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ETF Managed Portfolios,
Thematic Equity Portfolios,
Outsourced CIO,
& Sub-Advisory Services

Advisor Resources

Macro Summit

October 29, 2024

Nasdaq MarketSite, New York

150

Professionals

30

Speakers

1

Day

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Astoria's Macro Summit offers RIAs, institutions, wealth managers, and financial professionals a valuable roadmap into macro investing.

What you will get out of this

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Macroeconomic
Expertise

Enhance your understanding of economic indicators and trends that drive market dynamics

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Optimal Portfolio
Construction

Discover ways to construct resilient portfolios that can withstand volatility and maximize returns

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Quant / Factor
Investing

Dive deep into quantitative investing and how factor-based strategies can create competitive edge

Panel Discussions

Macro Outlook
Deep Dive in Quant / Factor Investing
The Role of Crypto in Asset Allocation

Sponsors

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Interested in being a sponsor?

Contact David Clark at dclark@astoriaadvisors.com

Macro Summit

Speakers

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John Davi

Founder, CEO & CIO,

Astoria Portfolio Advisors

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Jonathan Steinberg

Founder and Chief Executive Officer,

WisdomTree Asset Management

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Anna Paglia

Executive Vice President,

Chief Business Officer,

State Street Global Advisors

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Jan Van Eck

Chief Executive Officer,

VanEck

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Bob Pisani

Senior Markets Correspondent,

CNBC

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Eric Dannheim

Managing Director, Senior Advisor,

Moore Capital Management

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Adam Parker, PhD

Founder & Chief Executive Officer,

Trivariate Research LP

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Susan Thompson

Board Member,

Women in ETFs

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Katie Stockton, CMT

Founder & Managing Partner,

Fairlead Strategies

Sylvia Jablonski

Chief Executive Officer,

Defiance Investments

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Philip Camporeale

Managing Director,

J.P. Morgan Asset Management

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Todd Rosenbluth

Head of Research,

VettaFi

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Michael Green, CFA

Portfolio Manager & Chief Strategist,

Simplify Asset Management

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Bob Elliott

Co-Founder & Chief Executive Officer,

Unlimited Funds

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Benjamin Lavine,
CFA, CAIA, RICP

Chief Investment Strategist,

Freedom Advisors

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Shana Sissel, CAIA

Founder & Chief Executive Officer,

Banríon Capital Management

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Dan Suzuki, CFA

Deputy CIO,

Richard Bernstein Advisors

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Eric Balchunas

Senior ETF Analyst,

Bloomberg Intelligence

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Hamilton Reiner

Head of Equity Derivatives,

J.P. Morgan Asset Management

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Alexander Morris

Chief Executive Officer,

F/m Investments

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Mo Haghbin, CFA, CAIA

Head of Solutions,

Multi-Asset Strategies,

Invesco

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Wesley Gray, PhD

Founder & Chief Executive Officer,

Alpha Architect

Nicholas Codola,
CFA, CAIA

Senior Portfolio Manager,

Brinker Capital Investments

Jeremy Schwartz, CFA

Global Chief Investment Officer,

Wisdomtree Asset Management

Bryan Novak, CAIA

Chief Executive Officer,

Astor Investment Management

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Daniel Russo, CMT

Portfolio Manager,

Potomac Fund Management

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Todd Sohn, CMT

Managing Director,

Strategas Securities

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Dave Nadig

Financial Futurist

Matt Hougan

Chief Investment Officer,

Bitwise Asset Management

JoAnne Bianco, CFA

Investment Strategist,

BondBloxx ETFs

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Corey Hoffstein

CEO and CIO,

Newfound Research

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Cullen Roche

Founder & Chief Investment Officer,

Discipline Funds

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Pankaj Patel, CFA

Quant Research & Data Science,

Astoria Portfolio Advisors

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Joseph Cavatoni

Senior Market Strategist,

World Gold Council

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Sean Clark

Chief Investment Officer,

Clark Capital Management Group

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Richard K. Tseng, CFA

Managing Director,

Bank of America

Please reach out to David Clark at dclark@astoriaadvisors.com

if you have any questions about the conference

Macro Summit

Disclaimer: There are no affiliation between Astoria and the above mentioned sponsors.

Contact us

Astoria Portfolio Advisors, LLC

500 7th Ave, 9th Floor
New York, NY 10018

gsanderson@astoriaadvisors.com
Tel: 212.381.6185

© Astoria Portfolio Advisors LLC. Disclosure

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