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
- 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
