Speakers

Bill Shannon, Chair of Investment Committee, Board of Directors, Barrington Area Community Foundation; Founder & Managing Principal, LWKM

Sean McEvilly, CFA, Founder & Managing Partner, Vistamark Investments

Rafia Hasan, Chief Investment Officer, Perigon Wealth Management

Chad Coe, Founder, President & CEO, Coe Financial Group

Chetan Desai, CFA, Founder & CEO, Aris Investing

Tom Bratkovich, Chief Investment Officer, Longview Investment Partners, Former CIO, DCA Family Office

Alex Roman, Investment Associate, William Blair

David Hernandez, Crypto Investment Specialist, 21shares

Colin Cheaney, CFA, CFP, Vice President of Investments, IHT Wealth Management

Yussef Gheriani, CIMA, Chief Investment Officer, IHT Wealth Management

Henry Cotton, Vice President, Real Assets, bfinance

Tim Cronic, EVP, Smart Stop Self Storage

Matthew Rice, CFA, CAIA, Managing Partner, Chief Investment Officer, Vistamark Investments