Review Our Event Agenda
8:00 AM - 9:25 AM - WELCOME, REGISTRATION, & NETWORKING BREAKFAST
9:25 AM - 9:30 AM -WELCOME REMARKS
9:30 AM - 10:15 AM - NAVIGATING EVOLVING GLOBAL MARKETS: INVESTING AMIDST GEOPOLITICAL UNCERTAINTY
Top RIAs share their perspectives on market trends, geopolitical risks, inflation, and economic shifts shaping investment strategies. They discuss what keeps them up at night — from market volatility to regulatory changes — and offer their predictions for the road ahead.
*CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Moderator:
- Bill Shannon - Chair of Investment Committee, Board of Directors, Barrington Area Community Foundation; Founder & Managing Principal, LWKM
Panelists:
- Ryan Walter - Director of Advisory, Vistamark Investments
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
10:15 AM - 10:30 AM - Coffee Break
10:30 - 11:15 Am - Tax & After-Tax Returns: The Most Overlooked Source of Alpha?
Investment performance is typically measured before taxes, but investors ultimately realize after-tax returns. As tax rates, market volatility, and portfolio personalization become increasingly important, how can advisors use tax-aware portfolio construction, asset location, direct indexing, and tax-loss harvesting to enhance client outcomes? Where are RIAs successfully incorporating tax efficiency into the investment process, and where are they still leaving meaningful alpha on the table?
Moderator:
- Chad Coe - Founder, President & CEO, Coe Financial Group
Panelists:
- Chetan Desai, CFA, - Founder & CEO, Aris Investing
- Tom Bratkovich - Chief Investment Officer, Longview Investment Partners
11:15 AM - 12:00 PM - Morning Networking & 1-on-1 Meetings
During this session, attendees will have the opportunity to take four 15-minute meetings with firms/attendees at the summit.
12:00 PM - 12:30 PM - From speculation to strategy: Portfolio construction with digital assets by: 21 Shares
As digital assets transition from speculative curiosities to core holdings in your clients' portfolios, the primary challenge for advisors has shifted from whether to invest to how to optimize positioning for client success. This session provides a pragmatic framework for model portfolio integration, exploring how assets like Bitcoin, Ethereum, and Solana serve distinct functional roles ranging from macro diversification to digital infrastructure exposure. Attendees will gain actionable insights on capturing "rebalancing alpha" and enhancing risk-adjusted returns while maintaining volatility profiles comparable to high-growth tech equities.
Moderator:
- Alex Roman - Investment Associate, William Blair
Speaker:
- David Hernandez - Crypto Investment Specialist, 21shares
12:30 PM - 1:30 PM - NetworkinG LUNCHEON
1:30 PM - 2:15 PM - Leveraging Alternative Investments in Client Relationships
As digital assets transition from speculative curiosities to core holdings in your clients' portfolios, the primary challenge for advisors has shifted from whether to invest to how to optimize positioning for client success. This session provides a pragmatic framework for model portfolio integration, exploring how assets like Bitcoin, Ethereum, and Solana serve distinct functional roles ranging from macro diversification to digital infrastructure exposure. Attendees will gain actionable insights on capturing "rebalancing alpha" and enhancing risk-adjusted returns while maintaining volatility profiles comparable to high-growth tech equities.
Moderator:
- Colin Cheaney, CFA, CFP - Vice President of Investments, IHT Wealth Management
Panelists:
- Yussef Gheriani, CIMA, Chief Investment Officer, IHT Wealth Management
- Henry Cotton, Vice President, Real Assets, bfinance
- Tim Cronic, EVP, Smart Stop Self Storage
- Matthew Rice, CFA, CAIA, Managing Partner, Chief Investment Officer, Vistamark Investments