Investors Forum Agenda
Times listed are in Central Daylight Time
Check back for updates - agenda subject to change.
12:00 PM - 2:00 PM
Investors Forum Registration
Four Seasons Ballroom Foyer
Lake Level
12:00 PM - 2:00 PM
Tech Lounge
Four Seasons Ballroom Foyer
Lake Level
12:00 PM - 1:30 PM
Forum Welcome Lunch
*optional for early arrivals
Four Seasons Lawn
2:00 PM - 2:30 PM
Investors Forum Kickoff & Welcome
Shirl Penney
President & CEO
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
2:30 PM - 3:15 PM
State of Dynasty Investments
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
3:15 PM - 4:00 PM
Big Picture Perspectives: A Macro View of Markets and the Economy
A high-level conversation on the state of the economy and markets. Hear from leading experts as they discuss key themes shaping the investment landscape and how to think about positioning in today’s environment.
Giulio Martini
Partner, Director of Strategic Asset Allocation
Lord Abbett
Jeff Schulze
Head of Economic and Market Strategy
ClearBridge Investments, Franklin Templeton
Bob Stein
Deputy Chief Economist
First Trust
Moderator
Jaycee Kertzman
Senior Vice President, Investments
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
4:00 PM - 4:15 PM
Networking Break
Four Seasons Ballroom Foyer
Lake Level
4:00 PM - 4:15 PM
Tech Lounge
Four Seasons Ballroom Foyer
Lake Level
4:15 PM - 5:15 PM
Day 1 Keynote
What Matters Now: A Fireside Chat with Rick Rieder
Join Rick Rieder, CIO of Global Fixed Income at BlackRock, for a candid conversation on the key macro forces shaping markets today. From inflation and interest rates to geopolitical dynamics and asset allocation, Rick will share his perspective on what truly matters now — and how investors can position for what’s ahead.
Rick Rieder
Chief Investment Officer of Global Fixed Income
BlackRock
Moderator
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
5:15 PM - 5:20 PM
Day 1 Closing
Four Seasons Ballroom
Lake Level
5:20 PM - 6:30 PM
Break
On Own
5:45 PM - 6:30 PM
Dynasty Women's Network Cocktail Hour
Four Seasons
6:30 PM - 9:30 PM
ATX Amplified
Four Seasons Lawn
7:15 AM - 8:20 AM
Breakfast
Four Seasons Lawn
Lake Level
8:20 AM - 8:30 AM
Day 2 Kickoff & Vestmark Welcome
Four Seasons Ballroom
Lake Level
8:30 AM - 9:15 AM
Day 2 Kickoff Keynote
Industry Trends with Rick Wurster
Join Shirl Penney and CEO of Charles Schwab, Rick Wurster, on the forces shaping the RIA industry — from advisor growth and innovation to platform evolution and the future of client service.
Rick Wurster
CEO
Charles Schwab
Moderator
Shirl Penney
President & CEO
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
9:15 AM - 10:00 AM
What’s on the Minds of Modern HNW Clients, According to their Advisors
Dynasty Network partners take the stage to explore key themes shaping client conversations today — including alternative investments, estate planning, direct indexing, strategies for winning growing relationships, and more.
Tony Blagrove
CEO and Founder
Traveka Wealth
Matt Kilgroe
President and CEO
Cyndeo Wealth Partners
Matthew Liebman
Founding Partner and CEO
Amplius Wealth Advisors
Moderator
Jay Jackson
Chairman & Chief Executive Officer
Abacus Global Management
Four Seasons Ballroom
Lake Level
10:00 AM - 10:30 AM
Networking Break
Four Seasons Ballroom Foyer
Lake Level
10:00 AM - 10:30 AM
Tech Lounge
Four Seasons Ballroom Foyer
Lake Level
10:30 AM - 11:15 AM
Paved for Growth: Unlocking Value in the Infrastructure Buildout
From roads and bridges to energy and digital networks, aging infrastructure is creating one of the largest long-term investment opportunities in decades. This panel explores how investors can access the asset class, the role it can play in portfolios, and why infrastructure is becoming a core allocation in a changing world.
Eli Horton
Managing Director, Equities
TCW
Christian McCormick
CFA – Senior Vice President/Head of Client Portfolio Management
Meketa Capital
Josh Rezak
Alternative Investment Strategist
Brookfield Oaktree Wealth Solutions
Moderator
Christine Jurinich
SVP, Private Markets
iCapital
Four Seasons Ballroom
Lake Level
11:15 AM - 12:00 PM
Navigating Geopolitical Trends and Tensions
As political power shifts and global alliances evolve, new geopolitical realities are reshaping the world stage. This panel explores key developments — from the AI race with China to global trade dynamics and rising tariffs — and examines how investors can navigate the risks and opportunities emerging from these trends.
