CNBC Announces Speaker Lineup for “Financial Advisor Summit: Navigating Uncertainty” on June 15

June 07, 2022

Event to Feature Industry Experts to Discuss the State of the Economy and Offer Advisors Insight They Can Utilize to Help Clients Navigate Headwinds

ENGLEWOOD CLIFFS, N.J. – June 7, 2022 – CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit: Navigating Uncertainty taking place on Wednesday, June 15 at 10:30am ET.

The CNBC Financial Advisor Summit brings together forward-thinking advisors to hear from industry leaders about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm. During the conference, CNBC will feature discussions examining the latest issues facing market regulators, rethinking globalization, the impact of higher prices on long-term planning, rebalancing for the second half of 2022, and the strength of the consumer, among others.

Attendees will also have the opportunity to join in a special “Fed Post-Game” session, with instant reaction to the Federal Reserve’s decision on interest rates, its assessment of the economy, and Chair Powell’s comments to the media. This session will tackle what it all means specifically to financial advisors as they set up their clients’ portfolios for a challenging second half of the year and feature interactive polling and answers to attendee questions.

The CNBC Financial Advisor Summit speakers include:

·       Omar Aguilar, CEO and CIO, Schwab Asset Management

·       Louis Barajas, President and Partner, MGO Private Wealth

·       Kyle Bass, Founder and CIO, Hayman Capital Management

·       John Burns, CEO, John Burns Real Estate Consulting

·       Nancy Davis, Founder, Quadratic Capital

·       Naftali Holtz, CFO, Royal Caribbean Group

·       Lynn Martin, President, NYSE Group

·       Richard McPhail, CFO and Executive Vice President, The Home Depot

·       Sébastien Page, Head of Global Multi-Asset and CIO, T.Rowe Price

The CNBC Financial Advisor Summit is sponsored by Build America Mutual, Capital Group, Interactive Brokers and Nuveen.

To learn more about the virtual event and register to attend, please visit:

For more information about CNBC Events, attending, speaking or sponsoring, go to:

About CNBC:

CNBC is the recognized world leader in business news, providing real-time financial market coverage, business content and general news consumed by more than 547 million people per month across all platforms. The network’s 15 live hours a day of news programming in North America (weekdays from 5:00 a.m. – 8:00 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 new 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:, 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

Members of the media can receive more information about CNBC and its programming on the NBCUniversal Media Village Web site at For more information about NBCUniversal, please visit



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