Sponsors

Amplify technology is the modern all-in-one technology platform and TAMP you wished you had when you started your practice. Award winning usability and functionality includes best of bread CRM, performance reporting, risk questionnaires, client portals, fee billing, trading & rebalancing including access to over 1,000 institutional grade asset manager strategies accessible at the click of a button.

Archway Capital, LLC is an alternative investment manager based out of Los Angeles, CA. Our company was founded by industry veterans who have experience funding real estate projects across the United States. Our mission is to provide superior risk-adjusted returns to our investors while deploying capital to enable our borrowers to successfully complete their business plans.

Bigdata.com is an advanced financial AI platform developed by RavenPack, a global leader in data analytics working with the world’s top hedge funds, banks, and asset managers. Combining real-time search capabilities, deep customization, and verifiable insights, Bigdata.com empowers professionals with instant access to the most current and relevant financial data. Backed by over two decades of AI expertise from RavenPack, Bigdata.com is redefining the future of financial research. For more information, visit www.bigdata.com.

Founded in 2003, Champlain Investment Partners is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Champlain manages about 17$B in small and mid-cap equities. Our investment strategies are designed to focus on providing absolute returns while also managing risk. We strive to create wealth through the consistent execution of our investment process; we are equally committed to delivering outstanding client service, and pride ourselves on the many long-standing relationships we have been able to cultivate since opening our doors in 2004. Our partners bring a wealth of experience, averaging over 24 years in asset management.

CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Since 1994, CIM has sought to create value in projects and positively impact the lives of people in communities across the Americas by delivering more than $60 billion of essential real estate and infrastructure projects. CIM’s diverse team of experts applies its broad knowledge and disciplined approach through hands-on management of real assets from due diligence to operations through disposition. CIM strives to make a meaningful difference in the world by executing key environmental, social and governance (ESG) initiatives and enhancing each community in which it invests. Among its programs is CIM Women’s Alliance, an inclusive employee network offering education, mentorship and collaboration opportunities with a mission to advance the success of women at CIM. For more information, visit www.cimgroup.com.

DataDasher is a venture-backed AI enterprise software company founded by two Stanford engineers, dedicated to transforming how financial advisors work. Purpose-built for the wealth management industry, DataDasher’s AI Advisor Assistant helps advisors save 15+ hours per week by automating meeting notes, pre-meeting prep, post-meeting follow-ups, CRM tasks, and more.

The platform integrates securely with the tools advisors already use — including CRMs like Redtail, Salesforce, and Wealthbox; email systems such as Outlook; and meeting platforms like Zoom, Teams, and Google Meet — enabling time savings, stronger client engagement, and compliance-aligned workflows.

Eagle Capital Management is an independent, 100% employee-owned investment management firm with a 36-year track record. We are committed to improving client outcomes by seeking to deliver superior risk-adjusted returns over a market cycle. Eagle manages a fundamental, concentrated (typically 25-35 positions), US large-cap equity portfolio available in a variety of vehicles with over $30 billion in AUM. Our singular investment philosophy is to employ conviction, duration, and value-orientation. Conviction, which for us means meticulously selecting 25-35 stocks, requires excellent research and judgment. Duration, owning investments for 5-10 years, requires loyal clients and a patient mind. Value-orientation requires a cautious temperament and a willingness to be contrarian at times. Eagle’s time-tested investment philosophy and approach has led to excellent outcomes for our clients. Since inception, the Eagle Equity Strategy has outperformed the S&P 500 by ~300bp annualized, net of fees and expenses. The Eagle Equity Strategy currently trades at a ~30% discount to the S&P 500 – the widest valuation gap in over 10 years. With an active share of ~80%, the portfolio provides investors with diversification and alpha potential. The current market environment, combined with Eagle’s track record and stability, makes investing in an Eagle vehicle worth considering.

Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. As of June 30, 2024, Easterly and its Strategic Partners manage approximately $60B of client assets. For more information, visit easterlyam.com.

ElmTree is a private equity real estate firm focused on mission critical “build to suit” and net lease industrial properties. ElmTree has built its name and track record in the institutional world with LP strategies. Since ElmTree’s inception in 2011, ElmTree has invested over $11 billion in high quality, single tenant, long term industrial net leased assets. ElmTree Industrial Trust was created as a perpetual life vehicle specifically tailored to the RIA market, with lower minimums ($100k), 1099 reporting, monthly distributions and quarterly liquidity (after an initial 1-year hold). ElmTree Industrial Trust will invest in equity and debt in mission critical net lease industrial assets. We believe that industrial assets with long-term triple net leases provide a combination of durable income returns through rents from credit worthy tenants combined with capital appreciation. We believe the nature of net leases provides better inflation protection than other forms of real estate assets through tenants bearing the operating costs of the facilities under the leases and the net leases containing fixed rental escalations. In addition, we believe that investing in “mission critical” assets in areas of the country with a strong, affordable labor pool, and strategically located near transportation hubs, results in a high likelihood of capital appreciation.

