August 6, 2026//
2026 College of Charleston School of Business Investment Symposium
2026 College of Charleston School of Business Investment Symposium
August 6, 2026//
The College of Charleston School of Business presents the 11th Annual Strategic Investment Symposium, Oct. 16, 2026, at the Gaillard Center in Charleston, SC. The South’s premier finance event brings together 300+ professionals, students, and industry leaders for a full day of expert discussion on global markets, AI in wealth management, and investment strategy.
As the South’s premier gathering for finance and investment leaders, the one-day event connects industry experts, institutional investors, faculty, and top finance talent at one of Charleston’s most iconic venues. The symposium features a distinguished keynote lineup, including Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management; Seema Shah, Chief Global Strategist at Principal Asset Management; Cameron Dawson, CIO at NewEdge Wealth; Timothy Holland, CIO at Orion Wealth Management; and S. Alan McKnight, Jr., CIO at Regions Bank.
The 2026 program opens with a comprehensive Global Markets Outlook before moving into panels on Agentic AI in Wealth Management, The Fed, the Debt and the Political Effect, Tax Aware Investing, Preserving Family and Financial Capital, and career development for the next generation of finance professionals. With 300+ attendees expected, the event delivers high-impact, focused access to a curated audience of global business leaders, market experts, and emerging talent.
For speaker details and to register, visit www.chsinvestment.com
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