2026 Market Outlook: Investor Insights & Portfolio Strategy for a Shifting Economy

Stephen Biggs, CFA, CAIA, CFP

Managing Director, Head of Alternative Investments, The Mather Group

Stephen Biggs is the Managing Director and Head of Alternative Investments at The Mather Group. He joined The Mather Group through the acquisition of HC Financial in August 2022, where he operated as the Chief Investment Officer and a Principal at HC Financial. 

Prior to HC Financial, Mr. Biggs was a Senior Analyst at Zacks Investment Research, a Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management.

Mr. Biggs earned his MS in Business and Finance and BS in Business and Management from San Diego State University. He also holds the Chartered Financial Analyst designation, Chartered Alternative Investment Analyst designation, and is a Certified Financial Planner professional.

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Ken Frier, CFA

Chief Investment Officer, Atlas Capital Advisors

Ken Frier has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust.

Mr. Frier is currently the CIO of Atlas Capital Advisors, a San Francisco-based RIA, and a member of the Investment Advisory Group of the Alaska Permanent Fund. Mr. Frier's career includes extensive research, writing, and speaking on asset allocation and investment risk management. 

Mr. Frier graduated with honors in Mathematical Science from the University of North Carolina, Chapel Hill, and has an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar.

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King Lip

Chief Strategist, BakerAvenue Wealth Management

King Lip is the Chief Strategist at BakerAvenue, where he serves on both the Executive Committee and Investment Committee. He oversees the development and communication of the firm’s investment strategies, including its specialized work in concentrated stock management.

Mr. King also contributes to the broader investment community as a member of the S&P Dow Jones Indices U.S. Index Committee Advisory Panel and BlackRock’s RIA Advisory Council. He is a regular commentator on CNBC and has been recognized by Barron’s and the San Francisco Business Times as a Top 100 Independent Wealth Advisor. He was named one of the Top 10 Rising Stars in ETF investing by ETF Report and is featured as an expert ETF strategist in the book ETF Investment Strategies.

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Sonia Khaki, CFA

Wealth Associate, BakerAvenue Wealth Management

Sonia Khaki is a Wealth Associate at BakerAvenue, where she partners with the Family Office team to help clients make confident, informed financial decisions. She began her career teaching high school seniors in Johannesburg, a role that shaped her love for breaking down complexity and guiding people through big milestones. After moving into finance and earning the CFA designation, she now channels that same educator’s mindset into thoughtful, data-driven wealth management.

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