Virtual

Agenda

December 5th-6th

Presented by

Tuesday December 5th

1.00–1.45pm

Session 1: How To Win In 2024 with Ray Dalio

Hear from the investing legend who’s the founder of the world’s biggest hedge fund, Bridgewater Associates, as he shares his perspectives on what's going on the markets, what to expect in 2024, and which strategies could help investors win.

Hear from: Ray Dalio, founder and CIO of Bridgewater Associates

2:00–2:30pm

Session 2: Investing In Megatrends with Jay Jacobs, iShares

In this session, Jay will break down the megatrends of the next decade. Uncover growth opportunities in clean energy, healthcare, and technology – and find out where to place your bets for 2024 and beyond.

Hear from: Jay Jacobs, Head of U.S. Thematics and Active Equity ETFs, iShares

2.45–3.15pm

Session 3: How To Find Opportunities In Sustainability with CFA Institute

Investors’ approach to ESG has evolved so join CFA Institute to hear the latest on how to analyze and value sustainable stocks, how to integrate ESG into your portfolio, and tips, tricks, and techniques to help you become a smarter investor.

Hear from: Christopher Fidler, Senior Director at CFA Institute and Hardik Shah, Experienced ESG Specialist

3.30–4.00pm

Session 4: Uncovering Hidden Market Opportunities

Discussion points:Join Oakley Capital partner Steven Tredget to hear about key trends impacting private investment markets, how AI has changed the investing game in sectors like tech, education, and consumer, and how retail investors tap into opportunities in alternative markets.

Hear from: Steven Tredget, Partner at Oakley Capital

4.15–4.45pm

Session 5: The DIY Investor Revolution

The traditional wealth management industry is at risk of becoming obsolete in the face of new technologies and the rise of empowered DIY investors. Hear from TPP’s cofounder Lane Clark on how the industry is evolving to meet changing consumer needs and what the future of wealth management could become.

Hear from: Lane Clark, Co-Founder of TPP

5.00–5.30pm

Session 6: Making Investing Accessible To Beginners

The rise of investment apps has made it easier than ever to start investing and to manage your portfolio. In this session, we’ll hear from industry experts who’ve built platforms aimed at being the smoothest “on-ramp” to investing for those starting their journey. Hear how innovations like auto-investing and fractional shares coupled with an engaging content strategy help beginners go from zero to invested.

Hear from: Daniel Skowronski, CRO at Admirals and Liza Landsman, CEO at Stash

5.45–6.15pm

Session 7: Stocks, Bonds Or Cash: Where To Invest Right Now?

High inflation, rising interest rates, and geopolitical uncertainty have sent ripples through the financial markets this year. Join the co-manager of two of Ruffer’s flagship funds and RBC Brewin Dolphin's Head of Market Analysis for an engaging discussion about the risks investors face next year, and the strategies to help mitigate them.

Hear from: Duncan Macinnes, Investment Director at Ruffer and Janet Mui, Head of Market Analysis at RBC Brewin Dolphin

6.30–7.00pm

Session 8: How AI Is Changing The Way Investors Discover Opportunities

The rise of artificial intelligence has quickly impacted how all investors identify, research, and monitor opportunities, so join industry leaders to hear how retail investors use AI tools to revolutionize processes, transform risk management and boost returns.

Hear from: George Kailas, CEO at prospero.ai, Jacques Cailloux, Founder and CEO at Investalert.ai and Angeline Ong, Financial Analyst, Global Content Editor at IG

Wednesday December 6th

1.00–1.30pm

Session 9: Uncover the Art of Risk Management

Understanding risk is the most important skill for any investor. Discover strategies to navigate uncertain times, protect your investments, and cultivate personal resilience. Leave this session with key principles and practical tips to help you make informed decisions and thrive as an investor.

Hear from: Stephanie Leung, Chief Investment Officer at Stashaway

1.45–2.15pm

Session 10: From Novice to Pro: How To Screen Stocks Like A Pro

The ability to screen stocks to identify potential opportunities separates the novices from the pros, so join this session to hear about the pros (and cons) of stock screeners, how to use them and why they could be a simple solution to finding stocks that fit your investment strategy.

Hear from: Wayne Thorp, Head of Research & Analysis Products at AAII

2.30–3.15pm

Session 11: 2024 Outlook: Navigating the Year Ahead

Hear from three leading economists and strategists from some of the world’s biggest financial firms about what to expect from the global economy in 2024, where the risks and opportunities lie, and how they’re suggesting professional investors set up their portfolios for the year ahead.

Hear from: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Michelle Meyer, US Chief Economist at Mastercard and Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management

3.30–4.00pm

Session 12: Keynote: Global Perspectives From Jamie Dimon

An exclusive keynote address by Jamie Dimon, chairman and CEO of JPMorgan Chase. Hear this industry titan’s insights and expertise on topics including the global economy, leadership, innovation, and the future of finance.

Hear from: Jamie Dimon, chairman and CEO, JPMorgan Chase

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