WHEN

TUESDAY,
SEPTEMBER 26TH


10:00AM until 6:00PM ET

WHERE

LIVE STREAMING FROM NYSE


REGISTRATION CLOSED

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Agenda

All Eastern Standard Time
10:00AM - 10:10AM
Introduction
Welcome with Fiona Ho, CFA
10:10AM - 10:30AM
CIP
Why We Are Here - Coney Island Prep with Fiona Ho, CFA, Leslie-Bernard Joseph
10:30AM - 11:30AM
Panel 1
Impact Investing with Bhakti Mirchandani, Emily Green, Lauren Taylor Wolfe, Mike Taylor
Moderated by Bobbi Ivanova, CFA
11:30AM - 12:30PM
Panel 2
State of the ETF Market with Dave Nadig, Eric Balchunas, Paul Van Gilder, CFA
Moderated by Brian Kelleher
12:30PM - 12:45PM
Donation
Susan G. Komen Donation with Stacie Spitzkoff
12:45PM - 1:45PM
Fireside Chat 1
Giving Credit with Boaz Weinstein
Moderated by Michael Green, CFA
1:45PM - 2:45PM
Panel 3
Commodities in an Age of Scarcity with Arjun Murti, Charlie McGarraugh, Jeff Currie
Moderated by Shang Chou, CQF
2:45PM - 3:45PM
Panel 4
Geopolitics & Investing with John M.B. O'Connor, Jonathan Ward, Perth Tolle
Moderated by Michael Green, CFA
3:45PM - 4:45PM
Fireside Chat 2
Still Fed Up with Danielle DiMartino Booth
Moderated by Michael Green, CFA
4:45PM - 5:45PM
Panel 5
Alternative Reality with Hari Krishnan, Kris Sidial, Sheng Wang
Moderated by Eric McArdle
5:45PM - 6:00PM
Wrap Up
Concluding comments with Paul Kim, CFA

About the Event

Simplify's Entering the Fall 2023 is our third annual gathering of select financial and economic thought leaders to discuss the current economic environment, market landscape, and investment outlook. Proceeds from the event will be used to support Coney Island Prep and affiliated programs.

The event will be live-streamed through the Bloomberg terminal and Simplify’s website.

 

 

Benefiting

Coney Island Prep is a community-driven K-12 charter school based in New York City that provides educational enrichment focused on college and career readiness. Students are encouraged to explore their scholars’ identity, diversity, a growth mindset, justice and action, and their own hero’s journey.

DONATE NOW THE ROAD TO SUCCESS

 

 

Questions

For questions about the event or for sponsorship opportunities, please email us: info@simplify.us

Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

This website is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

Unless otherwise noted, any performance returns presented in these materials reflect hypothetical performance. Hypothetical strategies and indices presented are unmanaged, do not reflect any fees, expenses, transaction costs, commissions or taxes, and one cannot invest directly in any of these. The results presented should not be viewed as indicative of the adviser’ skill and do not reflect the performance results that were achieved by any particular client. During this period, the adviser was not providing advice using this model and clients’ results may have been materially different. Hypothetical model results have many inherent limitations, some of which, but not all, are described herein. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading.