Key benefits of attending
Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
Speakers
Speakers
Keynote Speaker
John Bunch
CEO, Allworth Financial
Wednesday, November 18th, 9:10-10:10am
John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients. John is focused on scaling a national wealth management firm through diversified organic growth and disciplined strategic acquisitions, while strengthening the platform that supports advisor growth and long-term client relationships.
Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines — where he oversaw 130 branch offices — and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade, and Divisional Senior Vice President at Charles Schwab & Co.
Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines — where he oversaw 130 branch offices — and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade, and Divisional Senior Vice President at Charles Schwab & Co.
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Keynote Speaker
John Urschel
Assistant Professor of Mathematics at MIT and Former NFL Offensive Lineman
Thursday, November 19th, 9:00-10:00am
John Urschel is a Career Development Assistant Professor of Mathematics at MIT and a former NFL offensive lineman for the Baltimore Ravens — a combination that makes him one of the most compelling voices at the intersection of elite performance, discipline, and analytical thinking. Drafted by the Ravens in the fifth round of the 2014 NFL Draft, Urschel had already earned his master's degree in mathematics and published research in a top linear algebra journal before his first professional snap. During his playing career, he simultaneously pursued his PhD at MIT, publishing six academic papers. He retired from the NFL at 26 to commit fully to mathematics.
Today, John's research sits at the intersection of matrix analysis, numerical analysis, and spectral graph theory — translating abstract mathematics into practical tools with provable, real-world results across machine learning, network optimization, computational efficiency, and data analysis. His work has appeared in leading journals and conferences including SIAM, Communications of the AMS, and ICML. He previously held prestigious appointments as a Junior Fellow at the Harvard Society of Fellows and Member of the Institute for Advanced Study. Off the field and outside the classroom, John serves on the board of the National Museum of Mathematics, serves on the Mathical Book Prize selection committee, and leads MIT's MathROOTS program — reflecting a career-long commitment to making mathematics accessible to the next generation. John's story is one of rare duality: world-class in two demanding arenas, driven by the belief that discipline and analytical rigor can take you anywhere.
Today, John's research sits at the intersection of matrix analysis, numerical analysis, and spectral graph theory — translating abstract mathematics into practical tools with provable, real-world results across machine learning, network optimization, computational efficiency, and data analysis. His work has appeared in leading journals and conferences including SIAM, Communications of the AMS, and ICML. He previously held prestigious appointments as a Junior Fellow at the Harvard Society of Fellows and Member of the Institute for Advanced Study. Off the field and outside the classroom, John serves on the board of the National Museum of Mathematics, serves on the Mathical Book Prize selection committee, and leads MIT's MathROOTS program — reflecting a career-long commitment to making mathematics accessible to the next generation. John's story is one of rare duality: world-class in two demanding arenas, driven by the belief that discipline and analytical rigor can take you anywhere.
Meet the rest of the speakers
Workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
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RBC Global Asset Management
Workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
Aleto
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
Franklin Templeton
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
HPS
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
Nuveen
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
Morgan Stanley
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
RBC Global Asset Management
Explore more workshops
Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management
