March 11, 2025 | Chicago, IL
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.
March 11 - Tuesday
Registration & Networking
Program
4:00 PM CDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:05 PM CDT – Sponsor Opening Remarks
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
4:10 PM CDT – 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.
- Sean Barbour, Senior Vice President, Supply Chain, Macy’s
- Jane Curran, Global Head of Human Resources Operations, JLL
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
4:30 PM CDT – Strategies for Accelerating Growth
Jeff Long leads Molson Coors Beverage Company’s Americas Commercial Accelerator, a central services organization responsible for developing and implementing innovative solutions that enable commercial leaders to execute their strategies more effectively, including commercial insights, category management, revenue management, media and digital. This team is a strategic growth engine for Molson Coors’ business in the Americas, optimizing performance while driving forward-thinking, enterprise-wide solutions. Jeff will share how this team works and give examples of how it facilitates Molson Coors’ growth strategies.
- Jeff Long, Chief Commercial Enablement Officer, Molson Coors Beverage Company
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
4:50 PM CDT – Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Elizabeth Gonzalez, Director, Community Innovation, Bloomberg Media
4:55 PM CDT – Institutional Investing – The Short and Long View
Amy Falls serves as the Chief Investment Officer for Northwestern University’s $14.3 billion endowment, the eighth-largest endowment among private universities in the United States. With over 30 years of investment management experience, Amy has steered large endowments through many economic environments. Amy joins us today to share her investing philosophies, and how she is navigating the current investing landscape, while keeping the endowment strong for future generations.
- Amy Falls, Chief Investment Officer, Northwestern University
- Moderator: Isis Almeida, Chicago Bureau Chief, Bloomberg
5:15 PM CDT – 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?
- Anastasia Amoroso, Managing Director & Chief Investment Strategist, iCapital
- Chris Roth, Chief Investment Officer, Global Fixed Income, Northern Trust Asset Management
- Matt Stucky, Vice President & Chief Portfolio Manager, Equities, Northwestern Mutual Wealth Management Company
- Moderator: Anurag Rana, Senior Technology Analyst, Bloomberg Intelligence
5:40 PM CDT – Closing Remarks
Networking Reception
Speakers
Isis Almeida
Chicago Bureau Chief Bloomberg
Anastasia Amoroso
Managing Director & Chief Investment Strategist iCapital
Sean Barbour
Senior Vice President, Supply Chain Macy's
Jane Curran
Global Head of Human Resources Operations JLL
Amy Falls
Chief Investment Officer Northwestern University
Jeff Long
Chief Commercial Enablement Officer Molson Coors Beverage Company
Lisa Mateo
Business Correspondent Bloomberg
Anurag Rana
Sector Head & Senior Equity Analyst, Software & IT Services Bloomberg Intelligence
Chris Roth
Chief Investment Officer, Global Fixed Income Northern Trust Asset Management
Paul J. Schroeder
QQQ Equity Product Strategist Invesco
Matt Stucky
Vice President & Chief Portfolio Manager, Equities Northwestern Mutual Wealth Management CompanySponsor
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.