June 3, 2025 | San Francisco, CA
The Future Investor: Finding the Opportunities
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.
June 3 - Tuesday
Registration & Networking
Program
4:00 PM PDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:05 PM PDT – Sponsor Opening Remarks
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
4:10 PM PDT – The Nuveen Investment Outlook
As Chief Investment Officer at Nuveen, Saira Malik regularly shares her Investment Outlook and provides a Weekly CIO Commentary. Saira joins us today to deliver her investment outlook, portfolio considerations and comments on the economy and investing landscape in-person, providing in-the-moment insights.
- Saira Malik, Chief Investment Officer, Nuveen
- Moderator: Kara Wetzel, San Francisco Bureau Chief, Bloomberg
4:30 PM PDT – Creating the New Economy: The Investors’ View
This panel of investors and portfolio managers will share the sectors, strategies, innovations, and regulatory changes that are poised to drive returns. Every economy has its strengths and weakness. Successful investing is about seeing trends before they emerge and identifying the changes that result in bringing new winners to market. What should investors look for in 2025?
- Paul Eitelman, Global Chief Investment Strategist, Russell Investments
- Leigh Marie Braswell, Partner, Kleiner Perkins
- Vibhor Rastogi, Global Head, AI Investing, Citi Ventures
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
4:55 PM PDT – Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Mark Miller, Global Editor, Bloomberg Live Experiences
5:00 PM PDT – Strategic Investing at the Intersection of Innovation and Opportunity
As finance, tech, and innovation collide, the role of the modern CFO is being redefined. Adobe’s Dan Durn joins us to share how the company identifies and invests in future-defining opportunities. This session will explore the company’s strategic investment philosophy — and what it reveals about tomorrow’s biggest value drivers.
- Dan Durn, Chief Financial Officer & Executive Vice President, Finance, Technology Services and Operations, Adobe
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
5:20 PM PDT – The Drivers of Return
This panel of business executives will discuss their strategies for ensuring the long-term profitability of their businesses. Areas of focus include new manufacturing processes, advanced supply chain management, the latest cybersecurity, customer engagement techniques, and new strategies for attracting top talent.
- Halé Behzadi, Vice Chair, California, BMO U.S.
- Lisa Salvi, Managing Director, Advisor Services, Charles Schwab Corporation
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
5:45 PM PDT – Closing Remarks
Networking Reception
Speakers
Halé Behzadi
Vice Chair, California BMO U.S.
Leigh Marie Braswell
Partner Kleiner Perkins
Dan Durn
Chief Financial Officer & Executive Vice President, Finance, Technology Services and Operations Adobe
Paul Eitelman
Global Chief Investment Strategist Russell Investments
Saira Malik
Chief Investment Officer Nuveen
Mark Miller
Global Editor Bloomberg Live
Lisa Mateo
Business Correspondent Bloomberg
Vibhor Rastogi
Global Head, AI Investing Citi Ventures
Lisa Salvi
Managing Director, Advisor Services Charles Schwab Corporation
Paul J. Schroeder
QQQ Equity Product Strategist Invesco
Kara Wetzel
San Francisco Bureau Chief BloombergSponsor
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.