Alts Education

Alternative Investments from the RIA Angle

•  Stephen Caruso, Associate Director, Cerulli Associates (moderator)

•  Sean Cahill, Senior Vice President, Head of RIA Coverage, Vista Equity Partners

•  Benjamin Sayer, MAI Capital Management LLC Organization

Alts Adoption Implications for Advisors: Opportunities and Risks to Your Financial Advisory Practice

•  Kim Flynn, President, XA Investments (moderator)

•  Emily Barringer, Head of Access Platform Product & Strategy, SEI

•  Bill Duffy, VP, Alternative Investments; Fidelity Investments

•  Mike Kell, Managing Director; iCapital

Engineering the Right Mix of Alts for the High-Net-Worth Client

•  Jimmy Lee, CEO, The Wealth Consulting Group (moderator)

•  Paul Barausky, Chief Distribution Officer, Sealy & Co

•  Muhammad Gazi, Principal – Client Portfolio Manager, Apollo Global Management

Future of Alternative Investments for Retail Segments

•  Daniil Shapiro, Director, Cerulli Associates (moderator)

•  John Dunnigan, Managing Director, Co-Head of National Accounts, Private Wealth Americas, Golub Capital

•  Daniel Fixler, VP, Product Management, PGIM Investments; Brad Walker, Co-President, CAIS Group

A Guide to Alternatives

•  Dale Erdei, Managing Director, Private Wealth Alternatives, JP Morgan Asset Management

New to Alts? What You Need to Know.

•  Joe Guidish, Portfolio Manager, Merit Financial Advisors (moderator)

•  Tony Pitzer, CFP, Wealth Manager and Partner, Merit Financial Advisors

•  Zach Beckerley, CFP, Wealth Manager, Merit Financial Advisors

Understanding Structured Notes

•  Lawrence Barocas, Senior Partner/Managing Director, Snowden Lane Partners (moderator)

•  Lindsay DiStaso, Associate, Goldman Sachs

•  Craig Gates, Vice President, JPMorganChase

•  Andrew Heaton, Vice President, CAIS

Broker-Dealer Conversations

BIGi: Bridge Investment Group Industrial Real Estate Income Trust

•  Brandon Flickinger, Chief Investment Officer, Bridge Investment Group

Broker-Dealer Discussion (Part 1)

•  Tyler Green, Sr. Manager, Due Diligence, Cetera Financial Group (moderator)

•  Catherine Bowman, Founder/Partner, The Bowman Law Firm

•  Carlos Muñoz-Lucas, Alternative Investments Distribution & Prod. Mgmnt., Raymond James

Broker-Dealer Discussion (Part 2)

•  Tyler Green, Sr. Manager, Due Diligence, Cetera Financial Group (moderator)

•  Catherine Bowman, Founder/Partner, The Bowman Law Firm

•  Carlos Muñoz-Lucas, Alternative Investments Distribution & Prod. Mgmt., Raymond James

CIM Capabilities

•  Byron Bent, 1st Vice President, CIM Group; Mark Stern, Associate Vice President, CIM Group

Due Diligence, Acquisition, and Syndications for Economically Resilient Investing

•  David McCurdy, Senior Vice President – Central Region, ExchangeRight

Nuveen Due Diligence Session

•  Austin Weichbrodt, Market Leader, Nuveen

Grow Your Business

Alts & Growth Strategies Discussion

•  Blake Hammerton, Executive Director, The Advisor Authority™ (moderator)

•  Lawrence Barocas, Senior Partner/Managing Director, Snowden Lane Partners

•  Erin Botsford, Founder, CEO, The Advisor Authority™

•  Brian Evans, Owner, Madrona Financial & CPAs

•  Keri Pugh, Founder & Financial Advisor, Fusion Financial Group

Answering Advisor Fee Questions: Alternatives Across Fee versus Commission Based Accounts. A panel discussion

•  Daniil Shapiro, Director, Cerulli Associates (moderator)

