Agenda at a glance

Practice management

Insights to help grow your practice strategically and behaviorally.

Practice management

Portfolio strategies

What you need to meet and exceed your clients' investment goals.

Portfolio strategies

Market outlooks

The latest expert views on the markets: what's moving them, where the headwinds are, and how to be prepared.

Market outlooks

Finance-adjacent

Unique perspectives and inspiration - programming to help you see your business and self in a new light.

Finance-adjacent

All sessions

Day
Filters
Topic
Location
Clear all
Clear all
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Sunday – March 15th
9:00am PT
9:30 - 12:30am PT
Sun
Mar 15
Location
CE Credit
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci
PRACTICE MANaGEMENT
Mar 15, 2026 13:00
Mar 15, 2026 17:00
America/Los_Angeles
Practice Management
Sun
Mar 15
1:00 pm
 
-
 
5:00 pm
 
PT
Clear Street stage
ETF Study Hall: Ethics
433dffc9-6da9-4a09-930b-b20205b2810f
Marguerita Cheng CFP®, RICP®
ETF Study Hall
2 CE Credits
Mar 15, 2026 13:00
Mar 15, 2026 17:00
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
1:00 pm
 
-
 
5:00 pm
 
PT
Industry Conclave
No items found.
Industry conclave
Mar 15, 2026 15:00
Mar 15, 2026 15:55
America/Los_Angeles
Practice Management
Sun
Mar 15
3:00 pm
 
-
 
3:55 pm
 
PT
Clear Street stage
ETF Study Hall: Due diligence part 1
6aa2608a-c8bb-467e-aa13-54f8f7263f60
Elisabeth Kashner, CFA®
f7005beb-2deb-4f68-b802-26bf21190093
Eric Balchunas
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
Practice Management
1 CE Credit
Mar 15, 2026 15:55
Mar 15, 2026 16:45
America/Los_Angeles
Practice Management
Sun
Mar 15
3:55 pm
 
-
 
4:45 pm
 
PT
Clear Street stage
ETF Study Hall: Due diligence part 2
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
301114a0-12a4-457a-a930-fa55e315aedf
Todd Sohn, CMT
21fcdf43-e239-41c6-b9ff-9754cf4e6fbd
Nate Geraci
Practice Management
1 CE Credit
Mar 15, 2026 18:00
Mar 15, 2026 20:00
America/Los_Angeles
Sun
Mar 15
6:00 pm
 
-
 
8:00 pm
 
PT
Event Lawn
Opening Reception
No items found.
Activities
Mar 16, 2026 7:00
Mar 16, 2026 9:00
America/Los_Angeles
Mon
Mar 16
7:00 am
 
-
 
9:00 am
 
PT
Breakfast and activities
No items found.
Food and beverage
Mar 16, 2026 9:00
Mar 16, 2026 9:30
America/Los_Angeles
Mon
Mar 16
9:00 am
 
-
 
9:30 am
 
PT
Primrose Hall
A VettaFi Voices Welcome: Hot topics and advisor sentiment
32bd97fd-b447-4364-91ea-7c6b052c7172
Todd Rosenbluth
0a52d22b-b80d-4de4-9499-55db981dd610
Cinthia Murphy
Plenary sessions
Mar 16, 2026 9:30
Mar 16, 2026 10:00
America/Los_Angeles
Mon
Mar 16
9:30 am
 
-
 
10:00 am
 
PT
Primrose Hall
The Model Moment: Allocating in a high dispersion market
0a52d22b-b80d-4de4-9499-55db981dd610
Cinthia Murphy
58294078-234e-4b27-8e28-6c4588133a17
Tushar Yadava
fa2dea00-38ca-4735-929b-8ada08ced422
Phil Camporale
Plenary sessions
Mar 16, 2026 10:00
Mar 16, 2026 10:30
America/Los_Angeles
Mon
Mar 16
10:00 am
 
-
 
10:30 am
 
PT
Primrose Hall
Will gold retain its luster for client portfolios?
32bd97fd-b447-4364-91ea-7c6b052c7172
Todd Rosenbluth
3f163f9d-e05c-4d4b-b751-4cc2c2560143
Allison Bonds Mazza
eb7fa749-c242-46b1-a48f-466e67864d4a
Aakash Doshi
Plenary sessions
Mar 16, 2026 10:30
Mar 16, 2026 10:50
America/Los_Angeles
Mon
Mar 16
10:30 am
 
-
 
10:50 am
 
PT
Primrose Hall
coming soon...
No items found.
Plenary sessions
Mar 16, 2026 10:50
Mar 16, 2026 11:00
America/Los_Angeles
Mon
Mar 16
10:50 am
 
