25th Annual Investor Conference

Featured Panels

Our Agenda is packed with thought-provoking firesides and topical panel discussions cherry-picked by our very own research analysts, including:

  • Moonshots & Markets: Exploring the Lunar Economy
  • Powering AI and Beyond: What's Fueling the New Energy Economy  
  • The Global Bitcoin Race: Framing Capital Flows & Formation
  • Consumer Confidence and Credit Check: A View from FinTech and Lending Leaders
  • Tug-of-War: Maximizing Performance and Returns in an Evolving Tariff Landscape  

Featured Speaker: Thomas Lee

Featured Speaker: Thomas Lee, Managing Partner and Head of Research, Fundstrat Global Advisors

Mr. Thomas Lee is a Managing Partner and Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan's Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.

Moderator: Art Hogan, Chief Market Strategist, B. Riley Wealth

Art Rush Hogan III is Chief Market Strategist with B. Riley Wealth. Mr. Hogan's career spans over 30 years during which he has concentrated on the US equity markets. As Chief Market Strategist, he provides analysis on the general economy, market volatility and corporate data. Starting as a floor broker at the Boston Stock Exchange, Mr. Hogan parlayed his trading skills to roles as an institutional trader with Morgan Stanley and head of the institutional equity sales and trading department at Dean Witter. He spent over a decade as Director of Global Product Strategy at Jefferies. Prior to joining B. Riley, Mr. Hogan was Deputy Director of Research and Head of Product Strategy at Lazard Capital Markets. Additionally, he has served as a member of the Board of Governors of Boston Stock Exchange, Inc., and as a member of the Board of Directors of NASDAQ OMX BX, Inc.