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Speakers: Strategy Forum 2024
View all current speakers for Strategy Forum 2024 and read their bios and session details.
Keynotes & General Sessions
Liz Young Thomas
Head of Investment Strategy, SoFi
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Bruce Mehlman
Partner, Mehlman Consulting
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Merle Erickson
Professor of Accounting, The University of Chicago Booth School of Business
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Lauren Eskreis-Winkler
Assistant Professor, Kellogg School of Management at Northwestern University
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Azish Filabi
Associate Professor of Business Ethics, Managing Director, American College Cary M. Maguire Center for Ethics in Financial Services
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Breakout Sessions
Dana Anspach
Founder and Chief Executive Officer, Sensible Money, LLC
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Jeff Armstrong
Strategic Partnerships Director, Cultivate Advisors
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John Bowen
Founder and Chief Executive Officer, CEG Worldwide
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Griffin Bridgers
Of Counsel, Hutchins & Associates
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Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
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Brandon Buckingham
Vice President, Advanced Planning and Sales Training, Prudential Financial, Inc.
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Rich Byrne
President, Benefit Street Partners, A Franklin Templeton Company
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Yonhee Choi Gordon
Chief Operating Officer, Chief Marketing Officer, Principal, JMG Financial Group
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Michael Finke
Professor and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services
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Don Friedman
President, Digital Assets Council of Financial Professionals
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Christine Gaze
Founder & Managing Partner, Purpose Consulting Group
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Steve Hlavin
Portfolio Manager
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Meg Hudgins
Executive Director, Wealth and Estate Planning Strategist, Morgan Stanley Family Office Resources
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Paul S. Lee
Chief Tax Strategist, The Northern Trust Company
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Juan Leon
Senior Investment Strategist, Bitwise Asset Management
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Richard Lowry
Managing Director, Wealth Strategy, Cresset
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Jon Lukomnik
Brandmeyer Fellow for Sustainable Investing and adjunct Professor of International and Public Affairs at Columbia University; Founder and Managing Partner of Sinclair Capital
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Carolyn McClanahan
Founder, Life Planning Partners, Inc.
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Shanda McFadden
Financial Advisor, EPI Chicago Chapter President, Merrill Lynch Wealth Management
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Kathleen Pritchard
Director of Practice Management, John Hancock Investment Management
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Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Leah Ryan
Vice President, Advisor Practice Management, Capital Group, home of American Funds
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Michael Schodrof
Private Wealth Advisor, Alex.Brown - Raymond James
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Jeff Schwartz
President, MPI
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Bill Smead
Chief Investment Officer, Smead Capital Management
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Josh Snyder
Global Investment Strategist, GQG Partners
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Matt Sommer
Head of Specialist Consulting Group, Janus Henderson
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Jackie Wilke
VP, Advisor Consultant, First Trust
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Pre-Conference Workshop
George Avery
Senior Client Portfolio Manager, Invesco
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Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
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John Burrello
Senior Portfolio Manager, Invesco
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Kent McGlincy
Client Portfolio Manager, Invesco
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Danielle Singer
Head of Alternatives Strategy, Invesco
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Greg Gore
Client Portfolio Manager, North America, Head of Private Markets Specialists, Invesco
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Women in Wealth Program
April Ferrell
Managing Director, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
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Sharon Oberlander
Managing Director, Merrill Lynch
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Desiree Maldonado Irizarry
Financial Advisor, Popular Securities, LLC
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Colleen Ambrose
Director of Fixed Income Markets, Capital Group, home of American Funds
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Wendy Goodyear
Vice President, Financial Advisor Consultant, American Century Investments
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