Keynote Speakers

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Jamie Dimon
Chairman of the Board & CEO,
JPMorgan Chase & Co.

Closing Fireside Chat with Jamie Dimon
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Mellody Hobson
Co-CEO & President,
Ariel Investments, LLC

Face the Membership with Tyler Mathisen
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Jennifer Johnson
President, Chief Executive Officer,
Franklin Templeton

Face the Membership with Tyler Mathisen
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Tyler Mathisen
Anchor, Correspondent, Program Host, CNBC

Face the Membership with Tyler Mathisen
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Soledad O'Brien
Award-Winning Journalist & Entrepreneur

Luncheon Keynote with Soledad O'Brien

Speakers

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Whitfield Athey
Chief Executive Officer
Delta Data

Stripping the Labels
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Renee Baker
Head of PCG Advisor Inclusion Networks
Raymond James

All Eyes on the I: Inclusion in the Workplace
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Dan Beckman
Head of U.S. Product
Columbia Threadneedle

A Product Masterclass for 2025
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Michelle Bruno
VP, Global Benefits & Wellness
FIS

Path to Wellness
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Gary Casagrande
VP of Global Market Strategy
Confluence

Stripping the Labels
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Glen Casey
Global Head of Products
American Century

A Product Masterclass for 2025
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Regina Curry
Chief Diversity Officer
Franklin Templeton

All Eyes on the I: Inclusion in the Workplace
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Rhonda Dixon-Gunner
Director of Oversight and Education
Invesco

Business District: Prepare to Merge
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Margaret Farquharson
Senior Director, Head of Exchange
Traded Funded

A Product Masterclass for 2025
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Erin Farrell Donnelly
Managing Director
Bank of America

Distributors to Asset Managers
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Jim Fitzpatrick
President
Nicsa

Conference Welcome and Closing Fireside Chat with Jamie Dimon
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Paul Francisco
Chief Diversity Officer
State Street

All Eyes on the I: Inclusion in the Workplace
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Catherine Goonetileke
Partner
EY

Path to Wellness
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Justin Hall
Partner
PwC

All Together Now
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Ben Huneke
Managing Director
Morgan Stanley

Distributors to Asset Managers
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Stephen Jones
Global Head of Corporate Services
Dimensional Fund Advisors

All Together Now
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Stacy Korsak
Vice President, Strategic Programs
Fidelity

Path to Wellness
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Matthias Kristol
Co-Head of North America Financial Technology, Wealth & Asset Management
JPMorgan Chase & Co.

Business District Prepare to Merge
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York Lo
Head of Institutional and Retirement Product Development
John Hancock

A Product Masterclass of 2025
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Sarah Maynard
Global Head, External Inclusion & Diversity Strategies and Programs
CFA Institute

All Eyes on the I: Inclusion in the Workplace
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Victoria McGowan
Deputy Head of Global Fund Administration
BNY Mellon

All Together Now
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Robert Pettman
EVP, Advisory Platforms and Products
LPL Financial

Distributors to Asset Managers: Examine Your Investment Product Life Cycle
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Janelle Prevost
Head of Strategy and Digital, Asset Servicing
BNY Mellon

Stripping the Labels
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Kevin Quirk
Principal
Casey Quirk, A Deloitte Business

Business District: Prepare to Merge
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Robyn Tice
Vice President, Director of Media Relations
Eaton Vance

Seizing Uncertainty: Dynamics That Drive Differentiation & Competitive Advantage
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Keith Totten
Managing Director, Partner
Aliter Investment Services

Business District: Prepare to Merge
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Greg Valliere
Chief U.S. Policy Strategist
AGF Investments

Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantage
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Stacey Winning
Deputy Head of Global Human Resources
Dimensional Fund Advisors

All Together Now
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Candida 'Candi' Wolff
Executive Vice President
Global Government Affairs, Citi

Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantage
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Cindy Wolpert
Executive Coach and Founder
Based Coaching Associates

Path to Wellness
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Linda York
Senior Vice President
Cogent Syndicated

Distributors to Asset Managers: Examine Your Investment Product Life Cycle