-
 
11:00 am
 
PT
Primrose Hall
Coffee break
No items found.
Food and beverage
Mar 16, 2026 11:00
Mar 16, 2026 11:30
America/Los_Angeles
Mon
Mar 16
11:00 am
 
-
 
11:30 am
 
PT
Primrose Hall
Inside the SEC: A conversation with Hester Peirce
42366292-5c5f-465d-824c-5486e48e60f9
Hester Peirce
f7005beb-2deb-4f68-b802-26bf21190093
Eric Balchunas
Plenary sessions
Mar 16, 2026 11:30
Mar 16, 2026 12:00
America/Los_Angeles
Mon
Mar 16
11:30 am
 
-
 
12:00 pm
 
PT
Primrose Hall
ETF/MF share classes & tokenization
d9bea3a3-a2ca-4499-b8f3-c7599aff2316
Roxanna Islam, CFA®, CAIA®
Plenary sessions
Mar 16, 2026 12:00
Mar 16, 2026 12:30
America/Los_Angeles
Mon
Mar 16
12:00 pm
 
-
 
12:30 pm
 
PT
Primrose Hall
The CEO's view of the ETF industry with Jan van Eck
fc2f9ea3-9973-4100-89e7-829ffd1041af
Jan van Eck
3e81bb98-7422-4a47-b819-ab59bf9045f6
Dominic Chu
Plenary sessions
Mar 16, 2026 12:30
Mar 16, 2026 14:00
America/Los_Angeles
Mon
Mar 16
12:30 pm
 
-
 
2:00 pm
 
PT
Luncheon and active networking
No items found.
Activities
Mar 16, 2026 14:00
Mar 16, 2026 15:50
America/Los_Angeles
Practice Management
Mon
Mar 16
2:00 pm
 
-
 
3:50 pm
 
PT
Clear Street stage
Story-selling: Stories that influence. Connections that close.
e9429792-e0d1-45d3-ad61-788e2594af4d
Jennifer Morgan
Practice Management
Mar 16, 2026 14:00
Mar 16, 2026 14:30
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:00 pm
 
-
 
2:30 pm
 
PT
Primrose Hall
A smarter way to invest internationally
ea928fae-d5e6-43dd-a640-083f72cd3ff4
Todd Mathias, CFA®
e8e14bcc-09e0-4a28-8099-029c5a6e0b1b
Sandra Testani, CFA
301114a0-12a4-457a-a930-fa55e315aedf
Todd Sohn, CMT
Portfolio strategies
Mar 16, 2026 14:30
Mar 16, 2026 15:00
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:30 pm
 
-
 
3:00 pm
 
PT
Primrose Hall
How to generate alpha in fixed income
91c1502b-6f21-4974-ac3c-4839c2c5b37f
Tim Wickstrom
d512755e-a5ee-4b81-aa80-1fffc715ac7b
Matt Roesler
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
Portfolio strategies
Mar 16, 2026 15:00
Mar 16, 2026 15:25
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:00 pm
 
-
 
3:25 pm
 
PT
Primrose Hall
How energy infrastructure powers our economy and your income portfolio
de649d79-0555-4ac0-b710-36e0252068c6
Stacey Morris, CFA®
87a0903c-7cbb-4033-b84c-4b8cc709e110
Paul Baiocchi, CFA®
d9bea3a3-a2ca-4499-b8f3-c7599aff2316
Roxanna Islam, CFA®, CAIA®
Portfolio strategies
Mar 16, 2026 15:25
Mar 16, 2026 15:40
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:25 pm
 
-
 
3:40 pm
 
PT
Primrose Hall
Coffee Break
No items found.
Portfolio strategies
Mar 16, 2026 15:40
Mar 16, 2026 16:05
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:40 pm
 
-
 
4:05 pm
 
PT
Primrose Hall
Fusion of forces: AI and the next generation of nuclear
d9bea3a3-a2ca-4499-b8f3-c7599aff2316
Roxanna Islam, CFA®, CAIA®
6b728e1f-6b81-42b9-a674-865e0a04f58f
Zeno Mercer
de649d79-0555-4ac0-b710-36e0252068c6
Stacey Morris, CFA®
Portfolio strategies
Mar 16, 2026 15:50
Mar 16, 2026 16:00
America/Los_Angeles
Practice Management
Mon
Mar 16
3:50 pm
 
-
 
4:00 pm
 
PT
Clear Street stage
Coffee break
No items found.
Practice Management
Mar 16, 2026 16:00
Mar 16, 2026 16:30
America/Los_Angeles
Practice Management
Mon
Mar 16
4:00 pm
 
