Welcome Reception
Kick off the Annual Meeting with networking over cocktails.
Sponsored by Broadridge Financial Solutions
One-on-One with Neuberger Berman President and CIO – Equities Joe Amato
A candid conversation with Joe Amato on investment strategies, the market outlook, and trends reshaping asset management.
Joseph V. Amato
President and Chief Investment Officer – Equities, Neuberger Berman
President and CEO, SIFMA
One-on-One with BofA CTO and CIO Hari Gopalkrishnan
Hari Gopalkrishnan shares his vision for Bank of America’s $13 billion tech agenda, with a focus on AI, innovation, and customer experience.
The State of the Economy: Insights from SIFMA’s Roundtable of Economists
Top economists from leading firms share their outlook on growth, inflation, and the forces driving the U.S. economy.
The State of the Investor: Insights from SIFMA’s Investor Survey
Get an inside look at the new 2025 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) Study - an independent KPMG LLP study, sponsored by SIFMA - and what they mean for the future of investing.
Head of External Affairs, Edward Jones
Chief Investment Officer, Robinhood
Managing Director, Head of International Services, Charles Schwab
Chairman and CEO, Stifel
Chair-Elect, SIFMA Board of Directors
President - Advice & Wealth Management, Products and Service Delivery, Ameriprise
Moderated by:
Scott Lieberman
Principal – Head of Customer Advisory, Financial Services Lead, KPMG US
One-on-One with Congressman French Hill
Representative French Hill, Chairman of the House Financial Services Committee, shares his perspective on Congress’s role in shaping financial markets policy.
Geopolitics, Markets, & Leadership: A Conversation with General "Spider" Marks and Peter Tchir
Explore today’s geopolitical landscape and macro investing strategy with General Marks and Peter Tchir. General Marks will also share leadership lessons from his 30-year U.S. Army career, during which he held every command position—from infantry platoon leader to commanding general.
Major General (Ret.) James A. “Spider” Marks
Head of Geopolitical Strategy, Academy Securities
Head of Macro Strategy, Academy Securities
Chief Operating Officer, SIFMA