Supercharging Growth
Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — and partners and fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA Formation, Acquisition and Growth, Investment Strategy, Succession Planning and more.
The Metropolitan Club
One East 60th Street
New York, NY
DIAMOND SPONSOR
For years, the wirehouses said the RIA movement was not a threat to its business. But, the migration of advisors and assets in 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 and retaining talent, organic growth, acquisition, succession, and how to best serve your client.
I look forward to seeing you in there.
Travel and Accommodations
Get the most out of your trip to the city. The Met Club is conveniently located on the eastern corner of Central Park. Enjoy a walk around the park or visit to Museum Mile standards such as the Met, the Guggenheim or the Frick. For information about hotels in the area, visit our accommodations page.
| 12:00 | Registration Opens |
| 1:00 |
Supercharging Growth: Taking Advantage of a New Advisory Ecosystem Tony Sirianni, Publisher & CEO of AdvisorHub | 1:10 | Billion Dollar Advisor Spotlight: Winning and Serving Multi-Gen Families
Harris Nydick, Founding Partner and Managing Member, CFS Investment Advisory Services 1:25 |
An Investor’s Guide to Precious Metals and Critical Materials - Gold, Silver, Copper, and Uranium
| Ed Coyne, Senior Managing Partner, Global Sales, Sprott Inc. 1:40 |
Panel: Growing Your Practice
| Scott Danner, CEO, Freedom Street at Steward Partners Scott McCaffrey, Managing Director, Head of Momentum Independent Network Ben Spiker, COO & Founding Partner, Shore to Summit Wealth Management, LLC Moderated by: Greg Banasz, Founding Partner & CMO, Steward Partners 2:15 |
Inflation, Interest Rates and Your Bond Portfolio | Simeon Hyman, Global Investment Strategist, Head of Investment Strategy Group, ProShares 2:30 |
Avoiding Common Cap Table Pitfalls | Tim Bello, Co-Founder, Managing Partner, Merchant Stan Gregor, CEO, Summit Financial | 2:50 | Break |
| 3:10 | Next Gen RIA Leadership
Bill Coppel, Chief Client Growth Officer, TradePMR | 3:30 | An Evolution in Tax Planning: Invesco’s Enhanced Equity SMA
Josh Rogers, Senior Client Portfolio Manager, Invesco US |
| 3:45 | Beyond the Sale: How Smart Advisors are Using Investment Banking Harris Baltch, Managing Director, Head of Investment Banking, Dynasty Financial Partners |
| 4:15 | Following the Momentum: What’s Working in 2025
Katie Stockton, Founder and Managing Director, Fairlead Strategies |
| 4:35 | The New Legal Landscape: A Look Forward for 2025 Matt Baum, Partner, Fox Rothschild LLP |
| 4:50 | Closing Remarks |
| 5:00 | Cocktail Reception |
Agenda
March 11, 2025
The Metropolitan Club
One East 60th Street
New York, NY
Agenda subject to change.
Our Speakers
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Harris Baltch
MANAGING DIRECTOR
Head of Investment Banking
Dynasty Financial Partners -
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Greg Banasz
CMO & FOUNDING PARTNER
Steward Partners -
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Matt Baum
PARTNER
Fox Rothschild -
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Tim Bello
MANAGING PARTNER, CO-FOUNDER
Merchant
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Bill Coppel
CHIEF CLIENT GROWTH OFFICER
TradePMR -
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Ed Coyne
SENIOR MANAGING PARTNER, GLOBAL SALES
Sprott, Inc. -
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Scott Danner
CEO
Freedom Street at Steward Partners -
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Stan Gregor
CEO
Summit Financial
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Simeon Hyman
GLOBAL INVESTMENT STRATEGIST, HEAD OF INVESTMENT STRATEGY
ProShares -
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Scott McCaffrey
MANAGING DIRECTOR
Head of Momentum Independent Network -
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Harris Nydick
FOUNDER AND MANAGING PARTNER
CFS Investment Advisory Services -
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Josh Rogers
SENIOR CLIENT PORTFOLIO MANAGER
Invesco US
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Tony Sirianni
CEO & PUBLISHER
AdvisorHub -
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Ben Spiker
COO & FOUNDING PARTNER
Shore to Summit Wealth Management, LLC -
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Katie Stockton
FOUNDER & MANAGING PARNER
Fairlead Strategies
Diamond Sponsor
Platinum Sponsor
Gold Sponsors
Silver Sponsors
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.
