Industry thought leaders and experts to discuss the latest trends, emerging risks, and strategic insights that can help advisors better serve their clients
ENGLEWOOD CLIFFS, N.J., December 3, 2024 – CNBC, First in Business Worldwide, will host Financial Advisor Summit – Positioning for 2025, taking place online on Tuesday, December 10 at 1pm ET.
Investment advisors will face unique challenges and opportunities as they prepare for 2025. From navigating the Fed policy path to understanding the economic agenda of the incoming administration, as well as tracking the latest technology innovations and investment ideas, financial advisors are likely entering the new year with more questions than answers.
CNBC’s Dominic Chu, Kate Dore, Sharon Epperson, Kelli Grant, Frank Holland, Emmie Martin, Tyler Mathisen, Darla Mercado, Leslie Picker, and Scott Wapner will lead conversations throughout the afternoon that will equip attendees with the knowledge they need to address uncertainty and foster growth in their practices.
Featured CNBC Financial Advisor Summit speakers include:
- Marianela Collado, Tobias Financial Advisors CEO
- Helima Croft, RBC Capital Markets Managing Director, Head of Global Commodity Strategy
- Marc Lasry, Avenue Capital Group Chairman, CEO & Co-Founder
- John Rogers, Ariel Investments Chairman, Co-CEO & Chief Investment Officer
- Bradley Tusk, Tusk Venture Partners Co-Founder & Managing Partner
- Tina Byles Williams, Xponance CEO, Chief Investment Officer & Founder
- Erica York, Center for Federal Tax Policy, Tax Foundation Senior Economist & Research Director
- David Zervos, Jeffries LLC Chief Market Strategist
Nuveen is the sponsor of the CNBC Financial Advisor Summit.
This event has been approved for 2 CFP Continuing Education Credits.
To learn more about the virtual event and register to attend, please visit: https://www.cnbcevents.com/financial-advisor-summit-december-2024/.
For more information about CNBC Events, attending, speaking or sponsoring, go to: cnbcevents.com.
About CNBC
CNBC is the recognized world leader in business news, providing real-time financial market coverage and business content consumed by nearly half a billion people per month across all platforms. The network’s 14 live hours a day of news programming in North America (weekdays from 5:00 a.m. – 7:00 p.m. ET) is produced at CNBC’s global headquarters in Englewood Cliffs, N.J., and includes reports from CNBC News bureaus worldwide. CNBC at night features a mix of reality programming, CNBC’s highly successful series produced exclusively for CNBC and a number of distinctive in-house documentaries.
CNBC also offers content through its vast portfolio of digital products such as: CNBC.com, which provides financial market news and information to CNBC’s investor audience; CNBC Make It, a digital destination focused on making you smarter about how you earn, save and spend your money; CNBC PRO, a premium service that provides in-depth access to Wall Street; a suite of CNBC mobile apps for iOS and Android devices; Amazon Alexa, Google Assistant and Apple Siri voice interfaces; and streaming services including Apple TV, Roku, Amazon Fire TV, Android TV and Samsung Smart TVs. To learn more, visit https://www.cnbc.com/digital-products/.
Members of the media can receive more information about CNBC and its programming on the NBCUniversal Media Village Web site at http://www.nbcumv.com/programming/cnbc. For more information about NBCUniversal, please visit http://www.NBCUniversal.com.
