WEALTH SUMMIT 2026
The Moments Everyone’s Still Talking About
A look back at the ideas, conversations, and moments that stayed with us after Wealth Summit 2026.
Videos
Live Panels
Whether you’re viewing for the first time or returning for deeper insight, explore the full panel discussions that shaped this year’s Summit.
Videos
Video Reels
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Keynote Speaker
Ryan Holiday
#1 New York Times Best Selling Author & Founder of The Daily Stoic
Few writers have done more to bring ancient, timeless wisdom and cutting-edge marketing strategies together than Ryan Holiday.
Featured Speakers
Guest Spotlight
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Sonali Basak
Chief Investment Strategist
Sonali Basak is Chief Investment Strategist at iCapital®, leading thought leadership across public and private markets. She was previously Bloomberg Television's lead global finance correspondent and anchor, hosting Open Interest and Bloomberg Invest, writing Wall Street, By Basak., and creating the docuseries Bullish. Known for exclusive interviews with top Wall Street CEOs, she holds degrees from Bucknell, Northwestern's Medill, and NYU Stern.
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Lily Perez
Managing Director, Flagship & Co-Head of Vista Agentic Labs
Lily Perez is Co-Head of Vista Agentic Labs and a Managing Director on Vista Equity Partners' Flagship Fund team, leading the firm's applied AI hub and serving on its Operating Committee. She previously ran economic development engagements at McKinsey and led corporate development and strategy at CEB through its exit to Gartner. She also advised the Gates Foundation board on launching the Giving Pledge.
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Dave Lynch
Managing Director, Infrastructure Equity
Mr. Lynch is a Managing Director in Ares Infrastructure Equity. He was previously a Principal at Ara Partners focused on industrial decarbonization, and an Investment Director at Alinda Capital Partners covering utility, transportation, logistics, and digital infrastructure. Earlier at Ares, he originated power and energy acquisitions across renewables, conventional, and midstream. He began his career in Barclays' Global Power and Utilities Group and holds a B.A. from Harvard.
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Kimya Massey
Assistant Vice President & Executive Director of Athletics
Kimya Massey is the University of San Diego's Associate Vice President and Executive Director of Athletics, appointed in February 2024. He brings 26 years in intercollegiate athletics, including nine at Oregon State University as Deputy Athletic Director and Chief Operating Officer, plus leadership roles at UCF, Michigan State, and Indiana. A former four-year letterman pitcher at Michigan State, he holds undergraduate and master's degrees from the university.
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Jeffrey Rosenberg, CFA
Portfolio Manager
Jeffrey Rosenberg, CFA, is a Managing Director and Senior Fixed Income Portfolio Manager at BlackRock Systematic, specializing in systematic bond and multi-asset strategies. He serves on key investment committees and co-leads the Systematic Multi-Strategy Fund. He holds an MS in Computational Finance from Carnegie Mellon and has been a CFA charterholder since 1997.
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Kort Schnabel
Co-Head of US Direct Lending & Portfolio Manager
Mr. Schnabel is a Partner and Co-Head of U.S. Direct Lending in the Ares Credit Group and Chief Executive Officer of Ares Capital Corporation. He also co-heads Sports, Media and Entertainment and serves as Director and Co-President of Ares Sports, Media and Entertainment Opportunities LP. He sits on the Ares Operating Committee and three investment committees. He joined Ares in 2001 from Walker Digital, and previously Morgan Stanley.
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Court R. Turner
Partner, Co-Founder & CEO
Court Turner is Co-Founder and Executive Chair of Onchilles Pharma and a Partner at LYZZ Capital, with nearly three decades in San Diego biotech. He founded and led Synthorx (acquired by Sanofi) and RQx Pharmaceuticals (acquired by Genentech), and sold Rodeo Therapeutics to Amgen. He also teaches "From Invention to Patient" at San Diego State and holds a JD from the University of San Diego.
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Lisa Salvi
Managing Director, Advisor Services
Lisa Salvi is a member of Schwab Advisor Services’ leadership team, overseeing Business Consulting and Education programs for independent advisors. She has worked with fee-based advisors since 2003 and held multiple leadership roles at Schwab since 2007, including Chief of Staff to the head of Advisor Services. She holds a bachelor’s degree from UCLA.
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Michael Liang
Managing Partner
Michael Liang, Ph.D., is a venture capital investor with 25 years of experience and Founder and Managing Partner of InVivium Capital, focusing on life sciences investments. Previously, he spent 16 years as a Partner at Baird Capital overseeing healthcare venture investments. He serves on the boards of Onchilles Pharma and Infinant Health and holds degrees from UC Berkeley and Stanford.
AlphaCore Spotlight
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Dick Pfister, CAIA®
CEO, Founder
Dick brings 25+ years in wealth advisory, specializing in alternatives. He founded AlphaCore in 2015 and serves as CEO and Investment Committee managing member. Previously a partner at Altegris, sold to a Fortune 500 company in 2010, he began as a floor trader at the Chicago Mercantile Exchange and ran Dean Witter Reynolds' Global Trade Desk. He is part of the inaugural CAIA class.
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David Stubbs, PhD
Chief Investment Strategist, Partner
Dr. David Stubbs is Chief Investment Strategist at AlphaCore Wealth Advisory and a member of the firm's leadership team. He joined after a decade at J.P. Morgan and Blackstone, where he led investment strategy teams across asset and wealth management. Earlier, he served as an economist for the British government, several think tanks, and the United Nations in New York.
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Dave Engel
Managing Director, Partner
Dave is a venture capital and technology professional with over 25 years of experience across investing, operations, and financial services. He founded Red Shepherd Ventures and has a proven track record of angel and venture investments, including Zingbox, acquired by Palo Alto Networks, and NextAge, acquired by Alcatel. Previously, Dave led worldwide sales at Zingbox, driving 10x growth in 18 months, and held leadership roles at NetApp and Oracle.
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Eric Gerster, CFA
Chief Investment Officer, Partner
Eric is an accomplished investment professional with over 30 years of experience across institutional investing, credit, equities, and alternatives. His career includes senior roles at J.P. Morgan and T. Rowe Price, as well as managing long/short equity strategies at Point72, Guggenheim, and Millennium Management. Eric holds a bachelor’s degree from Boston College and an MBA from the Wharton School of the University of Pennsylvania.
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