and Chief Strategist, QI Research

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

Ian Bremmer

President & Founder, Eurasia Group & GZERO Media

Rick Casagrande

Team Lead, Portfolio Advisory, Invesco

Clayton Chandler

Chief Information Security, Privacy and Data Officer, Osaic

Jeffrey R. Brooks

Senior Wealth Strategist, Janus Henderson Investors

Marguerita Cheng

Chief Executive Officer, Blue Ocean Global Wealth

Joe Coughlin

Director, Massachusetts Institute of Technology AgeLab

Alessio de Longis

Head of Investments, Solutions, Invesco

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

Leslie Geller

Wealth Strategist, Capital Group, home of American Funds

Emily Gray

Managing Director, Product Management – Custom Core, Parametric

Mo Haghbin

Head of Solutions, Multi-Asset Strategies, Invesco

Timothy D. Hauser

Deputy Assistant Secretary of Program Operations of the Employee Benefits Security Administration, U.S. Department of Labor

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

Earl Hunt

Chairman and Chief Executive Officer, Apollo Debt Solutions

Jill Jensen

Managing Director, Alternative Specialist, Nuveen

Amanda Jacobi

Vice President and Manager, Territory Sales, American Century Investments

Hoon Kim

Founder and Chief Investment Officer, Quantinno Capital Management

Kieran Kirwan

Director of Investment Strategy, ProShares

Annalee Kruger

President, Owner, and Founder, Care Right Inc.

Mike Kurz

Director of Programs, Investments & Wealth Institute

Paul S. Lee

Chief Tax Strategist, The Northern Trust Company

Brian Levitt

Global Market Strategist, Invesco

Vince Lorusso

President and Chief Executive Officer, Partner and Portfolio Manager, Clough Capital Partners

Kristine McManus

Vice President, Chief Advisor Growth Officer, Commonwealth

Liz Michaels

Managing Director, BlackRock, Co-Head, Aperio

Ashley Murphy

Cross-border financial advisor, Arete Wealth Strategists Australia

Betsy Myers

Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati

Annette Nellen

Professor and Director of the MST Program, San José State University

John Nersesian

Head of Advisor Education, PIMCO

Noel Pacarro-Brown

Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

Steve Parrish

Co-Director, Center for Retirement Income, The American College of Financial Services

Judith Pearson

Family Office and Trustee Liability Group Leader, Woodruff Sawyer

Alanah Phillips

Founder, Troublemaker, Advisor Launch Lab

Betsy Piper/Bach

President, ASAE Business Services

Robert Powell III

Editor-in-Chief, Retirement Management Journal

Peter Repetto

Vice President, Investment Strategist, iCapital

Steve Resch

Vice President, Retirement Strategies, Finance of America Reverse

Ross Riskin

Chief Learning Officer, Investments & Wealth Institute

Jeff Rodriguez

President, 360One

Shannon Rosic

Director of WealthStack Content and Solutions, Informa Connect

Kevin Sanchez

Senior Vice President - Investments, Morgan Stanley Graystone Consulting

Michael Sandel

Political Philosopher, Professor of Government, Harvard University

Kyla Scanlon

Founder, Bread

Photo Credit: Alex Colorito

David Selbovitz

Head of Portfolio Strategy and Analytics, MassMutual Investments

Raj Sharma

Managing Director—Wealth Management, Head of the Sharma Group, Private Wealth Advisors, Merrill Lynch Private Banking and Investment Group

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

Josh Stamer

Chief Strategy Officer, Anonymous Philanthropy

Bruce Stewart

Managing Partner and Chief Investment Officer, SRS Family Office Advisory

Leslie Tabor

Director – Advisor Services Business Consulting & Education, Charles Schwab

Sandra Testani

Head of ETF Product and Strategy, American Century Investments

Margaret Towle

Founder and Chief Executive Officer, Yakima River Partners

Marty Verdick

Senior Director, Washington National Tax Office, RSM US LLP

Scott Welch

Founder, UnconstrainedThought

David Wu

Head of AI & Knowledge Management, Morgan Stanley Wealth Management

More speakers coming soon