Event to Feature Top Advisors and Investors from ARK Invest, Starboard Value, Omega Advisors, Betterment & More
ENGLEWOOD CLIFFS, N.J., October 2, 2023 – CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit – Making the Most of Economic Uncertainty, taking place online on Thursday, October 12 at 10am ET. With recession fears, inflation risks and persistent uncertainty about interest rates, the CNBC Financial Advisor Summit examines ways to withstand and recover from these economic challenges and learn from them in order to create long-term success.
CNBC will convene notable advisors, investors, market experts, technologists and economists about what advisors can do to position their clients for the best outcome heading into the end of the year and facing the unknown in 2024.
The CNBC FA Summit speakers include:
- Lazetta Rainey Braxton, 2050 Wealth Partners Co-Founder & Co-CEO
- Jay Clayton, Sullivan & Cromwell Senior Policy Advisor & Of Counsel
- Leon Cooperman, Omega Advisors CEO & Chairman
- Jo Ann Corkran, Golden Seeds Co-CEO & Managing Partner
- Dan Doonan, National Institute on Retirement Security Executive Director
- George Farra, Woodley Farra Manion Portfolio Management Co-Founder & Principal
- Mary Beth Franklin, Social Security Expert
- Tracy Kasper, National Association of REALTORS ® President
- Holly Newman Kroft, Neuberger Berman Managing Director
- Sarah Levy, Betterment CEO
- David Rea, Salem Investment Counselors President
- Paula Campbell Roberts, KKR Private Wealth Partners Managing Director & Chief Investment Strategist
- Jeff Smith, Starboard Value CEO & CIO
- Nancy Tengler, Laffer Tengler Investments CEO & CIO
- Joe Veranth, Dana Investment Advisors CIO & Portfolio Manager
- Rodney Williams, SoLo Funds Co-Founder
- Cathie Wood, ARK Invest CEO
The CNBC FA Summit is sponsored by Interactive Brokers, Nuveen and State Street Global Advisors.
This event has been approved for 4.5 CFP Continuing Education Credits.
To learn more about the virtual event and register to attend, please visit: cnbcevents.com/financial-advisor-summit-october-2023/.
For more information about CNBC Events, attending, speaking or sponsoring, go to: cnbcevents.com.
