8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

8:50 AM Opening Remarks

9:00 AM Navigating Evolving Global Markets: Top CIOs share their perspectives on market trends, geopolitical risks, inflation, and economic shifts shaping investment strategies. They discuss what keeps them up at night—from market volatility to regulatory changes—and offer their predictions for the road ahead.

CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

Todd Moll, CFA®, CFP®, AIF, Chief Investment Officer, Provenance Wealth Advisors

Panelists:

John M. Suddeth Jr., CFA®, Chief Investment Officer & Cofounding Principal, Naples Global Advisors

Frances Stacy, Economic Strategist & Wealth Manager, Scarlet Oak Financial Services

9:45 AM Coffee Break

10:00 AM Critical Client Conversations

What are the critical conversations that you should be having with your client's right now? This presentation delves into the top two financial goals identified by Cerulli, which 81% of Boomers and 62% of Gen X consider their highest priorities.

Learn what these goals are and gain actionable insights to enhance your client discussions. We'll cover key conversation techniques, thought exercises, and real-world examples you can use immediately with your clients and prospects to address these crucial financial objectives. Equip yourself with the knowledge and tools to drive impactful and meaningful client engagements.

Presented by:

Dan Baccarini, CIMA®, Chief Distribution Officer, Beacon Capital

10:30 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.

Moderator:

Brett Orvieto, Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Panelists:

Luke Melms, CFP®, Managing Director & Private Wealth Advisor, Firm Foundation Family Wealth

John Thomas, CFA®, Chief Investment Officer, Global Wealth Management

Brian Collett, CFA®, CAIA, Managing Director, I Squared

11:10 AM Morning Networking Break

11:40 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.

12:40 PM Networking Lunch

1:40 PM Derivative Overlays for Better Smart Beta ETFs:

Gokhan Kisacikoglu will be presenting the new smart beta ETFs in the works with derivative overlays. Quants has been building platforms for constructing and clearing sophisticated derivatives overlays for over a decade to achieve better risk-adjusted returns in equity portfolios.

2:00 PM The Evolution of Holistic Financial Planning: A Client-Centric Approach: Industry experts explore ways in which clients are searching for value beyond traditional Wealth Management and how to position clients for success outside of portfolios. Join in as they discuss differentiating in a crowded marketplace, moving beyond the table stakes of Financial Planning, and wealth alignment.

CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

Susan Jones, J.D., CFP®, CDFA® Co-Founder & Managing Wealth Partner, Sorelle Wealth Partners

Panelists:

Michael Silver, CFP®, AEP®, CLU, Chief Executive Officer, Baron, Silver, Stevens Financial Advisors

Anthony Pace, CFP®, Managing Principal, Lindberg & Ripple

2:35 PM AFTERNOON NETWORKING BREAK

3:05 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:

Sarah Mouser CCFS®, CDFA®, CES™, CFP®, CTS™, ELA™, Managing Director, Financial Planning, Verdence Capital Advisors

Panelists:

Catherine Hyder, CFP®, CDFA®, BFA™, Financial Planner & Advisor, Stonebridge Financial Planning Group

Erin Gibbs, Chief Equity Strategist, SlateStone Wealth

Kasia Marczyk, CFP®, CRPC®, CDFA®, President and CEO, Anchor Wealth Management Group

3:45 PM Integration of Technology and Practice Management for Advisor Success:

In an increasingly competitive landscape, the integration of technology and practice management remains a key factor to driving advisor success. RIA’s continue to explore strategies to help advisors deliver exceptional value to clients while building thriving advisory practices in today's marketplace. Our panelists discuss innovative ways to differentiate their firms beyond traditional portfolio returns; from cultivating a cohesive company culture to leveraging technology for digital transformation, AI, and more.

Moderator:

Leo Kelly, Chief Executive Officer, Partner, Verdence Capital Advisors

Panelists:

Galan G. Daukas, CFA®, CFP®, Chief Executive Officer & President, Bradley, Foster, & Sargent

4:15 PM NETWORKING HAPPY HOUR

Join us at Happy Hour presented by Sound Income Strategies. They’ll deliver a welcome address and announce the giveaway winner.