11th annual Inside Alternatives & Asset Allocation


Jack Ablin

Chief Investment Officer & Founding Partner, Cresset

Omar Aguilar, Ph.D

CEO & Chief Investment Officer, Schwab Asset Management

Matt Andrulot

Managing Director, Verdence/OCIO

Bob Burnett

Chairman and Co-Founder at Divvy Systems and Barefoot Mining

Michelle Connell

President/Owner, Portia Capital Management, LLC

Tony Davidow

Senior Alternatives Investment Advisor, Franklin Templeton Institute

Nancy Davis

Founder & Portfolio Manager, Quadratic Capital Management LLC

Thomas Hayes

Founder, Chairman, Managing Member, Great Hill Capital, LLC.

Kristina Hooper

Chief Global Market Strategist, Invesco

Matthew Jachimiak

Partner and Chief Investment Officer, Durbin Private Wealth Management

Jenny Johnson

President, Chief Executive Officer, Franklin Resources, Inc

Rick Lake

Founder, Narrative Alpha

Mike Larson

Vice President and Editor-In-Chief, MoneyShow

Tracey Longo

Washington Editor, Financial Advisor Magazine

David Lundgren, CMT CFA

Chief Market Strategist & Portfolio Manager, Little Harbor Advisors

William Marr

Head of Wealth Management Group, Welton Investment Partners

Patrick McGowan

Managing Director, Head of Manager Research and Alternative Investments, Sanctuary Wealth

Ali Motamed

Founder, Managing Partner and Portfolio Manager; Invenomic Capital Management LP

Sébastien Page

Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price

Meghan Pinchuk

Chief Investment Officer, Morton Wealth

Steve Romick

Managing Partner, FPA LP

Laine Schoneberger

Chief Investment Officer & Managing Partner, Yrefy, LLC

Kunal Shah

Managing Director, Head of Private Markets Research, iCapital

Evan Simonoff

Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.

Dr. Sudhir Srivastava

Founder, Chairman, & CEO, SS Innovations

Sam Stovall

Chief Investment Strategist, CFRA

Nick Veronis

Co-Founder, Managing Partner, Head of Research and Due Diligence; iCapital

Dr. Patrick Welton

Founder & Chief Investment Officer, Welton Investment Partners