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 14:50
America/Los_Angeles
Practice Management
Sun
Mar 15
1:00 pm
 
-
 
2:50 pm
 
PT
Clear Street stage
ETF Study Hall: Ethics
433dffc9-6da9-4a09-930b-b20205b2810f
Marguerita Cheng CFP®, RICP®
ETF Study Hall
2 CE Credits
Mar 15, 2026 14:00
Mar 15, 2026 14:20
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
2:00 pm
 
-
 
2:20 pm
 
PT
24 Oxford
Investment strategies powered by adaptive AI
d1a3057e-ee5d-4491-abe2-46eb3e7dea8d
Art Amador, CFP
Industry conclave
Mar 15, 2026 14:20
Mar 15, 2026 14:40
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
2:20 pm
 
-
 
2:40 pm
 
PT
24 Oxford
Message Not Received: How to market to the busy, unresponsive advisor
209e0adb-0e92-44a7-b13d-aa54b11ada6a
David Buzo
Industry conclave
Mar 15, 2026 14:40
Mar 15, 2026 15:20
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
2:40 pm
 
-
 
3:20 pm
 
PT
24 Oxford
The ETF Flight Path: Concept to scale
87a0903c-7cbb-4033-b84c-4b8cc709e110
Paul Baiocchi, CFA®
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Sebastian Jakob
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Chris Murphy, CIMA®
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Cinthia Murphy
Industry conclave
Mar 15, 2026 14:50
Mar 15, 2026 15:00
America/Los_Angeles
Practice Management
Sun
Mar 15
2:50 pm
 
-
 
3:00 pm
 
PT
Clear Street stage
Coffee break
No items found.
ETF Study Hall
Mar 15, 2026 15:00
Mar 15, 2026 15:55
America/Los_Angeles
Practice Management
Sun
Mar 15
3:00 pm
 
-
 
3:55 pm
 
PT
Clear Street stage
ETF Study Hall: Due diligence part 1
6aa2608a-c8bb-467e-aa13-54f8f7263f60
Elisabeth Kashner, CFA®
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Eric Balchunas
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
ETF Study Hall
1 CE Credit
Mar 15, 2026 15:20
Mar 15, 2026 15:30
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
3:20 pm
 
-
 
3:30 pm
 
PT
24 Oxford
Coffee break
No items found.
Industry conclave
Mar 15, 2026 15:30
Mar 15, 2026 16:00
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
3:30 pm
 
-
 
4:00 pm
 
PT
24 Oxford
Taking your ETF strategy to Europe
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Josh Palmer
422b11b8-9ea9-43ad-aeb9-9696b88b99ee
Peter Diel
Industry conclave
Mar 15, 2026 15:55
Mar 15, 2026 16:45
America/Los_Angeles
Practice Management
Sun
Mar 15
3:55 pm
 
-
 
4:45 pm
 
PT
Clear Street stage
ETF Study Hall: Due diligence part 2
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
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Todd Sohn, CMT
21fcdf43-e239-41c6-b9ff-9754cf4e6fbd
Nate Geraci
ETF Study Hall
1 CE Credit
Mar 15, 2026 16:00
Mar 15, 2026 16:30
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
4:00 pm
 
-
 
4:30 pm
 
PT
24 Oxford
ETF Trends 2026: Alpha, Income & More - Sponsored by WE
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Julie Abbett
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Cleo Chang
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Lubna Lundy
d9bea3a3-a2ca-4499-b8f3-c7599aff2316
Roxanna Islam, CFA®, CAIA®
Industry conclave
Mar 15, 2026 16:30
Mar 15, 2026 17:00
America/Los_Angeles
Portfolio Strategies
Sun
Mar 15
4:30 pm
 
-
 
5:00 pm
 
PT
24 Oxford
Meet the ETF press
d6a09957-c06b-4e88-ad5c-848381c26a03
Elle Caruso Fitzgerald
97bf0177-34bb-4d04-8428-845869a3672e
Jenny Grybowski
f95d87db-c44a-4741-9861-8c86024d847d
Chase Kosinski
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 9:25
America/Los_Angeles
Mon
Mar 16
9:00 am
 
-
 
9:25 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 9:25
Mar 16, 2026 9:55
America/Los_Angeles
Mon
Mar 16
9:25 am
 
-
 
9:55 am
 
PT
Primrose Hall
The Model Moment: Allocating in a high dispersion market
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Phil Camporeale
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Tushar Yadava
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Cinthia Murphy
Plenary sessions
Mar 16, 2026 9:55
Mar 16, 2026 10:25
America/Los_Angeles
Mon
Mar 16
9:55 am
 
-
 
10:25 am
 
PT
Primrose Hall
The Convergence of Public and Private Credit
No items found.
Plenary sessions
Mar 16, 2026 10:25
Mar 16, 2026 10:50
America/Los_Angeles
Mon
Mar 16
10:25 am
 
