Featured speakers

Julie Abbett leads J.P. Morgan’s Americas ETF Sales for Equities and Credit, where she drives the firm’s ETF execution sales model through strategic partnerships and deep engagement across the ETF ecosystem. Julie brings a unique perspective, having built her career on both the asset management and trading sides of the business. Before joining J.P. Morgan, Julie headed ETF Execution Sales at Deutsche Bank, covering RIAs, ETF portfolio managers, and traditional asset managers. She previously served as Senior Vice President and Head of Portfolio Management at IndexIQ, where she managed a suite of liquid alternative ETFs, and spent nine years as a quantitative equity portfolio manager at Deutsche Asset Management. In her current role within J.P. Morgan’s Corporate Investment Bank, Julie is at the center of ETF innovation—collaborating with ETF issuers, advising clients, and helping to bring new products and trends to market. Her background in running quantitative equity strategies and building ETFs enables her to share best practices and insights with clients, making her a trusted partner for issuers and investors alike. Julie’s cross-asset expertise and hands-on experience have made her a go-to resource for clients navigating the rapidly evolving ETF landscape.

Art Amador is QuantumStreet AI’s President and co-founder, bringing nearly two decades of experience in the investment management industry and serving as a pioneer in the application of artificial intelligence to investing. Since 2017, Art has been at the forefront of AI-driven investment innovation and is widely recognized as a thought leader in the field, with appearances in leading financial outlets such as CNBC, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, among many others. Prior to founding QuantumStreet AI, Art spent eight years as a Vice President at Fidelity Investments, where he was responsible for over $1.5 billion in assets and was recognized as Fidelity’s #1 consultant in the U.S. He holds the Certified Financial Planner designation and an MBA from the Haas School of Business at UC Berkeley.

Rob Arnott is Founder and Chair of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Executive Committee of the board. Rob is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds. Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts. In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights. Prior to establishing Research Affiliates, Rob was chair of First Quadrant, LP, which he built up from the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company. Rob has published more than 150 articles in such publications as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, for whom he served as editor in chief from 2002 through 2006. Rob has received eight Graham and Dodd Scrolls, which are awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. In 2013, Rob received the William F. Sharpe Indexing Lifetime Achievement Award. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008). Rob received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.

Eric Balchunas is an analyst at Bloomberg Intelligence focused on exchange-traded funds.

Jorge Bernal is an accomplished leader with over 30 years of experience in the financial services industry. As EP Wealth Management's first-ever Chief Operating Officer, Jorge brings a wealth of expertise in leading nationwide and international teams, with a proven track record of managing front-, middle-, and back-office functions for some of the most successful firms in the industry, including SageView, Goldman Sachs, United Capital, Fidelity, and JPMorgan. In his role, Jorge is responsible for leading the Advisor, Marketing, Investments, Wealth Advisory Services, Wealth Management Services, Operations, and Client Service teams, working across the organization to drive value and efficiency while enhancing the client experience. His efforts focus on evolving EP Wealth’s service offerings, ensuring that the company continues to exceed the expectations of clients, employees, and stakeholders across all markets. Jorge’s leadership is grounded in his entrepreneurial spirit and his deep commitment to serving clients, alongside his passion for fostering an environment where employees thrive, aligns perfectly with EP’s mission to build a nationwide, fee-only Registered Investment Advisor (RIA) firm that never loses focus on what matters most: the success of its clients. Jorge is based in Seattle with his wife and three-year-old daughter and has three older children.

Mr. Biegeleisen is a member of the investment committee. He served with Steve Cucchiaro on the investment committees for both Windward and Windhaven Investment Management, Inc. His research effort is focused on discovering and exploring the interconnectedness of the global capital markets through quantitative and qualitative analyses, including utilizing machine learning algorithms. He is experienced in investment modeling, implementing efficient trading practices and has significant ETF industry experience. Prior to joining 3EDGE, Mr. Biegeleisen was the Director of Quantitative Research and Portfolio Manager at Beaumont Capital Management. He was the Chief Investment Officer and Portfolio Manager of Broadmeadow Capital, LLC an investment firm which he co-founded in 2014. Prior to this, he worked for Windhaven Investment Management as a Senior Investment Analyst and then Director of Research, leading the firm’s quantitative modeling, product due diligence and portfolio structuring. Before joining the investment industry, Mr. Biegeleisen was an engineer for General Dynamics and Textron, working to develop next-generation communications and defense solutions. Mr. Biegeleisen has a BS in electrical engineering from Trinity College in Hartford, CT, an MS in electrical engineering from the University of Southern California, and an MBA from Boston University’s Questrom School of Business. He became a CFA® charterholder in 2011 and is an active member of the CFA Society Boston.

Bill Birmingham is a Managing Director at Osprey Funds, a crypto-focused asset manager where he helps design and launch crypto investment products and vehicles. Prior to Osprey, he spent more than two decades as a long/short equity analyst and portfolio manager across several major hedge funds. His work sits at the intersection of investment strategy and crypto market structure, with a focus on translating complex themes into investable strategies. Bill holds a B.A. from the University Professor’s Program at Boston University and a J.D./LL.M from Boston University School of Law. He is also CFA Charterholder.

