WMC Agenda
(All times are Eastern)
Monday, February 24
2:00-3:00pm ET
Registration
3:00-5:00pm ET
Private Meetings
Meet with leading asset managers and service providers in a series of 15-minute meetings.
5:30-6:30pm ET
Cocktail Reception & Registration
Join us for networking, cocktails and hors d’oeuvres.
Tuesday, February 25
8:00-9:00am ET
Registration & Continental Breakfast
9:00-9:30am ET
Conference Theme: The 60/40 Glidepath is Dead – and What to Do About It
Ric Edelman, Conference Host
Medical advances and improvements in public health have extended longevity like never before. Your clients are likely to live to age 90, 100 and beyond. In this establishment-shattering session, Ric will show you why the 60/40 Glidepath is not only obsolete but dangerous to your clients’ financial security – and what you need to do about it.
Ric sets the tone for the entire conference with this jaw-dropping conversation!
9:30-10:15am ET
The Big Picture, Part 1: The Election’s Impact on the Economy
How will Trump’s policies on budget and tax cuts, tariffs, deregulation and immigration reform affect the economy? We will bring clarity to it all, helping you provide the advice your clients need for all aspects of their personal finances.
Ric Edelman talks with:
Tim Holland, CIO | Orion
Monica Jalife, Senior Portfolio Manager | Withum Wealth Management
10:15-10:45am ET
Morning Network Break
10:45-11:15am ET
The Big Picture, Part 2: The Election’s Impact on the Stock Market
The S&P 500 grew 24% in 2023, and another 23% in 2024. Will 2025 deliver more of the same – or a massive pullback? Unpredictability due to President Trump’s policies, market volatility, opportunities and risks – this session will cover it all, giving you the insights you need for confident conversations with clients.
Caleb Silver, Editor in Chief | Investopedia talks with
Karen Barr, President & CEO | Investment Adviser Association
Joshua Gross, CEO | Mill Creek Capital Advisors
11:15-11:45am ET
The Big Picture, Part 3: The Election’s Impact on the Bond Market
Will President Trump’s economic policies result in inflation – and if so, how will the Federal Reserve respond? In this session, you’ll learn about the changes you need to consider making to your clients’ bond allocations.
Caleb Silver, Editor in Chief | Investopedia talks with:
Aneet Deshpande, CIO | Clearstead
11:45am – 1:00pm ET
Lunch for Attendees & Sponsors
1:00 – 1:30pm ET
Fireside Chat: Amazon Web Services: A Blockchain Case Study
Exchanges, payments, and other financial services that sit on top of blockchains rely on computer power provided by AWS – from onboarding customers and verifying IDs to monitoring transactions and identifying bad actors. In this fascinating session, you will learn how digital assets and generative AI enhance the security and efficiency of blockchains.
Ric Edelman talks with:
Michael Greenwald, Global Head, Financial Innovation & Digital Assets, Head, Global Executive Relations | Amazon Web Services
1:30-2:00pm ET
The Big Picture, Part 4: The Election’s Impact on the Crypto Market
Think Donald Trump was the winner of the 2024 election? Nah. The big winner was bitcoin – and, by extension, the bulk of the crypto marketplace. The Republican sweep of the House, Senate and White House are widely expected to result in massive price increases for the crypto sector, far beyond what has been seen to date. In this session, you’ll see why HODL (hold on for dear life) has been replaced with HFSP (have fun staying poor) – and how to determine which of your clients ought to have a crypto allocation, the amount to allocate, how to allocate – and how to serve your clients who already own bitcoin, without actually recommending it.
Ric Edelman talks with:
Bill Barhydt, CEO | Abra
2:00pm – 2:20pm ET
Afternoon Networking Break
The Biggest RIAs Share Their Insights
2:20-3:15pm ET
The CEOs: How the Biggest Firms are Serving their Advisors, and the Trends They See Coming
CEOs from some of the nation’s largest RIAs will share how their firms are transforming the industry. You’ll learn:
- The challenges advisors are facing in today’s rapidly changing marketplace – and what they believe advisors must do to ensure success in the next 10 years;
- Where they are focusing their attention – and budgets – to help their advisors grow;
- Their views how everything from AI to climate change is altering “the advice of the future” – and what your advisory practice will look like and what it all means for you;
- And much more!
Ric Edelman talks with:
Rick Kent, CEO, Founder | Merit Financial Advisors
Jennifer Leary, CEO | CLA
Avy Stein, Founder and Co-Chairman | Cresset Capital
3:15-4:10pm ET
The CIOs: The Investment Strategies Advisors and Clients Need Now
Top CIOs share what advisors should tell clients today, including:
- How geopolitics are creating new investment risks and opportunities;
- Whether ESG and DEI will grow or fade;
- The technological innovations they are adopting and investing in today;
- And much more!
