Partners Summit Agenda
Times listed are in Pacific Daylight Time
More updates coming soon!
Monday, April 29
11:00 AM - 3:00 PM
Registration
3:00 PM - 3:10 PM
Dynasty Welcome
Gordy Abel
Chief Marketing Officer
Dynasty Financial Partners
3:10 PM - 4:00 PM
State of the Wealth Management Industry
Gordon Ross
Chief Client Officer
Dynasty Financial Partners
CE Credit
4:00 PM - 4:50 PM
Fireside Chat & Keynote Welcome
4:50 PM
Break
5:15 PM - 6:00 PM
DWN Welcome
An Exclusive Tasting with Continuum Estate
6:00 PM - 9:00 PM
The Dynasty Flavors of the Valley Welcome Experience & Dinner
Tuesday, April 30
6:00 AM - 6:45 AM
HIIT Class (optional)
7:15 AM - 8:00 AM
Breakfast
8:00 AM - 9:30 AM
Community Conversations
A Dynasty Networking Experience
9:30 AM - 10:45 AM
Dynamic CEO Perspectives: Collaborative Problem Solving and
Opportunity Exploration
A unique and interactive session where attendees have the option to engage directly with one of three CEOs at a distinct stage of their executive journey. This session offers a rare opportunity to discuss real-world business challenges and opportunities in real-time.
CEO Perspective Session Options
Perspective 1: The CEO of a Newly Launched Firm
Gain insights into the pioneering strategies and challenges faced during the crucial early stages of a wealth management firm.
Perspective 2: A Mid-Career CEO Breaking Through the $1B+ Barrier
Understand the complexities and growth tactics employed in breaking through the $1B+ asset barrier.
Perspective 3: An Experienced CEO of a Multi-Billion Dollar Enterprise
Learn from the wisdom and experience of a tenured executive managing a large-scale, highly successful wealth management enterprise.
Investments & Wealth Institute CE Credits Only
10:45 AM - 11:30 AM
Lessons Learned on the CEOs Journey with Andrew Marsh & Brian Hamburger
Andrew Marsh
Vice Chairman
Dynasty Financial Partners
Brian Hamburger
President & CEO
MarketCounsel | HamburgerLaw
11:30 AM - 11:45 AM
Networking Break
11:45 AM - 12:45 PM
Breakout Options
Breakout 1: The Psychology of Letting Go: Understanding and Overcoming Hesitation in Succession Planning
Session Leader: Casey Jorgensen, SVP, Relationship Management, Dynasty Financial Partners
CE Credit
View Session
Breakout 2: Dynasty Lab: Experience the Future of WealthTech
Session Leader: Leslie Dentinger, Deputy Chief Technology Officer, Dynasty Financial Partners
CE Credit
View Session
Breakout 3: Talent: Mastering Talent Acquisition and Onboarding
Session Leader: Gordon Ross, Chief Client Officer, Dynasty Financial Partners
CE Credit
View Session
12:45 PM - 1:25 PM
Lunch
1:25 PM - 2:30 PM
Small Group Networking Activities
2:30 PM - 2:45 PM
Break
2:45 PM - 3:45 PM
Breakout Options
Breakout 1: Leveraging Your Brand for a Successful M&A Strategy
Session Leaders: Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners
Harris Baltch, Head of Investment Banking, Dynasty Financial Partners
CE Credit
View Session
Breakout 2: Investments Debate: The Fed has a 3 Body Problem
Session Leader: Bob Shea, Chief Investment Officer, Dynasty Financial Partners
CE Credit
View Session
Breakout 3: Cultivating Excellence: Strategies for Developing and Retaining Top Talent
Session Leader: Mason Salit, Chief Talent Officer, Dynasty Financial Partners
Investments & Wealth Institute CE Credits Only
View Session
3:45 PM - 4:00 PM
Networking Break
4:00 PM - 4:50 PM
A Fireside Chat with Michael Mondavi, Robert Mondavi, Jr. and Dynasty's Executive in Residence, Tim Oden
4:50 PM - 5:00 PM
Partners Summit Closing
5:00 PM - 5:15 PM
Group Photo at the Great Lawn
5:15 PM - 6:00 PM
Break
6:00 PM
Depart for The Dynasty Heart of Napa Experience & Dinner
6:00 PM - 9:30 PM
The Dynasty Heart of Napa Experience & Dinner
9:30 PM - 12:00 AM
Dynasty Crush It! After Hours
Wednesday, May 1
7:00 AM - 8:00 AM
Pre-Travel Yoga (optional)
7:30 AM - 9:00 AM
Breakfast