Industrial real estate has long been a cornerstone of the U.S. economy, and we believe the sector’s strong fundamentals will remain attractive over the long-term. With the growth of e-commerce, the reshoring of supply chain operations, and the movement from just-in-time inventory to just-in-case inventory, we believe that tenant demand will continue to outpace supply for the foreseeable future, resulting in positive net absorption and rental growth going forward.

Flyer Financial Technologies delivers cloud-based trading tools that help you execute your investment strategy faster. As a leading provider of portfolio trading tools, connectivity, and infrastructure for the wealth management industry, FlyerFT automates the portfolio trade management lifecycle with Co-Pilot, an order management system, and the Flyer Trading Network, a multi-asset trading network. The platform unifies access to major custodians and brokers while providing intelligent Graphical User Interfaces (GUIs) and Application Programming Interface (APIs) for managing portfolios, positions, orders, trades, and allocations.

Foundation Source is the leading provider of philanthropic software and services. At the forefront of PhilTech, Foundation Source is the partner of choice for flexible software and services that offer end-to-end support for private foundations, donor-advised funds and planned giving. We offer a range of purpose-built, cloud-based platforms that facilitate all stages of giving and a configurable suite of administrative, compliance, tax, and philanthropic advisory services for donors, nonprofits and charities, and professional advisors, including RIAs and financial institutions serving wealth management and private banking clients.

With 70 years of combined experience, Foundation Source empowers people and companies to create a better world through philanthropy. We support more than 4,000 charitable organizations, administer more than $26 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually.

Hines Private Wealth Solutions LLC, member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and management firm. Founded in 1957, Hines has built a reputation as one of the world’s leading commercial real estate firms, with a presence in 398 cities in 31 countries as of June 30, 2024.

InCap Group is a premier investment bank that focuses exclusively on the securities businesses – wealth management, asset management and securities brokerage. The firm was founded in 2006 and has provided services to firms in those industries since its inception. Services that we provide include merger and acquisition advice (sell-side and buy-side), valuations, capital raising and strategic consulting. We are based in Baltimore and have bankers in New York City, Boston and Baltimore. Our senior bankers have multiple decades of investment banking experience on Wall Street and elsewhere.

Our employee-owned, independent structure is designed for one purpose: to deliver world-class investment solutions across both public and private markets. As part of this commitment, we provide financial advisors with resources on the latest topics, including practice management, plan design, and innovative solutions. For more information, visit www.nb.com.

Pinnacle Partners is an SEC-Registered Investment Advisor (RIA) focused on tax advantaged private real estate investment opportunities, specifically through Qualified Opportunity Zones and workforce housing developments, in partnership with 50+ RIAs and hundreds of individual investors. Pinnacle's latest offering is a joint venture with JPI, one of the nation's leading multifamily developers. Together, they plan to address the nation's critical housing shortage by delivering much needed attainable workforce housing to middle-income families with a pre-identified portfolio of four projects in DFW, San Diego County, and Bellevue, WA. The Fund’s single promote and fee structure is tailored to meet the preferences of RIAs and family offices, fostering a transparent, LP-friendly approach.

At PGIM Investments, we provide access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors. We’re part of PGIM, the global investment management business of Prudential Financial, Inc.— the world’s 14th-largest investment manager with more than $1.38 trillion in assets under management (AUM) and a company that individuals and businesses have trusted for over 150 years. Our scale and investment experience allow us to deliver a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles.

Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. We are one of the largest private landowners of Opportunity Zones in DC and are intently focused on sustainability, health, wellness, and connection to community and the outdoors.

Walton Global is a privately-owned, leading land asset management and global real estate investment company with more than 80,000 acres of land under ownership, management and administration in the United States and Canada, totaling $4.53 billion. With more than 45 years of experience, Walton has a proven track record of land investment projects within the path of growth in the fastest-growing metropolitan areas. A total of $2.67 billion has been distributed to investors located in 92 countries. The company works closely with top U.S. home builders, developers and industry partners. Business lines include exit-focused pre-development land investments, builder land financing, development projects, DST offerings, and various fund structures. For more information, visit walton.com.

The Wolff Company is a vertically integrated real estate private equity firm specializing in the development, acquisition, asset management, and structured investment of for-rent residential properties, primarily market-rate apartments. Since 2000, Wolff has managed, invested in, acquired, or developed more than 65,000 for-rent residential units across the United States.

Through 10 active investment funds, Wolff maintains a broad and diversified presence, with investments spanning 23 U.S states. The firm’s fully integrated platform and experienced team enable it to identify and execute high-quality opportunities at scale—resulting in a gross, levered IRR of 22% on realized for-rent residential investments.