CNBC Announces Speaker Lineup for Financial Advisor Summit Taking Place October 12

October 02, 2023

Event to Feature Top Advisors and Investors from ARK Invest, Starboard Value, Omega Advisors, Betterment & More

ENGLEWOOD CLIFFS, N.J., October 2, 2023 CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit – Making the Most of Economic Uncertainty, taking place online on Thursday, October 12 at 10am ET. With recession fears, inflation risks and persistent uncertainty about interest rates, the CNBC Financial Advisor Summit examines ways to withstand and recover from these economic challenges and learn from them in order to create long-term success.

CNBC will convene notable advisors, investors, market experts, technologists and economists about what advisors can do to position their clients for the best outcome heading into the end of the year and facing the unknown in 2024.

The CNBC FA Summit speakers include:

Lazetta Rainey Braxton, 2050 Wealth Partners Co-Founder & Co-CEO Jay Clayton, Sullivan & Cromwell Senior Policy Advisor & Of Counsel Leon Cooperman, Omega Advisors CEO & Chairman Jo Ann Corkran, Golden Seeds Co-CEO & Managing Partner Dan Doonan, National Institute on Retirement Security Executive Director George Farra, Woodley Farra Manion Portfolio Management Co-Founder & Principal Mary Beth Franklin, Social Security Expert Tracy Kasper, National Association of REALTORS ® President Holly Newman Kroft, Neuberger Berman Managing Director Sarah Levy, Betterment CEO David Rea, Salem Investment Counselors President Paula Campbell Roberts, KKR Private Wealth Partners Managing Director & Chief Investment Strategist Jeff Smith, Starboard Value CEO & CIO Nancy Tengler, Laffer Tengler Investments CEO & CIO Joe Veranth, Dana Investment Advisors CIO & Portfolio Manager Rodney Williams, SoLo Funds Co-Founder Cathie Wood, ARK Invest CEO

The CNBC FA Summit is sponsored by Interactive Brokers, Nuveen and State Street Global Advisors.

This event has been approved for 4.5 CFP Continuing Education Credits.

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 and business content consumed by more than half a billion 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 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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