Ric Edelman talks with:
Don Calcagni, CIO | Mercer Advisors
Michael Crook, CIO | Mill Creek Capital Advisors
Aneet Deshpande, CIO | Clearstead
4:10-5:00pm ET
The Advisors: How They are Building and Managing Their Practices for Success
Top financial advisors from some of the biggest RIAs in the country will share how they built and are managing thriving practices. You’ll learn:
- How these top advisors attract new clients and AUM;
- Their secrets to time management, managing their team, and setting priorities;
- How they break through their firm’s bureaucracy and get things done;
- Clever ways they build and deliver long-lasting client relationships;
- And much more!
Ric Edelman talks with:
Annie Brinckman, Wealth Advisor | Capital Planning Wealth Management
John Mell, Wealth Manager | LNW Personal Wealth Advisory
Patrick Runyen, Principal & Director of Organic Growth | Modera Wealth Management
5:00pm – 6:00pm ET
Cocktail Reception
Join us for networking, cocktails and hors d’oeuvres.
6:30pm ET
Sponsor Dine-Around Dinners
Be sure to sign up for a terrific meal and great conversation! Sign up HERE.
The Digital Assets Council of Financial Professionals reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.
Wednesday, February 26
7:30-8:30am ET
Continental Breakfast
8:30-9:15am ET
Alzheimer’s Disease: Your Clients’ Biggest Fear – and the Biggest Threat to Their Future
By age 60, one in 10 people develop Alzheimer’s Disease. By age 85, it’s one in three. Six million Americans already have the disease, a number that is projected to double within 25 years. There’s no cure or vaccine, and the disease is 100% fatal. It’s also the most expensive disease to treat, because patients live an average 12 years following diagnosis and they typically require 24/7 care. This session features three of the world’s leading experts in the fight against AD, and why and how you must talk about AD with your clients.
Ric Edelman talks with:
Howard Fillit, MD, Co-Founder & Chief Science Officer | Alzheimer’s Drug Discovery Foundation
Heather Snyder, Ph.D, SVP, Medical & Scientific Relations | Alzheimer’s Association
George Vradenburg, Co-Founder & Executive Chairman | UsAgainstAlzheimer’s
9:15-10:00am ET
The Financial Planning Strategies Your Clients Need Now to Protect Them from the Devastating Effects of Alzheimer’s Disease
Do you know how to recognize when a client has diminished capacity due to AD or other neurological illness? As their financial advisor, you are uniquely positioned to help protect your clients from scams and elder abuse. The prevalence – and fear – of AD creates perhaps the most valuable benefit you can give your clients, and in this session, you’ll discover how to create a Trusted Contact policy in your practice, and how to apply AD issues in your estate planning and philanthropic strategies.
Ric Edelman talks with:
Zacharia Baldwin, Supervisory Special Agent | FBI
Travis Harrison, Partner | McDermott Will & Emery
Kerry Peck, Managing Partner | Peck Ritchey
10:00-10:30am ET
Morning Network Break
10:30-11:15am ET
Harnessing Alternatives Opportunities
Private equity, venture capital, hedge funds and commodities all are portfolio diversifiers worthy of consideration for a long-term portfolio. In this session, you’ll learn how they complement stocks and bonds, and how to add alts to client portfolios – including the due diligence process you need.
Rick Lake, Founder | Narrative Alpha talks with:
Gregory Khost, Managing Director | Neuberger Berman Private Wealth
William Marr, Senior Managing Director, Wealth Management Group | Welton Investment Partners
11:15-12:00pm ET
Generative AI: Improving Your Tech
ChatGPT and other firms of artificial Intelligence won’t make you obsolete. Instead, you’ll be made obsolete by other RIAs who use this new tech. If you plan on being a financial advisor in five years, or if you ever wish to sell your practice, you have no choice but to add AI to your firm. If you don’t, your clients and AUM will fade away. And the opposite is equally true: by incorporating AI into your tech stack, you’ll operate more efficiently and profitably while delivering better client service than ever. In this session, you’ll learn how other financial advisors are using AI, giving you real-world examples and actionable ideas to help you stay state-of-the-art.
Ric Edelman talks with:
Andrew Altfest, President | Altfest Personal Wealth Management
Parker Ence, CEO & Co-Founder | Jump
12:00pm ET
Conference Concludes
The Truth About Your Future reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.
Hilton Miami Aventura
Hilton Aventura Miami is located in the heart of Aventura near the Aventura Mall, Miami International Airport and Fort Lauderdale Hollywood Airport.
Should you have any questions, please call
703-831-2240 or email us at info@dacfp.com.
For sponsorship opportunities,
contact Jack Marshall at
jack@thetayf.com