June 11, 2019 | San Francisco 

The Future of Investing:
Driving Growth Through  Innovation

The 2019 Future of Investing series kicks off this year in San Francisco, where we’ll gather top investors and analysts for a deep dive into the health and future of the Nasdaq 100. Powered by Bloomberg Intelligence and the editorial power of the Bloomberg newsroom, we’ll talk to top investors about the mega trends they see driving growth among the index’s heavyweights, talk to innovators about the ways they are creating value within their companies, and engage leading strategists in a discussion about the long-term health of the index and where smart money should be headed.

June 11 - Tuesday

8:00 am

Registration and Networking Breakfast

9:00 am

Welcome Remarks


9:05 am

Opening Remarks


9:10 am

Beyond AI: Tech Mega Trends to Track

We’ll talk with two top investment officers from leading robo-advisory firms about how they’re building portfolios now, the overall evolution of FinTech and how it’s impacted the investment advisory industry, and how trends like ESG and gender-lens investing are influencing their decision making.



9:40 am

Bloomberg Intelligence Presents: The Innovation Landscape


  • Jitendra Waral

    Head of Internet and Consumer Electronics, Bloomberg Intelligence

10:00 am

Innovation Spotlight: Driving the Future

In her work at Microsoft Research, Dr. Mar Gonzalez-Franco seeks to achieve strong immersive experiences using different disciplines: Virtual Reality, Avatars, computer graphics, computer vision and haptics; all while studying human behavior, perception and neuroscience. She’ll speak with Bloomberg’s Nico Grant about what she sees as the next big frontier for computer science.



10:20 am

Betting on the Favorites: Taking Stock of the Tech Heavyweights

IPO season is upon us and as Silicon Valley prints a new batch of millionaires, it’s time to take stock of tech stocks. What is the appetite for the disruptors and are investors going over or under weight on the perennial favorites? Do the FAANGS still have their bite and what about big portfolio drivers like Microsoft? We’ll talk to top strategists about the health and future of the Nasdaq 100.



11:00 am

Event Concludes


Craig Birk

Chief Investment Officer Personal Capital

Joel Brunk

Regional Director Invesco

John Frank

QQQ Strategist Invesco

Dave Gedeon

Vice President and Head of Research and Product Development Nasdaq Global Indexes

Dr. Mar Gonzalez-Franco

Computer Scientist Microsoft Research

Janet Johnston

Portfolio Manager TrimTabs Asset Management

Sylvia Kwan

Chief Investment Officer Ellevest

Jitendra Waral

Head of Internet and Consumer Electronics Bloomberg Intelligence

Lauren Berry

Deputy New York Bureau Chief Bloomberg

John Gittelsohn

Reporter Bloomberg News

Nico Grant

Reporter Bloomberg


Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.