Workshop Topics:

This year we are offering one track to provide a more streamlined experience. Attendees of all across a range of prior experience will still be able to glean valuable insights from each workshop. See our “Speakers” page to learn more about who will be leading each workshop!

Workshop #1: Personal Finance Fundamentals - Learn how to harness practical, life-long investing skills and tools to bolster your personal portfolio.

Workshop #2: High Value Management - Gain insights from top professionals managing a $5B+ endowment—a breakdown of large-scale asset management, covering strategies, risks, and industry practices.

Panel + Q&A

The closing panel will be a diverse conversation between a selected group of four industry experts. It will synthesize the previous workshops and offer valuable insight into the interactions between asset management disciplines.