7:00 am: Registration & Breakfast

8:00 am: Opening Remarks (Bunker Hill Ballroom)

8:05 am: General Session #1 - Navigating a Complex World: Geopolitics, AI and the Global Economy (Bunker Hill Ballroom) - 1 PL Credit
Geopolitical developments, rapid advances in artificial intelligence, shifting trade and investment patterns, and evolving security challenges are creating an increasingly complex global environment. Drawing on their extensive diplomatic experience across Asia, Europe, and the Middle East, Ambassadors David Adelman, Kristina Kvien, and Tim Davis will explore the forces shaping international relations and the global economy. The discussion will examine U.S.–China relations, Europe and Ukraine, the Middle East, the growing strategic importance of AI and technology, energy and supply chains, and the evolving relationships among major and emerging powers. The panel will also consider what these developments mean for businesses, investors, and global markets—and which risks and opportunities warrant greater attention in the years ahead.

• Speaker: Former Ambassador David Adelman, JD, Singapore, Managing Director & General Counsel, KraneShares
• Speaker: Former Ambassador Timmy Davis, State of Qatar, Founder and Principal, Davis Advisory Group LLC
• Speaker: Former Ambassador Kristina Kvien, Armenia, President & CEO, Pacific Council on International Policy
• Moderator: Joseph Simonian, PhD, Senior Researcher, CFA Institute

9:00 am: General Session #2 - Following the 2026 Mid Term Elections (Bunker Hill Ballroom) - 1 PL Credit
Following the 2026 midterm elections, a panel of CIOs and investment strategists analyzes macroeconomic and asset allocation strategies. The discussion delivers data-driven outlooks on inflation, interest rate policy, domestic equities, fixed income risk premiums, and international equity valuations. Panelists will dissect corporate earnings, yield curve dynamics, and cross-border valuation divergences, providing a framework to optimize portfolios amid this shifting legislative and macroeconomic regime.

• Speaker: Gene Goldman, CFA, CIO, Cetera Financial Group
• Speaker: Jen Guenther, CFA, Vice President and Senior Market Strategist, Goldman Sachs Asset Management
• Speaker: Angelo Kourkafas, CFA, Senior Global Investment Strategist, Edward Jones
• Moderator: Moira Conlon, Founder & CEO, Financial Profiles

10:10 am: Break & Sponsor Showcase

10:20 am to 11:20 am: Breakout Session #1 (3 Panel Options Available)

10:20 am – Option #1: AI TRACK - AI in Investment Practice: What AI Tools Are Investment Practitioners Building, What Is Required for Success, and What Is the Experience So Far? (Museum A/B) - 1 PL Credit
Institutional investors are experimenting with AI models and deploying AI agents to evolve workflows, research capabilities, and investment decisions. Their goal is to improve investment outcomes. In this session, practitioners will talk about what is working, what isn't, the economics of AI, and where they think the tools are next headed. They will discuss why design is critical, what comprises AI development, and how their practices are changing. They will share early lessons, practical tradeoffs made, material challenges, and open questions.

• Speaker: Brian Pisaneschi, CFA, Data Scientist & Director of Applied Investment Practice and Tools, CFA Institute
• Speaker: Hilal Yilmaz, PhD, CFA, Founding Partner & Wealth Manager, Forward Wealth Management
• Moderator: Karyn Williams, PhD, Regional Investment Manager (CIO) North America, Zurich Global Investment Management

10:20 am – Option #2: Evaluating Hybrid Public/Private Funds (Hershey/Crocker) - 1 PL Credit
As hybrid public–private funds gain traction across institutional and wealth channels, they aim to balance illiquidity premia with structured redemption features. This panel evaluates core portfolio construction trade-offs, including valuation opacity, fee complexity, and liquidity constraints. Panelists will debate whether public allocations dilute private market returns and assess broader distribution trends, including potential entry into defined contribution plans.

