Tuesday, May 5, 2026
8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST
8:50 AM WELCOME Remarks
9:00 AM Navigating Global Markets in 2026: Investing Amidst Geopolitical Uncertainty: After a year marked by market volatility due to geopolitical tensions and changing monetary policies, RIAs are preparing themselves for what’s ahead. Expert panelists will share actionable insights on navigating economic uncertainty and shaping investment strategies for 2026.
CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Moderator:
Michael Dow, CAIA, CFA®, Chief Investment Officer, Beacon Pointe
Panelists:
Jordan Kahn, CFA, Chief Investment Officer, HCR Wealth Advisors
R. Alex Saunders, Managing Director, Phoenix Realty Group
Erik Ridgley, Chief Investment Officer, Salem Partners Wealth Management
Russell Mohberg, MBA, CFP®, Co-founder, Managing Partner & Co-CIO, Regatta Capital Group
9:45 AM Private Infrastructure:
An Opportunity for the Long Term – Decades-long demand, resilient fundamentals, and active value creation.
Speakers:
Brian Kilar, Senior Advisory Consultant - RIA, Macquarie Asset Management
Chris Leslie, Executive Chairman - Real Assets, America’s, Macquarie Asset Management
10:05 AM Morning networking BREAK
10:35 AM Leveraging Alternative Investments in Client Relationships:
As advisors embrace three-dimensional portfolios combining stocks, bonds, and alternatives, access to strategies like hedge funds, private equity, private credit, and real estate is more critical than ever. This panel explores the role of alternatives in portfolios, steps for accessing these strategies, and how to enhance client conversations to drive better outcomes and win new assets.
CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Moderator:
Andrew Grant, Director of Manager Research and Investment Solutions, Kayne Anderson Rudnick
Panelists:
Michael Hubbert, CIMA, Chief Investment Officer, Christopher Weil & Company
Steve Dymant, Director of Alternative Solutions, Alpha Summit
Monisha Jayakumar, Chief Investment Officer, Aris Investing
11:10 AM Roundtable Breakout Sessions:
These interactive roundtable breakout sessions will provide attendees with the opportunity to engage directly with top asset managers and investment experts in small-group discussions. Each session will focus on timely investment strategies, asset allocation trends, and market outlooks designed to help RIAs better serve their clients and grow their businesses.
CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Table 1: Risk Adjusted Tax Strategies: Using Energy Assets to Save 30-40%
Hosted by: Scott Schuster, Partner Success Manager, Inception Financial
Table 2: Holistic Financial Planning Strategies
Hosted by: Mike Ross, Financial Advisor, Portfolio Manager, Lattice Wealth Management Group
Table 3: When Diversification Isn’t Always The Correct Move: Managing Concentrated Stock Positions
Hosted by: Jared La Blue, EA, Financial Advisor, Diversifi Capital
12:10 PM NETWORKING LUNCHEON
1:10 PM Private Markets Diligence
What are the key considerations when performing due diligence on private markets funds.
What are the typical red flags that get glossed over in marketing presentations?
What burning questions do allocators have on the integration of private credit and private equity into client portfolios?
Speaker: Phil Bauer, SVP, Portfolio Specialist, Calamos
1:30 PM Implementing Technology for Advisor Success:
In an increasingly competitive landscape, an RIA’s tech stack remains a key factor to driving advisor success. Panelists discuss innovative ways to differentiate their firms beyond traditional portfolio returns; leveraging technology for digital transformation, AI integration, and more.
Panelists:
Alfred Au, Head of Advisory, Diversifi Capital
Danilo Kawasaki, CFP, CPWA, Founder, Vice President, Chief Operating Officer, Gerber Kawasaki Wealth & Investment Management
2:00 PM Women in the Wealth Management Industry:
Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Panelists share how their firms attract, develop, and retain female advisors and how that can help effectively empower women investors and their assets.
Moderator:
Rachel Elson, CFP®, Wealth Advisor, Perigon Wealth
Panelists:
Rhonda Ducote AIF®, President and Principal, Apriem Advisors
Leighann Miko CFP®, Founder & Financial Advisor, Equalis Financial
Sarah Ellis, CFP® CDFA®, Wealth Advisor, GKV Capital
Patrice Bening, CFP®, Partner, Wealth Advisor, Morton Wealth
2:40 PM AFTERNOON NETWORKING BREAK
3:10 PM Deciding to Build, Buy, or Sell in an Evolving M&A Landscape
After a record-breaking number of M&A deals over the last few years, lower multiples have decision makers wondering if that trend will continue. Join our panelists as they explore this crucial discussion, weighing the pros and cons of building, buying, or selling.
Moderator:
Simone Devenny, J.D., Head of Private Wealth Strategies, Allworth Financial
Panelists:
Derek Bruton, Head of M&A, Modern Wealth Management
Spencer Kelly, CFP®, Co-Founder, Managing Partner & Head of Advisory Services, Regatta Capital Group
3:40 PM Wealth Management for Athletes:
Despite their fame and wealth, a significant amount of athletes face financial hardships after retiring from their sport. Panelists explore the unique issues this group faces, from shorter careers, tax challenges, and the evolving NIL landscape.
Moderator:
Dani Fitzgerald, Managing Director, Head Of Business Management, Cresset
Panelists:
Billy Blase, Senior Wealth Advisor, Focus Partners
Brock Wilson, President, Sports & Entertainment Team, TSG Wealth Management
4:10 PM NETWORKING COCKTAIL RECEPTION