-
 
4:30 pm
 
PT
Clear Street stage
Aligning portfolios with people, not predictions
856a3537-1f35-4e5e-bef3-e4727f922f88
Cullen Roche
Practice Management
Mar 16, 2026 16:05
Mar 16, 2026 16:35
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
4:05 pm
 
-
 
4:35 pm
 
PT
Primrose Hall
How should advisors think about crypto?
d597aec5-ec1e-4e65-86ac-f55ff7c53d1d
Bill Birmingham, CFA
1dbd66ed-7a2e-42c0-ac8c-238b46d4db56
Adam Morgan McCarthy
21fcdf43-e239-41c6-b9ff-9754cf4e6fbd
Nate Geraci
Portfolio strategies
Mar 16, 2026 16:35
Mar 16, 2026 17:10
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
4:35 pm
 
-
 
5:10 pm
 
PT
Primrose Hall
Lessons from the front lines of finance with Bob Pisani
b655a8e7-478f-4e72-b9e4-3bdb16e68930
Bob Pisani
General financial insights
Mar 17, 2026 7:00
Mar 17, 2026 9:00
America/Los_Angeles
Tue
Mar 17
7:00 am
 
-
 
9:00 am
 
PT
Breakfast and activities
No items found.
Food and beverage
Mar 17, 2026 9:00
Mar 17, 2026 9:30
America/Los_Angeles
Practice Management
Tue
Mar 17
9:00 am
 
-
 
9:30 am
 
PT
Clear Street stage
Building an advisor brand that gets found (Not Filtered Out) in the answer-engine era
7a63080f-0ca6-4f44-b0e3-737e46b04242
Diana Cabrices
Practice Management
Mar 17, 2026 9:00
Mar 17, 2026 9:30
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:00 am
 
-
 
9:30 am
 
PT
Primrose Hall
From the trenches: Advisors on asset allocation
de3874d2-38f1-47a8-adc3-97d04196e209
Keith Buchanan, CFA®
4a3b3d77-7923-4ff6-bf0d-b8fd9c8cd963
John Davi
c0745fea-6c0c-4368-a830-39be6bbcfd73
Kaisa Stucke, CFA
a761cf11-f8da-4bea-add9-be5927de000c
Lois Gregson
Portfolio strategies
Mar 17, 2026 9:30
Mar 17, 2026 10:20
America/Los_Angeles
Practice Management
Tue
Mar 17
9:30 am
 
-
 
10:20 am
 
PT
Clear Street stage
AI: What's here and what's coming
6da7f0fe-5a03-4e6f-9035-d4ef66a623fa
John O'Connell, MBA
Practice Management
Mar 17, 2026 9:30
Mar 17, 2026 10:00
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:30 am
 
-
 
10:00 am
 
PT
Primrose Hall
Beyond the 60/40: Reshaping portfolios with alternatives
b8e385f9-4a96-4cde-af2c-adbd78c8fcc5
Christopher Getter, CFA
1f51ed52-ee1e-4600-9081-87ade7fd19be
Thomas Bonville
96014067-3884-49ad-9528-fb45e0dd186d
Christian Magoon
e4bf977c-5304-41a2-8204-b6fb33faa2bc
Kristin Myers
Portfolio strategies
Mar 17, 2026 10:00
Mar 17, 2026 10:25
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:00 am
 
-
 
10:25 am
 
PT
Primrose Hall
The growing supply of ETFs
No items found.
Portfolio strategies
Mar 17, 2026 10:20
Mar 17, 2026 10:30
America/Los_Angeles
Practice Management
Tue
Mar 17
10:20 am
 
-
 
10:30 am
 
PT
Clear Street stage
Coffee break
No items found.
Practice Management
Mar 17, 2026 10:25
Mar 17, 2026 10:50
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:25 am
 
-
 
10:50 am
 
PT
Primrose Hall
Coming soon...
No items found.
Portfolio strategies
Mar 17, 2026 10:30
Mar 17, 2026 11:20
America/Los_Angeles
Practice Management
Tue
Mar 17
10:30 am
 
-
 
11:20 am
 
PT
Clear Street stage
Looking under the hood: Running a successful RIA
4b29cb2d-7f61-44ac-b7c9-0410efa4e448
Dana Ryan
209e0adb-0e92-44a7-b13d-aa54b11ada6a
David Buzo
a7c2fa05-f876-4777-b9af-6cebc8878dbf
Robert Russo
5639032d-f2b9-4b6c-81f4-835de81ae729
Dale Riley
94cce966-f849-46c0-b000-282c970df17a
Jessica Sexton
Practice Management
Mar 17, 2026 10:50
Mar 17, 2026 11:05
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:50 am
 
