2026 SEI Executive Conference.

Harness the power of convergence with SEI.

The landscape has shifted. Markets, technology, and operations are entering a new reality, and each day, converging forces are transforming the industry and redefining pathways to success.

In a world that is constantly reshaping itself, strategic advantages can be forged through connection—integrating systems, people, and ideas to turn complexity into clarity and disruption into innovation.

Join us to explore how embracing these points of connection can help unlock growth, scale, and opportunity.

Welcome to Ojai. Slow down. Breathe it all in. And find your moment.

Ojai Valley Inn is a world-class resort where luxury and serenity converge amid the breathtaking beauty of California’s coastal valley. You can savor vibrant local cuisine, rejuvenate at the award-winning Spa Ojai, or enjoy championship golf—all while immersing yourself in Ojai’s rich landscapes, artisan culture, and small-town charm.

Consistently ranked among the world’s top resorts, Ojai Valley Inn provides a perfect blend of relaxation and adventure.

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Air travel:
Please book flights into either Los Angeles International Airport (LAX), Santa Barbara Airport (SBA), or Hollywood Burbank Airport (BUR)

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Address: 
905 Country Club Road Ojai, CA 93023

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Plan your arrival & departure:
Check-in: 4 p.m. | Check-out: 11 a.m.

Our agenda / May 3-6

Sunday, May 3

12:00 to 5:00 p.m.

Registration and check-in

6:00 p.m. 

Welcome reception 

Monday, May 4

6:30 a.m.

Morning activities (optional)

Choose sunrise yoga or Ojai Valley Inn walk. 

7:30 a.m.

Breakfast

8:45 a.m.

Business session begins – Welcome

9:00 a.m.

High-Performance Climb 

John “Gucci” Foley
Organizational and personal performance expert, former lead solo pilot, U.S. Navy Blue Angels

Gucci uses his Blue Angels’ experience to inspire audiences to achieve substantially higher levels of performance. He demonstrates a systematic, yet exciting approach to developing clarity, focus, commitment, and trust—essential components for building buy-in around a team’s vision and goals. Drawing on elite aviation and team‑based performance, he shows how disciplined focus prepares individuals for action. These principles drive continuous improvement and exceptional growth.

10:00 a.m.

Panel: Data-Driven Decision-Making     

Cynthia Frelund,
NFL Media analytics expert 

Jake Walker,
Partner and Chief Operating Officer, Client & Product Solutions, Apollo 

Moderator: Sean Lawlor, Senior Vice President and Head of Traditional Investment Managers business, SEI

Explore how AI and advanced analytics are transforming leadership decisions across professional sports and asset management. Featuring perspectives from the NFL and private equity, the session examines how data informs player evaluation, performance forecasting, investment strategy, and capital allocation. Panelists also will discuss how sports and finance intersect—from franchise valuation and NIL to sports betting and shared lessons between elite teams and investment organizations.

10:00 a.m.

Guest activity (optional)

Artist Cottage open studio

10:50 a.m. 

Break

11:10 a.m.

Cognitive Longevity: The Science of Keeping Your Brain Healthy for Life

Lisa Genova
#1 international and New York Times bestselling author and neuroscientist

We all want to live a long life, but it’s just as important to ensure our brainspan matches our lifespan. Today in the U.S., 1 in 3 people ages 85 or older have Alzheimer’s, but the disease doesn’t have to be your brain’s destiny. Lisa shares the latest evidence-based practices for aging with a healthy brain. Drawing on groundbreaking research, she reveals how everyday choices can help prevent cognitive decline and empower us to live longer, healthier, and sharper lives.

12:15 p.m.

Lunch

1:15 p.m.

Order and Disorder in Geopolitics

Rawi Abdelal 
Political economist, Harvard Business School professor, author

Business leaders and policymakers traditionally rely on economic forecasts and analyses to guide decisions, but that process has become more complex as globalization and multilateralism give way to unilateral and protectionist policies. Global politics are affecting free trade and the way multinational organizations conduct business due to changing regulations and policies. Rawi shines light on the current world economy, explains what lies ahead, and offers leaders insight into how to adapt, respond, and sustain growth.

2:15 p.m. 

Turn Hidden Data into Strategic Advantage

Steve Muntean
Senior business leader in technology, risk, and intelligence

Rick Bruno
Chief Operating Officer, Openi Analytics

Michael Carraway
Chief Data Officer, Openi Analytics

In today’s markets, information asymmetry determines who protects capital and who loses it. Sophisticated organizations no longer rely solely on traditional reporting, lagging indicators, or third-party analysis. They operate with intelligence. Drawing on decision frameworks and data methodologies refined in special operations and intelligence environments, this session examines how organizations identify risk, validate investments beyond surface diligence, and anticipate geopolitical exposure. It also explores how fragmented data can be converted into decision‑grade intelligence that drives capital allocation and competitive advantage.

