Registration

The Ritz-Carlton Philadelphia
10 Avenue of the Arts, Philadelphia, PA 19102

3:00 PM
Open Registration
The Ritz-Carlton Philadelphia Lobby

5:30 – 6:00 PM
Shuttle Service to The Franklin Institute
The Ritz-Carlton Philadelphia, South Penn Square Entrance

Opening Reception & Dinner

The Franklin Institute
220 N 20th Street, Philadelphia, PA 19103

6:00 PM
Cocktail Hour

7:00 PM
Program Begins
Opening Remarks
McCullough Williams | President & COO, Xponance

Dinner is Served

A Word from Our Founder
Tina Byles Williams | Founder, CEO & CIO, Xponance

The Global Contest Between Democracy and Autocracy:
Markets, Power, and the Emerging World Order
A Fireside Chat with Anne Applebaum, Pulitzer Prize Winning Author & Historian, Atlantic Staff Writer, and Senior Fellow at the Agora Institute, Johns Hopkins University

Closing Remarks & Housekeeping
The Xponance 30th Anniversary Team

9:00 PM
Dessert Reception
Shuttle Service to The Ritz-Carlton Philadelphia

The Xponance 30th Anniversary Investor Forum

The Ritz-Carlton Philadelphia
10 Avenue of the Arts, Philadelphia, PA 19102

7:30 AM
Registration & Breakfast

8:30 AM
From Founding to the Future: 30 Years of Wisdom
Comptroller Mark Levine | New York City
Tina Byles Williams | Founder, CEO & CIO, Xponance
Suzanne Shank | Co-Founder & CEO, Seibert Williams Shank

9:10 AM
Mad Max or Star Trek? Where Do We Go From Here
David Andrade | Xponance
Vivek Wadhwa | Vionix Biosciences

9:50 AM
Investing Through the New World Order:
Multipolarity, and the Future of Global Capital
Tina Byles Williams | Founder, CEO & CIO, Xponance
Matt Gertken | BCA Research

10:30 AM
Break

10:45 AM
Investing in the Next Generation
Kila Weaver | Xponance
Michelle DeFossett | Girls Who Invest
Dylan Ingerman | First Generation Investors
Danny Malavé | NYSTRS

11:15 AM
The New Playbook: How CIOs Are Positioning for What’s Next
June Kim | CalPERS
Thomas K. Lee | NYSTRS
Kim Lew | Columbia Investment Management Company
Angela Miller-May | IMRF

12:00 PM
Lunch: Macro Mirrors
Xponance Next Gen

1:15 PM
Investing with Intent: Custom Portfolios and Client Values
Sumali Sanyal | Xponance
Lawrence Bancroft | Bivium Capital
Mathew Jensen | UUA Investment Office

1:55 PM
Private Equity in Today’s Portfolio Management
Michael A.B. Orr | Xponance Alts
James Del Guadio | PSERS
Jenifer Rizza | Eversource Energy

2:35 PM
Break

2:45 PM
The New Fixed Income Frontier
Charles Curry | Xponance
Noel McElreath | Xponance
Lyn Farris | Hanover Insurance
Nishant Upadhyay | State of Connecticut Treasurer’s Office

3:25 PM
Global Equity at an Inflection Point: The Role of Active Managers
Thomas Quinn | Xponance
Jay Chambers | NYSCRF
Marlene Timberlake D’Adamo | Maryland SRPS
Ray Venner | CalSTRS

4:05 PM
The Manager Selection Value Chain
Bill Hempele | Aapryl
Rodney Herenton | Channing Capital
Matt McCue | FinSearches
Daniel Brickhouse | Nasdaq eVestment