October 1, 2024 | Dallas, TX
The Future Investor: Harnessing Innovation Amid Volatility
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.
October 1 - Tuesday
Registration & Networking
Program
4:30 PM CDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:35 PM CDT – Sponsor Opening Remarks
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
4:40 PM CDT – Capitalizing on America’s Technological Transformations
All major businesses are seemingly aligned when it comes to the notion that technology is central to smart investing, effective customer service and consistent returns. Delve into the dynamic world of data-driven innovation with a panel of seasoned executives who are harnessing the power of artificial intelligence and analytics on behalf of some of the nation’s most prominent companies.
- Sandeep Davé, Chief Digital & Technology Officer, CBRE
- Andy Markus, Senior Vice President & Chief Data Officer, AT&T Services
- Gustaaf Schrils, Chief Information Officer, Omni Hotels & Resorts
- Lauren Woods, Senior Vice President, Technology & Chief Information Officer, Southwest Airlines
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
5:10 PM CDT- Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg
5:15 PM CDT – The Creative Star Behind America’s Team
As one of the most recognizable names in sports and business, the Dallas Cowboys have become synonymous with a unique experience that extends far beyond the gridiron. In this conversation, we’ll hear from Charlotte Jones, the driving force behind the club’s growth across culture, philanthropy and entertainment. As Chief Brand Officer, Charlotte will discuss the keys to creating and protecting a globally recognized brand. In her view, how did the Cowboys go from a money-losing club in the 80s to one the most valuable and profitable sports businesses today? What were some of the key challenges behind the conceptualization and construction of AT&T stadium? Additionally, what can fans expect when it comes to new experiences and new technology from the Cowboys and the NFL?
- Charlotte Jones, Chief Brand Officer & Co-Owner, Dallas Cowboys Football Club
- Moderator: Julie Fine, Texas Bureau Chief, Bloomberg
5:35 PM CDT – The Intersection of Tech & Investing
In this discussion, leading executives and financial professionals will discuss their outlooks for U.S. markets and for major industries as they unpack how technology has enabled them to approach their roles with greater efficiency. The panel will share the key questions and concerns they’re fielding from clients and customers as they position their businesses for growth amid a volatile economic climate. Additionally, the panelists will share the major catalysts they’re watching out for in the coming months.
- Nicole Chambers, Global Managing Director, Texas Stock Exchange (TXSE)
- Alan Imberman, Chief Financial Officer, Wealthfront
- Scott Mueller, Southwest Region Head, Goldman Sachs Private Wealth Management
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
6:00 PM CDT – Closing Remarks
Networking Reception
Speakers
Nicole Chambers
Global Managing Director Texas Stock Exchange (TXSE)
Sandeep Davé
Chief Digital & Technology Officer CBRE
Julie Fine
Texas Bureau Chief Bloomberg
Diksha Gera
Senior Analyst, Asia Financials Bloomberg Intelligence
Alan Imberman
Chief Financial Officer Wealthfront
Charlotte Jones
Chief Brand Officer & Co-Owner Dallas Cowboys Football Club
Michelle Lynn
Global Head of Data, Insights & Planning Bloomberg
Andy Markus
Senior Vice President & Chief Data Officer AT&T Services
Lisa Mateo
Business Correspondent Bloomberg
Scott Mueller
Southwest Region Head Goldman Sachs Private Wealth Management
Gustaaf Schrils
Chief Information Officer Omni Hotels & Resorts
Paul J. Schroeder
QQQ Equity Product Strategist Invesco
Lauren Woods
Senior Vice President, Technology & Chief Information Officer Southwest AirlinesSponsor
From tech innovators like Apple and Google to lesser-known biotech and media names, Invesco QQQ ETF provides access to Nasdaq-100 companies changing the world – all in one ETF. Invesco QQQ is committed to innovation and offering investors access to fast-growing sectors. Rethink what’s possible with Invesco QQQ ETF. To learn more about QQQ and the risks involved in investing in ETFs, including possible loss of money, visit our website. Holdings are subject to change and are not buy/sell recommendations. Invesco Distributors, Inc.