To confirm your attendance at Beacon Pointe’s 2023 National Advisor Summit please submit your registration below.
We are looking forward to seeing all of you at the 2023 National Advisor Summit February 28 – March 3!
Beacon Pointe is returning to The Ritz-Carlton Laguna Niguel in Dana Point.
Attire Guidelines: Business Casual
Tuesday, February 28, 2023 – Friday, March 3, 2023 
The Ritz Carlton Laguna Nigel
One Ritz-Carlton Drive,
Dana Point, CA 92629

Please use the above link to reserve your hotel room in our block. You can also call (800) 930-5146 to speak directly to reservations referencing “Beacon Pointe National Advisors Summit 2023.” Please remember the last day to receive your reduced rate is your cutoff and attrition release date of Friday, February 3, 2023.


Opportunity Awaits

Conference Schedule – SUBJECT TO CHANGE
Please read through each agenda tab and sign up for the breakout sessions you wish to attend on each day. Registration for breakout sessions are REQUIRED. 
Tuesday, February 28th 



7:30 – 8:30 AM               Breakfast Expert Connections, rotating table assignments each meal, sponsor networking opportunity to meet Advisors, Reference Beacon Pointe Event App for schedule


8:30 – 11:45 AM               Leadership Meetings (Closed Session)


11:45 – 12:45 PM            Lunch (Open Diamond Sponsors Only)Expert Connections, rotating table assignments each meal, sponsor networking opportunity to meet Advisors, Reference Beacon Pointe Event App for schedule


12:45 – 1:30 PM              Cliffwater – Philip Hasbrouck, Senior Managing Director (Open Diamond Sponsors Only)


1:30 – 2:15 PM                Belle Haven – Update and Macro Thoughts (Open Diamond Sponsors Only)


2:15- 2:30 PM                 Break (Icebreakers) (Open Diamond Sponsors Only)


2:30- 4:15 PM                 Leadership Meetings (Closed Session)


4:15 – 4:30 PM              Break (Icebreakers) (Open Diamond Sponsors Only)


4:30 – 5:15 PM               Blackstone (Open Diamond Sponsors Only)


5:15 – 6:00 PM              Leadership Meetings (Closed Session)


5:00 – 6:00 PM               Welcome Cocktail Reception – Monarch Bay Terrace (All Sponors Welcome)


6:00 – 6:30 PM               Free Time – Meet in the lobby at 6:45 (Open Diamond Sponsors Only)


6:45 – 10:00 PM             Dinner – Off-Site – Bottega Angelina Transportation provided to and from the hotel to the event.  (Open Diamond Sponsors Only)

Wednesday, March 1st 

Advisor General Session, Full Day

All Wednesday & Thursday sessions are OPEN for Sponsor attendance.

7:30 – 8:30 AM               Breakfast


8:30 – 8:45 AM               Welcome – Kevin DiSano


8:45 – 10:00 AM             The Champions Code – Keynote – Ross Bernstein


10:00 – 10:45 AM           First Trust – Organic Growth Through Centers of Influence – Brian Gallery


10:45 – 10:52 AM           Beacon Skit 1 


10:52 – 11:00 AM           Transition Break


11:00 – 11:50 AM           Break Out Sessions

(Breakout Room 1) Partnering in the Referral Channels (Ken Kann, TJ Hoffman, Todd Reinhart, Mike Bakos) – REGISTER HERE

(Breakout Room 2) – Using Alternatives with UHNW Clients (Jordan Heller)  – REGISTER HERE

(Breakout Room 3) – Intergenerational Divide (Amy Osborne – Franklin Templeton) – REGISTER HERE

(Breakout Room 4) – Cohen & Steers


11:50 – 12:45 PM             Lunch


12:45 – 1:30 PM               Invesco – Golden Hour – Brett Van Bortel


1:30 – 2:15 PM               Plan to Performance: How to Position allWEALTH Institutional Investments with Clients – Michael Dow & Kevin DiSano


2:15- 2:20 PM                 Beacon Skit 2


2:20- 3:00 PM                 AIR Asset Management 


3:00- 3:10 PM                 Break (Icebreakers)


3:10 – 4:00 PM               Lord Abbett – The Great Wealth Transfer (CE Credit) Brian Dobbis 


4:00 – 5:00 PM              Unleashing Growth through Deeper Client Engagement and a Women-Centric Approach – Commie Stevens & Alli Warner


5:00 – 5:30 PM                Alts Real Estate Panel – Kairos, Griffn – Moderator: Coby Cress


6:00 – 9:30 PM                Welcome Reception & Dinner – Dana Lawn

Thursday, March 2nd

Advisor General Session, Full Day

All Wednesday & Thursday sessions are OPEN for Sponsor attendance.

