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

Bruce Mehlman

Partner, Mehlman Consulting

Merle Erickson

Professor of Accounting, The University of Chicago Booth School of Business

Lauren Eskreis-Winkler

Assistant Professor, Kellogg School of Management at Northwestern University

Azish Filabi

Associate Professor of Business Ethics, Managing Director, American College Cary M. Maguire Center for Ethics in Financial Services

Breakout Sessions

Dana Anspach

Founder and Chief Executive Officer, Sensible Money, LLC

Jeff Armstrong

Strategic Partnerships Director, Cultivate Advisors

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

Griffin Bridgers

Of Counsel, Hutchins & Associates

Jeffrey R. Brooks

Senior Wealth Strategist, Janus Henderson Investors

Brandon Buckingham

Vice President, Advanced Planning and Sales Training, Prudential Financial, Inc.

Rich Byrne

President, Benefit Street Partners, A Franklin Templeton Company

Yonhee Choi Gordon

Chief Operating Officer, Chief Marketing Officer, Principal, JMG Financial Group

Michael Finke

Professor and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services

Don Friedman

President, Digital Assets Council of Financial Professionals

Christine Gaze

Founder & Managing Partner, Purpose Consulting Group

Steve Hlavin

Portfolio Manager

Meg Hudgins

Executive Director, Wealth and Estate Planning Strategist, Morgan Stanley Family Office Resources

Paul S. Lee

Chief Tax Strategist, The Northern Trust Company

Juan Leon

Senior Investment Strategist, Bitwise Asset Management

Richard Lowry

Managing Director, Wealth Strategy, Cresset

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

Carolyn McClanahan

Founder, Life Planning Partners, Inc.

Shanda McFadden

Financial Advisor, EPI Chicago Chapter President, Merrill Lynch Wealth Management

Kathleen Pritchard

Director of Practice Management, John Hancock Investment Management

Shannon Rosic

Director of WealthStack Content and Solutions, Informa Connect

Leah Ryan

Vice President, Advisor Practice Management, Capital Group, home of American Funds

Michael Schodrof

Private Wealth Advisor, Alex.Brown - Raymond James

Jeff Schwartz

President, MPI

Bill Smead

Chief Investment Officer, Smead Capital Management

Josh Snyder

Global Investment Strategist, GQG Partners

Matt Sommer

Head of Specialist Consulting Group, Janus Henderson

Jackie Wilke

VP, Advisor Consultant, First Trust

Pre-Conference Workshop

George Avery

Senior Client Portfolio Manager, Invesco

Rick Casagrande

Team Lead, Portfolio Advisory, Invesco

John Burrello

Senior Portfolio Manager, Invesco

Kent McGlincy

Client Portfolio Manager, Invesco

Danielle Singer

Head of Alternatives Strategy, Invesco

Greg Gore

Client Portfolio Manager, North America, Head of Private Markets Specialists, Invesco

Women in Wealth Program

April Ferrell

Managing Director, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Sharon Oberlander

Managing Director, Merrill Lynch

Desiree Maldonado Irizarry

Financial Advisor, Popular Securities, LLC

Colleen Ambrose

Director of Fixed Income Markets, Capital Group, home of American Funds

Wendy Goodyear

Vice President, Financial Advisor Consultant, American Century Investments