-
 
10:50 am
 
PT
Primrose Hall
Generating income and protecting the downside with ETFs
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Bryon Lake
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Bruce Bond
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Katie Greifeld
Plenary sessions
Mar 16, 2026 10:50
Mar 16, 2026 11:00
America/Los_Angeles
Mon
Mar 16
10:50 am
 
-
 
11:00 am
 
PT
Primrose Hall
Coffee break
No items found.
Food and beverage
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/MF share classes & tokenization
aa5d27d2-9478-499e-aa5a-0bc514c13552
Aisha Hunt
84551d88-cab5-4ea5-8c26-afe0b2686935
Alex Morris
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Roxanna Islam, CFA®, CAIA®
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
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Dominic Chu
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 15:50
America/Los_Angeles
Practice Management
Mon
Mar 16
2:00 pm
 
-
 
3:50 pm
 
PT
Clear Street stage
Story-selling: Stories that influence. Connections that close.
e9429792-e0d1-45d3-ad61-788e2594af4d
Jennifer Morgan
Practice Management
Mar 16, 2026 14:00
Mar 16, 2026 14:30
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:00 pm
 
-
 
2:30 pm
 
PT
Primrose Hall
A smarter way to invest internationally
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Todd Mathias, CFA®
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Sandra Testani, CFA
301114a0-12a4-457a-a930-fa55e315aedf
Todd Sohn, CMT
Portfolio strategies
Mar 16, 2026 14:30
Mar 16, 2026 15:00
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
2:30 pm
 
-
 
3:00 pm
 
PT
Primrose Hall
How to generate alpha in fixed income
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Tim Wickstrom
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Matt Roesler
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
Portfolio strategies
Mar 16, 2026 15:00
Mar 16, 2026 15:25
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:00 pm
 
-
 
3:25 pm
 
PT
Primrose Hall
How energy infrastructure powers our economy and your income portfolio
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Stacey Morris, CFA®
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Paul Baiocchi, CFA®
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Roxanna Islam, CFA®, CAIA®
Portfolio strategies
Mar 16, 2026 15:25
Mar 16, 2026 15:40
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:25 pm
 
-
 
3:40 pm
 
PT
Primrose Hall
Coffee Break
No items found.
Portfolio strategies
Mar 16, 2026 15:40
Mar 16, 2026 16:05
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
3:40 pm
 
-
 
4:05 pm
 
PT
Primrose Hall
Fusion of forces: AI and the next generation of nuclear
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Roxanna Islam, CFA®, CAIA®
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Zeno Mercer
de649d79-0555-4ac0-b710-36e0252068c6
Stacey Morris, CFA®
Portfolio strategies
Mar 16, 2026 15:50
Mar 16, 2026 16:00
America/Los_Angeles
Practice Management
Mon
Mar 16
3:50 pm
 
-
 
4:00 pm
 
PT
Clear Street stage
Coffee break
No items found.
Practice Management
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
Clear Street stage
Aligning portfolios with people, not predictions
856a3537-1f35-4e5e-bef3-e4727f922f88
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
How should advisors think about crypto?
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Bill Birmingham, CFA
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Adam Morgan McCarthy
21fcdf43-e239-41c6-b9ff-9754cf4e6fbd
Nate Geraci
Portfolio strategies
Mar 16, 2026 16:35
Mar 16, 2026 17:10
America/Los_Angeles
Portfolio Strategies
Mon
Mar 16
4:35 pm
 
-
 
5:10 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 9:30
America/Los_Angeles
Practice Management
Tue
Mar 17
9:00 am
 
-
 
9:30 am
 
PT
Clear Street 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 9:30
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:00 am
 
-
 
9:30 am
 
PT
Primrose Hall
From the trenches: Advisors on asset allocation
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Keith Buchanan, CFA®
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John Davi
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Kaisa Stucke, CFA
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Lois Gregson
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
Clear Street stage
AI: What's here and what's coming
6da7f0fe-5a03-4e6f-9035-d4ef66a623fa
John O'Connell, MBA
Practice Management
Mar 17, 2026 9:30
Mar 17, 2026 10:00
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
9:30 am
 
-
 
10:00 am
 
PT
Primrose Hall
Beyond the 60/40: Reshaping portfolios with alternatives
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Thomas Bonville
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Christopher Getter, CFA
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Christian Magoon
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Kristin Myers
Portfolio strategies
Mar 17, 2026 10:00
Mar 17, 2026 10:25
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:00 am
 
-
 
10:25 am
 
PT
Primrose Hall
The growing supply of ETFs
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Matt Camuso
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Kip Meadows
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Ben Johnson, CFA
Portfolio strategies
Mar 17, 2026 10:20
Mar 17, 2026 10:30
America/Los_Angeles
Practice Management
Tue
Mar 17
10:20 am
 
