Top Investment Themes That Will Drive Client Conversations in 2023

December 13, 2022

About Investment Insights Summit 2022

Advisor Perspectives Investment Insights Summit 2022 is an all-new one-day virtual event on the top investment themes that will drive client conversations in 2023.

What energizes us most about adding another summit to our lineup this year is the opportunity to provide the financial community with more opportunities for collaboration and learning.

Keynote Speaker
Jeremy Siegel
Wharton School of the University of Pennsylvania

Jeremy Siegel is the Russell E. Palmer Emeritus Professor of Finance at the Wharton School of the University of Pennsylvania and a senior investment strategy advisor to Wisdom Tree Funds. His book, Stocks for the Long Run, now in its fifth edition, is widely recognized as one of the best books on investing. It is available via the link on this page. He is a “Market Master” on CNBC and regularly appears on Bloomberg, NPR, CNN and other national and international networks.

Keynote Speaker
Alex Shahidi
Evoke Advisors

Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets. In 2014, Alex co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts. In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country. ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets.

Keynote Speaker
Karen Karniol-Tambour
Bridgewater Associates

Karen joined Bridgewater in 2006. As Co-Chief Investment Officer for Sustainability, she leads the design and oversight of new investment solutions with both financial and sustainability objectives. Karen is also a member of Bridgewater’s Executive Committee and Investment Committee, co-chair of the firm’s Sustainable Investing Committee, and a Partner. She has 15 years experience developing systematic insights on global markets and overseeing Bridgewater’s investment logic and portfolio construction, and previously headed Bridgewater’s Investment Research function. Karen received her AB from Princeton’s School of Public and International Affairs with a Certificate in Finance. She serves on the boards of the Truman Center for National Policy and Seeds of Peace, a nonprofit cultivating young leaders to transform conflict in the Middle East and South Asia. Karen is a World Economic Forum Young Global Leader, was included in Fortune’s “40 Under 40” most influential leaders in business in 2019, and has been named to Barron’s list of “Most Influential Women in US Finance” for three years in a row.

Hear From Other Experts

Robert Huebscher
Todd Rosenbluth
Tom Lydon
Lara Crigger
Dave Nadig
Brandon Thomas
Graham Day, CFA
Joe Becker
Pamela Sams

2022 Event Agenda

One day. Earn 6 CE credits. Learn from talented speakers.

Opening Keynote: Jeremy Siegel’s 2023 Market and Economic Forecast
Defined Outcome ETFs™: More relevant today than ever before
Why Direct Indexing? What to know in 2023 – Sponsored by Envestnet
ETF Funds: Growth Strategies for Advisors in 2023
Financial Planning for Female Clients
Closing Keynote: The Macroeconomic Perspective with Karen Karniol-Tambour of Bridgewater


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