Marg Franklin is President and CEO of CFA Institute, leading CFA Institute and its more than 175,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Franklin has built her career over the course of more than 25 years in the investment and wealth management industries.

Franklin has diverse experience in both institutional and private wealth.  She most recently led BNY Mellon's International Wealth Management and was the president for BNY Mellon Wealth Management Wealth Advisory, Canada.  She is a founding member of the CFA Institute Women in Investment Initiative, is a CFA charterholder, and a member of CFA Society Toronto.

Joel Litman is CEO of Valens Research and Chief Investment Strategist of Altimetry Financial Research. Joel's publications and research are read by tens of thousands every week. For thirty years, he has been a trusted advisor to management teams and institutional, family, and individual investors. 

As Chairman of the UAFRS Council, Litman has spearheaded the global use of Uniform Accounting and financial analysis. He has patented and holds intellectual property in macroeconomic analysis, equity and credit research, and deep forensic financial analysis, utilized by more than 220 of the 300 world's largest investment managers. 

He served two terms as President of CFA Society Thailand and during his investment banking career and was voted the #1 financial analyst in Thailand.

Andrew is also the Worst Podcast host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others.

In addition to his three decades in the financial industry and teaching finance, Andrew has written four books and six online courses. Among them, ValuationMasterClass.com – the world's #1 practical valuation online course.

Ammar Al-Joundi
Mr. Al-Joundi was appointed President of Agnico Eagle on April 6, 2015. Having also served previously as the company's Senior Vice-President and Chief Financial Officer, Mr. Al-Joundi has over 20 years of experience in finance and business strategy, and has extensive experience in mining, capital markets and banking.

Prior to his return to become Agnico Eagle's President, Mr. Al-Joundi served as the Chief Financial Officer of Barrick Gold Corporation, as Barrick's Senior Executive Vice President and as its Executive Vice President. Mr. Al-Joundi has held various senior financial roles including Senior Vice President of Capital Allocation and Business Strategy, Senior Vice President of Finance, Executive Director and Chief Financial Officer of Barrick South America and Vice President, Structured Finance at Citibank, Canada. Mr. Al-Joundi is a Professional Engineer who graduated (with distinction) from the University of Toronto in Mechanical Engineering and has an MBA (with honours) from the University of Western Ontario.

Franco Lombardo is the founder of Veritage Family Office whose mission is to serve business families by promoting the culture of Safe Space and supporting clients in their development of a living Family Wealth Constitution.  Franco is a leading global expert on the emotional impact money and wealth has on relationships within family businesses and family office operations.  Overall, Veritage develops harmonious families, accountable leaders and responsible owners. 

Franco is also the co-creator and one of the facilitators of the Scone Project and Maasai Project, which are annual invitation-only, experiential and interactive next-generation leadership development programs for business families.  He has spoken to groups including the Milliken Institute, Institutional Investor, Tiger 21, along with various Young President and Women Presidents Organization chapters and has made appearances on television shows such as Money Talks, The Morning Show and Sky News.

Brett King is a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business. He has spoken in over 50 countries, at TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, The Economist, World of Watson, CES, SIBOS and more. He has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. He advised the Obama administration on Fintech policy and the Future of Banking and advises regulators and bank CEOs around the world on technology transformation.

King hosts the world's first and #1 ranked radio show on FinTech called "Breaking Banks" (140 countries, 3.6 million listeners). He is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world's first mobile, downloadable bank account, available in the United States, Canada, UK, Indonesia, and New Zealand.

Courtney Dragani
Courtney is passionate about community building, strategy design and implementation, and the magic that can happen when those worlds come together.  She has wide-ranging expertise in planning, strategy, financial management, project and portfolio management and stakeholder engagement, and thrives off of 'connecting the dots' to enable teams to do great things.  Courtney holds a Bachelor of Commerce from the University of Calgary and an Executive Certificate in Advanced Strategy from the University of British Columbia.

Courtney spent the previous decade in IT in the energy industry, becoming recognized as an impactful leader both inside her company and across several industry associations. She was recognized as a Young Women in Energy award winner in 2017.

Following maternity leave, Courtney took the opportunity to pursue her passion of removing barriers for historically underserved populations – this time focused on building a feminist economy with

The51. She acts at their Director of Operations and leads innovative growth experiments and community programming and education, including acting as Program Lead for the Financial Feminism Investing Lab with the University of Calgary.

Courtney invests in her community through extensive volunteer work. She lives in Calgary with her husband, one-year old daughter, and much-adored border collie.

David Miller is a Quilter Cheviot Executive Director and active investment manager. He makes regular appearances on TV and radio and is the author of the prizewinning weekly, Diary of a Fund Manager which now has a global circulation list of over 20,000. 

In a career spanning four decades, he has worked as a stockbroker and then fund manager, advising private individuals throughout, for the last ten years at Quilter Cheviot which is part of Quilter PLC. He read Natural Sciences at Cambridge University and is a committed empiricist, suspicious of economists with theories.