• Speaker: Kelly Campbell, CFA, Senior Vice President & Director of Multi-Asset Solutions Lead, Capital Group
• Speaker: Pam Turner, PhD, CFA, CFP, Vice President & Client Portfolio Manager, Goldman Sachs
• Speaker: Matthew Winters, CFA, CPA, Senior Director of Corporate Disclosure Advocacy, CFA Institute
• Moderator: Alfredo Gomez, CFA, CAIA, Senior Analyst, Edward Jones

10:20 am – Option #3: Resources in Transition: Commodities, Infrastructure & Energy Investing (Bradbury/Rose) - 1 PL Credit
Global demand for energy and critical resources is being reshaped by electrification, artificial intelligence, geopolitical realignment, and the pursuit of energy security. At the same time, investment in traditional energy sources remains essential even as nuclear power, renewable generation, and critical minerals play an increasingly important role in the evolving energy mix. This panel brings together industry leaders and investors to examine the forces driving global commodity markets, energy infrastructure, and natural resource investing. Panelists will discuss the evolving supply and demand landscape, capital allocation across the sector, and the opportunities and risks these structural trends present for long-term investors.

• Speaker: Samuel Halpert, Co-Portfolio Manager, Active Natural Resources Equity Strategy, VanEck
• Speaker: Louis Lazzara, Head of Research, Energy Income Partners
• Moderator: Oren Cabir, CFA, Wealth Advisor, Kayne Anderson Rudnick

11:20 am: Break & Sponsor Showcase

11:30 am: Lunch Begins

12:00 pm: General Session #3 - Jeffrey Gundlach and Neil Howe in Conversation (Bunker Hill Ballroom) - 1 PL Credit

• Speaker: Neil Howe, Author, The Fourth Turning
• Speaker: Jeffrey Gundlach, Chief Executive Officer & Chief Investment Officer, DoubleLine Capital
• Moderator: Karyn Williams, PhD, Regional Investment Manager (CIO) North America, Zurich Global Investment Management

1:15 pm: Break & Sponsor Showcase

1:25 pm to 2:25 pm: Breakout Session #2 (2 Panel Options Available)

1:25 pm – Option #1: AI TRACK - Governing AI in Investing: Risk, Stewardship, and Fiduciary Duty (Museum A/B) - 1 PL Credit
As AI becomes embedded in investment research, portfolio decisions, manager selection, risk management, and client service, fiduciaries face a new set of governance questions with few established precedents. This session brings together multiple perspectives to examine how investors can develop oversight structures and frameworks for using AI responsibly. The discussion will address model risk, bias, AI washing, evolving regulatory expectations, and investment committee accountability. Moving beyond broad principles, panelists will discuss fiduciary roles, the responsibilities that cannot be delegated to technology, and how institutions can protect clients and beneficiaries while enabling responsible innovation.

• Speaker: Amy Jane Longo, Esq., Managing Partner (Los Angeles Office), Ropes & Gray LLP
• Speaker: Tricia Rothschild, CFA, Interim Chief Executive Officer, CFA Institute
• Moderator: Priyanka Shukla, CFA, CAIA, CIPM, Investment, Strategy & AI Governance Executive

1:25 pm – Option #2: The Emerging Markets Opportunity: Finding Value Across Credit, Rates and Currencies (Hershey/Crocker) - 1 PL Credit
Emerging Markets debt offers investors a broad and increasingly diverse opportunity set spanning hard-currency sovereign and corporate credit, local rates, and currencies. With a universe spanning more than 70 countries and 750 corporate issuers, the asset class provides significant scope for diversification, relative-value opportunities, and alpha generation across regions, countries, sectors, and instruments. The panel will examine how shifting global interest-rate cycles, fiscal and monetary policy, inflation, geopolitical developments, and currency movements are reshaping the EM investment landscape. Panelists will discuss where they are finding value, how they assess country and corporate risk, where markets may misprice fundamentals, and how these considerations inform asset allocation, security selection, and portfolio construction. The discussion will also explore the evolving structure of EM markets, including liquidity and execution, primary-market dynamics, the expanding role of local dealers, competition among global banks, electronic trading, and the growing use of technology and AI. By bringing together investment and market perspectives, the panel will consider the opportunities, risks, and structural changes likely to shape EM debt investing in the years ahead.

