Our agenda.
Sunday, October 5
| 12:00 – 5:00 p.m. | SEI hospitality desk open | ||
Pre-conference sessions.
| 3:00 – 3:50 p.m. | Invest with tailwinds Factor investing uses quantitative indicators for stock selection, striving to cost-efficiently outpace the returns of passive investing. Learn how our process blends quantitative precision, human oversight, and dynamic adaptability to move beyond style boxes with factors. James Smigiel, Chief Investment Officer, SEI | ||
SEI Access: Private markets for the modern advisor Explore how our alternatives marketplace is reshaping access to private markets and industry leading managers, making it easier to incorporate alternatives into portfolios, at scale. Kevin Crowe, Head of SEI Access | |||
| 4:00 – 4:50 p.m. | Ahead of the tech curve Your tech stack should work as hard as you do. Join us for an update on SEI’s advisor technology as well as a preview of our 2026 roadmap. Learn how our tech tools are helping drive your growth. Merissa Hall, Head of Front Office Technology, SEI | ||
Navigating fixed income with precision With interest rates in flux and volatility lingering, advisors are rethinking how they build bond portfolios. We’ll discuss how active fixed-income strategies can help you manage duration, seek yield, and better align with client goals. Sean Simko, ChFC®, Head of Fixed Income Management, SEI | |||
| 6:00 – 9:00 p.m. | Welcome reception | ||
Monday, October 6
| 7:30 – 8:15 a.m. | Dine, discover, and dialogue Enjoy breakfast, visit our sponsor kiosks, and connect with peers. | ||
Main stage.
| 8:15 – 9:00 a.m. | The trust multiplier Trust isn’t built on complexity—it thrives on simplicity. When you simplify, you don’t just make things easier, you make them better. We’ll highlight how simplifying the complex can be a catalyst for deeper relationships, better decision-making, and enduring trust. Erich Holland, Head of Advisor Strategy and Experience, SEI | ||
| 9:00 – 9:30 a.m. | From code to experience: Inspiring technology’s next chapter Technology is no longer measured only by the sophistication of its code, but by the breadth of the experiences it creates. Learn why technology’s next chapter is one where imagination and experience fuel the future of advice. Jeff Benfield, Head of Asset Management Technology Product Strategy and Operations, SEI | ||
| 9:30 – 10:30 a.m. | Simplifying the complex: A conversation with SEI’s executive leadership Join a conversation with SEI’s executive leadership to hear how one ecosystem can help simplify the complex for advisors and their clients. Moderated by Erich Holland, Head of Advisor Strategy and Experience, SEI | ||
| 10:30 – 11:15 a.m. | From signals to solutions: How market trends are shaping investment products Industry thought leaders will connect macro trends to product innovation, sharing how client needs, market dynamics, and emerging risks are driving changes in portfolio construction. Moderated by Robert Hum, CAIA®, Head of Investment Product Development, SEI | ||
| 11:15 – 11:45 a.m. | Break Grab a snack, visit our sponsor kiosks, and connect with peers. | ||
Breakout sessions: block 1.
11:45 a.m. – 12:30 p.m.
| GROW TRACK: Unlock business growth with unified managed households Taxes play a critical role in investment outcomes at every stage of a client’s life. A true unified-managed-household approach can help your clients make the most of their wealth while uncovering hidden assets for you. Learn how SEI’s UMH solution will revolutionize your approach and your business in 2026. Arthur Worthington, Senior Director, Business Development, SEI | ||
SCALE TRACK: Compliance in the real world Let’s get real about the regulatory questions advisors are asking—or should be asking. Our panel of compliance experts will answer common questions such as: What’s my regulatory responsibility when it comes to AI? What do I need to know if I am considering going RIA? How do I use client testimonials? And what regulatory changes are on the horizon? Moderated by Shauna Mace, CHPCTM, Head of Practice Management, SEI | |||
ADAPT TRACK: Colleague to successor: Developing talent inside your business Your ideal successor may already be in the room. This panel discussion will feature advisors who have built a successful internal succession plan. Hear what worked, what didn’t, and how to preserve culture, client trust, and continuity. Moderated by Allie Carey, Chief Strategy Officer, Private Banking, SEI | |||
| 12:30 – 1:30 p.m. | Dine, discover, and dialogue Enjoy lunch, visit our sponsor kiosks, and connect with peers. | ||
Breakout sessions: block 2.
