Speakers: Strategy Forum 2025
View all current speakers for Strategy Forum 2025 and read their bios and session details.
General Sessions
Dan Ariely
Professor of Psychology & Behavioral Economics
Duke University
Chris Geczy
Adjunct Professor of Finance, Academic Director, Wharton Wealth Management Initiative, Academic Director, Jacobs Levy Equity Management Center
The Wharton School, University of Pennsylvania
Emma Seppälä
Best-selling author, Yale lecturer, and international keynote speaker
Yale School of Management
Liz Thomas
Head of Investment Strategy
SoFi
Breakout Sessions, EdTalks, and Extended Workshops
Erinn Andrews
Founder, Chief Executive Officer, GiveTeam
Jim Bergeron
Managing Director, Advisor Education, Nuveen
Jeff Bilsky
Portfolio Manager, Chartwell Investment Partners
Matt Bogdan
Senior Director, Portfolio Strategy & Analytics, GQG Partners
Christine Gaze
Founder & Managing Partner, Purpose Consulting Group
Jan Gundersen
Senior Investment Director, Capital Group, home of American Funds
Daniel Gutman
Vice President, Head of Wealth Solutions, Prudential Retirement Strategies
Sue Hadden
Vice President, Wealth Management, Wealth Advisor, Morgan Stanley
Emma Harper
Vice President, Institutional Research and Client Relations, Sage Advisory Services
Adrienne Hart
Head of Philanthropy, Rockefeller Capital Management
Rich Hazzouri
Executive Director, Financial Advisor, Senior Institutional Consultant, Morgan Stanley
Chris Jenkins
Senior Vice President, Capital Group Private Client Services
Richard Joyner
Managing Director, AlTi Tiedemann Global
Alexander Kearns
Chief Executive Officer, DataDasher
James LaFleur
Senior Plan Advisor, Sentinel Group
Julie Littlechild
Founder. Chief Executive Officer, Absolute Engagement
Laura Mayfield
Assistant Vice President, Senior Portfolio Manager, Asset Backed Securities (ABS), Fort Washington Investment Advisors, Inc.
John Nersesian
Founder, Nersesian Education
Noel Pacarro-Brown
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Victoria Quach
Senior Client Analytics Manager, Capital Group, home of American Funds
Ron Ransom
Chief Executive Officer, American Endowment Foundation
Zachary Rayfield
Head of Goals-Based Investing Research, Vanguard
Tara Rich
Wealth Planning Specialist, Wealth Advisory Group, Capital Group Private Client Services
Ross Riskin
Chief Creative Officer, VisiWealth
Kevin Sanchez
Senior Vice President - Investments, Morgan Stanley Graystone Consulting
Lisa Sebesta
Principal, Consultant, Prime Buchholz
Steve Siegel
President, The Siegel Group
Robert Smith
President & Co-Chief Investment Officer, Managing Partner, Sage Advisory Services
Chris Swansey
Associate Director, Institutional, Cerulli Associates
David Weinstein
Senior Vice President, Portfolio Manager, Dana Investment Advisors
Scott Welch
Partner & Chief Investment Officer, Certuity
David York
Managing Partner & Author, Estate Planning Attorney, York Howell
Merrie Zhang
Vice President, Head of Client Portfolio Management, Quantitative Equity Solutions, Goldman Sachs Asset Management
Pre-Conference Workshop
Greg Gore
Client Portfolio Manager, North America, Invesco Real Estate
David Thomas
Senior Director, Executive Consultant, Invesco
Drew Thornton
Head of Thought Leadership, Invesco Investment Solutions
Women in Wealth Program
April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
Mary Mock
Senior Vice President, Head of Distribution, Touchstone Investments
Hannah Walden
Director of Education Operations, Investments & Wealth Institute
Rachel Melroy
Senior Vice President, Private Wealth Advisor, Capital Group
Michelle Smith
Managing Partner, Financial Advisor, Savant Wealth Management