• Speaker: Kristin Ceva, PhD, CFA, Managing Director, Payden & Rygel
• Speaker: Anisha Goodley, Managing Director & Co-Head of Fixed Income Portfolio Specialists, TCW
• Speaker: Peter Yanulis, Co-Portfolio Manager, Loomis, Sayles & Co.
• Moderator: Mary Machado Schammel, Global Strategic Consultant, Crisil Coalition Greenwich

2:25 pm: Break & Sponsor Showcase

2:40 pm to 3:40 pm: Breakout Session #3 (3 Panel Options Available)

2:40 pm – Option #1: AI TRACK - AI Infrastructure: Investing in the Physical Backbone of AI (Museum A/B) - 1 PL Credit
The next phase of AI relies on power supply, physical infrastructure, and capital in addition to models and software. This session examines data centers, semiconductors, grid capacity, cooling systems, water supply, and permitting. Panelists will explore private-market and listed opportunities, financing structures, capital flows, and underwriting considerations alongside the resource constraints and regulatory bottlenecks shaping the economics and long-term development of the AI ecosystem.

• Speaker: Hirishi Balaji, CFA, CPA, Vice President & Portfolio Manager, Brookfield Asset Management
• Speaker: Vittorio Lacagnina, Partner in Institutional Client & Product Solutions, Apollo
• Speaker: Lee Wright, Investment Director of Infrastructure, IFM Investors

2:40 pm – Option #2: Global Equities at an Inflection Point: Finding Opportunity Beyond the Benchmark (Hershey/Crocker) - 1 PL Credit
Global equity markets are entering a period of significant transition as investors navigate elevated valuations, shifting monetary policy, geopolitical uncertainty, rapid advances in artificial intelligence, and a potential broadening of market leadership beyond U.S. mega-cap technology. This panel brings together leading global equity portfolio managers and traders to examine where opportunities are emerging across the U.S., Europe, Japan, and emerging markets; whether the valuation gap between U.S. and international equities can persist; and how investors are approaching China, India, and other rapidly evolving markets. The discussion will explore market concentration, AI and productivity, currencies, shifting sector leadership, active versus passive management, and the growing importance of country and security selection. Panelists will also address how changes in liquidity, market structure, and trading technology are influencing portfolio implementation and execution. Ultimately, the conversation will consider whether today's environment marks a durable shift in global equity leadership—and where investors should look for the next sources of alpha.

• Speaker: Branden Ahern, CIO, KraneShares
• Speaker: Anjali Balani, CIMA, Managing Director & US Head of Investment Specialist Team, JP Morgan Asset Management
• Speaker: Todd Tosti, CFA, Portfolio Manager & Analyst, Kopernik Global Investors, LLC
• Moderator: Peter Stutz, CFA, Vice President and Senior Portfolio Manager, Northern Trust

2:40 pm – Option #3: Digital Assets: Investing Through the Next Phase of Adoption (Bradbury/Rose) - 1 PL Credit
Digital Assets have evolved well beyond their origins as a niche investment. Institutional adoption continues to expand through exchange-traded products, tokenized assets, stable coins, and rapidly developing market infrastructure, while policymakers and regulators are shaping the next phase of the industry. This panel brings together leading investors and industry practitioners to discuss the forces driving digital asset adoption, the evolving role of blockchain technology within financial markets, and the opportunities and risks facing institutional and wealth management portfolios. Panelists will explore how digital assets are reshaping capital markets, payments, custody, and portfolio construction - and what investors should be watching as the ecosystem continues to mature.

• Speaker: Matthew Hougan, Chief Investment Officer, Bitwise Asset Management
• Speaker: Michael Treidl, CFA, Founder & Chief Investment Officer (CIO), Blue Coin Capital
• Speaker: Benjamin Tsai, Co-Founder and President, Wave Digital Assets LLC
• Moderator: Stan Miroshnik, Managing Partner, TenSquared Capital (10SQ)

3:40 pm: Break & Sponsor Showcase

3:50 pm: Active vs Passive Debate

• Speaker: Michael Green, CFA, CEO & CIO, Tier 1 Alpha Asset Management
• Speaker: Joseph Nelesen, PhD, Head of Specialists – Index Investment Strategy, S&P Global
• Moderator: Tricia Rothschild, CFA, Interim Chief Executive Officer, CFA Institute

5:00 pm: Closing Remarks

5:10 pm: Reception

6:00 pm: End of Conference