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

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

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

CEO, DataDasher

James LaFleur

Senior Plan Advisor, Sentinel Group

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

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