CofC Strategic Investment Symposium

Due to the unfortunate circumstances surrounding the continuing pandemic, we have made the decision to move the 7th Annual Strategic Investment Symposium to a virtual format on Friday, April 9th, 2021. Find below the schedule and speakers for the event.  


Confirmed Speakers:

Keynote Address

DR. DAVID KELLY, CFA – Chief Global Strategist, J.P. Morgan, New York City, NY


Global Markets Outlook

PETER P. COSTA - Managing Partner, Costa Family Office, New York, NY

PHILLIP COLMAR – Partner, Global Strategy, MRB Partners, New York City, NY

ALEX ROEVER, CFA - Managing Director and Head of Interest Rate Strategy, J.P. Morgan, New York, NY

Value Investing

CANNON CARR – CEO, CornerCap Wealth Advisors, Atlanta, GA

VITALIY KATSENELSON, CFA – CEO, IMA – Investment Management Associates, Inc., Aurora,

LAUREN TEMPLETON – Founder and President, Templeton & Phillips Capital Management, Chattanooga, TN

Quant Investing

DR. FEIFEI LI – Head of Equities, Research Affiliates, Newport Beach, CA

ROBERT MICHAUD – Chief Investment Officer, New Frontier Advisors, Boston, MA

Business Culture

ASHER AILEY – Chief Administrative Officer and Chief Legal Officer, Research Affiliates, Newport Beach, CA

SOPHIE FORSTEIN – Commercial Banking Strategies Analyst, JPMorgan Chase & Company, New York, NY

KALEY WARNER KLEMP – Executive Coach and Author, Key Ways Inc., Boulder, CO

Private Equity

CHRIS BASS – Associate, Reverence Capital Partners, New York, NY 

BETH HAMMOND – Director, Kohlberg Kravis Roberts & Company, New York, NY

JUSTIN MCLAIN – Managing Partner, Duart Mull, Altanta, GA  

Real Estate 

TOM CARROLL – Principal, Ballast Rock Capital, Charleston, SC

MATTHEW WEYANDT – Client Portfolio Manager, Real Asset Strategies – Nuveen, Minneapolis, MN 

TODD WIGFIELD – Senior Managing Director, East Coast Development, Greystar, Charleston, SC

ESG Investing  

JASON BRITTON – CEO, Reflection Asset Management, Charleston, SC

SEAN HAYES – President and COO, Palmetto, Charleston, SC

DR. DIRK SOEHNHOLZ – CEO, Diversifikator GmbH, Karben, Hesse, Germany


View the Full Symposium Program Here!                                       


View All Previous Symposium Programs Here