Featured speakers

Kirsten
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Marguerita
Marguerita Cheng CFP®, RICP®
CEO, Blue Ocean Global Wealth
SESSION
Placeholder How and why asset managers are turning to custom indexing
Roxanna
Roxanna Islam, CFA®, CAIA®
Head of Sector & Industry Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Zeno
Zeno Mercer
Senior Research Analyst, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Stacey
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Cinthia
Cinthia Murphy
Senior Investment Strategist, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Todd
Todd Rosenbluth
Head of Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing

All speakers

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Stacey
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Cinthia
Cinthia Murphy
Senior Investment Strategist, TMX VettaFi
Industry insights
Cinthia Murphy
Senior Investment Strategist, TMX VettaFi
Industry insights
Practice Management
Hester
Hester Peirce
Commissioner, SEC
Hester Peirce
Commissioner, SEC
Hester M. Peirce was appointed to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018. Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she advised Ranking Member Richard Shelby and other members of the Committee on securities issues. Commissioner Peirce served as counsel to SEC Commissioner Paul S. Atkins. She also worked as a Staff Attorney in the SEC’s Division of Investment Management. Commissioner Peirce was an associate at Wilmer, Cutler & Pickering (now WilmerHale) and clerked for Judge Roger Andewelt on the Court of Federal Claims. Commissioner Peirce earned her bachelor’s degree in Economics from Case Western Reserve University and her JD from Yale Law School.
Bob
Bob Pisani
Author, former CNBC Senior Markets Correspondent, CNBC
Bob Pisani
Author, former CNBC Senior Markets Correspondent, CNBC
For 28 years, Bob Pisani reported live from the floor of the New York Stock Exchange as CNBC’s Senior Markets Correspondent. His book, Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange, reflects on how markets have changed, what really moves stock prices, and why forecasting is so hard, even for experts. Bob has started a new chapter to share the lessons he has learned.
Todd
Todd Rosenbluth
Head of Research, TMX VettaFi
Industry insights
Todd Rosenbluth
Head of Research, TMX VettaFi
Industry insights
Practice Management
Todd
Todd Sohn, CMT
Senior ETF and Technical Strategist, Strategas Asset Management
Todd Sohn, CMT
Senior ETF and Technical Strategist, Strategas Asset Management
Todd Sohn is an ETF and Technical Strategist for Strategas Research Partners. He leads Strategas’ ETF research, examining industry trends and how investor flows fit with, or against, the consensus. His research acts as a complement to the firm’s Asset Management offering. Todd is also a member of the firm’s Institutional Investor ranked Technical Research team, providing weekly sector research as well as actively working with Strategas’ clients on tailored analysis for securities around the world. Todd has been featured on various financial press outlets including Bloomberg, CNBC, and the Wall Street Journal. Prior to joining Strategas, he worked in various roles at JPMorgan. Todd has earned the Chartered Market Technician (CMT) designation and is a graduate of Syracuse University along with an MBA from Fordham University. He resides in New York City and is proud to have completed four marathons.
Kara
Kara Swisher
Journalist, author, podcaster,
Kara Swisher
Journalist, author, podcaster,
Legendary podcaster and journalist, Kara Swisher has been reporting on the tech industry since the early 90’s and was once called “Silicon Valley’s most feared but revered journalist” by New York magazine, where she is an editor-at-large. She is the host of On with Kara Swisher and a co-host of the Pivot podcast. She hosted HBO’s award-winning Succession podcast and is a regular guest on national broadcasts. Swisher has even appeared on HBO’s Silicon Valley (as herself) and The Simpsons. Additionally, she recently authored the NY Times bestselling tech industry expose Burn Book: A Tech Love Story and cofounded the technology website Recode as well as the country’s premier tech and media conference, Code.

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