Main Management 2026 Top Advisor Conference

Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main's CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a "Rising Star" of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron's, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America's takeover of Nations Bank.

From 2000-2001 Kim was named the head of the Institutional Sales and Trading Department overseeing 60 sales traders in 6 cities. From January 2002 through August 2002 he was appointed the head of Equity Product Marketing. He served on the Investment Policy Committee and the Executive Management Committee at Banc of America Securities from 2000-2002.

Former Stanford quarterback and NFL standout Andrew Luck completed his first season as Stanford Football's General Manager in 2025, overseeing all aspects of the Cardinal program. A transformative figure in school history, Luck led Stanford to national prominence as a two-time Heisman Trophy runner-up and 2011 Maxwell Award winner before becoming the No. 1 overall pick in the 2012 NFL Draft and a four-time Pro Bowler with the Indianapolis Colts. Returning to The Farm, Luck helped spark a program turnaround by guiding Stanford to its most wins since 2020, including a winning home record and a Big Game victory over California. A 2012 Stanford graduate who completed his master's degree in education in 2023, Luck continues to embody the university's commitment to academic and athletic excellence while leading recruiting, roster management, fundraising, alumni relations, and the overall student-athlete experience.

Omar is responsible for leading, developing, and overseeing the firm's investment strategies. He is also responsible for the Schwab Center for Financial Research, which provides quality research and education, timely market insights, and practical guidance to help millions of investors make informed financial decisions.

Prior to joining Schwab Asset Management in 2011, Omar worked at Financial Engines where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Before that, he served as head of quantitative equity for ING Investment Management (now known as Voya Investment Management).

Omar was a Fulbright Scholar at Duke University's Institute of Statistics and Decisions Sciences where he earned a master's degree and a doctorate. He also earned a bachelor's degree in actuarial sciences and a graduate degree in applied statistics from the Mexico Autonomous Institute of Technology.

Matthew is a Managing Director at State Street Investment Management and Global Head of Research Strategists. He manages a team responsible for the product research and analysis of ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analyst designation, is a member of the CFA Institute as well as the Boston Security Analysts Society, and has earned the Chartered Alternative Investment Analyst (CAIA). He also holds the FINRA Series 7, 24, 63 licenses.

Matt Hougan is one of the world's leading experts on crypto, ETFs, and financial technology.

He is Global Head of Research for Bitwise Asset Management, creator of the world's first cryptocurrency index fund. In that role, he helps create the index methodologies that underlie Bitwise's investment products, and conducts fundamental research into the role cryptoassets can play in a diversified portfolio.

A three-time member of the Barron's ETF Roundtable, Hougan is also Chairman of Inside ETFs, the world's largest ETF conference, where he helps guide efforts to educate financial advisors on the role ETFs and index-based investments can play in building efficient portfolios.

He was previously CEO of ETF.com, where he helped create the first institutionally oriented ETF classification and ratings system. Hougan led the sale of that business in three transactions to FactSet, BATS, and Informa, in 2015 and 2016.

Hougan's thoughts on investing have been widely profiled in the media, including in Barron's, Bloomberg, The Wall Street Journal, The New York Times, Institutional Investor, CNBC, and the Financial Times. He is co-author of the CFA Institute's "Monograph on ETFs," a crypto columnist for Forbes, and has been featured on Bloomberg's "Masters of Business."

He graduated from Bowdoin College with a B.A. in philosophy.

Jen is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise. In this role, Jen draws from over a decade of experience in various positions across asset management — from investment manager due diligence to digital product, strategy, operations, and marketing. Prior to joining GeoWealth in 2021, Jen spent her career at J.P. Morgan, most recently as the head of US Wealth Management investment content and digital product. Prior to this, Jen started and managed the global Sustainable Investment Leadership team in Asset Management. Jen started her career by building a multi-manager thematic model portfolio program for high-net-worth clients. Jen received a BS in Finance from The Pennsylvania State University and an MBA from the Wharton School of Business.

Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, in-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.

Before joining Carson, Grant was the Deputy CIO of ETFs and SMAs at Brinker Capital Investments (part of Orion Advisor Solutions). At Brinker, Grant was part of the discretionary investment team responsible for many assets across investment vehicles, and managed accounts ranging from individual 401ks to large university endowments. Prior to joining Brinker Capital Investments, Grant held positions at CLS Investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade, and State Street Corporation.

Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, the DACFP Certificate in Blockchain and Digital Assets, the Candriam Certificate in Sustainable and Responsible Investing, and the Series 65 registration. He is a member of the CFA Society of Nebraska and the CAIA Chicago chapter, and is an active contributor to commentary related to the ETF industry.

Dan Berkenstock is a Distinguished Research Fellow at the Hoover Institution, where his commercial and policy research focuses on reducing the risk of conflict in space and ensuring sustained American aerospace leadership into the 21st century through Hoover's Technology Policy Accelerator; his technical research extends to convex and polynomial optimization techniques for globally optimal vehicle designs in aerodynamic shape optimization, with a focus on low-observability hypersonic vehicles. From 2008 to 2017, he was the founding CEO and later Chief Product Officer of Skybox Imaging, where he raised more than $100M in venture capital, reset the benchmark for performance in the optical small satellite arena, and led the company through a $500M acquisition by Google — the 21 Skybox satellites continue to operate as the world's largest high-resolution commercial imaging constellation, supporting major media coverage of global conflicts and daily use by defense and intelligence customers. Recognized as the 2014 Satellite Executive of the Year and a former MIT Tech Review TR35 recipient, Dan remains active in the space startup community as an independent director on several venture-backed aerospace boards and as a teacher of aerospace entrepreneurship at the Stanford School of Engineering. He holds a PhD and MS in Aeronautics & Astronautics from Stanford University and a BS in Aerospace Engineering from the University of Michigan, and completed four cooperative education tours at NASA's Johnson Space Center.

Darol Ryan joined Main Management in 2019, overseeing the Institutional Advisor business. Prior to joining Main Management, he enjoyed a long career at some of the largest investment banks on Wall Street including Bank of America and JP Morgan. He ran the Derivatives business for Morgan Stanley (focusing much time on European clients) from New York and then went on to run Asia Derivatives for them in Hong Kong. Darol started his career with Kim Arthur in 2001 at Banc of America Securities. Born in Houston, Texas, Darol received his Bachelor of Arts at the University of California at Berkeley while also taking Mandarin courses at Middlebury College. He also attended summer programs at Stanford and Oxford.

James Maxwell joined Main Management full-time in June 2022 and currently serves as Director of Research. His responsibilities include overseeing market and economic data to inform strategy allocations, generating ideas driven by historical data analysis for the Investment Committee, and contributing to broader research and strategic planning efforts. Additionally, he leads initiatives such as Main's Custom Model Consulting, offering one-on-one support to advisors to enhance efficiency and drive client success.

A Bay Area native, James previously interned with Main from July 2020 to September 2021 while completing his undergraduate degree at Santa Clara University. In 2022, he graduated summa cum laude with a BS in Economics and was honored with the Charles and Barbara Hazel Award for Excellence in Undergraduate Economics, awarded annually to the top two graduating seniors in the department.

Alex Varner joined Main Management full-time in July of 2012. He serves as Managing Director – Research, where his focus includes generating a variety of analytical reports for the firm's Investment Committee. He interned with Main during the summer of 2011 while working towards his MBA from UNC's Kenan-Flagler Business School, with a concentration in Investment Management, which was attained in May 2012.

He grew up in San Rafael, California and received a Bachelor of Arts degree from Davidson College. Prior to business school Alex worked as a paralegal for the global capital markets, M&A team at the law firm of Hunton & Williams LLP and as part of the operations team at Lateef Investment Management.