•  Lawrence Barocas, Senior Partner/Managing Director, Snowden Lane Partners

•  Andrew Deck, VP, Head of Alternative Investments, LPL Financial

Become a Financial Superhero: How to Build Your Business for Next-Level Success. Keynote

•  Erin Botsford, Founder, CEO, The Advisor Authority™

Empowering Women Investors with Alternative Investments

•  Cherie Fournier, CEO/Founder, Marketing Intent, (moderator)

•  Nadia Shokohi, Wealth Manager, Shokohi Wealth Management Group

•  Kelsey Syvrud, Director of Investment Strategy, Fire Capital Management

•  Cynthia Yang, Wealth Advisor, Return on Life Wealth Partners

Five Industry Trends Reshaping Financial Advice. Keynote

•  Michael Kitces, Chief Financial Planning Nerd, Kitces.com

The Four Cs of Modern Marketing and Closing Brunch. Keynote

•  Jackie Wilke, VP, Advisor Consultant, First Trust

Future-Proof Your Practice: A Guide for Today’s Advisor

•  Frederick Hubler, CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group

The Science of Client Motivation

•  Tim Maurer, Chief Advisory Officer, SignatureFD

Supercharge Your Closing: What Prospects Need from You to Say Yes

•  Blake Hammerton, Executive Director, The Advisor Authority™

Private Credit

Alternatives to the Wealth Market: The Case for Private Credit vs. Private Equity

•  Emily Kulback, Global Head of Product, Invesco (moderator)

•  Kristen Griffin, Head of Investment Manager Analysis, UBS Wealth Management

•  Kim Flynn, President, XA Investments

•  Brian Pawlowicz, SVP, Capital Solutions Group, First Trust

•  Brett Schlemovitz, Partner, Stepstone

Diving into Private Credit Interval Funds and BDCs

•  Kim Flynn, President, XA Investments (moderator)

•  Thomas Bolger, Director – Senior Alternatives Specialist, T Rowe Price

•  Kevin Prunty, Senior Managing Director, LongWater Capital Solutions

•  Mick Solimene, Chief Financial Officer and Chief Investment Officer, Monroe Capital

Generating High- and Stable-Income Using Interest Rate Neutral Credit Investment Strategies

•  Joseph Roth, Principal, Eagle Point Credit Management

Mastering Private Credit: Hidden Secrets from the Niche to the Middle Market

•  Jorge Padilla, CEO and Senior Advisor, Meira Wealth (moderator)

•  Alona Gornick, Managing Director, Churchill Asset Management | Nuveen

•  B. Hayes, Principal & Co-Founder, Variant Investments

Opportunities in Private Credit Backed by Real Estate

•  De’Juan Collins, Senior Director, Client Portfolio Manager, Private Markets Specialist, Invesco

Private Credit is the Fastest Growing Asset Class

•  Mick Solimene, Managing Director & Portfolio Manager – Wealth Management Solutions, Monroe Capital

Private Credit’s Next Frontier: Exploring Niche Opportunities in Asset Based Lending.

•  B. Hayes, Principal & Co-Founder, Variant Investments

Private Markets

2025 Market Outlook and Opportunities in the Real Estate and Private Credit Sectors Poised to Outperform

•  Josh Hoffman, President of Bluerock Value Exchange and Head of Product Management and Strategy, Bluerock

Asset Managers Tackle Current Investment Trends

•  Brian Evans, Owner, Madrona Financial & CPAs (moderator)

•  Brian Sanborn, Director, 1031 & DST Markets, NexPoint

•  Josh Hoffman, President of Bluerock Value Exchange and Head of Product Management and Strategy, Bluerock

•  Kara Malcom, Director of National Accounts, ExchangeRight

Direct Deals, Higher Yields, Better Terms: Unlocking Opportunity in Middle Market Lending

•  Sean Morris, Executive Director, PGIM Private Alternatives

Simplifying Private Markets (preconference meeting)

•  Danielle Singer, Head of Platforms Due Diligence, Invesco

Unlocking Opportunities in Private Markets

•  Brian Pawlowicz, SVP, Capital Solutions Group, First Trust

•  Grant Markgraf, VP – National Accounts, First Trust Portfolios

 Why This Bull Market Is Still Young. Keynote

•  Ryan Detrick, Chief Market Strategist, Carson Group

Real Estate

Ashford: A Dedicated Alternative Investment Platform

•  Jay Steigerwald, CEO of Ashford Securities, Ashford Inc.

