Keynote Speakers


John Fischer

Lombard International | Executive Vice President, Head of Distribution

John is responsible for business development and continuing the expansion of Lombard International’s US footprint and internationally sourced Group Variable Annuity (GVAs) investments in US assets. He leads the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.

Mr. Fischer has been actively engaged in developing strategic insurance solutions for over 25 years and has managed a number of business units within Lombard International that have been instrumental in its growth and development. An expert and thought leader in the industry, Mr. Fischer is frequently invited to join panels at major investment conferences to talk about the essential role that strategic insurance solutions can play in tax planning. Most recently he has engaged with single and multi-family office clients while serving as a key relationship manager for some of Lombard International’s key institutional strategic accounts internationally.


Christopher C. Geczy, PhD

Professor Christopher C. Geczy | Academic Director, Wharton Wealth Management Initiative, The Wharton School  |  Founder, Forefront Analytics.

Chris Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania  since 1997. He is Academic Director of the Jacobs Levy Equity Management Center for Quantitative  Financial Research. H is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics    

from the Graduate School of Business at the University of Chicago (now the Booth School).

Chris  regularly teaches investment management and co-created the first full  course on hedge funds at The Wharton School. In 2013, he created the school’s first survey course in sustainable/ESG investing, open to undergraduates a well  as  MBA  and  Executive  Education  students.  He  has created  and  taught  many  courses  for  Wharton  Executive Education,  and  he  has  taught AIMR/CFA  Institute-accredited  professional  Risk  Management  courses  through the University of Chicago's Booth School of Business.

The Jacobs Levy Center is an interdisciplinary research hub at Wharton focusing on innovative 

knowledge creation in quantitative finance. It supports faculty research projects and dissertation fellowships, and it awards the Wharton-Jacob Levy Prize for Quantitative Financial Innovation. Chris became Academic Director in March 2014.

Chris  has  been  the  Academic  Director  of  a  number  of  Wharton  Executive  Education  

programs  including  the  200 Securities Industry Institute in partnership with SIFMA, the Private 

Wealth Management program in partnership wit The CFA Institute, and programs for  the  Investments  and  Wealth  Institute  ( formerly  IMCA).  In  addition he has taught   Investment 

Management in the Penn-Securities Association of China (Penn-SAC) program for a number of years. He received the Best Elective Course Teaching Award in the Wharton Executive MBA Program and the Wharton Teaching Excellence Award for the 2017-2018 academic year.

He currently  serves  on  Intel’s  US  Retirement  Plans’  Investment  Policy  Committee.  He  has  

served  on  the  Economic Advisory  Board of NASDAQ, has been an editor of the Journal of 

Alternative Investments and is on the Editorial Advisor Board  of the Journal of Wealth Management. He is Co-Editor of Financial Planning Review, the academic journal o the CFP® Board Center for Financial Planning. Chris is also a founding board member and past Chairman of the Mid Atlantic Hedge  Fund  Association  and  served  on the  curriculum  and  exam committee  of the  Chartered  Alternative Investment   Analyst Association (CAIA). He serves on the Advisory Council of the Wharton Social Impact Initiative, an on the Models Investment Committee of Insigneo Financial 


Chris’s current research focuses on various topics including multifactor models, wealth management, risk management asset allocation, the performance of managed funds including hedge funds, venture capital and private equity as we as other alternatives,  ESG  incorporation  in  funds  and  portfolios,  and  various  aspects  of equity  lending and  short selling. His work  has  appeared  in  numerous  books  and  scholarly  journals  including  the  Journal  of  Finance,  Journal of Financial    Economics, Journal of Portfolio Management, The Society for Industrial and Organizational Psychology and the Journal of Political Economy. In 2018, Chris and co-authors won the Investment for Impact Prize of the Center for Responsible Business at the University of California, Berkeley’s Haas School of Business for their research paper “Contracts With Benefits: The Implementation of Impact Investing.”

He currently consults with and advises a number of private and institutional investors including 

pension plans, insurance companies  and  ultra-high  net  worth  families  and  others  in  the  

area  of  portfolio  construction,  management  an evaluation,    asset allocation, investment  

selection, alternative investments including private equity, infrastructure hedge funds, risk  

management, and subprime exposures in both the 1940 Act space as well as the private fund area.

Chris also serves as a Trustee and member of the Investment Committee of The Episcopal Academy, is  on the Board of Directors of the Alexander Hamilton Friends  Foundation, and is a founder of Forefront Analytics and GKFO.