Dr. David Kelly, CFA

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 25 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Speakers

Jordan Burton

Jordan Burton brings 17 years of experience as an executive assessor and interviewing trainer, aiding top VC/PE investors and high-growth startups in hiring. He has trained over 3,000 executives and investors and leads business development at Talgo, managing key relationships with firms like Sequoia Capital and Insight Partners. Previously a Partner at ghSMART and a consultant at Bain, he holds an MBA from Harvard.

Matt Walsh

Matt Walsh is an executive coach, advisor, and interview trainer to executives and high-growth companies. Matt leads Talgo’s product and operations, helping clients implement world-class hiring processes and build their team's skills. Formerly at Palantir Technologies, he led enterprise deployments in New York, London, and Singapore, becoming a top interviewing trainer for the company. Matt is a former corporate lawyer and holds a JD from Harvard Law School.

Mark Roberge

Mark Roberge is a Senior Lecturer in the Entrepreneurial Management Unit at the Harvard Business School. He teaches Entrepreneurial Sales and Marketing in the second-year MBA program in the Fall term and The Entrepreneurial Manager and Startup Bootcamp in the first-year MBA program in the Spring and Winter terms. Prior to HBS, Mark served as SVP of Global Sales and Services at HubSpot where he scaled annualized revenue from $0 to $100 million and expanded his team from 1 to 450 employees. Mark was ranked #19 in Forbes' Top 30 Social Sellers in the World. He was also awarded the 2010 Salesperson of the Year at the MIT Sales Conference. Mark is active with a number of startups as a board of director’s member, advisory board member, and investor. Mark received his MBA from the MIT Sloan School of Management and a B.A. in Mechanical Engineering from Lehigh University. He has been featured in the Wall Street Journal, Forbes Magazine, Inc. Magazine, Boston Globe, TechCrunch, Harvard Business Review, and other major publications for his entrepreneurial ventures. Mark is the author of the bestselling book The Sales Acceleration Formula: Using Data, Technology, and Inbound Selling to go from $0 to $100 Million.

Amy Porter

Founding Partner, Skylark Private Equity Partners and former CEO, AffiniPay.  Amy has built her career by identifying unique opportunities and finding creative ways to solve challenges. She is an experienced founder, entrepreneur, CEO, and board member. She is also a veteran and trusted advisor in the financial services industry due to her skill in digital payments, E-commerce, sales and marketing, and Customer Relationship Management (CRM). Her greatest passion is building strong teams with powerful company cultures that deliver results. This combination has earned her companies a combined 12 years on the Inc 5000 list, Best Places to work in Austin, and Ernst & Young’s 2016 Entrepreneur of the Year Winner for Central Texas. Outside of her business interests, Amy is a dedicated Longhorn. She is currently a University of Texas Tower Fellow and a member of the President’s Development Board.

Issac Kato

Isaac is a rare blend of successful operator and investor. A serial entrepreneur with several successful exits. A former Managing Director of TechStars and President of Mighty AI, Isaac is now the Founder of Two Ravens VC and focuses heavily on GenAI. Isaac also has 12+ years of experience as a venture capital, growth equity, and angel technology investor with General Catalyst Partners and Summit Partners.

Matthias Keller

Matthias is the Chief Product Officer at Kayak – a global leader in the travel industry, serving millions of consumers each month. The former Chief Scientist is now leading several new AI initiatives. Matthias grew up in Germany where he also earned his MSc and PhD in
Computer Engineering.

Erik Bengtsson

Erik is a commercially minded CTO. He is currently leading a GenAI-led transformation at TodayTix, a GHP portfolio company, where he has modernized the software development lifecycle, but also impacted several other areas of the business. Erik has engineering experience from Abercrombie & Fitch, Ralph Lauren, Elephant and Huge. He lives in NYC.

Register

rsvp today

Register now to connect with industry leaders, exchange ideas, and grow alongside your peers in an inspiring and collaborative environment. Don’t miss out on this opportunity to learn, network, and elevate your leadership!