AGENDA
Monday, February 10, 2025
5:00 PM - 6:00 PM
Badge Pick Up and Networking Reception
Tuesday, February 11, 2025
7:00 AM – 8:15 AM
Badge Pick Up and Networking Breakfast
8:15 AM - 8:30 AM
Welcome and Opening Remarks
8:30 AM – 10:00 AM
Investing in Life: The Promise of Longevity Technology and its Implications for Investment Horizons
Dr. Joel Rothman
Humans are poised at the threshold of remarkable changes in their relationship with time, sparked by extraordinary scientific discoveries demonstrating that the progression of aging can be dramatically slowed and even reversed. These research advances have led to interventions in aging that are currently being tested in humans and that, in coming years, may dramatically extend the normal arc of human healthy lifespan. Dr. Joel Rothman, Director of the Center for Aging and Longevity Studies at the University of California, Santa Barbara, will discuss the startling recent discoveries in longevity science and technology that hold hope for advancing human health by slowing and even reversing aging. He will also prompt participants to consider the impact of extending human lifespan on society, the economy, investment, and financial planning.
10:25 AM – 11:30 AM
The Future of Wealth Management - Taking Care of Clients in a World of Scale and Artificial Intelligence
Yvonne Kanner
This session will focus on the future of wealth management and examine innovations in client engagement, the rapidly growing role of AI, and shifting client expectations. Learn how large firms can successfully balance scalability with personalized service while leveraging advanced technologies to deliver exceptional value and maintain a competitive edge.
In this program, you will learn to:
- Analyze key concepts of AI solutions and their rapidly evolving landscape in wealth management.
- Evaluate how AI-driven technologies can help wealth managers develop personalized client engagement strategies.
- Identify primary barriers when implementing AI solutions in wealth management firms and propose actionable strategies to overcome them.
11:30 AM – 1:00 PM
Lunch
1:00 PM - 2:15 PM
Building Pathways to Success: Career Growth Ladders for Talent Attraction
Catherine Williams
Explore how structured progression opportunities foster employee engagement and align with organizational goals. Industry leaders will share examples on designing compelling growth pathways that showcase advancement potential, skill development, and leadership opportunities, all which create a workplace culture where talented professionals thrive and contribute to the firm's long-term success.
In this program, you will learn to:
- Assess the effectiveness of growth pathways in creating a supportive workplace culture for the employee’s organizational success.
- Develop a comprehensive plan for integrating structure progression opportunities to enhance engagement and align with long-term goals.
- Identify key components of structured progression opportunities that enhance employee engagement.
2:15 PM – 3:45 PM
Succession Panel I: Mergers and Acquisitions
Panelists: Allen Darby and Seth Streeter
Moderator: Tom Orecchio
This panel of experts will share strategies for navigating transitions and ensuring a smooth succession process while sharing insights into best practices, potential pitfalls, and the critical steps to successfully integrating your firm during transformative events.
3:45 PM – 4:15 PM
Networking Break
5:00 PM – 6:00 PM
Optional Group Activity: Whiskey Tasting
5:30 PM – 6:30 PM
Reception
6:30 PM – 8:00 PM
Networking Dinner
Wednesday, February 12, 2025
7:15 AM - 8:15 AM
Networking Breakfast
8:15 AM – 8:30 AM
Welcome and Opening Remarks
8:30 AM - 9:15 AM
7 Non-Obvious Trends Shaping the Future Normal
Rohit Bhargava
What are the world-changing trends that will actually shape the future? From biophilic skyscrapers to generative AI to haptic interfaces, this general session will offer a clear-eyed overview of not only the technology changing our world but also explore the deeply human questions all this advancement will raise. This is not a boring academic talk or “futurist theater.” Instead, it’s a highly actionable (and deeply non-obvious!) glimpse into how you can anticipate and lead the future.
9:15 - 10:00 AM
Fireside Chat with Rohit
Rohit Bhargava
David Wilson
Join Rohit and Moderator David Wilson for this informal and engaging session that will provide deeper insights into the topics discussed, with opportunities to explore real-world applications and audience-driven questions.
10:00 AM – 10:25 AM
Networking Break
10:25 AM – 11:25 AM
Hack to the Future
James Carroll
Hack to the Future takes you on an eye-opening journey through the world of cybercrime, uncovering how hackers exploit vulnerabilities. From headline-grabbing breaches like the MGM Grand to creative social engineering tactics, this presentation blends real-world examples with actionable strategies to keep your firm ahead of the curve. Get ready for a dynamic and engaging session packed with insights and practical tips to protect your clients and your business from the ever-evolving threat landscape.
In this program, you will learn:
- Identify current industry trends in the methodologies that hackers are using.
- Assess tactics that hackers are using to target RIAs and investment advisory firms.
- Develop and implement best practices to protect yourself and your firm from these cyber-attacks.
11:25 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Engaging Your Team in Organic Growth for Your Firm
Cindy Joyce
Becky Krieger
This session will break myths that many firms have about the need to find people with books of business or the necessity of hiring sales leaders to grow the business successfully. Strategy beyond "hugging your clients" is required to be successful. Attend this session to learn how to leverage your firm's superpowers to attract the right clients.
In this program, you will learn to:
- Assess and apply your new client data to create a strategy for your firm
- Design a client exception process and evaluate new client targets
- Develop strategies to engage and maintain meaningful COI and external relationships to create business opportunities
2:15 PM – 3:00 PM
Lessons Learned for Transitioning Client Relationships
Hannah Fitzpatrick
Samantha Macchia
Transitioning client relationships from a long-term senior advisor to a younger and/or less experienced advisor can be challenging. This session will provide best practices for supporting new advisors in building their client base and maintaining client service and retention.
3:00 PM – 3:25 PM
Networking Break
3:25 PM – 4:45 PM
Succession Panel II: Internal Transfer
Panelists: Michael Goodman, Becky Krieger, and Tim Swain
Moderator: Seth Streeter
Panelists will share examples of successful internal succession processes and provide actionable insights into fostering a culture of growth and opportunity.
4:45 PM – 5:00 PM
Closing Remarks
6:30 PM – 7:00 PM
Reception
7:00 PM – 9:00 PM
Closing Dinner