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. Eligible for 1.0 CE Credit.
11 March | Noon-5PM*
The Metropolitan Club
One East 60th Street
New York, NY
*registration opens at 11:45am
Eligible for 1.0 CE Credit
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.
PRE-CONFERENCE LUNCH
JAY THERRIEN
The Breakthrough Moment
Invesco’s Jay Therrien, kicks off the day with a special lunch session. In a fast, data‑driven format, Jay will highlight the key metrics that separate top‑quartile advisors from the rest—and show how Invesco’s proprietary Practice Innovation Index can help you spot untapped opportunities. It’s a quick, powerful way to challenge the status quo and identify what your next leap forward might look like.
Get a clear snapshot of where your practice stands—and where small, high‑impact improvements can drive meaningful results by taking the diagnostic below.
Agenda
The Metropolitan Club
One East 60th Street
New York, NY
Agenda subject to change.
Eligible for 1.0 CE Credit
| 11:45 | Registration Opens |
| 12:15 |
Pre-conference Lunch Session The Breakthrough Moment Jay Therrien, Managing Director, Invesco Global Consulting Get data-driven, best practices on improving your business – powered by diagnostic surveys of top advisors. |
| 1:00 |
Opening Remarks Supercharging Growth: Taking Advantage of a New Advisory Ecosystem Tony Sirianni, Publisher and CEO, AdvisorHub |
| 1:10 | Fear and Loathing in Alternatives Matt Krugman, Managing Director, Prospect Capital |
| 1:25 | Panel: Rewards and Pitfalls of M&A/Inorganic Growth
Jason Borek, Chief Growth Officer, The Pinnacle Group Mike Bilotta, President, Gladstone Group Matt Zimmerman, Regional President, Strategic Growth, Steward Partners Moderated by: Greg Banasz, CMO and Founding Partner, Steward Partners |
| 1:55 | The Ever-Evolving World of Cryptocurrency
David Harvey, Regional Director, Fidelity Investments |
| 2:10 |
Mining the Diamonds in Your Business
John Langston, Founder & CEO, Republic Capital Group |
| 2:25 | Outlook for 2026 and Beyond in M&A Tim Bello, Managing Partner, Co-founder, Merchant |
| 2:45 | Break | 3:10 | 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 |
| 3:40 | Optimizing Advisory Practices with Model Practice
Jay Therrien, Managing Director, Invesco Global Consulting Vincenzo Fratto, Model Consultant, Invesco |
| 4:10 | RIA Growth and Technology Bill Coppel, Chief Client Growth Officer, TradePMR |
| 4:25 |
The Inflection Point: AI and the Independent Advisor
Ritik Malhotra, Founder & CEO, Savvy |
| 4:40 |
Compel Her, Don't Sell Her: Winning Over Female Decision Makers Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Ashton Thomas Private Wealth |
| 4:55 | Closing Remarks
Tony Sirianni, CEO & Publisher, AdvisorHub |
| 5:00 | Cocktail Reception |
2026 Speakers
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Harris Baltch
CO-HEAD
Dynasty Investment Bank -
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Greg Banasz
CMO & FOUNDING PARTNER
Steward Partners -
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Tim Bello
MANAGING PARTNER, CO-FOUNDER
Merchant -
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Mike Bilotta
PRESIDENT
Gladstone Associates
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Jason Borek
CHIEF GROWTH OFFICER
Pinnacle -
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Cary Carbonaro, CFP
AUTHOR AND ADVISOR
Ashton Thomas Private Wealth -
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Bill Coppel
CHIEF CLIENT GROWTH OFFICER
TradePMR -
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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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Matt Krugman
MANAGING DIRECTOR
Prospect Capital -
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John Langston
FOUNDER, CEO
Republic Capital
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Ritik Malhotra
FOUNDER & CEO
Savvy -
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Tony Sirianni
CEO & PUBLISHER
AdvisorHub -
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Joseph D. Summa, CFA
PARTNER
Ascent Wealth Partners -
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Jay Therrien
MANAGING DIRECTOR
Invesco Global Consulting
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Matt Zimmerman
REGIONAL PRESIDENT, STRATEGIC GROWTH
Steward Partners
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.
