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Sunday, March 2

12:00 to 5:00 p.m.

Registration and check-in

 

7:00 p.m. 

Welcome reception 

 

Monday, March 3

6:30 a.m.

Morning activities (optional)

Choose sunrise yoga or a Pinnacle Peak hike. 

See detailed descriptions.

 

7:30 a.m.

Breakfast

 

8:45 a.m.

Welcome

Ryan Hicke, SEI CEO

 

9:00 a.m.

The Strategy for Winning in the Age of Machines

Seth Mattison, Founder of FutureSight Labs and Co-Founder of ImpactEleven

Leveraging our human advantage isn't just about helping to connect to more meaningful work. It's about helping our businesses stand out in a sea of AI sameness. It's about connecting with the market on a level that algorithms can't. It's about being so uniquely human that customers can't help but pay attention, and employees can't help but love their work. Let's unleash the power of your people.

 

10:00 a.m.

Geopolitical Update 

Peter Zeihan, geopolitical strategist and bestselling author

Demographic shifts are turning everything we know about the global economy on its ear. Peter maps out how we got to where we are and what the future holds for sectors as diverse as energy, agriculture, finance, manufacturing, and transport.

 

Guest activity (optional)

Choose a culinary workshop or pickleball clinic.

See detailed descriptions.

 

10:50 a.m.

Break

 

11:10 a.m.

The Serious Business of Humor, Humanity, & Resilience

Dr. Jennifer Aaker, General Atlantic Professor at Stanford Graduate School of Business, bestselling author, and renowned behavioral scientist

There is a misconception in today’s corporate world that professionals must suppress their sense of humor in the work environment to be taken seriously. On the contrary, research tells a different story. In this talk, Jennifer delves into the behavioral science of humor and humanity, demonstrating how they fuel creativity, foster resilience, and strengthen teams and organizations. She shares stories from inspiring leaders and tactics that can be deployed to bridge the trust gap, cultivate cultures of levity, and unlock agility in the face of change—including concrete tools for embracing humor with a purpose in your personal and professional life. 

 

12:15 p.m.

Lunch

 

1:15 p.m.

Panel: The Personalization of Wealth

Ryan Hicke, CEO, SEI
Andrew Laurino, Senior Managing Director, Blue Owl Capital
Andrew Gosden, Partner, Financial Institutions Group, Apollo Global Management, Inc.

New markets. Different investors. The democratization of alternatives.

Expectations for financial customization are accelerating, and wealth owners are looking for access to a broad range of investment options that deliver on personalized wealth goals. 

As private assets help drive diversification and performance, wealth managers and advisors are working to ensure that alternative investments are no longer limited to institutional investors and the wealthy. With the democratization of private asset options—driven by the development of client-friendly investment vehicles and expansion of platforms to access—individual investors now have greater opportunity to tailor their financial strategies to their unique needs. Join our expert panel as we discuss the continued growth and ultimate democratization of alternatives. 

 

2:15 p.m.

10 to 25: The Science of Motivating Young People

Dr. David Yeager, Author of “10 to 25: The Science of Motivating Young People,” Assistant Professor of Developmental Psychology, University of Texas, Austin

Young people have an innate need to be respected and admired. But few leaders today—whether parents, educators, or managers—understand how to harness it. As an expert on the psychology of grit and persistence, David has spent years researching how to motivate and equip young people for success. He explains why conventional methods of communicating with 10- to 25-year-olds often lead to frustration, and he teaches us a better way of ensuring the younger generation feels inspired, enthusiastic, and empowered to excel. David introduces the “mentor mindset,” a leadership style that taps into young people’s desire for respect. He shares easy-to-learn practices, like being transparent about your goals and holding mentees to high standards rather than coddling them. This practical, engaging talk is crucial for anyone who wants to be a more effective manager, parent, or educator.

 

3:15 p.m. 

Business session concludes/Break

 

3:30 – 4:15 p.m.

Workshop with Dr. David Yaeger (optional)

 

6:30 p.m.

Cocktails, dinner, and evening event 

 

Tuesday, March 4

6:30 a.m.

Morning activities (optional)

Choose sunrise yoga or a Pinnacle Peak hike. 

See detailed descriptions.

 

7:30 a.m.

Breakfast

 

8:45 a.m.– 12:00 p.m.

Business sessions

 

9 a.m.

The Experience Mindset: The Flywheel of Growth

Tiffani Bova, executive advisor, business thinker, bestselling author

Discover how to unlock a new paradigm of growth from the inside out. Drawing from the insights contained in her Wall Street Journal bestselling book "The Experience Mindset" and groundbreaking global research, Tiffani will guide you on the path to harmonizing these two essential dimensions.

 

10 a.m. 

The Mindset of a Champion

Dr. Candice Williams, LMHC, Director of Mind Health and Wellness for the Boston Celtics

Drawing from Candice's experience with the world champion Boston Celtics, this session offers practical tips for incorporating mental well-being and mindfulness into high-performance environments. The goal is to inspire executives to apply these principles in both their professional and personal lives.

 

10:50 a.m.

Break

 

11:10 a.m.

The Fallacy of “Impossible”

Mick Ebeling, producer, filmmaker, innovator, Founder and CEO of Not Impossible Labs

Mick has passionately studied the concept of "Impossible." All the modern conveniences we see around us were once considered "impossible" by people who didn't know any better. Synthetic fabrics, cellphones and digital watches (not to mention cars and computers) were all figments of the imagination until inspiration met execution, and the impossible became a reality. In this talk, Mick dives deeper into "impossible," the underlying psychological affects it has on an organization, and how to overcome "impossible" so true innovation can take place.

 

12:00 p.m.

Lunch and afternoon activities

Select one: 

Golf: Play a round of golf at the 18-hole Troon North Golf Club.

Jeep tour: We’re heading into the heart of cactus country on a four-wheel drive tour.

Spa: Relax and enjoy a massage or facial at The Spa at Four Seasons.

Spring training baseball: Enjoy an afternoon at Salt River Fields as the Cincinnati Reds take on the Colorado Rockies.

On your own: Enjoy some downtime at the Four Seasons and all the resort has to offer.

See detailed descriptions.

 

7:00 p.m.

Dinner

 

Wednesday, March 5

8:00 a.m.

Networking breakfast

Departures

 

Questions? 

Reach out to our Events Team: