2024 Agenda
Wednesday, May 1, 2024
In Person and Virtual (All times are Central) |
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8:30 AM |
9:00 AM |
Coffee / registration / networking |
9:00 AM |
9:10 AM |
Kick-off with Olin leadership - Special thanks to Rich Ryffel Conference Co-Chairs: |
9:10 AM |
10:00 AM |
Trends in Wealth Management |
10:00 AM |
10:45 AM |
Author Talks |
10:45 AM |
11:00 AM |
Break |
11:00 AM |
12:00 PM |
Women Leaders in Finance Lisa Peel, Principal, Edward Jones |
12:00 PM |
1:30 PM |
Lunch Break |
12:00 PM |
1:30 PM |
Women Leaders in Finance Lunch with Maddy Dychtwald, Co-founder, Age Wave |
1:30 PM |
2:15 PM |
Presidential Puzzle at the Firm Level Kateryna Holland, Assistant Professor of Finance, University of Missouri, Trulaske College of Business |
2:15 PM |
3:00 PM |
The Great Wealth Transfer Starts with the Great Wealth Talk Lena Haas, Principal, Head of Wealth Management Advice & Solutions, Edward Jones |
3:00 PM |
3:15 PM |
Break |
3:15 PM |
4:15 PM |
Leadership in Wealth & Asset Management David Eichhorn, CFA®, CEO, NISA Investment Advisors |
4:15 PM |
5:45 PM |
Reception in Frick Forum |
Thursday, May 2, 2024
Virtual (All times are Central) |
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8:00 AM |
8:25 AM |
Keynote on AI and Wealth Management |
Penny Pennington, Managing Partner, Edward Jones |
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8:30 AM |
9:30 AM |
Panel - Digital Evolution in Wealth Management Nicole Carignan, VP of Strategic Cyber AI, Darktrace |
9:30 AM |
10:00 AM |
“What Keeps Institutional Investors Up at Night?: Global Market Strategy” |
Dean Mike Mazzeo, Washington University, Olin Business School |
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10:00 AM |
10:15 AM |
Break |
10:15 AM |
11:00 AM |
Macro & Market Update: How to Think About Portfolios in the Year of the Fed Pivot |
Mona Mahajan, Principal, Senior Strategist, Edward Jones |
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11:00 AM |
11:50 AM |
Delivering Alpha - The Value of Professional Advice |
John Nersesian, CFP®, CIMA, CPWA, CIS, Head of Advisor Education, PIMCO |
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12:00 PM |
12:10 PM |
Closing Remarks Annie Elliott, CFP®, Senior Wealth Strategist - Wealth Management Consultation, Edward Jones |