audience in a conference

Sept 28-30, 2026

Stanly Ranch, Napa, CA

Napa Valley Summit

Napa Valley Summit

Napa Valley Summit

Join CEOs from top RIA firms for three days of unscripted ideas, real relationships, and unforgettable experiences in Napa

Get a demo

Get a demo

[About]

The people moving the wealth management industry forward

The 2nd annual Napa Valley Summit brings together the country's most influential CEOs and leaders. Have honest and open discussions with the leading people solving the hardest problems in wealth management today.

a man holding a microphone in his hands
person discussing while standing in front of a large screen in front of people inside dim-lighted room
intended attendees for an event
Keynote

[Why Attend]

What can you expect

Candid Roundtables

Honest conversations in small settings about what's working, what's not, and how operators across the industry are thinking about what comes next.

Operator-Led Keynotes

Hear from leaders who've built and scaled investment platforms, on the decisions that shaped their firms.

Experience Napa

Guided hikes, local tastings, and the Stanly Ranch Resort between sessions.

[Speakers]

Meet the Voices Shaping What’s Next

Learn from the people who've scaled investment platforms, built the infrastructure, and made the technology decisions that shaped their firms.

Speaker Image

Mike Cagney

Co-Founder and CEO of Figure

Monica DiCenso

Managing Director and Head of the Gloval Investment Opportunities Group at J.P. Morgan

Fuel Your Curiosity
[A preview of the lineup]

Day 1: Welcome to the Valley | Monday, September 28

Day 1: Welcome to the Valley | Monday, September 28

12:00PM - 3:00PM

Check in & Registration

Arrive, settle in, and pick up your custom agenda. Your three days in the valley starts here.

12:00PM - 3:00PM

Check in & Registration

3:00PM - 4:00PM

Welcome to Napa

We kick things off with a welcome and a look at what the next few days hold. Light bites and a first chance to meet the room.

3:00PM - 4:00PM

Welcome to Napa

4:00PM - 5:00PM

The Next Era of Crypto: From Asset Class to Financial Infrastructure

Just as electronic trading transformed equity markets in the 1970s, blockchains are transforming markets again today. Bitwise CEO Hunter Horsley and Figure Co-Founder and Executive Chairman Mike Cagney will explore how digital assets are evolving beyond investments.

Speaker Image

4:00PM - 5:00PM

The Next Era of Crypto: From Asset Class to Financial Infrastructure

Speaker Image

5:00PM - 5:30PM

(Optional) Workshop

Sit down for a workshop with Runik Mehrotra, Co-Founder and Co-Head of Vise

5:00PM - 5:30PM

(Optional) Workshop

6:15PM – 07:15PM

Bitwise Wine Tasting Reception

A guided tasting pairing standout Napa pours with good company, hosted by Bitwise.

6:15PM – 07:15PM

Bitwise Wine Tasting Reception

7:15PM - 9:00PM

Welcome Dinner

A dinner reception showcasing the best of Napa, and the start of the conversations that make this summit what it is.

7:15PM - 9:00PM

Welcome Dinner

9:00PM - 10:30PM

After-Dinner Lounge

Wind down to live music with a curated selection of craft cocktails and wine. Billiards, outdoor games, and easy conversations.

9:00PM - 10:30PM

After-Dinner Lounge

View Agenda

View Agenda

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.

[FAQ]

Questions Answered

Find answers to commonly asked questions about our event.

How do I secure my spot?

Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.

What's covered, and what am I responsible for?

Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.

When should I plan to arrive and depart?

Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.

Who else will be there?

You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.

What should I wear?

Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.