2026 Speakers

Headshot of Jeff Wang

Keynote Speaker

Jeff Wang

Managing Partner, Augnition Global Investors

Jeff Wang is the founder and Managing Partner of Augnition Global Investors, a hybrid public/private investment firm focused on technology companies.  Prior to founding Augnition, Jeff was the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies.

Over 15 years at SCGE, Jeff primarily focused on public growth technology companies but has also invested $3 billion at present in private companies including Bytedance, SpaceX, Citadel Securities, and Stripe. Prior SCGE private investments that have since gone public include Airbnb, Doordash, MongoDB, Nubank, and Snowflake. Before joining SCGE in 2010, Jeff also worked at TPG Capital and Silver Lake Partners where he focused on investments in technology buyouts.

Jeff received a Master of Science and Bachelor of Science with distinction in Computer Science from Stanford University and a Master in Business Administration from Harvard Business School, where he was a Baker Scholar, Ford Scholar, and Wolfe Award recipient. Jeff lives in the San Francisco Bay Area with his wife and three young children.

Headshot of Liz Thomas

Economic Overview Speaker

Liz Thomas

Head of Investment Strategy, SoFi

Liz Thomas is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. She believes that helping people learn about markets and investing can empower them to take a more active role in their financial future.

Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management. Earlier in her career, she was a portfolio analyst at Baird and a research analyst at BMO Global Asset Management. She is a frequent guest on CNBC, Bloomberg, and Yahoo Finance, and is often quoted in various industry publications.

Liz holds a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. She is a CFA Charterholder and a member of the CFA Institute and CFA Society of New York.

Headshot of Tyndale Brickey, CFA

Idea Speaker

Tyndale Brickey, CFA

Co-Portfolio Manager, Special Global Equity, Allspring Global Investments

Tyndale Brickey is a co-portfolio manager for the Special Global Equity team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to her current role, Tyndale was a portfolio manager for the Focused Global Equity team.

Before that, Tyndale served as a research analyst at Lord Abbett, covering the international core, international dividend, and international small-cap core equity strategies. She began her investment industry career in 2005.

Tyndale earned a bachelor’s degree in business administration from the University of Mississippi, where she graduated summa cum laude. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

Headshot of Rob Haugen

Idea Speaker

Rob Haugen

CIO, Co-Portfolio Manager, The Trenchless Fund, River1 Asset Management

Rob Haugen helps lead The Trenchless Fund with a singular mission: to pick stocks with risk/reward likely to beat the S&P 500 over time in a tax efficient manner.

Rob is also the Chief Investment Officer of the Michels Family Office in Milwaukee, WI, a multi-generational family office tied to local infrastructure construction firm Michels Corp.

Before River1, Rob spent 14 years at Baird on the Institutional Equity Desk, and 10 years in Chicago in various Hedge Fund roles.

Rob has an MBA from Northwestern University’s Kellogg School and is the Co-Founder of Ian’s Pizza by the Slice, with 10 locations nationwide. He lives in Elm Grove, WI with his wife and three children.

Past Speakers

2025

  • Headshot of Bill Nasgovitz
    Keynote Speaker Bill NasgovitzHeartland Value Fund
  • Headshot of Nicholas Bohnsack
    Economic Overview Speaker Nicholas BohnsackStrategas
  • Headshot of Janet Rilling
    Idea Speaker Janet RillingAllspring Global Investments
  • Headshot of Evan Skorpen
    Idea Speaker Evan SkorpenLead Edge Capital

2024

  • Headshot of Ted Seides
    Keynote Speaker Ted SeidesCapital Allocators, LLC
  • Headshot of Michael Antonelli
    Economic Overview Speaker Michael AntonelliBaird
  • Headshot of Jeff Hakala
    Idea Speaker Jeff HakalaClarkston Capital
  • Headshot of Chris Smith
    Idea Speaker Chris SmithArtisan Partners

2023

  • Headshot of Robbie Robinson
    Keynote Speaker Robbie RobinsonPendulum
  • Headshot of Carl R. Tannenbaum
    Keynote Speaker Carl R. TannenbaumNorthern Trust
  • Headshot of Justin Borus
    Idea Speaker Justin BorusIbex Investors
  • Headshot of Ross Gough
    Idea Speaker Ross GoughRivermont Capital Management LP

2022

  • Headshot of David Herro
    Keynote Speaker David HerroHarris Associates
  • Headshot of Cathie Wood
    Keynote Speaker Cathie WoodARK Invest
  • Headshot of Troy McGlone
    Troy McGloneHeartland Advisors
  • Headshot of Adam Peck
    Adam PeckRiverwater Partners