3:30 p.m.

Win the Next Five Years: Spot, Lead, Win

Jonathan Brill
#1 ranked futurist in the world by Forbes, leading transformation architect by Harvard Business Review

The future may be chaotic, but your business doesn’t have to be. Jonathan helps leaders spot the societal, geopolitical, economic, and technological trends shaping what’s next—and translate them into action to win the next five years. He explains why disruption is an opportunity, not a threat, and why the five‑year future is the most practical horizon for planning. You’ll leave with clear insight into what’s changing, why it matters, and what you can do about it.

4:30 p.m.

Business session concludes

6:30 p.m.

Cocktails, dinner, and evening event 

Tuesday, May 5 

7:30 a.m.

Breakfast

8:45 a.m.

Business session begins – Welcome

9:00 a.m. 

Panel: Investment Management 2030

Jason Hudes, Managing Director, TCW

Jonathan Krane, Founder and Chief Executive Officer, KraneShares 

Andrew Laurino, Senior Managing Director, Blue Owl Capital Inc. 

Moderator: Robert Hum, Head of Investment Product Development and Activation, SEI’s Asset Management business

This session explores strategic shifts redefining the industry—from evolving vehicles, wrappers, and portfolio construction to the convergence of public and private markets and the expanding role of alternatives. We’ll highlight how AI is transforming sales, service, and solutioning, alongside rising expectations for digital onboarding and real‑time data transparency. The panel presents a clear view of how the retirement landscape and asset management operating models are modernizing and what leaders must prioritize to stay competitive through 2030.

10:00 a.m. 

The Next RenAIssance

Zack Kass
AI advisor, researcher, and former Head of Go-To-Market at OpenAI

Artificial intelligence is transforming work as we know it, and the stakes for organizations are high. As the former Head of Go-To-Market for OpenAI and a global AI advisor, Zack has helped hundreds of leaders rethink their AI strategy. He delivers a practical roadmap for building, motivating, and retaining high-performing teams in an AI-driven world. Zack emphasizes the critical role of soft skills, constant learning, and adaptability in navigating today’s business landscape.   

10:50 a.m.

Break

11:10 a.m.

Becoming Awesome: Building a Champion Mindset

Cam Awesome
Champion boxer, motivational speaker, author

Cam shares his hard-won secrets for achieving success in business and life. Using stories from his journey from bullied kid to world-class athlete, Cam shows how embracing failure builds grit by reframing setbacks and focusing on continuous improvement. His message isn’t just about perseverance; it’s about pursuing audacious, game-changing goals. He demonstrates how a culture where people feel safe to take risks, fail, and innovate drives exceptional performance.

12:00 p.m.

Lunch and afternoon activities

Select one: 

Bass fishing: Cast a line at Lake Casitas and cruise the scenic waters on a pontoon boat. 

Beekeeping and honey tasting experience: Meet the resident beekeeper, explore the apiary, and enjoy a tasting experience featuring local raw honey and artisan cheeses.

E-bikes: Cruise along the scenic Ojai Valley Trail to Ventura State Beach.

Golf: Experience a round on the 18-hole Ojai Valley Inn Golf Course.

Spa: Relax and enjoy a massage or facial at Spa Ojai.

On your own: Enjoy some downtime at the Ojai Valley Inn and all the resort has to offer.

7:00 p.m.

Dinner

Wednesday, May 6

8:00 a.m.

Networking breakfast

Departures

Experience more than just a conference

Between sessions, immerse yourself in a variety of enriching activities and world-class amenities. 

Please indicate your activity selection(s) when registering. Availability for some activities is limited. We will do our best to accommodate your choice.

Bass fishing

Cast a line at Lake Casitas and cruise the scenic waters on a pontoon boat. Expert fishing guides handle everything, so you can focus on fun and fishing.

Electric bike ride to Ventura Beach

Cruise effortlessly on premium electric bikes along the scenic Ojai Valley Trail to Ventura State Beach. You’ll enjoy stunning views and coastal vibes.

The Spa at Ojai Valley Inn

Step into a serene sanctuary of complete relaxation, where luxurious treatments are thoughtfully designed to rejuvenate body and mind. Indulge in a soothing massage or a revitalizing facial.

On your own

Enjoy some downtime at the Ojai Valley Inn and all the resort has to offer.

Get inspired by thought leaders, innovators, and peers shaping the future

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Andrew Laurino

Senior Managing Director of Blue Owl Capital Inc. 

