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
CEO, 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
