Ryan P. Tracy Speaking at 2026 With Intelligence The Annual 4/22

March 05, 2026

On Wednesday, April 22, Ryan P. Tracy, CFP® will be speaking at The Annual, hosted by With Intelligence in Los Angeles.

Ryan will be moderating the Closing CIO Panel, “20 Years of Change, 20 Years Ahead – The Next Era of Institutional Investing,” described as follows: This session will bring together senior allocators to reflect on the past 20 years since the launch of The Annual, and look forward to what is to come. Panelists will take stock of two decades of transformation, and dig into how the investment landscape has evolved since 2006, while debating the direction of the industry for coming years:

Discussion around asset allocation, governance and the role of public vs. private asset allocation
What key lessons have stood the test of time, and which long-held assumptions have been overturned?
Navigating a new market reality – how are liquidity needs and long-term commitments being balanced mid inflation volatility and higher rates?
How are data, AI and automation reshaping investment research and portfolio construction?
What is the industry doing to attract the next generation of investment leaders in an increasing complex, competitive, and mission-driven environment?

Now in its 20th year, The Annual brings together thought leaders from North America’s largest institutional investors, family offices, and investment consultants for two and a half days of deep insight, collaboration, and meaningful connection. For more information, please visit the event website.

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Ryan P. Tracy Speaking at 2026 With Intelligence The Annual 4/22

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