The Future of Growth
Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — along with partners & fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA Formation, Acquisition & Growth, Investment Strategy, Succession Planning and more.
11 March | Noon
The Metropolitan Club
One East 60th Street
New York, NY
DIAMOND SPONSOR
For years, wirehouses said the RIA movement was not a threat to its business. But the migration of advisors and assets to RIA firms is now a well-documented fact, and the coming years look to be even more prosperous for RIAs.
Join me and fellow industry standouts for an afternoon of discussion on making the most of this unique opportunity – hiring & retaining talent, organic growth, acquisition, succession, and how to best serve your client.
I look forward to seeing you in there.
Agenda
The Metropolitan Club
One East 60th Street
New York, NY
Agenda subject to change.
| 12:00 | Registration Opens |
| 1:00 |
Supercharging Growth: Taking Advantage of a New Advisory Ecosystem Tony Sirianni, Publisher and CEO, AdvisorHub |
| 1:10 | Optimizing Advisory Practices with Model Practice
Jay Therrien, Managing Director, Invesco Global Consulting Vincenzo Fratto, Model Consultant, Invesco | 1:40 | Fear and Loathing in Alternatives Matt Krugman, Managing Director, Prospect Capital |
| 1:55 | Panel: Rewards and Pitfalls of M&A/Inorganic Growth
Jason Borek, Chief Growth Officer, The Pinnacle Group Daniel A. Kreuter, Founder & CEO, Gladstone Group Moderated by: Mason Braswell, Editor-in-Chief, AdvisorHub |
| 2:25 | Outlook for 2026 and Beyond Tim Bello, Managing Partner, Co-founder, Merchant |
| 2:50 | Break |
| 3:15 |
Creative Ways to Access Private Markets for Client Portfolios Angela Stanley, Partner, COO, Akkadian |
| 3:30 | The Yin & Yang of Succession Planning and Minority Investments
Harris Baltch, Co-Head of Dynasty Investment Bank Phil Fiore, CIMA, CRPC, Co-Founder and CEO, Procyon Joseph D. Summa, CFA, Partner, Ascent Wealth Partners |
| 4:00 | The Ever-Evolving World of Cryptocurrency
David Harvey, Regional Director, Fidelity Investments |
| 4:15 | RIA Growth and Technology TradePMR |
| 4:30 | Savvy Insights for Advisors |
| 4:45 |
Compel Her, Don't Sell Her: Winning Over Female Decision Makers Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor |
| 5:00 | Closing Remarks
Tony Sirianni, CEO & Publisher, AdvisorHub |
| 5:05 | Cocktail Reception |
2026 Speakers
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Harris Baltch
CO-HEAD
Dynasty Investment Bank -
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Tim Bello
MANAGING PARTNER, CO-FOUNDER
Merchant -
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Jason Borek
CHIEF GROWTH OFFICER
Pinnacle -
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Mason Braswell
EDITOR-IN-CHIEF
AdvisorHub
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Cary Carbonaro, CFP
AUTHOR AND ADVISOR
Ashton Thomas Private Wealth -
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Phil Fiore, CIMA, CRPC
CO-FOUNDER & CEO
Procyon -
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Vincent Fratto
MODEL CONSULTANT
Invesco -
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David Harvey
REGIONAL DIRECTOR
Fidelity Investments
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Daniel Kreuter
FOUNDER & CEO
Gladstone Group -
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Matt Krugman
MANAGING DIRECTOR
Prospect Capital -
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Tony Sirianni
CEO & Publisher
AdvisorHub -
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Angela Stanley
PARTNER, COO
Akkadian
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Joseph D. Summa, CFA
PARTNER
Ascent Wealth Partners -
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Jay Therrien
MANAGING DIRECTOR
Invesco Global Consulting
Diamond Sponsor
Platinum Sponsor
Gold Sponsors
Silver Sponsor
About the Met 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.