-
 
11:05 am
 
PT
Primrose Hall
Coffee break
No items found.
Portfolio strategies
Mar 17, 2026 11:05
Mar 17, 2026 11:35
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
11:05 am
 
-
 
11:35 am
 
PT
Primrose Hall
Beyond Market Concentration: Active ETFs for today’s market
469ace22-3e83-415f-819e-2b4be0d3527c
Dodd Kittsley
a1d43e5b-0bfa-4cde-9dbc-13895bd895c7
Tyler Rosenlicht
32bd97fd-b447-4364-91ea-7c6b052c7172
Todd Rosenbluth
Portfolio strategies
Mar 17, 2026 11:20
Mar 17, 2026 12:00
America/Los_Angeles
Practice Management
Tue
Mar 17
11:20 am
 
-
 
12:00 pm
 
PT
Clear Street stage
Succession planning, M&A and your practice
36f100b9-8f8f-4691-bd30-65afdf7365ab
Jorge Bernal
8a8debf5-6d70-40f9-ba77-0e0c0ea7e55c
Andy Kalbaugh
101f7939-48cb-45c6-9074-99b60002d381
Matt Carter, CFP
Practice Management
Mar 17, 2026 11:35
Mar 17, 2026 12:05
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
11:35 am
 
-
 
12:05 pm
 
PT
Primrose Hall
The Multi-Asset Edge: From Crypto Baskets to Core Investments
464088cc-ea01-4280-beda-a9ffe1a4fe4d
Aniket Ullal
54a28bfe-d708-4866-af69-ae3fa3969439
Gabriel Selby
Portfolio strategies
Mar 17, 2026 12:00
Mar 17, 2026 12:30
America/Los_Angeles
Practice Management
Tue
Mar 17
12:00 pm
 
-
 
12:30 pm
 
PT
Clear Street stage
Beyond the Vest: Helping equity-comp clients
727a391a-aaa4-4a95-a619-3983d984b66f
Danika Waddell, CFP, RLP
Practice Management
Mar 17, 2026 12:30
Mar 17, 2026 14:00
America/Los_Angeles
Tue
Mar 17
12:30 pm
 
-
 
2:00 pm
 
PT
Agave Hall and Event Lawn
Luncheon and active networking
No items found.
Activities
Mar 17, 2026 14:00
Mar 17, 2026 14:45
America/Los_Angeles
Tue
Mar 17
2:00 pm
 
-
 
2:45 pm
 
PT
Primrose Hall
Bond market outlook with Jeffrey Sherman
3a01f250-d28a-4f7d-9bfb-0679798d7fc9
Jeffrey Sherman, CFA
c6fe1b56-3ab9-4968-8c71-7f8442c692e9
Katie Greifeld
Plenary sessions
Mar 17, 2026 14:45
Mar 17, 2026 15:15
America/Los_Angeles
Tue
Mar 17
2:45 pm
 
-
 
3:15 pm
 
PT
Primrose Hall
Advisors on fixed income allocation
b7a1e1ab-e716-4973-9eb2-eb1e14fe6e29
Eric Biegeleisen, CFA®
ca8c07eb-494a-4401-8bad-e2b9dbe8c3f0
Kevin Nicholson, CFA®
57693839-c53d-449a-97dc-b7cf5b17c15e
Jim Worden, CFA
Plenary sessions
Mar 17, 2026 15:15
Mar 17, 2026 16:05
America/Los_Angeles
Tue
Mar 17
3:15 pm
 
-
 
4:05 pm
 
PT
Primrose Hall
Coming soon...
No items found.
Plenary sessions
Mar 17, 2026 16:00
Mar 17, 2026 16:50
America/Los_Angeles
Tue
Mar 17
4:00 pm
 
-
 
4:50 pm
 
PT
Primrose Hall
A conversation with Kara Swisher
8a36bb21-17f7-43a2-8f21-be4905d954b4
Kara Swisher
b655a8e7-478f-4e72-b9e4-3bdb16e68930
Bob Pisani
Plenary sessions
Mar 17, 2026 17:30
Mar 17, 2026 20:00
America/Los_Angeles
Tue
Mar 17
5:30 pm
 
-
 
8:00 pm
 
PT
Skybox
Thank you reception
No items found.
Activities
Mar 18, 2026 7:00
Mar 18, 2026 9:00
America/Los_Angeles
Wed
Mar 18
7:00 am
 
-
 
9:00 am
 
PT
The Manor
Farewell breakfast
No items found.
Food and beverage
Load more

Your finance community is waiting

Grow your network at Exchange. Connect with financial services professionals, experts, and thought leaders.

Register
Your finance community is waitingYour finance community is waiting
Top