Andrew Laurino is a Senior Managing Director of Blue Owl Capital Inc. and a member of the firm’s Executive Committee. Andrew also serves as a member of GP Strategic Capital Investment Team. 

Prior to joining Dyal Capital, the predecessor firm to Blue Owl’s GP Strategic Capital platform, Andrew provided strategic and financing advice to leading alternative asset managers at a number of firms, including Tiger Bay Advisors, Credit Suisse, and Lehman Brothers. Earlier in his career, he was an M&A advisor at Lehman Brothers, Compass Advisors, and Prudential Securities. 

Andrew received a BS in Foreign Service with a concentration in International Economics from the Edmund A. Walsh School of Foreign Service at Georgetown University.

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Bob Hum, CAIA

Head of Investment Product Development and Activation, SEI’s Asset Management business 

Bob Hum is Head of Investment Product Development and Activation, responsible for leading the development and execution strategy for new investment products, including driving overall business growth, overseeing the entire product launch and activation process, and collaborating with cross-functional teams to ensure a smooth transition from product release to widespread usage. 

With 15 years of industry experience, Bob most recently served as Managing Director and U.S. Head of Factor and Outcome ETFs at BlackRock, leading the iShares U.S. Factor ETF business. Prior to joining BlackRock, he was a senior research analyst and portfolio manager at Ladenburg Thalmann, managing more than $2 billion in global, multi-asset mutual fund and model portfolios. Bob began his career at VanEck Global, where he supported the distribution of mutual funds and ETFs to financial advisors.

Bob is a Chartered Alternative Investment Analyst and holds a bachelor’s degree in economics and business and a certificate in financial policy and analysis from Lafayette College. 

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Cam Awesome 

Champion boxer, motivational speaker, author

Growing up, Cam faced academic and social challenges. Bullying and anxiety led him to boxing, and he dedicated himself to becoming the best. Within two years, in 2008, Cam won the USA Boxing National Championship in the Super Heavyweight division. He has achieved four Golden Gloves Championships, six U.S. Championships, three PAL National Championships, six Ringside Championships, and three Olympic Trials. Cam’s story of resilience was featured in “CounterPunch,” a Netflix Original documentary. Cam inspires audiences by showing how boxing symbolizes life’s battles, and how a championship mindset can overcome adversity. His mantra: “If you can fail without being discouraged, success becomes inevitable.” 

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Cynthia Frelund 

NFL Media Analytics Expert 

Cynthia is NFL Media’s first analytics expert, appearing on NFL Network shows and platforms. She joined the NFL from ESPN, where served as Director of Technology before becoming a Predictive Analytics Analyst. Earlier roles included strategic planning for Disney ABC Television Group and finance and strategy analysis for the NFL. Cynthia earned a bachelor’s degree in biology from Boston College and both an MBA in finance, entrepreneurship, and innovation and an MS in predictive analytics from Northwestern University. Outside of work, she is a marathon runner, fitness instructor, DonorsChoose supporter, animal-rescue advocate, and a recurring contributor to Animal Planet/Discovery’s Puppy Bowl.

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Jake Walker

Partner and Chief Operating Officer, Client & Product Solutions, Apollo Global Management

Jake is responsible for supporting the strategic development and scaling of Apollo Global Management’s distribution, marketing, product, and client service capabilities globally. Prior to joining Apollo in 2021, Jake served in several roles at T. Rowe Price, including Head of Business Management, Head of Business Architecture and Head of Portfolio Construction Solutions from 2016-2021. Prior to T. Rowe Price, he was COO of Global Distribution for BNY Mellon Investment Management. Jake received a finance degree from Trinity University and is a chartered financial analyst (CFA) charterholder.

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Jason Hudes, CFA

Managing Director, TCW

Jason is Head of Wealth Strategic Accounts, North America Distribution, for TCW. In this role, he leads sales efforts for all of the firm’s products within the home offices across the wealth management, subadvisory, retail insurance, and intermediary sold retirement channels. Prior to joining TCW in 2024, Jason was with Goldman Sachs Asset Management for 21 years, holding a number of leadership roles across the Third Party Wealth, Global Insurance, and Retirement teams. He earned a bachelor’s degree in applied economics and management from Cornell University and is a CFA^® charterholder.

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John Foley

Organizational and personal performance expert, former lead solo pilot for the U.S. Navy Blue Angels

Drawing on his Blue Angels experience, Gucci offers invaluable insight into cultivating trust, leadership, and teamwork under challenging environments. He translates the intense realities of his aviation career into powerful lessons that inspire teams to reach their highest potential and sustain excellence under dynamic change. Gucci’s keynotes feature electrifying video of the legendary Blue Angels in action, compelling storytelling, and the transformative Glad To Be Here® Mindset—designed to empower others to embrace gratitude, purpose, passion, and presence. Through his Glad To Be Here Foundation, Gucci donates 10% of speaking fees to causes impacting thousands worldwide, including 479 charities in 57 countries.