7:30 – 8:30 AM               Breakfast


8:30 – 9:30 AM               Investments Update + BlackRock – Topic Economic Outlook 2023 + Q&A Michael Dow

                                       Michael Dow, Jeffrey Rosenberg, Managing Director, Portfolio Manager – Systematic Fixed Income


9:30 – 10:15 AM             Virtus – Mid-Cap Market Outlook 2023 (Equities) – Douglas Foreman, CIO – Kane Anderson


10:15 – 10:30 AM           Break (Icebreakers)


10:30 – 11:15 AM           Panel: Large Cap – Morgan Dempsey, Jensen Investment Management, Natixis –  Moderator: Jason Overholtzer


11:15 – 11:20 PM           Beacon Skit 3


11:20 – 12:00 PM           Apollo Global Management – Alternatives – Marc Rowan, CEO


12:00 – 1:00 PM             Lunch


1:00 – 1:35 PM               Fixed Income Panel – Segall Bryant & Hamill, Sterling Capital – Moderator: Stephen Marshall


1:35 – 1:40 PM               Beacon Skit 4


1:40 – 1:50 PM               Transition Break


1:50- 2:45 PM                 Break Out Sessions 

(Breakout Room 1) – CBS/Insurance BP – Integrating Insurance into Your Practice (Scott Plamondon & Tommy Derrick) – REGISTER HERE

(Breakout Room 2) – St. James – The Fragilities and Opportunities in Today’s Equity Market (Larry Redell) – REGISTER HERE

(Breakout Room 3) – Fiduciary Management – Can You get a Dollar’s Worth of Assets for $0.50 in the Market Today? – REGISTER HERE

(Breakout Room 4) – Envestnet UMA (Ryan McEreney & David Le) – REGISTER HERE


2:45 – 3:00 PM                 Transition Break


3:00 – 3:45 PM               Ethic – ESG Trends – Corinne Merriman


3:45 – 4:15 PM                Donor Advised Fund Committee Presentation


4:15 – 5:15 PM                How the Best of the Best Get Better – Allspring Global Investments – Dr. Rick Jensen


5:15 – 7:30 PM                Sponsor Cocktail Hour – Ritz Ballroom Foyer


7:30 – 9:30 PM                Dinner & Awards Reception – Seated plated dinner, Awards

Friday, March 3rd

Advisor General Session, Full Day

No Meetings

Sponsor Information

Below is a map of the meeting space in the hotel.  The registration desk for the conference will be located outside the meeting rooms on Monday, 2/27 for Diamond Sponsors and Tuesday, 2/28 at 4:00 pm.

Hotel Map

5:00 – 6:00 pm: Advisor Welcome Cocktail Reception location Monarch Bay Sunset Terrace

Leadership sessions will meet in the Pavilion meeting rooms on 2/28 and transition to The Ritz-Carlton Ballroom space 3/01 and 3/02. This area will include a general meeting area and breakout rooms will be located in Salon 1, 2, and Plaza. Breakfast and lunch will be held on the Monarch Bay Courtyard located outside the doors of the meeting space.

  • Hotel cancelations: If your plans change and you will no longer be attending the meeting in person. Notify the hotel directly (800) 930-5146 and send me an email to confirm.
  • Virtual Presentations: Sponsors who have speakers presenting virtually will receive the Zoom link prior to your segment. I will reach out separately to confirm.
  • Sponsors are welcome to attend all sessions unless indicated as closed on the agenda. Tuesday, 2/28 Leadership sessions and dinner (Diamond Sponsors only).
  • Notification of any food allergies/restrictions.
  • Submit your attendees full name, title, bio (presenters only), headshot (jpg format), logo (jpg format)
  • Submit your presentation slides to review by February 20th. Submit to Allie Hines
  • Table dimensions 6’x30” (Sponsor area located in the Pre-Function area on the map)
  • Submit logo in .ai format
  • Any materials that need to be shipped please label the boxes with the information below. We will have a dedicated office space to store boxes and materials.


The Ritz-Carlton, Laguna Niguel

Attn: Christina Mytinger  / Conference Concierge

One Ritz-Carlton Drive

Dana Point, CA  92629

Hold for: ____________________

Group: Beacon Pointe


Incoming boxes will be accepted no earlier than three days prior to the first event and all outgoing boxes to be shipped the day of departure.  Any items left considered trash

  • 3/03 Post event: all sponsor table materials must be completely packed no later than 9:00 am and outgoing boxes need to be labeled. The boxes may be left on your dedicated table and the hotel will ship
  • Return labels need to be provided by sponsors either pre-printed or can be emailed to 2/28-3/02
Local Activities – COMING SOON
Diamond Sponsors
Platinum Sponsors
Gold Sponsors
Gallery from
Advisor Summit 2022


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