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Macro Summit 2026

November 12, 2026

FTSE Russell 

28 Liberty St, New York, NY

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We are pleased to announce the Astoria Macro Summit 2026, our annual gathering of clients and partners for a focused discussion on the forces shaping markets and where we go from here.

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The day will bring together a distinguished group of investment professionals and macro thinkers for market commentary, institutional perspectives, and focused panel discussions, with opportunities to exchange ideas and perspectives with peers.

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​We look forward to welcoming our clients and partners for an intimate afternoon of ideas, dialogue, and perspective at the Astoria Macro Summit 2026.

Speakers 

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Mike Wilson

Chief U.S. Equity Strategist & Chief Investment Officer

Morgan Stanley

Mike Wilson is Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, where he chairs the Global Investment Committee. He joined in 1989 and became CIO of Wealth Management in 2012.

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Jeffrey Sherman

Deputy Chief Investment Officer​

DoubleLine

Jeffrey Sherman is Deputy Chief Investment Officer at DoubleLine, where he is lead portfolio manager for multi-sector and derivative-based strategies. He joined in 2009 from TCW and hosts "The Sherman Show."

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Michael Arone

Chief Investment Strategist

State Street

Michael Arone is Managing Director and Chief Investment Strategist for the US SPDR Business at State Street Investment Management. He has 20+ years of experience and previously led global portfolio strategy.

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Mary Ann Bartles

Chief Investment Strategist

Sanctuary Wealth

Mary Ann Bartels is Chief Investment Strategist at Sanctuary Wealth, where she guides 120+ Partner Firms. She spent 40+ years on Wall Street, largely at Merrill Lynch and Bank of America.

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Nick Volbi

Head of Institutional Prediction Markets

Susquehanna International Group

Nick Volbi is Head of Institutional Prediction Markets at Susquehanna International Group, which he joined in 2026. He previously held Managing Director derivatives trading roles at Morgan Stanley and BNP Paribas.

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Wes Gray

Founder & CEO

ETF Architect

Wes Gray founded Alpha Architect, an asset management firm focused on investor education. A former Marine Corps Captain, he earned a finance PhD from the University of Chicago under Eugene Fama.

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Dan Russo

Co-Chief Investment Officer

Potomac

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Dan Russo is a Portfolio Manager and Chartered Market Technician with 24+ years in the capital markets. He combines fundamental, technical and quantitative research and frequently discusses all markets on financial media.

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Jonathan Powell

Principal

Summit Trail Advisors

Jonathan Powell is a fiduciary advisor at Summit Trail, serving ultra-high-net-worth individuals and families. A CFA charterholder, he joined at the firm's 2015 launch from Barclays after starting his career at FactSet.

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Srikanth Narayan

Founder & CEO

Cache

Srikanth Narayan is Founder and CEO of Cache, which now manages $2B+ in assets and makes exchange funds more accessible. He previously led product and engineering teams at Uber and Alphabet.

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Robert Bush, MSc, FRM

Director, Global Investment Research

FTSE Russell

Robert Bush is a Director in FTSE Russell's Global Investment Research team, producing market insights and thought leadership on its indices. He previously led the Research Institute at Deutsche Asset Management.

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Rusty Vanneman

Chief Investment Officer

FNBO Wealth

Rusty Vanneman is Chief Investment Officer at FNBO Wealth, leading investment strategy across multi-asset portfolios. With 35+ years of experience, he held senior roles at Orion Advisor Solutions and CLS Investments.

What you will get out of this

Macroeconomic expertise icon – Astoria Macro Summit session on economic indicators and market dynamics for RIAs and instituti

Macroeconomic
Expertise

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

Optimal portfolio construction icon – Astoria Macro Summit session on building resilient ETF portfolios for advisors and inst

Optimal Portfolio 
Construction

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

Quantitative and factor investing icon – Astoria Macro Summit session on factor-based ETF strategies by Astoria Portfolio Adv

Quant / Factor 
Investing

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

Astoria Investment Management

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