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

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Sunday – March 15th
9:00am PT
9:30 - 12:30am PT
Sun
Mar 15
Location
CE Credit
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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
ETF Study Hall
433dffc9-6da9-4a09-930b-b20205b2810f
Marguerita Cheng CFP®, RICP®
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Todd Sohn, CMT
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Elisabeth Kashner, CFA®
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Nate Geraci
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 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
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Todd Rosenbluth
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Cinthia Murphy
Plenary sessions
Mar 16, 2026 9:30
Mar 16, 2026 11:00
America/Los_Angeles
Mon
Mar 16
9:30 am
 
-
 
11:00 am
 
PT
Primrose Hall
Coming soon!
No items found.
Plenary sessions
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
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Hester Peirce
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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 Share Class - early lessons
No items found.
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
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Jan van Eck
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 17:00
America/Los_Angeles
Industry Track
Mon
Mar 16
2:00 pm
 
-
 
5:00 pm
 
PT
Primrose Hall
Portfolio strategies
32bd97fd-b447-4364-91ea-7c6b052c7172
Todd Rosenbluth
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Cinthia Murphy
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Bob Pisani
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Zeno Mercer
Portfolio strategies
Mar 16, 2026 14:00
Mar 16, 2026 17:00
America/Los_Angeles
Advisor Track
Mon
Mar 16
2:00 pm
 
-
 
5:00 pm
 
PT
Agave Hall (Expo location)
Your practice and more
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Jennifer Morgan
Practice Management
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
Agave Hall stage
Story-selling: Stories that influence. Connections that close.
No items found.
Practice Management
Mar 16, 2026 14:00
Mar 16, 2026 14:35
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:00 pm
 
-
 
2:35 pm
 
PT
Primrose Hall
A smarter way to invest internationally
No items found.
Portfolio strategies
Mar 16, 2026 14:35
Mar 16, 2026 15:10
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:35 pm
 
-
 
3:10 pm
 
PT
Primrose Hall
How to generate alpha in fixed income
No items found.
Portfolio strategies
Mar 16, 2026 15:25
Mar 16, 2026 15:45
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:25 pm
 
-
 
3:45 pm
 
PT
Primrose Hall
From Pipeline to Power Line: Opportunities in energy
de649d79-0555-4ac0-b710-36e0252068c6
Stacey Morris, CFA®
Portfolio strategies
Mar 16, 2026 15:45
Mar 16, 2026 16:05
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:45 pm
 
-
 
4:05 pm
 
PT
Primrose Hall
Fusion of Forces: AI and the next generation of nuclear
No items found.
Portfolio strategies
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
Agave Hall stage
Aligning portfolios with people, not predictions
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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
Crypto (details coming soon)
No items found.
Portfolio strategies
Mar 16, 2026 16:35
Mar 16, 2026 17:15
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
4:35 pm
 
-
 
5:15 pm
 
PT
Primrose Hall
Lessons from the front lines of finance with Bob Pisani
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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 12:00
America/Los_Angeles
Tue
Mar 17
9:00 am
 
-
 
12:00 pm
 
PT
Agave Hall (Expo location)
Your practice and more
No items found.
Practice Management
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
Agave Hall stage
Building an advisor brand that gets found (Not Filtered Out) in the answer-engine era
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Diana Cabrices
Practice Management
Mar 17, 2026 9:00
Mar 17, 2026 9:50
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:00 am
 
-
 
9:50 am
 
PT
Primrose Hall
Best active equity ideas for 2026
No items found.
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
Agave Hall stage
AI: What's here and what's coming
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John O'Connell, MBA
Practice Management
Mar 17, 2026 9:50
Mar 17, 2026 10:20
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:50 am
 
-
 
10:20 am
 
PT
Primrose Hall
From the trenches: Advisors on asset allocation
No items found.
Portfolio strategies
Mar 17, 2026 10:20
Mar 17, 2026 10:40
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:20 am
 
-
 
10:40 am
 
PT
Primrose Hall
Meet the new entrants: The latest ETF issuers
No items found.
Portfolio strategies
Mar 17, 2026 10:30
Mar 17, 2026 11:30
America/Los_Angeles
Practice Management
Tue
Mar 17
10:30 am
 
-
 
11:30 am
 
PT
Agave Hall stage
Under the hood: Running a successful RIA
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Dana Ryan
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David Buzo
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Robert Russo
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Dale Riley
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Jessica Sexton
Practice Management
Mar 17, 2026 11:35
Mar 17, 2026 12:05
America/Los_Angeles
Practice Management
Tue
Mar 17
11:35 am
 
-
 
12:05 pm
 
PT
Agave Hall stage
Succession planning, M&A and your practice
No items found.
Practice Management
Mar 17, 2026 12:00
Mar 17, 2026 14:00
America/Los_Angeles
Tue
Mar 17
12:00 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 14:40
America/Los_Angeles
Tue
Mar 17
2:00 pm
 
-
 
2:40 pm
 
PT
Primrose Hall
Bond market outlook with Jeffrey Sherman
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Jeffrey Sherman
Plenary sessions
Mar 17, 2026 14:40
Mar 17, 2026 15:10
America/Los_Angeles
Tue
Mar 17
2:40 pm
 
-
 
3:10 pm
 
PT
Primrose Hall
Advisors on fixed income allocation
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Eric Biegeleisen, CFA®
ca8c07eb-494a-4401-8bad-e2b9dbe8c3f0
Kevin Nicholson, CFA®
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
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Kara Swisher
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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
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