Allison Bonds Mazza is a Senior Managing Director of State Street Investment Management, the fourth largest asset manager in the world, and Head of US Wealth. In this role, Allison is responsible for defining and leading State Street Investment Management's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts, home office research, model portfolio and defined contribution teams, across all intermediary and direct retail channels. In addition, she serves as President of State Street Global Advisors Funds Distributors, LLC, and is a member of State Street Investment Management's Executive Management Group and State Street's Operating Group. Prior to her current role, Allison was Head of Private Wealth Management and Independent Wealth Management, leading the sales and national accounts teams across the wirehouse, regional broker dealer, independent broker dealer, private bank and RIA channels. Previously, she served in a succession of increasingly senior leadership roles, beginning with Private Wealth Regional Director, Western Divisional Director for the Independent Wealth Management Channel and finally Head of the Private Wealth Management Channel. She joined State Street Investment Management in 2008 as a Regional Consultant in Southern California. Before joining State Street Investment Management, Allison spent eight years with Prudential Investments where she held a number of client-facing positions, most recently Senior Vice President and Western Divisional Sales Manager for PGIM mutual funds and separately managed accounts (SMAs). Allison is a graduate of Cornell University, where she received a B.S. in marketing. She has earned the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Private Wealth Advisor (CPWA®) designation. Allison is a founding member of the Southern California Chapter of Women in ETFs and maintains her FINRA Series 7, 66, 9, 10 and 24 licenses.

Thomas Bonville is Managing Director and Head of Derivatives Sales at Clear Street. Bonville has over 20 years of experience working in the derivatives industry. Prior to Clear Street, he worked at Macro Risk Advisors where he acted as Head of Sales. Bonville also spent eight years running equity derivatives sales at Wells Fargo and 15 years in senior equity derivative sales roles at Nomura, Bank of America, and Goldman Sachs.

J. Keith Buchanan, CFA, joined GLOBALT in March 2019 and started in the investment management industry in 2005. Prior to joining GLOBALT, Mr. Buchanan held the role of Chief Investment Officer and Principal of Invictus Capital Investors. Mr. Buchanan has also served as Portfolio Manager for Value strategies at Herndon Capital Management and Portfolio Manager at The Retirement Systems of Alabama.   Mr. Buchanan earned his BS in Investment Management Finance from the University of Alabama and an MBA from Auburn University Montgomery. He is a member of the CFA Institute, the Atlanta Society of Finance and Investment Professionals, and the Culverhouse College of Business Board of Visitors at the University of Alabama.

As Chief Marketing Officer, David Buzo leads all marketing strategy, branding, and execution efforts for Independent Advisor Alliance. His primary mission has been two-fold: strengthening the IAA brand to support recruiting efforts and partnering with advisors to leverage IAA's services and grow their individual practices. David brings extensive leadership experience from firms including LPL Financial, MetLife, and MassMutual. He earned his B.S. in Marketing from the University of Toledo and his MBA from the University of Arizona.

Phil Camporeale, managing director, is a portfolio manager on J.P. Morgan Asset Management's Multi-Asset Solutions group, based in New York. In this role, Phil is responsible for developing and implementing global macro trading insights consistent with the Multi-Asset Solutions investment process. A particular area of focus is the impact of global monetary policy on asset prices. Phil joined the Multi-Asset Solutions team in 2011 and, prior to his current role, he managed the Investment Specialist team focused on U.S. Funds. An employee since 2000, Phil was previously a portfolio manager in the New York fixed income group, where he was responsible for managing duration and yield curve strategies. Phil has also appeared in various media outlets, including CNBC, Bloomberg, and The Wall Street Journal. Phil earned a Bachelor of Science in Accounting and an M.B.A. in Finance from Fordham University. He is Series 3, 7, and 63 licensed.

Matthew Carter joined Turkey Hill Management in February 2024, following a career dedicated exclusively to wealth management. Most recently, he served as Director of Wealth Management Services, where he delivered financial planning and investment advice to clients of a rapidly growing, full-service wealth management firm. Through these roles, Matt developed a deep appreciation for how wealth managers build enduring client relationships and the meaningful guidance they provide every day. He brings that same client-centered mindset to his work at Turkey Hill, where he advises firms navigating sell-side M&A transactions. Outside of work, Matt enjoys time on the golf course, at a cookout, or cheering on his favorite teams at a sporting event. He lives in Richmond with his wife, Ashley, and their three children.

Kirsten Chang is a Senior Industry Analyst at VettaFi. She previously worked at CNBC for over ten years as a Markets Producer on the New York Stock Exchange. In that role, she collaborated with Bob Pisani on market coverage and helped launch CNBC's "ETF Edge" show, podcast, and newsletter. Before that, she worked on CNBC's "Squawk Box," where she booked and pre-interviewed various financial leaders.

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

With over 25 years in wealth management, Stacy Coffey is a results-driven executive known for driving firm growth, advancing advisor and client experience, and actionable leadership development. As Managing Director and Head of Advisory Partnership Success at Rise Growth Partners, she expertly guides RIA leaders and advisors on growth acceleration strategies and achieving exceptional outcomes for both firms and their clients. Stacy began her career at Charles Schwab, where she spent over 19 years advising high-net-worth clients, leading advisory teams across the West Coast. She later relocated to Schwab’s corporate headquarters to lead firmwide initiatives focused on client experience, wealth planning, and long-term, sustainable growth. She most recently served as Senior Vice President of Wealth Strategies at Wealth Enhancement Group, where she led specialized teams delivering scalable financial planning, investment consulting, tax preparation, estate planning strategies, high-net-worth services, and insurance solutions. Her leadership drove deeper client engagement and fueled organic growth in net new assets. Known for distilling complex strategies into actionable insights, Stacy has been featured in Barron’s, U.S. News & World Report, and Forbes, reflecting her stature as a respected voice in the industry. Stacy is a CERTIFIED FINANCIAL PLANNER®, a certified executive coach through the UC Berkeley Executive Coaching Institute and holds a BA in secondary education from Ottawa University.