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Jonathan Brill

#1 Ranked Futurist in the World by Forbes, Leading transformation architect by Harvard Business Review

Ranked the world’s #1 futurist by Forbes and named “the world’s leading transformation architect” by Harvard Business Review, Jonathan helps executives turn the collision of AI, geopolitical, economic, and societal trends into a competitive advantage. He serves as Futurist-in-Residence at Amazon and is a strategic advisor, inventor, best-selling author, and keynote speaker. Formerly Head of Invention at Deepinvent and Global Futurist at HP, Jonathan has advised multinational corporations, frontier tech firms, and national governments on topics including cybersecurity, finance, and defense. His latest book, “AI and the Octopus Organization: Building the Superintelligent Firm,” delves into how AI-driven, adaptive organizations will become the undisputed leaders of tomorrow.

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Jonathan Krane

Founder and Chief Executive Officer of KraneShare 

Jonathan Krane is a successful entrepreneur and the Founder and Chief Executive Officer of KraneShares, a global asset management firm delivering research-driven, high-conviction investment strategies across China, emerging technologies, alternatives, and income. Under his leadership, KraneShares has become a recognized leader in thematic and international investing, with a platform designed to connect global investors to some of the world’s most strategic growth opportunities. Jonathan has spent more than two decades working with companies in China and has been instrumental in the development of the firm’s flagship China strategies, including KWEB, one of the largest China-focused ETFs globally. He has also overseen KraneShares’ expansion into carbon markets, AI and robotics, and other emerging areas shaping the global economy. Jonathan holds an MBA from Columbia Business School and a BA from Connecticut College. He is a member of the Young Presidents’ Organization (YPO). Jonathan is also the author of The China Dream, a Wall Street Journal bestseller.

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Lisa Genova

#1 international and New York Times bestselling author and neuroscientist

A Harvard-trained neuroscientist and bestselling author, Lisa has captured a special place in contemporary fiction, writing stories inspired by neurological conditions and our shared human condition. Her debut novel “Still Alice” spent 59 weeks on the New York Times bestseller list and became an Oscar-winning film. Her TED Talks on memory and Alzheimer’s have over 11 million views, and her first nonfiction book “Remember” explores the science of memory and forgetting. Her latest novel, “More or Less Maddy,” released in 2025, also became an instant bestseller. As a speaker, Lisa has headlined alongside Barack Obama, Joe Biden, Gloria Steinem, Malala Yousafzai, Bryan Stevenson, and Goldie Hawn.
 

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Rawi Abdelal

Political economist, Harvard Business School professor, author

Rawi Abdelal is the Herbert F. Johnson Professor of International Management at Harvard Business School and the Emma Bloomberg Co-Chair of the Bloomberg Harvard City Leadership Initiative. An expert on international political economy, Rawi’s research explores globalization and Eurasia’s political economy. His first book, “National Purpose in the World Economy,” won the 2002 Shulman Prize as the outstanding book on international relations of eastern Europe and the former Soviet Union. His second book, “Capital Rules,” examines the evolution of social norms and legal rules of the international financial system. Rawi’s current work includes projects on globalization’s fragile state and geopolitics of energy in Europe and Eurasia.

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Steve Muntean

Senior business leader in technology, risk, and intelligence 

Steve is recognized for his work at the intersection of emerging technologies, data analytics, and security, helping organizations understand risk, protect enterprise value, and turn information into strategic advantage. A former CEO, founder, co‑founder, and investor, he has built and advised more than a dozen organizations, including high‑growth ventures, middle‑market firms, and a publicly traded NASDAQ-listed company. He works closely with executives and investors to evaluate emerging risks, assess complex environments, and apply intelligence and analytics to strategic decision‑making. Previously, Steve spent more than a decade in government, building a foundation in intelligence and security that continues to inform his approach to corporate risk management. 

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Zack Kass

AI advisor, researcher, and former Head of Go-To-Market at OpenAI 

At OpenAI, Zack led teams driving sales, partnerships, and customer success, turning cutting-edge research into real-world business solutions. Today, as an executive advisor, Zack guides Fortune 1000 boardrooms and leadership teams—including Coca-Cola, Morgan Stanley, and Amgen—on navigating the rapidly evolving AI landscape. His mission is to ensure individuals, businesses, and governments actively participate in the AI-powered future by making the technology understandable and actionable. Recognized as a leading voice in applied AI, Zack’s insights appear in Fortune, Newsweek, Entrepreneur, AdAge, and Business Insider. He also supports AI education and research at the University of Virginia.