1:30 – 2:15 p.m.
| GROW TRACK: Invest with tailwinds Factor investing uses quantitative indicators for stock selection, striving to cost-efficiently outpace the returns of passive investing. Learn how our process blends quantitative precision, human oversight, and dynamic adaptability to move beyond style boxes with factors. James Smigiel, Chief Investment Officer, SEI | ||
SCALE TRACK: Supercharge your business with AI Artificial intelligence can transform the way we operate. Walk away from this session with practical applications for AI that will streamline workflows, enhance client experiences, and unlock organic growth opportunities. Peter Olson, Head of Customer Experience, Jump | |||
ADAPT TRACK: Exit strategy or growth play? Making M&A work for you Many advisors join forces with a partner as a path to scale and growth, or as an alternative to internal succession. Hear from advisors who have navigated mergers, acquisitions, and external transitions and learn what works, what to watch out for, and how to structure a deal that can protect your legacy, team, and clients. Moderated by Andrew Town, Transitions Consultant, SEI | |||
| 2:15 – 2:45 p.m. | Break Grab a snack, visit our sponsor kiosks, and connect with peers. | ||
Main stage.
| 2:45 – 3:45 p.m. | What’s now, what’s next: The economy in focus We’re facing a complex mix of economic signals—shifting interest rate policy, slowing growth, geopolitical pressures, and evolving investor sentiment. Together, we’ll break down the key forces shaping today’s economy and offer insights into what may lie ahead. Moderated by Heather Corkery, CFA®, Director, Investment Product Development, SEI | ||
| 3:45 – 4:45 p.m. | The fallacy of “Impossible” All the modern conveniences we see around us were once considered “Impossible” by people who didn’t know any better. Synthetic fabrics, cell phones, and digital watches (not to mention cars and computers) were all figments of the imagination until inspiration met execution and the Impossible became reality. Mick dives deeper into “Impossible,” the underlying psychological effects it has on an organization, and how to overcome “Impossible” so true innovation can take place. Mick Ebeling, Founder and CEO, Not Impossible Labs; author, “Not Impossible: The Art and Joy of Doing What Couldn’t Be Done” | ||
| 6:00 – 6:45 p.m. | Sponsor reception | ||
| 6:45 – 9:30 p.m. | Dinner reception | ||
Tuesday, October 7
| 7:30 – 8:15 a.m. | Dine, discover, and dialogue Enjoy breakfast, visit our sponsor kiosks, and connect with peers. | ||
Main stage.
| 8:15 – 8:30 a.m. | Welcome | ||
| 8:30 – 9:30 a.m. | Disrupt Disruption Popular stories about disruption often fail to identify the true underlying forces that led to the demise of former market leaders. And when we get the stories wrong, we risk learning the wrong lessons. Pascal provides a perspective-shifting, practical framework to support a new understanding of disruption, along with battle-tested principles to redefine organizational strategy and personal leadership and seize a preferred future. Pascal Finette, Co-Founder, radical; author, “Disrupt Disruption” | ||
Breakout sessions: block 3.
9:40 – 10:25 a.m.
| GROW TRACK: Unlock portfolio-driven liquidity with Securities-Backed Lending (SBL) Gain an in-depth look at how Securities-Backed Lending can help your clients access liquidity without disrupting their long-term investment strategies. Learn how The Bancorp and Nationwide bring complementary perspectives to help you preserve portfolio integrity while unlocking capital. Moderated by Gabriel Garcia, Head of RIA Client Strategy and Experience, SEI | ||
SCALE TRACK: Optimize everything: How to personalize without customized processes Unified managed accounts (UMAs) have exhibited strong growth rates over the last half-decade, with assets climbing at an exceptional pace. See how SEI’s SMAs, complemented with a differentiated UMA structure, provide for greater control and personalization. Tim Gregory, Director, Client Advice Team, SEI | |||
ADAPT TRACK: Optimize enterprise value to control business transition The ongoing consolidation of broker-dealers and advisory platforms has created significant challenges for financial advisors. While some benefits are promised, the lived experience of many advisors has been disruptive and sometimes uncertain. In this workshop, learn how enterprise value is optimized when an advisory business is SET: Sustainable, Enhanceable, and Transferable. Shauna Mace, CHPCTM, Head of Practice Management, SEI | |||
Main stage.
| 10:30 – 11:30 a.m. | Private markets decoded: The evolution of alternative strategies As private markets continue their expansion, advisors face growing client demand for access to these traditionally institutional investment strategies. Four industry leaders share insights on how to integrate alternatives into a financial planning approach—and navigate liquidity constraints—to align solutions with client outcomes and build more resilient portfolios. Moderated by Michael Lane, Head of Asset Management, SEI | ||
| 11:30 a.m. – 12:15 p.m. | $54 Trillion and counting: Connect with the next wave of wealth Their stereotypes have been parodied for decades—cynical, distant, needy—but the combined net worth of Gen X and Millennials totals more than $54T. To recruit new staff and attract more clients, step away from those stereotypes because behind the brave face they may wear, these investors want and need financial guidance. Cam Marston, author, columnist, lecturer, radio and podcast host, and expert on workplace and marketplace trends | ||
| 12:15 p.m. | Wrap-up and boxed lunches to go | ||