Clarke Camper
Vice President and Global Head of Government & Regulatory Affairs
Capital Group
Axel Christensen
Managing Director, Chief Investment Strategist for Latin America
BlackRock
Kyle Hutzler
Executive Director Asia Pacific Policy and Strategic Competitiveness
JP Morgan Chase
Moderator
Phil Orlando
Chief Equity Strategist
Head of Client Portfolio Management
Federated Hermes
Four Seasons Ballroom
Lake Level
12:00 PM - 1:00 PM
Lunch
Four Seasons Ballroom Foyer
Lake Level
12:00 PM - 1:00 PM
Tech Lounge
Four Seasons Ballroom Foyer
Lake Level
1:00 PM - 1:45 PM
John Waldron Fireside Keynote
John Waldron
President & Chief Operating Officer
Goldman Sachs
Moderator
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
1:45 PM - 2:30 PM
The Best Companies You Can't Buy (On Robinhood)
More companies are staying private — and they’re the ones making the money. As public markets shrink and private capital surges, investors are rethinking where the real opportunity lies. This panel explores why today’s most profitable companies are skipping the IPO and what it means for access, returns, and the future of investing.
Adam Katz
Co-Founder, Chief Investment Officer
Irenic Capital Management
Paul Lanna
Partner, Investment
Coller Capital
David Sambur
Partner and Co-Head of Equity
Apollo Global Management
Michael Smith
Managing Director, Private Equity
Neuberger Berman
Moderator
Pat Nerney
Senior Vice President, Investments
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
2:30 PM - 3:15 PM
Bits or Bars? Rethinking Portfolio Protection
As global central banks diversify their reserves, gold and Bitcoin are taking on a larger role in the conversation. This panel explores how gold and digital assets stack up in a world of de-dollarization — comparing their roles in risk-off environments, long-term diversification, and an evolving monetary order.
Matt Horne
Head of Digital Asset Strategists
Fidelity
Chris King
Founder and CEO
Eaglebrook
Kathy Kriskey
Senior ETF Strategist
Invesco
Moderator
Denise Brackett
Vice President, Investment Solutions
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
3:15 PM - 3:45 PM
Networking Break
Four Seasons Ballroom Foyer
Lake Level
3:15 PM - 3:45 PM
Tech Lounge
Four Seasons Ballroom Foyer
Lake Level
3:45 PM - 4:30 PM
The AI Shift: How Consumer Innovation Is Rewriting Human Behavior and Business Expectations
Artificial intelligence is transforming how people think, create, and connect with it, redefining what consumers expect from every product, service, and relationship. In this fireside chat, Michael Mignano, Partner at Lightspeed Venture Partners and co-founder of Anchor (acquired by Spotify), joins Peter Epstein, Head of RIA Relationships at Allocate to explore how AI is reshaping culture and the way we experience everyday technology.
Michael Mignano
Partner at Lightspeed Venture Partners and co-founder of Anchor
Moderator
Peter Epstein
Head of RIA Relationships
Allocate
Four Seasons Ballroom
Lake Level
4:30 PM - 5:30 PM
From Disruption to Opportunity: Embracing the AI Revolution
In this thought-provoking speech, join Wharton Professor Ethan Mollick as he dives into the highly discussed, transformative realm of AI. Discover how AI, including chatbot technologies like ChatGPT, has disrupted our work and our entire way of life, leaving an indelible mark on society. Rather than fight the current we’re already in, Ethan shifts the conversation towards a more pivotal question: How can we thoughtfully and consciously embrace AI to propel innovation and shape our future?
With dynamic and interactive elements integrated into his speech, Ethan sparks curiosity. He takes audiences on an exploration of the boundless opportunities and incredible possibilities in this era of AI revolution.
Ethan Mollick
Innovation Expert & Artificial Intelligence Thought Leader; Professor of Entrepreneurship, The Wharton School
Four Seasons Ballroom
Lake Level
5:30 PM - 5:35 PM
Day 2 Closing
Four Seasons Ballroom
Lake Level
5:35 PM - 6:15 PM
Break
On Own
6:15 PM - 9:30 PM
The Dynasty Ballpark at the Long Time
The Long Time
5707 Dunlap Rd N, Austin, TX 78725
8:00 AM - 10:00 AM
Breakfast
Four Seasons Ballroom Foyer
Lake Level
9:00 AM - 10:00 AM
Dynasty Investment Bank M&A Breakfast: Tales from the Buy-Side (And Sell-Side)
Whether you are executing a deal on the buy-side or on the sell-side, it is important to have a group of close advisors, such as investment bankers, that can be help in supporting a management team and its Board through a deal from start to finish. Join us Harris Baltch and Sam Anderson, Co-Heads of our Investment Bank, speak with Jay Jackson, CEO of Abacus Global Management, and Erik Anderson, President of AtlasMark Financial, as they share their insights and recent experiences from their recently completed M&A deals. As part of this session, they will uncover some of the most challenging and stressful moments during a deal process and how they successfully overcame the challenge in order to successfully get their deals closed.
Erik Anderson
Owner and President
AtlasMark Financial, Inc
Sam Anderson
Managing Director, Co-Head of Investment Banking
Dynasty Financial Partners
Jay Jackson
Chairman & Chief Executive Officer
Abacus Global Management
Moderator
Harris Baltch
Managing Director, Co-Head of Investment Banking
Dynasty Financial Partners
Four Seasons Ballroom
Lake Level
All Day
Departures
