Global Trend Events

Join Thomas Cole and Jay Beidler of Distillate Capital for a lunch presentation exploring a modern, data-driven approach to equity valuation. Learn how challenging conventional wisdom and applying a “clean lens” can reveal overlooked opportunities, reduce risk, and enhance investment decision-making in today’s dynamic and often inefficient market landscape.

Join Jon McNeill, CEO of DVx Ventures and Co-Founder of VistaShares, for a compelling lunch presentation: Seizing the Moment: Capitalize on Four Converging Supercycles. Discover how these powerful economic trends are aligning to create unprecedented investment opportunities—and how you can position yourself ahead of the curve.

Join Garrett Pierce, Managing Director, and Catherine Howse, Vice President, for an engaging lunch presentation: “Lead to Succeed: Outstanding Leadership Starts with Emotional Intelligence.” Discover how emotional intelligence drives effective leadership. This session qualifies for 1 Hour CE Credit for CFPs. Don’t miss this opportunity to grow and lead better.

Join Garrett Pierce, Managing Director, and Catherine Howse, Vice President, for a dynamic lunch presentation, Lead to Succeed: Outstanding Leadership Starts with Emotional Intelligence. Gain insights into effective leadership through emotional intelligence. This session qualifies for 1-hour CE credit for CFPs. Don’t miss this professional growth opportunity.

Join Travis Walker, Business Solutions & Diversity Consultant at Allianz Life, for an insightful lunch presentation focused on Engaging Next-Gen Investors. Discover innovative strategies to connect with younger audiences, build lasting relationships, and adapt your approach to meet the evolving expectations of the next generation of wealth holders.