• Top Advisor Summits
• Executive Education
• Wealth Management Programs
“Transparency Wave” presented by Paul Pagnato at the 2019 Exponential Finance Summit hosted by Singularity University in Cape Town, South Africa, May 29-30. Singularity University's mission is to educate, inspire and empower leaders to apply exponential technologies to address humanity's grand challenges. Summit speakers included some of the world’s foremost innovators, entrepreneurs, CEO Founders and leaders in exponential technologies, fintech, asset and risk management, funding and financial services. Watch the Summit's Highlights Video HERE.
A CEO's big responsibility is to steer their company into the future. To do so effectively means understanding the tremendous impact disruptive innovations are making and how that affects the path to take. This Audio Play articulates the "Top 5 Disruptive Innovations" offering keys to growth. Guest Speaker, Cathie Wood, is CEO/CIO at ARK Invest and was named a 2018 Bloomberg 50. Hear how disruptive innovations in robotics, artificial intelligence, genomics, autonomous vehicles, energy, blockchain and more are providing investors with growth opportunities in the public markets.
"Blockchain & Digital Assets: Unraveling The Value" presented by Paul Pagnato and Nathana Sharma, General Counsel at LabelBox. Three takeaways for CEO Founders: 1. Fundamental understanding of blockchain, digital assets, and cryptocurrencies; 2. Global problems that are being solved; 3. Why this will change the world’s banking system.
George Mason University (GMU) School of Business engaged PagnatoKarp to host a four-part Wealth Management Series covering Financial Planning, Portfolio Construction, Estate Planning, Family Office, Transparency Wave and the Future of Wealth Management. PagnatoKarp educators include Paul Pagnato, Amanda Plonski, Stephen Berardi and Wayne Zell. LEARN MORE →
"The Future of Outsourced Family Offices" presented by Paul Pagnato 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. The educational series was led by Paul Pagnato with educators from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project. LEARN MORE →
“Longevity and Financial Well-Being” presented by Paul Pagnato 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 that complement the robust curriculum at McIntire. LEARN MORE →
“The Internet and Greater Social Impact” presented by Paul Pagnato 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. With 50% of the world 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 →
"Effective Wealth Transfer Strategies" presented by Jennifer Wappaus, CFP®, at the Inside ETFs conference. Joined by industry insiders, the panel discussed changing times and solutions for clients to transition their accounts from cash-and-draw-down mode to post-inheritance planning. LEARN MORE →
"Portfolio Construction: Putting Digital Asset Strategies To Work" presented by Paul Pagnato at the premier Digital Asset Strategy Summit. 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 →
"Leadership through Fiduciary" presented by Paul Pagnato 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 →
"Alternative Investments" presented by Paul Pagnato at the 9th Annual Inside Alternatives and Asset Allocation Conference in Las Vegas. The topic addressed alternative investment opportunities that provide differentiated sources of income and returns. LEARN MORE →
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