PFP2018. Playing Defense In Uncertain Times: Managing Downside Risks

• David Frisch, CPA, PFS, CFP, President, Frisch Financial Group, Inc.
• Robert W. Dannhauser, CFA, FRM, CAIA, Senior Advisor, The Investment Integration Project
• Joe Martinez, CFA, Managing Partner, Phlox Capital Management, LLC
• Matthew H. Rosenberg, CFA, CPA/PFS, President, RoseCap Financial Advisors

PFP2016. Factor Investing: Simple, but Not Easy

• Wesley Gray, MBA/PHD Finance, University of Chicago, CEO, Alpha Architect

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!

• Theron Schaub, BFA, VP. Strategic Relations, Buckingham Strategic Partners

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence

• Stephen M. Horan, Ph.D., CFA, CIPM, Managing Director, Americas Region and Professional Learning, CFA Institute

PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth

• Robert Montella, Senior Strategist, Goldman Sachs

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning

• Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
• Carol Schleif, CFA, FSA-Credential, Deputy Chief Investment Officer, Abbot Downing