[Schedule]
Discover the schedule
[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.
4:00PM - 5:00PM
The Next Era of Crypto: From Asset Class to Financial Infrastructure
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
Day 2: The Napa Experience | Tuesday, September 29
Day 2: The Napa Experience | Tuesday, September 29
7:30AM - 8:30AM
Morning Wellness
Start the day with a guided hike through the vineyard trails on property.
7:30AM - 8:30AM
Morning Wellness
9:00AM - 10:30AM
Breakfast
8:30AM - 10:00AM
Breakfast with Market Overview
8:30AM - 10:00AM
Breakfast with Market Overview
Monica DiCenso opens the morning with her read on the markets
10:45AM - 11:30AM
Breakout Sessions Track 1
Small, focused conversations on the topics that matter most to your business. View your sessions on your custom agenda.
10:45AM - 11:30AM
Breakout Sessions Track 1
11:45AM - 12:30PM
Breakouts Sessions Track 2
Small, focused conversations on the topics that matter most to your business. View your sessions on your custom agenda.
11:45AM - 12:30PM
Breakouts Sessions Track 2
12:30PM - 1:30PM
Lunch: Stanly Grazing Tables
12:30PM - 1:30PM
Lunch: Stanly Grazing Tables
1:45PM - 2:30PM
Supporting Gen Z: What Next Generation Wealth Cares About
The next generation of clients and advisors — what they expect, where they get advice, and what firms must change to earn them. A conversation on success, investing and choosing an advisor.
1:45PM - 2:30PM
Supporting Gen Z: What Next Generation Wealth Cares About
2:45PM - 4:00PM
Taste of Napa Experiences
Choose your own afternoon: axe throwing, sauna hot seat, cocktail making, olive oil tasting. View your selection on your custom agenda.
2:45PM - 4:00PM
Taste of Napa Experiences
5:30PM - 8:30PM
Aurora Dinner Experience
Banquet dinner at Hundson Ranch, sponsored by Aurora.
5:30PM - 8:30PM
Aurora Dinner Experience
8:30PM - 10:30PM
After-Dinner Lounge
End the evening with a relaxed gathering around the fire pits. Learn about some of your favorite whiskey brands with a curated tasting.
8:30PM - 10:30PM
After-Dinner Lounge
Day 3: One Last Pour | Wednesday, September 30
Day 3: One Last Pour | Wednesday, September 30
9:00AM - 10:30AM
Breakfast
10:30 AM – 12:00 PM
Closing Keynote
10:30 AM – 12:00 PM
Closing Keynote
12:00 PM
Departures
12:00 PM
Departures
[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.