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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
