Agenda
Times listed are in Eastern Daylight Time.
Check back for updates. Agenda subject to change.
12:00 PM - 2:00 PM
Investors Forum Registration
Camelia Court
Conference Center
12:00 PM - 2:00 PM
Investors Forum Welcome Lunch
*optional for early arrivals
Camelia Court
Conference Center
12:00 PM - 2:00 PM
Tech Lounge
Poinciana Ballroom Foyer
Conference Center
2:00 PM - 2:30 PM
Investors Forum Kickoff and Welcome
Shirl Penney
President & CEO
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
2:30 PM - 3:00 PM
State of Dynasty Investments
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
3:00 PM - 3:30 PM
Chips, Rockets, and Claude: Investing in the AI Arms Race
Speakers
Tony Kim
Head of Fundamental Equities’ Global Technology Team,
Portfolio Manager, Managing Director
BlackRock Portfolio Management Group
Sung Cho
Managing Director, Co-Head of the US Mid
and Large Cap, and Technology Equity Businesses
Goldman Sachs Asset Management
Moderator
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
3:30 PM - 3:45 PM
Networking Break
Poinciana Ballroom
Conference Center
3:45 PM - 4:15 PM
Macro Through the Specialist Lens
Speakers
Steven Porto
Partner & Co-Chief Executive Officer
Ares Infrastructure Opportunities &
Ares Core Infrastructure Fund
John Kline
Managing Director
New Mountain Capital
Shannon Sacoccia, CFA
Managing Director & Chief Investment Officer - Wealth
Neuberger Berman
Moderator
TBA
Poinciana Ballroom
Conference Center
4:15 PM - 5:15 PM
Never Split the Difference
Chris Voss
Former Lead International Kidnapping Negotiator for the FBI; CEO of The Black Swan Group; Author of Never Split The Difference: Negotiating As If Your Life Depended On It
Poinciana Ballroom
Conference Center
5:15 PM - 5:20 PM
Day 1 Closing
Poinciana Ballroom
Conference Center
5:30 PM - 6:30 PM
Night 1 Sunset Cocktails
Merchant Room Terrace
Naples Beach Club
A Four Seasons Resort
6:30 PM - 7:30 PM
Night 1 Dinner Begins
Merchant Room Terrace
Naples Beach Club
A Four Seasons Resort
7:15 AM - 8:20 AM
Breakfast
Camelia Court
Conference Center
8:20 AM - 8:30 AM
Day 2 Kickoff & Welcome
Camelia Court
Conference Center
8:30 AM - 9:10 AM
When Financial Engineering Leaves the Chat on Read: Value Creation
Speakers
Ashmi Mehrotra
Managing Director, Portfolio Manager,
Global Co-Head of the Private Equity Group
JP Morgan Asset Management
Tony Davidow
Senior Private Markets Strategist
Franklin Templeton Institute
Adam Katz
Co-Founder & CIO
Irenic Capital Management
Moderator
Jason Hyland, CAIA, CIMA, RMA, AIF
Investment Consulting, SVP
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
9:10 AM - 9:50 AM
The Institutional Playbook, Applied to Wealth
Speaker
Vik Sawhney
Chief Administrative Officer,
Global Head of Institutional Client Solutions
Blackstone
Moderator
Karim Simplis, CFA
Director, Private Markets
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
9:50 AM - 10:15 AM
Networking Break
Poinciana Ballroom
Conference Center
10:15 AM - 10:55 AM
Underwriting Matters: Separating Managers in Private Credit
Speaker
Jim Zelter
President
Apollo
Moderator
Bob Shea
Chief Investment Officer
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
10:55 AM - 11:35 AM
What Private Markets See First
Speakers
Michael Bell
Chief Executive Officer
Meketa
Elizabeth Burton
Chief Strategist
Fortress
Wayne Dahl
Managing Director and Co-Portfolio Manager
Oaktree
Moderator
Nick Holuta, CFA
Portfolio Manager, SVP
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
11:35 AM - 12:05 PM
Stock Concentration and Leverage... What Could Go Wrong?: After Tax Alpha and Long/Short
Speakers
Erkko Etula, Ph.D.
CEO and Chief Investment Officer
Brooklyn
Roy Haya
Partner and Head of Derivative Solutions
Fort Point Capital Partners
Moderator
Pat Nerney
Head of Investment Solutions
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
12:05 PM - 1:00 PM
Lunch
Camelia Court
Conference Center
12:05 PM - 1:00 PM
Tech Lounge
Poinciana Ballroom Foyer
Conference Center
1:00 PM - 2:00 PM
How RIA Leaders Are Scaling for What's Next
Speakers
Bo Cramer
Partner & Senior Wealth Management Advisor
OpenArc
Matt Kilgroe
President & CEO
Cyndeo Wealth Partners
Moderator
Denise Brackett, CIMA
Investment Consulting, SVP
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
2:00 PM - 2:40 PM
Portfolios Don't Vote: Regulation, Tax, and the AI-China Standoff
Speakers
Kristy Croushore
Senior Vice President, Government Relations
Fidelity Investments
Scott Eckel
Managing Director, Legislative and Regulatory Affairs
Charles Schwab
Moderator
Jaycee Kertzman, CFA
Portfolio Manager & Director of Outsourced Solutions
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
2:40 PM - 3:20 PM
So You Think You Can Dance...With a High Net Worth Client?
Speaker
Cullen Roberts, CEPA, CIMA
Director, Advisor Engagement
Blackrock US Wealth Advisory Business (USWA)
Poinciana Ballroom
Conference Center
3:20 PM - 3:35 PM
Networking Break
Poinciana Ballroom
Conference Center
3:35 PM - 4:30 PM
Storm Warning: Navigating a World in Flux
Admiral James Stavridis, USN (Ret)
Partner and Vice Chairman, Carlyle
Chair of the Board of Trustees, The Rockefeller Foundation
Dean, Tufts University, The Fletcher School of Law and Diplomacy
Poinciana Ballroom
Conference Center
4:30 PM - 5:30 PM
The Entrepreneurial Edge
Speaker
Gary Vaynerchuk
Serial Entrepreneur, Chairman of VaynerX,
CEO of VaynerMedia, CEO & Creator of VeeFriends
Moderator
Shirl Penney
President & CEO
Dynasty Financial Partners
Poinciana Ballroom
Conference Center
5:30 PM - 5:35 PM
Day 2 Closing
Poinciana Ballroom
Conference Center
5:35 PM - 6:15 PM
Break
On Own
6:15 PM - 9:00 PM
Night 2 Experience
The Wager
The Naples Beach Club
A Four Seasons Resort
