ACBO Spring 2025 Conference
May 19-21, 2025
Everline Resort & Spa at Lake Tahoe
The next ACBO Conference is just around the corner and planning has begun for the Spring 2025 Conference. Bookmark this page and save the dates of May 19-21, 2025 to join us in Lake Tahoe at the beautiful Everline Resort & Spa. Our conference is the exclusive event for chief business officials and we look forward to hosting another great conference.
CONFERENCE REGISTRATION
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SPONSOR OPPORTUNITIES
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Register online through May 12, 2025.
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Join us at the conference as a sponsor! Online sponsor commitment is due by April 25, 2025
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Sponsorships are now closed. |
LOCATION & HOTEL INFORMATION
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 Everline Resort & Spa Lake Tahoe - Destination by Hyatt
400 Squaw Creek Rd
Olympic Valley, CA 96146
Group Reservation Link: https://www.hyatt.com/en-US/group-booking/RNODH/G-M2KK
Group Room Rate: $199-$249 Resort fee $20 plus taxes per night
Cut-off Date: 4/28/25
Rooms Update 03/26/25
Additional rooms have been added to the group block so you shouldn’t have any challenges booking at the group rate. Should you run into an issue, please email tlnewell@meetingwise.net with specific details and you will receive a response within three (3) business days.
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PROGRAM
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Agenda At-A-Glance |
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KEYNOTE SPEAKER
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 LISA SHALETT, MANAGING DIRECTOR
Chief Investment Officer and Head of the Global Investment Office
- Lisa Shalett is Chair of the Global Investment Committee and Chief Investment Officer for Morgan Stanley Wealth Management. She is also Head of the Global Investment Office and has served on the Wealth Management Operating Committee since 2013. In her current roles, she develops portfolio solutions that leverage the Firm’s strategic and tactical asset allocation advice to meet client goals delivered through both scaled and customized solutions.
- Lisa leads the development of all asset allocation models, global investment due diligence and portfolio analytics. She also oversees the GIC’s models and Outsourced Chief Investment Office (OCIO) and Family Office mandates, which collectively have over $250 billion in assets under management. In addition, Lisa is responsible for Morgan Stanley Wealth Management thought leadership and publishes special reports on topics of importance for practitioners and clients.
- In 2024, Lisa took on an expanded role focused on leveraging Morgan Stanley’s best intellectual capital across Wealth and Investment Management for all clients.
- Prior to joining the Firm in September 2013, Lisa served as chief investment officer of Bank of America Merrill Lynch Global Wealth Management. Previously, she held several senior roles at Alliance Bernstein during her 18-year tenure, including chairman and chief executive officer of Sanford C. Bernstein, LLC, and chief investment officer and head of Alliance-Growth Equities.
- Lisa holds a dual Sc.B. degree in applied mathematics and economics from Brown University and an MBA from Harvard Business School. She is a Henry Crown fellow of the Aspen Institute, a founding member of the Financial Fellowship, NYC Chair of iMentor, and an advisory board member at both the Statue of Liberty/Ellis Island Foundation and the Madison Boys & Girls Club of New York.
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REGISTRATION INFORMATION
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REGISTRATION RATES:
Early-bird (by midnight 4/11) - $630
Regular Rate (4/12 - 5/12) $675
Onsite Rate - $720
CANCELLATION POLICY
All cancellations will be subjected to a $100 processing/administrative fee. Substitutions may be made at no additional charge. Any cancellations received after May 9th will be non-refundable.
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