Join an intimate group of CEOs from some of the most important wealth management firms in the country for an afternoon of discussion followed by cocktails and dinner.

October 9
The Metropolitan Club
One E. 60th Street | NYC

Register

It’s my honor to invite you to the fourth annual CEO summit. We will have an afternoon of discussion on the pressing trends in wealth management in a closed door session. This will be followed by cocktails, dinner in the a private dining room accompanied by a wine tasting organized by the club’s cellar.

This is a great chance to get out of the office and hear from heads of some of the most dynamic firms in wealth management.

I look forward to seeing you there.

Tony Sirianni
CEO + Publisher
AdvisorHub

2023
Agenda

Register

  
Noon	
Registration
1:00	
Light Lunch and Introductory Comments
Tony Sirianni, Publisher & CEO of AdvisorHub
1:20	
How Equity is Changing Retail M+A
Stan Gregor, Chairman & CEO Summit Financial 
1:40	
 What Keeps Me up at Night about Finra ’24?
Dave Gehn, Partner, Fox Rothschild LLP 

2:00	
Relaunching an Established Brand
John Lefferts, National Head of Business Development, Equitable Advisors  
2:20	
 Break
2:35	
Your Firm is Your Book
Libet Anderson, President, Concourse Financial Group Securities
2:50	
The Regulatory Landscape in Washington, DC
Alex David, President and CEO, Stifel Independent Advisors
3:10	
Ramping Up an Indie Channel in Your Firm
Scott McCaffrey, Managing Director, Head of Momentum Independent Network 
3:30	
Ten Years After: How a Pioneer Firm Can Mature Successfully
Jim Gold, CEO and Founding Partner, Steward Partners 
3:50	
Break
4:00	
Trends in the Wealth Market

Philip Juliano, Head of the BlackRock iShares US Asset Manager Team

Amy Davidson, MSCI Client Coverage
4:20	
The Future of AI and Wealth Management
Tony Sirianni, CEO + Publisher, AdvisorHub
Adam Steinhaus, Chief Revenue Officer, boosted.ai
4:40	
Culture Killers
Ron Kruszewski, Chairman and CEO at Stifel
5:00	
Cocktails
6:15	
Dinnner + Wine Tasting 
  
  	
	Agenda is subject to change

About the Metropolitan Club

The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions.

Read the Club Rules.