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date

May 3-6, 2026

location

Ojai Valley Inn, Ojai, CA

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.

At this exclusive retreat, you will experience:

Industry perspectives

Engage in thought-provoking discussions about trends and converging dynamics shaping the industry.

Thought leaders’ insights

Hear from recognized leaders and innovators—including Lisa Genova, Rawi Abdelal, Zack Kass,  and more—on the forces defining what’s next.

Purposeful connections

Step away from the day-to-day to recharge, build relationships, and connect meaningfully with industry peers.

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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.

Getting there.

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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.

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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.– 4:30 p.m.

Business session

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.

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.

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.

Weathering Changes in the Global Marketplace

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.

Win the Next Five Years: Spot, Lead, Win

Jonathan Brill
Business futurist

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.

 

10:00 a.m. 

Guest activity (optional)

Artist Cottage open studio 

 

12:15 p.m.

Lunch

 

6:30 p.m.

Cocktails, dinner, and evening event 

 

Tuesday, May 5 

7:30 a.m.

Breakfast

 

8:45 a.m.– 12:00 p.m.

Business session

The Next Great Company

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.   

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.

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.

Monday early risers

These optional activities are available on Monday morning:

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Sunrise yoga

A slow, stretchy flow to gently awaken the body and calm the mind. This heart-centered practice includes a brief meditation to help you connect within and ease into your day.

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Ojai Valley Inn walk

Enjoy a refreshing 45-minute guided walk through the inn’s scenic grounds. Discover the property’s rich history while soaking in beautiful views and fresh air. 

Monday guest activity

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Artist Cottage open studio

Awaken your creativity at the Artist Cottage & Apothecary, which provides a unique opportunity to connect with other guests while creating one-of-a-kind art pieces. Guests can create three personalized items:

  • Acrylic art piece (canvas, pottery, or mandala stone)
  • Signature scented candle
  • Apothecary item (salt scrub, sugar polish, or rollerball perfume)

Tuesday afternoon activities

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Golf at Ojai Valley Inn Golf Course

Stretching 6,292 yards through stunning terrain, the award-winning course offers an elegant and exhilarating golf experience.

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Beekeeping and honey tasting experience

Meet a resident beekeeper for an introduction to the European honeybee, then journey to Mistletoe Meadows to explore the apiary. Taste local raw honey, paired with artisan cheeses and their signature lavender lemonade.

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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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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Jonathan Brill

Business Futurist

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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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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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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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.