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Keynote Speakers

2026 Lunch Keynote Speaker

Janet Cowell

Mayor of Raleigh

Janet Cowell

Janet Cowell was elected Mayor of Raleigh in 2024.

Janet brings a deep commitment to public service that stems from her family upbringing. Her father who was a Methodist minister and her mother who was a school teacher.

Janet’s most recent path to city hall was shaped by a prior fifteen years of elected public service, including as Raleigh city councilor, NC State Senator and State Treasurer. She was the first and only woman to serve as State Treasurer and oversaw $100 billion in pension assets and health benefits for nearly a million public sector workers and retirees.

Throughout her career, Janet has brought people together: across neighborhoods, across sectors, and across the aisle. Prior to being elected Mayor, Janet led the Dix Park Conservancy as President & CEO and raised $40 million in private funds for the creation of Gipson Play Plaza as well as restoration of the historic chapel and stone houses.

Janet earned her undergraduate degree from the University of Pennsylvania and an MBA from the Wharton School of Business. More than title or credentials, Janet is guided by her commitment to Raleigh and her belief that people flourish when they are connected with their neighbors and meaningfully engaged in their community.

Moderator: Zelle Dunn

New Republic Partners

Moderator: Zelle Dunn

Zelle Dunn is a managing partner of New Republic Partners and a member of the firm’s leadership team. She leads the firm’s day-to-day operations and heads the firm’s North Carolina advisory team. She also advises a portfolio of individuals and families on strategies and investment solutions to achieve their goals.

She brings over two decades of experience in wealth advisory and investment management. Prior to joining New Republic Partners, she served as a vice president at Merrill Lynch where she worked with high-net-worth individuals and families on investments and wealth planning.

Zelle worked in the private wealth management group at Morgan Stanley in New York for 15 years advising family offices and high-net-worth individuals on investment opportunities and financial planning.

She began her career at Centura Bank, spending time in both Raleigh and Rocky Mount, North Carolina.

Zelle graduated from the University of North Carolina at Chapel Hill with a B.A. in political science. She serves on the board of St. Catherine’s School Foundation in Richmond, Virginia, and the advisory board of HopeWay in Charlotte. She is a member of the Mint Museum Auxiliary and a member of Myers Park Presbyterian Church where she is a former elder and former member of the outreach council.

2025

Keynote Speaker – Hadley Peer Marshall, CFO, Brookfield Asset Management
Keynote Moderator – Jordan Peer Griffin, Executive Managing Director, H.I.G. Capital
Lunch Panel –

  • Zelle Dunn, Managing Partner, New Republic Partners
  • Carla Fuller, Chief Risk Officer, Allspring
  • Stephanie Lynch, Co-Founder and Managing Partner, GEM
  • Molly Pieroni, President & Partner, Yacktman
  • Sumali Sanyal, Managing Director and Senior Portfolio Manager, Xponance
  • Shannon Wulff, Senior Research Associate, William Blair

2024

Keynote Speaker – Heather Brilliant, COO and head of the Diamond Hill Investment Team, First Eagle Investments
Keynote Introduction – Win Murray, Director of Research, Diamond Hill
Moderator
– Olivia Li, UNC Kenan-Flagler BSBA ’26

2026 Firm Attendees

Name Title Company
Davis Baldwin Senior Associate, Global Early Talent Barings
Jack Baudhuin Senior Regional Associate William Blair
Keith Beverly Founder & CIO Re-Envision Wealth
Kelly Burton Retired Managing Director Barings
Mark Corigliano Chief Financial Officer Phoenix Industrial Copper
Oliver Cross Founding Partner Verum Partners
Peter Fauler CFA, Managing Director Nuveen
Adam Fleishman Managing Director, Wealth Management, Financial Advisor Morgan Stanley
John Grossardt Fixed Income Research Associate Fidelity Investment Management
Cameron Hight Founder & CEO Alpha Theory
Jim Jones CFA, Partner, Portfolio Manager William Blair
Scott Ladner Chief Investment Officer Horizon Investments
Danielle Lardy Head of Structured Assets Securian Asset Management
Savannah McCall Senior Analyst Horizon Investments
Lisa McEnery Partner, Research Analyst Fayez Sarofim & Co.
Davis Morrison Senior Associate, Private Credit & Equity SharpVue Capital
Win Murray Former Research Director Diamond Hill
David Poudrier Research Associate Fidelity Investment Management
Brittany Priester Chief Investment Officer Belk Gambrell Enterprises
Mark Rhoades Managing Partner Phoenix Wealth Advisors
David Rowlett Portfolio Manager T. Rowe Price
Kristin Schweitzer Director of Research T. Rowe Price
Kate Simpson Managing Director & Head of VC GEM Investments
Trevor Slaven Managing Director, Global Head of Asset Allocation and Multi-Asset Portfolio Solutions Barings
Alex Williams Director of Investor Services Ridgemont Equity Partners
Trace Williams Vice President Dimensional Fund Advisors
Jessica Wilson CFA, Research Associate The London Company
Kenie Wrenn Financial Advisor Raymond James
Shannon Wulff Senior Research Associate William Blair
Kaoutar Yaiche Vice President T. Rowe Price