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    The Future Investor: 
    Finding the Opportunities





    June 3, 2025
    St. Regis Hotel | 125 3rd Street | San Francisco, CA



      

    Proudly Sponsored By Invesco QQQ


    About the Event

    A new federal administration is always a time of heightened uncertainty as markets wait for direction on policies and their impact on the economy. The volatility can be unnerving, and investors may be tempted to time the market or get ahead of anticipated market moving actions. But 2025 has a lot more going on than post-election uncertainty. Geopolitical unrest persists worldwide, the effects of climate change are beginning to be accounted for, and inflation remains a harsh reality.

    How can investors achieve their objectives while contending with persistent volatility and uncertainty? The fundamentals still apply. If anything, now is the time to remember the basics. Focus on the long term – stay invested.

    Despite the strong headwinds of uncertainty from various sources, consumer spending remains strong, and businesses are still spending on innovation. The U.S. economy continues to grow, providing opportunities for companies and returns for investors.

    Where are these opportunities? The business executives and investors gathered for this event will share their views of the economic landscape. We will hear from companies on how they are investing in their businesses to create efficiencies, innovate their products and services, and improve the customer experience. Investors will share the sectors, products and services that they find exciting, and in which they are investing.

    Our Speakers

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    HB
    Halé Behzadi
    Vice Chair
    BMO
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    LB
    Leigh Marie Braswell
    Partner
    Kleiner Perkins
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    DD
    Dan Durn
    Chief Financial Officer & Executive Vice President, Finance, Technology Services and Operations
    Adobe
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    PE
    Paul Eitelman
    Chief Investment Strategist, North America
    Russell Investments
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    SM
    Saira Malik
    Chief Investment Officer
    Nuveen
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    VR
    Vibhor Rastogi
    Global Head, AI Investing
    Citi Ventures
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    LS
    Lisa Salvi
    Managing Director, Advisor Services
    Charles Schwab Corporation
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    PS
    Paul J. Schroeder
    QQQ Equity Product Strategist
    Invesco

    Bloomberg Participants

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    DG
    Diksha Gera
    Senior Analyst, Global Fintech & Payments
    Bloomberg Intelligence
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    LM
    Lisa Mateo
    Business Correspondent
    Bloomberg
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    KW
    Kara Wetzel
    San Francisco Bureau Chief
    Bloomberg

    Proudly Sponsored By

    Partner logo

    Invesco Distributors, Inc.

Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer