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    The Future Investor:
    Harnessing Innovation Amid Volatility





    October 1, 2024
    HALL Arts Hotel | 1717 Leonard Street | Dallas, TX



      

    About the Event

    Numerous catalysts and black swan events continue to alter today’s financial world. Historic elections, geo-political tensions, major climate catastrophes, high interest rates and revolutionary technologies are just a few of the factors that continue to transform how investors approach their craft. Overall, the environment for investing is simultaneously daunting yet extremely accessible. During this afternoon briefing, we’ll hear from seasoned industry leaders who are tasked with maneuvering volatility in order to offer high-quality goods and services. Professionals from various sectors will provide insights on new methodologies, rising challenges, and recent successes within their respective fields. We’ll also hear about the inner workings of industry giants about the strategies employed for leveraging the power of technology. Ultimately, how can big data and AI be used to spur financial innovations and steer crucial business decisions? Additionally, what’s the right mix of human and machine when it comes to managing finance? How do we navigate the fine line between algorithms and analytics and human intelligence and insight? And how can both Wall Street veterans and retail investors uncover new opportunities? Together, we will explore and learn about a future where data not only plays a pivotal role in investment decisions but serves as a driving force for innovative, investable enterprises.

    Our Speakers

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    NC
    Nicole Chambers
    Global Managing Director
    Texas Stock Exchange (TXSE)
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    SD
    Sandeep Davé
    Chief Digital & Technology Officer
    CBRE
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    AI
    Alan Imberman
    Chief Financial Officer
    Wealthfront
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    CJ
    Charlotte Jones
    Chief Brand Officer & Co-Owner
    Dallas Cowboys Football Club
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    AM
    Andy Markus
    Senior Vice President & Chief Data Officer
    AT&T Services
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    SM
    Scott Mueller
    Southwest Region Head
    Goldman Sachs Private Wealth Management
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    GS
    Gustaaf Schrils
    Chief Information Officer
    Omni Hotels & Resorts
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    PS
    Paul J. Schroeder
    QQQ Equity Product Strategist
    Invesco
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    LW
    Lauren Woods
    Senior Vice President, Technology & Chief Information Officer
    Southwest Airlines

    Proudly Sponsored By

    Partner logo

    Bloomberg Participants

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    JF
    Julie Fine
    Texas Bureau Chief
    Bloomberg
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    DG
    Diksha Gera
    Senior Analyst, Global Fintech & Payments
    Bloomberg Intelligence
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    ML
    Michelle Lynn
    Global Head of Data, Insights & Planning
    Bloomberg
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    LM
    Lisa Mateo
    Business Correspondent
    Bloomberg
Contact the organizer
Contact the organizer