July 17, Nassau Inn, Princeton, NJ

Register Now for New Jersey’s First and Only Investment Management Conference Running Thursday, July 17 at the Nassau Inn in Princeton NJ

WEALTH MANAGERS, FAMILY OFFICES, INSTITUTIONS, ADVISORS

Avoid the commute with this unique mix of suburban professionals based out of New Jersey, New York and Philadelphia.
Expand your network with a team of colleagues who are close to home!

FUND MANAGERS

Connect with this group of investment professionals who want to learn more about what you have to offer.
Be a part of their solution set as an expert sponsor. Click here to request sponsorship options.

Hear expert insights on these topics and more!

• Macro Overview: Stocks, bonds, commodities, currencies
• Alternative Investments: A view of the past and the future
• Recognizing investment opportunities along the artificial intelligence (AI) ecosystem
• How are active investors capturing value in fixed income?
• Equities: How long will US dominate?
• Navigating International Asset Allocation with ETFs
• Private Equity
• Networking and Refreshment Break
• Fintech Update: Picking your tech stack with an overwhelming amount of choices
• Demographic Trends Supporting Real Estate Investments
• Thematic Investing: What Drives Market Cycles

2025 Speaker Faculty

**Larry Chiarello**
*Managing Director*
**SkyView Investment Advisors**

**Rob Michel**
*President and*
*Chief Investment Officer*
**Glen Eagle Advisors**

Peter Boockvar
Chief Investment Officer
Bleakley Financial Group

Kevin Mahn
President and
Chief Investment Officer
Hennion & Walsh Asset Management

**Brian Carney**
*Chief Executive Officer*
**RiversEdge Advisors**

**Ted Katramados**
*Director*
**TAG Associates**

**Ria Ghosh**
*Investment Officer, Fixed Income*
**United Nations Joint Staff Pension Fund**

**Phil Pagliaro**
*Portfolio Manager*
**State of New Jersey Division of Investment**

**Giang Bui**
*Head of U.S. Equities*
*and ETF Listings*
**NASDAQ**

**Jason Bastedo**
*Director, Investments & Risk Management*
**Novartis**

**Daniel H. McElwee**
*Partner & Chief Operating Officer*
**Ventura Wealth Management**

**Jordan Kaufman**
*Chief Investment Officer*
**Green Ridge Wealth Planning**

**Jack Vogel**
*Chief Investment Officer*
**Alpha Architect**

**Sunil Shah**
*Head of Portfolio Consulting & Vice President*
**Dimensional Fund Advisors**

**Ross Smith**
*Client Portfolio Manager, Global Multi-Asset Team*
**Macquarie Asset Management**

**John L. “Jack” Smallwood Jr**
*Business Operations & Strategy*
**Smallwood Wealth Management**

**Ronald E. Madey**
*Chief Investment Officer*
**Wealthcare Capital Management**

**Kellan Sun**
*Chief Investment Officer*
**Greenwood Star Asset Management**

**Sophia Mullen**
*President*
**EnTrust Global**

**Peter Duffy**
*Director of Investments*
**Radcliffe Capital Management, L.P.**

**Brian Lomax**
*Senior Portfolio Manager*
**Wealth Enhancement Group**

**Ed Al-Hussainy**
*Senior Interest Rate & Currency Analyst, Head of Emerging Market Fixed Income Research*
**Columbia Threadneedle Investments**

**Wasif Latif**
*Co-Founder, President & Chief Investment Officer*
**Sarmaya Partners**

**Matthew Forester**
*Former Chief Investment Officer*
**BNY Mellon**

**Matthew Forester**
*Head of Dynamic Portfolio Management*
**BNY Mellon Advisors**

**Gustave Scacco**
*Chief Investment Officer & Chief Executive Officer*
**Hudson Valley Investment Advisors**

Sponsored by:

Register Below!

Asset Allocators

Wealth Managers, Family Offices, Private Banks, Foundations, Endowments, Pension Funds attend all panels, networking breaks and other activities free of charge

Fund Managers and Service Providers

Attend all panels and networking breaks at the New Jersey Investment Management Intersect Conference, running Thursday, July 17, from 8 am until 5 pm at the Nassau Inn in Princeton NJ.

Request Agenda

Only corporate emails will be accepted

2nd Annual New Jersey Investment Management Intersect Conference