Top Advisor Summits, Presentations and Wealth Management Education.
Paul Pagnato will be presenting “The Transparency Wave in Wealth and Asset Management” at the 2019 Exponential Finance Summit hosted by Singularity University in Cape Town, South Africa, May 29-30. Summit speakers include some of the world’s foremost innovators, entrepreneurs, and leaders in exponential technologies, fintech, asset and risk management, funding and financial services. LEARN MORE →
Paul Pagnato presented "The Future of Outsourced Family Offices" at the 2019 Forbes/SHOOK Top Advisor Summit. Forbes and SHOOK Research hosted the third annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represented nearly $1 trillion of assets under management—provided the industry’s highest-level insights tailored for America’s most elite advisors.
Florida Atlantic University (FAU) engaged PagnatoKarp to host a three-part Wealth Management series through their Financial Analyst Program (FAP) and the FAU College of Business. Paul Pagnato leads the Wealth Management course and is joined by guest speakers from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project. LEARN MORE →
Paul Pagnato presented “Longevity and Financial Well-Being” at the University of Virginia’s McIntire School of Commerce through the Center for Investors and Financial Markets (CIFM). The presentation was part of a series that explores timely and relevant financial topics to complement the robust curriculum at McIntire. LEARN MORE →
Paul Pagnato spoke at Our People-Centered Digital Future, hosted by Constellation Research. This historic event attracted key Internet and technology pioneers, the People-Centered Internet coalition, and the next generation of positive change agents. By March 2019, 50% of the world will be connected to the Internet. This marks an important moment for examining the “unfinished work” of the Internet and discussing community norms, human rights and social contracts required in this exponential digital era. LEARN MORE →
Jennifer Wappaus, CFP®, spoke at the Inside ETFs conference on effective wealth transfer strategies for retaining assets and growing a client base. She was joined by other industry insiders to discuss changing times and to define solutions to help clients transition their accounts from cash-and-draw-down mode to post-inheritance planning. LEARN MORE →
Paul Pagnato spoke at the premier Digital Asset Strategy Summit, presenting "Portfolio Construction: Putting Digital Asset Strategies To Work". The summit focused on addressing the opportunities and challenges of today’s market and presented a variety of innovative disciplines and portfolio construction ideas designed for today’s forward thinking money managers. LEARN MORE →
Paul Pagnato presented "Leadership through Fiduciary" at NAPFA’s 2018 National Fall Conference. The program was hosted by Knut Rostad, President of the Institute for the Fiduciary Standard, and highlighted strategies for fiduciary, fee-only advisors to leverage work ethic, culture and practices to frame their value proposition and stand apart. The session demonstrated how to lead in an era of new challenges posed by market forces, service offerings, and investor demands. LEARN MORE →
Paul Pagnato spoke at the 9th Annual Inside Alternatives and Asset Allocation Conference in Las Vegas, addressing alternative investment opportunities that provide differentiated sources of income and returns. LEARN MORE →
Blockchain & Digital Assets: Unraveling The Value
- Fundamental understanding of blockchain, digital assets, and cryptocurrencies.
- Global problems that are being solved.
- Why this will change the world’s banking system.
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