XXV October Roundtable

October 11-12, 2023
Washington, DC

Current List of Speakers and Agenda

Jon Clifton (CEO, Gallup) will speak on global attitudes, perspectives, and tensions… what that means, and how it translates to the workplace. He will also discuss key strategies from his book “Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It”.

Steve King and Carolyn Ockels (Partners, Emergent Research), will discuss the independent workforce trends and the results of the most recent State of Independence report with MBO CEO Miles Everson.

Prof. Joel Litman (Chairman and CEO, Valens Research, CIO, Altimetry Financial), will share his macro insights and market updates in his discussion.

Col. Jonathan Shaffner (Director, MBO Partners, Fmr. US Army Office of the Chief of Staff at the Pentagon) will lead a thought-provoking panel featuring Jean-Paul Faubert (Founder, Kafou Lespwa) and Sean Follin (Founder, Encounter Strategies) on how fiercely competitive business leaders can come together to prevent the complete collapse of Haiti.

Babu Sivadasan (Founder of Envestnet and Jiffy.Ai) will discuss the implications of AI on Wealth, Health, and the Future of Work.

Jonathan Wolfson (CLO and Policy Director, The Cicero Institute) will discuss how he builds state-focused policy reforms in health care, regulations, and labor and share a few stories and lessons learned during his time serving as the United States Department of Labor leading the Office of the Assistant Secretary for Policy.

Sadhguru Vasudev, the revered founder of the Isha Foundation, has touched millions with his spiritual teachings. He will delve into the quest for holistic well-being, underscoring the importance of aligning the mind, body, and spirit.

Don’t forget to stay with us for the post-event reception @Gallup!

Inside the XXV: An Exclusive Roundtable Preview

After a series of successful remote and in-person discussions over the past two years, we are continuing our in-person roundtable series with our DC Roundtable in October 2023.

The Welcome Committee

Miles Everson

CEO MBO Partners, Fmr Chairman & CEO PwC Global Advisory

David Daglio

CEO BC GUMPS, Fmr CIO Bank of New York Mellon

Prof. Joel Litman

Chairman and CEO Valens Research, CIO Altimetry Financial

David “Doc” Eifrig, MD

Author and Editor “Retirement Millionaire,” Board Member of Marketwise (Nasdaq: MKTW)

Brad Bowman

Owner, Wyngmen, LLC, Fmr. Director, Institutional Equity Sales at BMO, CSFB, Solomon Bros.

Chris Greer

CEO, Mozz Inc., Fmr. Citibank Global Head of Capital Intro in Prime Finance (RET)

John Maxwell

CEO, JGM Executive Coaching, Partner PwC (RET)

Col. Jonathan Shaffner (RET)

Director MBO Partners, Fmr. US Army Office of the Chief of Staff at the Pentagon

Emmett Tracy, PhD

Dean, Emory & Henry College and MBA Program, Fmr Dean, Hult International Business School, Fmr Dean, and Provost, African Leadership University (ALU)

Jamison Miller

Managing Director, Porter & Co. Research

Location

 

Gallup Global Headquarters

901 F St NW, Washington, D.C.

Building access: Take the right on the 9th St, the building is on the right side of the street between G and F streets.

Here To Help

We understand that many people are traveling to be able to attend the round table and we want to be sure that all logistical needs are taken care of. Should you require assistance with anything including:

  • Travel arrangements

  • Hotel recommendations and bookings

  • Car services

  • Parking information

  • Office or work space in Washington, D.C. before, after, or during the event

  • Restaurant recommendations and reservations

  • Anything else that might make things easier

Please do not hesitate to reach out to (xxvevents@vxdynamic.com) or use the form to get in touch.