•  Todd Brewer, Senior Vice President, National Sales Manager, Ashford Securities

CIM Capabilities

•  Byron Bent, 1st Vice President, CIM Group

•  Mark Stern, Associate Vice President, CIM Group

Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges. CE Credit

•  Warren Thomas, Managing Partner and Co-Founder, ExchangeRight

How to Truly Differentiate Your Business with Real Estate and Alternatives

•  Brian Evans, Owner, Madrona Financial & CPAs

Leitbox Storage Partners: A Different Approach to Real Estate Investing

•  Max Luria, Associate VP of Capital Markets, Leitbox Storage Partners

Made in America

•  Brandon Flickinger, Senior Managing Director and Co-Chief Investment Officer, Bridge Investment Group

Participate in the Growth of e-Commerce, Onshoring, and the CHIPS Act with Private Industrial Real Estate

•  Paul Barausky, Chief Distribution Officer, Sealy & Co

Residential Real Estate 6 Ways: Power of a Fully Integrated Platform.

•  Jessica Correnti, SVP National Accounts, Capital Square

Riding the Real Estate Recovery

•  Christine Nardeccia, Director, Nuveen

Strategic Industrial Real Estate Investment for Fee-Based and Brokerage Advisors

•  Paul Barausky, Chief Distribution Officer, Sealy & Co

Targeting Enhanced Returns and Lower Volatility

•  David McCurdy, Senior Vice President – Central Region, ExchangeRight

Where You Invest Matters: The Case for Texas Real Estate

•  Jay Steigerwald, CEO, Ashford Securities; Josh Walker, Director of Acqusitions & Investments, Ashford Inc.

Student Sessions

Marketing Yourself Professionally

•  Cherie Fournier, CEO/Founder, Marketing Intent

Navigating the Future of Finance: Insights and Strategies for Emerging Professionals

•  Tim Maurer, Chief Advisory Officer, SignatureFD

•  Frederick Hubler, CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group

Tax

Energize your Investments and Maximize your Tax Deductions

•  Michael Mauceli, CEO, REI Energy

How to Navigate 2025 Tax Policy

•  Scott Hodge, Tax and Fiscal Policy Fellow, Arnold Ventures

Technology

AI, AI, AI: The Confluence of Alternative Investments, Accredited Investors, and Artificial Intelligence

•  Emily Barringer, Head of Access Platform Product & Strategy, SEI

Explore Helix – An Artificial Intelligence Tool that Simplifies the Complex World of Alternative Investments

•  Steve Snyder, COO, Helix

How is Artificial Intelligence Impacting Financial Services?

•  Steve Snyder, COO, Helix (moderator)

•  Samantha Davison; Chief Marketing Officer, TIFIN AMP

•  Jeff Mehi, Head of Wealth Partnerships, TIFIN AMP

Investing in Digital Infrastructure: The Backbone of AI, Data & Connectivity

•  Brandon Hunt, EVP, Chief Operating Officer, StratCap Investment Management, LLC

SEI Access™: Bringing a Public Market Experience to Private Markets

•  Mat Dellorso, Managing Director, SEI

Special Events

Facts vs Feelings live podcast

•  Ryan Detrick, Chief Market Strategist, Carson Group

•  Sonu Varghese, VP, Global Macro Strategist, Carson Group

Fireside Chat with Michael Kitces

•  Michael Kitces, Chief Financial Planning Nerd, Kitces.com

•  Erin Botsford, Founder, CEO, The Advisor Authority™

Community Groups Meeting

Prayer Breakfast, hosted by Shaun Morgan, Director, EverSource; and Nathan Oltmans, Partner, Cornerstone Wealth Management

Sponsor-Hosted Huddles: An Exclusive Networking Opportunity