-
 
10:30 am
 
PT
Clear Street stage
Coffee break
No items found.
Practice Management
Mar 17, 2026 10:25
Mar 17, 2026 10:50
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:25 am
 
-
 
10:50 am
 
PT
Primrose Hall
Be fearful when others are greedy
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Rob Arnott
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Roxanna Islam, CFA®, CAIA®
Portfolio strategies
Mar 17, 2026 10:30
Mar 17, 2026 11:20
America/Los_Angeles
Practice Management
Tue
Mar 17
10:30 am
 
-
 
11:20 am
 
PT
Clear Street stage
Looking 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 10:50
Mar 17, 2026 11:05
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
10:50 am
 
-
 
11:05 am
 
PT
Primrose Hall
Coffee break
No items found.
Portfolio strategies
Mar 17, 2026 11:05
Mar 17, 2026 11:35
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
11:05 am
 
-
 
11:35 am
 
PT
Primrose Hall
Beyond Market Concentration: Active ETFs for today’s market
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Dodd Kittsley
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Tyler Rosenlicht
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Todd Rosenbluth
Portfolio strategies
Mar 17, 2026 11:20
Mar 17, 2026 12:00
America/Los_Angeles
Practice Management
Tue
Mar 17
11:20 am
 
-
 
12:00 pm
 
PT
Clear Street stage
Succession planning, M&A and your practice
36f100b9-8f8f-4691-bd30-65afdf7365ab
Jorge Bernal
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Andy Kalbaugh
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Matt Carter, CFP
6b59dbde-6256-4b81-99c3-1331523a8913
Stacy Coffey, CFP
Practice Management
Mar 17, 2026 11:35
Mar 17, 2026 12:05
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
11:35 am
 
-
 
12:05 pm
 
PT
Primrose Hall
The Multi-Asset Edge: From Crypto Baskets to Core Investments
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Dwijen Gandhi
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Gabriel Selby
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Giovanni Vicioso
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Aniket Ullal
Portfolio strategies
Mar 17, 2026 12:00
Mar 17, 2026 12:30
America/Los_Angeles
Practice Management
Tue
Mar 17
12:00 pm
 
-
 
12:30 pm
 
PT
Clear Street stage
Beyond the Vest: Helping equity-comp clients
727a391a-aaa4-4a95-a619-3983d984b66f
Danika Waddell, CFP, RLP
Practice Management
Mar 17, 2026 12:05
Mar 17, 2026 12:30
America/Los_Angeles
Portfolio Strategies
Tue
Mar 17
12:05 pm
 
-
 
12:30 pm
 
PT
Primrose Hall
Will gold retain its luster for client portfolios?
32bd97fd-b447-4364-91ea-7c6b052c7172
Todd Rosenbluth
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Allison Bonds Mazza
eb7fa749-c242-46b1-a48f-466e67864d4a
Aakash Doshi
Portfolio strategies
Mar 17, 2026 12:30
Mar 17, 2026 14:00
America/Los_Angeles
Tue
Mar 17
12:30 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 14:45
America/Los_Angeles
Tue
Mar 17
2:00 pm
 
-
 
2:45 pm
 
PT
Primrose Hall
Bond market outlook with Jeffrey Sherman
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Jeffrey Sherman, CFA
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Katie Greifeld
Plenary sessions
Mar 17, 2026 14:45
Mar 17, 2026 15:15
America/Los_Angeles
Tue
Mar 17
2:45 pm
 
-
 
3:15 pm
 
PT
Primrose Hall
Advisors on fixed income allocation
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Eric Biegeleisen, CFA®
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Kevin Nicholson, CFA®
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Jim Worden, CFA®, CMT®, and CAIA®
29025123-c503-4c65-a59d-5e9e619876cf
Kirsten Chang
Plenary sessions
Mar 17, 2026 15:15
Mar 17, 2026 15:30
America/Los_Angeles
Tue
Mar 17
3:15 pm
 
-
 
3:30 pm
 
PT
Primrose Hall
Coffee break
No items found.
Plenary sessions
Mar 17, 2026 15:30
Mar 17, 2026 16:00
America/Los_Angeles
Tue
Mar 17
3:30 pm
 
-
 
4:00 pm
 
PT
Primrose Hall
The Evolution of Active Management
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Michael Baron
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Cinthia Murphy
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
b655a8e7-478f-4e72-b9e4-3bdb16e68930
Bob Pisani
Plenary sessions
Mar 17, 2026 16:50
Mar 17, 2026 17:00
America/Los_Angeles
Tue
Mar 17
4:50 pm
 
-
 
5:00 pm
 
PT
Primrose Hall
Thank you! Reflections by VettaFi's president
7be2fed3-d449-4e74-97b1-b8310f352ec9
Tom Hendrickson
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
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Food and beverage
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