Keynote Speakers
Jamie Dimon
Chairman of the Board & CEO,
JPMorgan Chase & Co.
Closing Fireside Chat with Jamie Dimon
Mellody Hobson
Co-CEO & President,
Ariel Investments, LLC
Face the Membership with Tyler Mathisen
Jennifer Johnson
President, Chief Executive Officer,
Franklin Templeton
Face the Membership with Tyler Mathisen
Tyler Mathisen
Anchor, Correspondent, Program Host, CNBC
Face the Membership with Tyler Mathisen
Soledad O'Brien
Award-Winning Journalist & Entrepreneur
Luncheon Keynote with Soledad O'Brien
Speakers
Whitfield Athey
Chief Executive Officer
Delta Data
Stripping the Labels
Renee Baker
Head of PCG Advisor Inclusion Networks
Raymond James
All Eyes on the I: Inclusion in the Workplace
Dan Beckman
Head of U.S. Product
Columbia Threadneedle
A Product Masterclass for 2025
Michelle Bruno
VP, Global Benefits & Wellness
FIS
Path to Wellness
Gary Casagrande
VP of Global Market Strategy
Confluence
Stripping the Labels
Glen Casey
Global Head of Products
American Century
A Product Masterclass for 2025
Regina Curry
Chief Diversity Officer
Franklin Templeton
All Eyes on the I: Inclusion in the Workplace
Rhonda Dixon-Gunner
Director of Oversight and Education
Invesco
Business District: Prepare to Merge
Margaret Farquharson
Senior Director, Head of Exchange
Traded Funded
A Product Masterclass for 2025
Erin Farrell Donnelly
Managing Director
Bank of America
Distributors to Asset Managers
Jim Fitzpatrick
President
Nicsa
Conference Welcome and Closing Fireside Chat with Jamie Dimon
Paul Francisco
Chief Diversity Officer
State Street
All Eyes on the I: Inclusion in the Workplace
Catherine Goonetileke
Partner
EY
Path to Wellness
Justin Hall
Partner
PwC
All Together Now
Ben Huneke
Managing Director
Morgan Stanley
Distributors to Asset Managers
Stephen Jones
Global Head of Corporate Services
Dimensional Fund Advisors
All Together Now
Stacy Korsak
Vice President, Strategic Programs
Fidelity
Path to Wellness
Matthias Kristol
Co-Head of North America Financial Technology, Wealth & Asset Management
JPMorgan Chase & Co.
Business District Prepare to Merge
York Lo
Head of Institutional and Retirement Product Development
John Hancock
A Product Masterclass of 2025
Sarah Maynard
Global Head, External Inclusion & Diversity Strategies and Programs
CFA Institute
All Eyes on the I: Inclusion in the Workplace
Victoria McGowan
Deputy Head of Global Fund Administration
BNY Mellon
All Together Now
Robert Pettman
EVP, Advisory Platforms and Products
LPL Financial
Distributors to Asset Managers: Examine Your Investment Product Life Cycle
Janelle Prevost
Head of Strategy and Digital, Asset Servicing
BNY Mellon
Stripping the Labels
Kevin Quirk
Principal
Casey Quirk, A Deloitte Business
Business District: Prepare to Merge
Robyn Tice
Vice President, Director of Media Relations
Eaton Vance
Seizing Uncertainty: Dynamics That Drive Differentiation & Competitive Advantage
Keith Totten
Managing Director, Partner
Aliter Investment Services
Business District: Prepare to Merge
Greg Valliere
Chief U.S. Policy Strategist
AGF Investments
Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantage
Stacey Winning
Deputy Head of Global Human Resources
Dimensional Fund Advisors
All Together Now
Candida 'Candi' Wolff
Executive Vice President
Global Government Affairs, Citi
Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantage
Cindy Wolpert
Executive Coach and Founder
Based Coaching Associates
Path to Wellness
Linda York
Senior Vice President
Cogent Syndicated
Distributors to Asset Managers: Examine Your Investment Product Life Cycle
