Speaking Engagements

Sampling of recent collaborations and presentations

Semi-Transparent ACTIVE ETfs

Speaking on latest podcast on Semi-Transparent Active ETF.com ETF Working Lunch

We explore the new semitransparent and nontransparent ETF frontier with Cleo Chang, head of Investment Solutions at American Century Investments, and Women in ETFs' board member Kristine Delano. From lessons learned on NextShares, to innovation in ActiveShares and other wrapper offers, we shine a light on this opaque structure.

https://www.etf.com/sections/podcasts/etf-working-lunch-all-about-semitransparent-etfs

EConomic Growth in Maine

Moderated a team from St Joseph's College, including college president on the launch of the Sebago Center

Banks from throughout Maine gathered at the Stone Barn on St. Jospeh's College Campus to discuss the economic opportunities presented by the launch of the Sebago Center. Conversation focused on Food Systems Innovation, Integrative Aging, and Sustainable Hospitality

Trade War Webinar

RIA Database Webinar on Trade War and Tariff Economics. Moderated Panel

Over 500 participants engaged with guided conversation and lively Q&A

Investment news video

Why NextShares? How can we get smarter in 60 seconds?

Exchange-Traded Managed Funds (ETMFs) are the latest in lower cost, more tax efficient structures for clients. How do they actually work?

Innovation in investment

Barron's Top Women Advisors Conference

Breakout Speaker on innovation in the the access to actively managed portfolios for investors.

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