2021

  • Headshot of Jonathan Gray
    Keynote Speaker Jonathan GrayBlackstone
  • Headshot of Adam Blitz
    Adam BlitzEvanston Capital Management
  • Headshot of Joe Milano
    Joe MilanoGreenhouse Funds
  • Headshot of Brandon M. Nelson
    Brandon M. NelsonCalamos Investments LLC

2020

  • Headshot of Maria Negrete-Gruson
    Keynote Speaker Maria Negrete-GrusonArtisan Partners
  • Headshot of David Einhorn
    David EinhornGreenlight Capital
  • Headshot of Howard Marks
    Howard MarksOaktree Capital
  • Headshot of Rick Rieder
    Rick RiederBlackRock

2019

  • Headshot of Stuart Peterson
    Keynote Speaker Stuart PetersonARTIS Ventures
  • Headshot of Craig Carlozzi
    Craig CarlozziLongfellow Investment Management Co., LLC
  • Headshot of William Heard
    William HeardHeard Capital LLC
  • Headshot of Keith L. Johnson
    Keith L. JohnsonReinhart Boerner Van Deuren s.c.
  • Headshot of Lydia J. Miller
    Lydia J. MillerDana Investment Advisors
  • Headshot of Gregory D. Wait
    Gregory D. WaitFalcons Rock Investment Counsel, LLC and Falcons Rock Impact Investments, LLC

2018

  • Headshot of David Herro
    Keynote Speaker David HerroHarris Associates
  • Headshot of Larissa Herczeg
    Larissa HerczegOak Street Real Estate Capital
  • Headshot of Scott M. Kimbal
    Scott M. KimbalBMO Global Asset Management
  • Headshot of Rick Lane
    Rick LaneBroadview Advisors
  • Headshot of Ignatius Smetek
    Ignatius SmetekArcataur Capital Management
  • Headshot of John Thompson
    John ThompsonVilas Capital Management
  • Headshot of Michael Underhill
    Michael UnderhillCapital Innovations

2017

  • Headshot of Ricky Sandler
    Keynote Speaker Ricky SandlerEminence Capital, LP
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    Craig AlbertSheffield Asset Management
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    David DurrantUBS Private Wealth Management
  • default profile image
    Colin McWeyHeartland Advisors, Inc.
  • Headshot of Adam Peck
    Adam PeckRiverwater Partners
  • default profile image
    Andrew RobbinsPiney Point Capital

2016

  • Headshot of Byron Trott
    Keynote Speaker Byron TrottBDT & Company
  • Headshot of Mariko Gordon
    Mariko GordonDaruma Capital Management
  • Headshot of Michael Keough
    Michael KeoughRacon Capital
  • Headshot of David Schulz
    David SchulzConvergence Investment Partners

2015

  • Headshot of Howard Marks
    Keynote Speaker Howard MarksOaktree Capital Management
  • Headshot of Ann M. Miletti
    Ann M. MilettiWells Capital Management
  • Headshot of Ernesto Ramos, PhD
    Ernesto Ramos, PhDBMO Global Asset Management

2014

  • Keynote Speaker: David Einhorn, Greenlight Capital
  • William Graves, Boardman Bay Capital Management
  • William A. Priebe, Geneva Capital Management
  • Chuck Severson, Baird Investment Management

2013

  • Keynote Speaker: Rick Rieder, BlackRock
  • Dafydd Lewis, Lloyd George Management, a part of BMO Global Asset Management
  • Charles A. “Chip” Paquelet, Skylands Capital
  • Haruki Toyama, Marcus Asset Management

2012

  • Keynote Speaker: James S. Chanos, Kynikos Associates LP
  • Joseph A. Frohna, Core Alpha Strategy
  • Richard Imperiale, Uniplan Investment Counsel
  • Thomas C. Ognar, Wells Capital Management

2011

  • Keynote Speaker: William Ackman, Pershing Square Capital Management
  • Rick Lane, Broadview Advisors
  • Daniel J. O’Keefe, Artisan Partners
  • Kenneth S. Salmon, M&I Investment Management Corp.

2010

  • Keynote Speaker: David Einhorn, Greenlight Capital
  • Bill Nasgovitz, Heartland Advisors, Inc.
  • Andrew C. Stephens, Artisan Funds
  • Richard T. Weiss, Wells Capital Management

2009

  • Amy Croen, Geneva Capital Management
  • Richard Imperiale, Uniplan Companies
  • Ted D. Kellner, Fiduciary Management, Inc.
  • Bill Nasgovitz, Heartland Advisors, Inc.
  • John K. Reinke, Generation Growth Capital, Inc.
  • Ignatius L. Smetek, Arcataur Capital
  • Mary Ellen Stanek, Robert W. Baird & Co.