8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

8:50 AM HOST WELCOME

9:00AM Navigating Evolving Global Markets: Insights and Opportunities:

Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence.

*CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

John Araneo, Founder, Chief Executive Officer, Crescent Harbour Private Wealth

Panelists:

Joe Halpern, Chief Investment Officer, Fountainhead Advisors

Benjamin Armellini, Partner, Portfolio Manager, Main Street Research

Michael Falcon, Chief Executive Officer, Eagle Capital

Wayne Yi, Partner, Chief Investment Officer, Simon Quick Advisors

9:45AM COFFEE BREAK

10:00AM FIRESIDE CHAT | Journey: 5-hour ENERGY® to Family Office and Hedge Fund

The team will share how Manoj Bhargava founded numerous billion-dollar+ businesses, including 5-hour ENERGY®, and how he channels his success into charitable efforts aimed at solving some of the world's largest problems. They will also explore the creation of his family office and the development of a hedge fund born out of necessity.

Moderated by:

Daniel Jisa, Managing Director, MBX Hedge Funds

Presented by:

Paul Cleary, Director, MBX Group

Tyler Novak, Director, MBX Hedge Funds

10:30AM MORNING NETWORKING BREAK

10:50AM MORNING ROUNDTABLE BREAKOUT SESSIONS: Join us for our interactive roundtable breakout sessions where industry experts will lead discussions on the latest trends and strategies in the investment world. There will be four sessions of 20 minutes with a quick 5 minute coffee break in between.

— Bridging the gap: The Current Landscape of Real Estate-backed Private Lending

• Hosted by: Tommy DiBona, VP, Investor Relations, Archway Capital

—Navigating Volatility: Strategies for Seeking Uncorrelated Investment Returns

• Hosted by: Jake Scott, Managing Partner, Easterly Clear Ocean

—AI for Wealth

• Hosted by: Carlo Biagioni, VP Head of SMB, Bigdata.com

—Tax Efficient Strategies - Understanding Opportunity Zones

• Hosted by: Sofia Douzoglou, Vice President, Private Wealth Group, CIM

12:15PM Increased Offerings in Holistic Financial Planning: Panelists explore ways in which market disruptions can present greater opportunity for Financial Planning and how to position clients for success outside of portfolios. Industry thought leaders discuss tax mitigation strategies, the generational wealth transfer, and wealth alignment.

*CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

Kim Ledger, SVP of Complex Assets, Ren Inc.

Panelists:

Mallon FitzPatrick, Managing Director, and Head of Wealth Planning, Robertson Stephens

Noel Campbell, Managing Director, Wealth Advisor, Cresset Capital

12:45PM NETWORKING LUNCH

1:40PM Quants’ High-Precision Overlays: Turn Volatility into Opportunity

Quants’ proprietary risk platform offers two decades of derivative overlay and market-making expertise into a single automated engine. It simultaneously optimizes risk and return while converting portfolios into ETF-ready structures. Fueled by a nonlinear pricing core and robust clearing architecture developed over the past three years, the platform will power twelve new ETFs and a series of strategic partnerships set to launch in the second half of 2025 for better risk-adjusted returns.

Presented by:

Gokhan Kisacikoglu, Chief Executive Officer, Chief Investment Officer, Quants

2:00PM 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:

Sara Gallucci, Director, AlTi Tiedemann Global

Panelists:

Natalia Tchetchoulina, Partner, Cerity Partners

Susie McLane, Managing Director, Summit Place Financial Partners

Karen Atlfest, Executive Vice President, Altfest Personal Wealth Management

2:40PM 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:

Anora Gaudiano, CFP, Vice President, Wealthspire Advisors

Panelists:

Allison Dunlap, Managing Director, Harbour Capital Advisors

Michael Tanney, Senior Managing Director, Magnus Financial Group

Ankur Patel, Vice President of Private Wealth Management Investments, Ellevest

Mark Neely, Director of Alternative Investments, GenTrust Wealth Management

3:20PM AFTERNOON NETWORKING BREAK

3:40PM Integration of Technology and Practice Management for Advisor Success:

In an increasingly competitive landscape, the integration of financial planning 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:

Chuck Failla, Founder & Chief Executive Officer, Sovereign Financial Group, Inc.

Panelists:

Sam Clifford, Chief Technology Officer, Stansberry Asset Management

Aaron Tawil, Chief Operating Officer, Chief Compliance Officer, Wealthstream Advisors

Eric Flynn, Executive Vice President, Head of Wealth Management, Compound Planning

4:20PM Reflecting on the M&A Landscape: Lessons from 2024 and What’s Ahead

Join industry experts as they analyze the M&A activity that shaped the RIA industry in 2024. This panel will explore key trends and successful strategies for organic vs. inorganic growth, and challenges faced by firms that chose to build, buy, or sell. Gain actionable insights into how these outcomes are influencing the market in 2025 and what it means for your growth strategy moving forward.

Moderator:

Adam C. Roosevelt, Chief Growth Officer, Bleakley Financial

Panelists:

Dennis Morton, Founder and Principal, Morton Brown Family Wealth

Bryce Black, Vice President, Robertson Stephens

Kevin Moran, President, Chief Operating Officer, AlTi Tiedemann Global

5:00PM NETWORKING HAPPY HOUR