Agenda

Wednesday, May 1, 2024

 Virtual
 (All times are Central)

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:
Anne Elliott, CFP®, Senior Wealth Strategist - Wealth Management Consultation, Edward Jones
Ed Edwin, Industry Consultant
Professor Timothy Solberg, WashU Olin Center for Finance & Accounting Research  

9:10 AM

10:00 AM

Trends in Wealth Management
Kevin Keller, CAE, CEO, CFP Board
Moderator: Jeff Levine, CPA/PFS, CFP®, Chief Planning Officer, Buckingham Strategic Wealth

10:00 AM

10:45 AM

Author Talks
John Jennings, JD, President and Chief Strategist, St. Louis Trust & Family Office
John Horn, Professor of Practice in Economics, Washington University, Olin Business School
Michael Pompian, CFA®, CFP®, Founder and Chief Investment Officer, Sunpointe Investments
Moderator: Professor Timothy Solberg, WashU Olin Center for Finance & Accounting Research

10:45 AM

11:00 AM

Break

11:00 AM

12:00 PM

Women Leaders in Finance

Lisa Peel, Principal, Edward Jones
Julie Lilly, JD,  CEO, St. Louis Trust Company
Wendy Hartman, CFP®,  President, Buckingham Strategic Wealth
Patty Dahl, MBA, Chief Financial Officer, Confluence Investment Management
Jana Gregorek,  CLU®, ChFC®, MBA,  Director of Talent Acquisition, Moneta

12:00 PM

12:30 PM

Lunch Break

12:30 PM

1:20 PM

Women Leaders in Finance Lunch with Maddy Dychtwald, Co-founder, Age Wave
NOW OPEN TO EVERYONE! 

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
Rich Ryffel, Executive Director of Business Leadership and Professor of Practice,  Purdue University, Daniels School 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
Annie Elliott, CFP®, Senior Wealth Strategist - Wealth Management Consultation, 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
Don Cobin, CFA®, President and CEO, Kennedy Capital Management
Kathy Lintz, CFP®, Partner and Founder, Matter Family Office
Rajini Kodialam, Founder and Co-CEO,  E-3 Tech  
Moderator: Jack Dwyer, President, Sunpointe Investments

4:15 PM

4:20 PM

Day 1 Closing Remarks

Ed Edwin, Industry Consultant

Thursday, May 2, 2024

Virtual
 (All times are Central)

8:00 AM

8:25 AM

Keynote on AI and Wealth Management

Penny Pennington, Managing Partner, Edward Jones

8:30 AM

9:30 AM

Panel - Digital Evolution in Wealth Management

Nicole Carignan, VP of Strategic Cyber AI, Darktrace
Nagesh Ravikanti, Managing Director; Head of Wealth Management Technology, Bank of America
Dr. Sindhu Joseph, Founder & CEO, CogniCor
Moderator:  Atul Kamra, Managing Partner, SixThirty Ventures

9:30 AM

10:00 AM

Dean Mike Mazzeo, Washington University, Olin Business School
Aoifinn Devitt, CFP®, Chair of Investment Committee and Chief Global Market Strategist, Moneta

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
David Kelly, Chief Global Strategist , JP Morgan Asset Management

11:00 AM

11:50 AM

Delivering Alpha - The Value of Professional Advice
PIMCO CE (1hr; CFP®, CIMA, CPWA, RMA, CPA)

John Nersesian, CFP®, CIMA, CPWA, CIS, Head of Advisor Education, PIMCO

12:00 PM

12:10 PM

Day 2 Closing Remarks

Annie Elliott, CFP®, Senior Wealth Strategist - Wealth Management Consultation, Edward Jones