Event Profile

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6:30 AM Registration and Breakfast
7:15 AM Opening Remarks and CFA Institute update:

• Kelly Colotla
• Leah Bennett

7:30 AM David Rosenberg, Chief Economist & Strategist, Gluskin Sheff & Associates
8:30 AM Dr. Wes Gray, Author & CEO, Alpha Architect
9:30 AM Break & Wes Gray Book Signing
10:00 AM Joe Kalish, Global Macro Strategist, Ned Davis Research
11:00 AM Crypto Panel:

• Thomas Lee, Head of Research, Fundstrat 
• Jameson Lopp, Infrastructure Engineer, Casa
• Turr Demeester, Founder, Adamant Capital
• Joshua Deems

12:00 PM Lunch Keynote - Thomas Lee, Head of Research, Fundstrat
1:30 PM Scott Orr, VP Public Affairs, Fidelity Investments
2:30 PM Women in Investment Management Panel:

• Lisa McDaniel, University of North Texas
• Margurita Cheng, Author & CEO, Blue Ocean Global Wealth
• Jennifer Roosth, President, Ellevate Network
• Carrie George, Allianz Global Investors

3:30 PM Break
4:00 PM Marshall Gandy, Associate Regional Director, SEC
4:30 PM Joe Gorder, CEO, Valero
5:30 PM Cocktail Reception at The Dashiell House

Secure your ticket and register today. 

Questions? Email Kelly Wilson at kellyw@amc-texas.com.