Events

Investment Management Summit

Accepting Disruption, Facilitating Transformation


June 12th, 2025

1720 S Amphlett Blvd, Ste 212, San Mateo, California


Discuss macro and micro economic risks and its mitigation, including impact of changing economic policies, role of government policies and institutions, and interdependence of USA and global economies. Growth opportunities and transformation in wealth management in 2025 and beyond. The role of technology, including AI opportunities and challenges in investment management.

Hosted by EasyAUM Inc.

Insightful Moments Captured on June 12th, 2025

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Speaker Spotlight

Meet the Speakers at the Investment Management Conference

Eswar Menon

Chief Investment Officer

Empiric institutional

Christopher Antonio

Chief Investment Officer

Dipsea Capital, LLC

Marianne O

Co-founder, Principal & Portfolio Manager

Lumen Advisors

Jessica Guan

Director of Product

BlackRock

Jonathan Masse

Head of Portfolio Management

Perigon Wealth Management

Raghu Raghuram

Principal

EasyAUM

Greg Lai

Managing Director

Affinity Investment Advisors, LLC

Mark Kress

Portfolio Manager

Arden Advisory

Samer Habl

Founder & CEO

Fingage

Shankar Subramanian

Director, Client Solutions

EasyAUM Inc

Geoffrey Hauck

Wealth Advisor

Knightsbridge Wealth Management

Haren Bhakta

CEO and Founder

Inside Ownership Index

Jeremy Lam

CEO

Venu AI

Company Spotlight

Meet the standout firms we are proud to work with

EasyAUM
EasyAUM
Harper Capital
Perigon Wealth
Arden Advisory
Winans Investments
Venu3d
BlackRock
Dipsea Capital
Lumen Advisors
Affinity Investment
Fingage

Community Spotlight

Meet the standout communities we are proud to partner with

CFA Society San Francisco
haas ventures
santa clara university

Schedule

Kicking off at 11:00am PST - Join us for strategic discussions on economic risks, investment management growth strategies with AI, and plenty of networking throughout the day.

11:00am Check-In & Networking
11:05am Opening Remarks
11:10am Inside Ownership Index Fireside Chat
11:35am Lightning Round Introductions
11:45am Lunch Networking
12:00pm - 12.45pm Growth Strategies and Macro and Micro Economic Risks and Opportunities
1:00pm - 1.45pm Investment Management Technology & AI Use Cases
2:00pm Networking

Google Map

Drive straight to 1720 S Amphlett Blvd, Ste 212, San Mateo with this interactive map!


Map to 1720 S Amphlett Blvd

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