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Macro Summit

Date: October 20, 2025

Nasdaq MarketSite, New York

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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

2025 Sponsors

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2025 Speakers

More speakers will be announced in the coming weeks!

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John Davi

Founder, CEO & CIO,

Astoria Portfolio Advisors

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Dr. David Kelly, CFA 

Managing Director & Chief Global Strategist,

J.P. Morgan Asset Management

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Jeffrey Sherman, CFA

Deputy Chief Investment Officer,

DoubleLine

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Jim Bianco

President,

Bianco Research

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Michael Arone, CFA

Managing Director &
Chief Investment Strategist,

State Street Investment Management

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Neil Dutta

Partner, Head of Economic Research,

RenMac

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Shana Sissel

Founder & Chief Executive Officer,
Banríon Capital Management

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Teddy Fusaro

President,

Bitwise Asset Management

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Bob Pisani

Former Senior Markets Correspondent,

CNBC

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Jeff Chang

President & Co-Founder,

Vest

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Mike Green

Portfolio Manager & Chief Strategist,
Simplify Asset Management

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Mary Ann Bartels

Chief Investment Strategist,
Sanctuary Wealth

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Bryan Novak

Investment Consultant,

Beacon Capital Management

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Neil Azous

Founder, Managing Member & CIO,

Rareview Capital LLC

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Nancy Davis

Founder,

Quadratic Capital

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Corey Hoffstein

CEO & CIO,

Newfound Research

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Wes Mathews

Senior Managing Director - Head of Investment Strategy,

NEOS Investments

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Will Rhind

Founder & CEO,

GraniteShares

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Dave Abner

Head of Global ETFs & Funds,

Northern Trust Asset Management

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Paul Baiocchi, CFA

Head of Fund Sales and Strategy,

SS&C ALPS Advisors

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Jon Maier

Chief ETF Strategist,

J.P. Morgan Asset Management

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Alexander Morris

Chief Executive Officer,

F/m Investments, LLC

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James Seyffart, CFA, CAIA

Senior Research Analyst,

Bloomberg Intelligence

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Christopher Ward

Portfolio Manager for the SPDR Bridgwater All Weather ETF,

Bridgewater Associates

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Jeremy Schwartz, CFA

Global Chief Investment Officer,

WisdomTree Asset Management

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Thomas Smykowski

Senior Managing Director and Global Co-Head of Securities,

BTIG

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Dan Skelly

Managing Director, Head of Market Research & Strategy,

Morgan Stanley Wealth Management

Photos from 2025 Macro Summit

Space is limited. Contact us if you are interested in attending.

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

blavine@astoriaadvisors.com
Tel: (415) 634-8530

© Astoria Portfolio Advisors LLC. Disclosure

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