The Investor Series

2026 Investor Series Has Concluded.
Come back in Spring 2027 to Sign Up!

The GIS Investor Series is an annual conference featuring the biggest names in investing in finance. Attendees hear from established veterans of the industry and get a unique perspective on the market, learn about their investing strategies, and more.

This program is open to all eligible individuals. Global Investment Society operates all of its programs and activities consistent with the University's Notice of Non-Discrimination. Eligibility is not determined based on race, sex [1], ethnicity, sexual orientation, or any other prohibited factor.

2026 Investor Series
David Breach
David Breach
President
Vista Equity Partners
Fred Liu
Fred Liu
Founder
Hayden Capital
Todd Barker
Todd Barker
Co-Founder, CEO, CIO
Freestone Grove Partners
Richard Villa
Richard Villa
CFO
The TCW Group
Jeffrey Lin
Jeffrey Lin
Head of Thematic Equities
M&G Investments
Matt Cole
Matt Cole
Chief Executive Officer
Strive
Jan van Eck
Jan van Eck
Chief Executive Officer
VanEck
2025 Investor Series
David Breach
David Breach
President & Chief Operating Officer
Vista Equity Partners
David Ott
David Ott
Co-Founder & Advisory Director
Viking Global
Adam S Cohen
Adam S Cohen
Managing Partner
Caspian Capital
David Rosenberg
David Rosenberg
Head of Liquid Performing Credit
Oaktree Capital
2024 Investor Series
Alex Schiller
Alex Schiller
Partner
Bridgewater
Ethan Waxman
Ethan Waxman
Partner
EQT Group
Kate Chamberlain
Kate Chamberlain
Vice President
TPG Real Estate
2023 Investor Series
Katie Koch
Katie Koch
CEO
The TCW Group
Mike Hoffman
Mike Hoffman
Partner
Thoma Bravo
Sarah Hinkfuss
Sarah Hinkfuss
Partner
Bain Capital Ventures
Sid Singh
Sid Singh
MD
Bank of America
2022 Investor Series
Howard Marks
Howard Marks
Co-Founder
Oaktree Capital Management
David Rubenstein
David Rubenstein
Co-Founder
The Carlyle Group
Gabe Plotkin
Gabe Plotkin
Founder
Melvin Capital Management
Lee Ainslie
Lee Ainslie
Founder
Maverick Capital
Julie Bell
Julie Bell
COO
Emergence Capital Management
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