Agenda At-A-Glance
Here's a look across the entirety of Assembly; see detailed agenda below.
1
September
2026
Early arrivals
Santa Barbara, CA
No formal conference agenda; resort amenities
2
September
2026
Day 1
Conference kicks off with welcome lunch, afternoon sessions & evening events
3
September
2026
Day 2
Full day of sessions, content, exhibits & evening events
4
September
2026
Day 3
Annual compliance meeting for registered reps; departures after 10am
2026 CONFERENCE AGENDA
A FINAL printed agenda will be provided at the event.
Times are still subject to shift.
WED
Sept. 2nd
Day 1
10:30AM
REGISTRATION OPENS
&
PARTNER VILLAGE
11:30AM - 1:00PM
WELCOME LUNCH
&
PARTNER VILLAGE
1:00PM - 1:40PM
ADVANCING WEALTH: THE ARETE OUTLOOK
David Levine
CEO, Arete Wealth
1:40PM - 2:00PM
PROGRAM LAUNCH
AltVest
2:00PM - 2:30PM
PLATINUM SPOTLIGHT
MDS Energy
2:30PM - 2:45PM
PROGRAM LAUNCH
Arete Elder Care Account
2:45PM - 3:00PM
BREAK
3:00PM - 3:30PM
PLATINUM SPOTLIGHT
Eagle Point Securities
3:30PM - 3:40PM
PROGRAM LAUNCH
Arete Private Client Group
3:40PM - 4:00PM
PLATINUM SPOTLIGHT
Citizen Energy
4:00PM - 4:10PM
PROGRAM LAUNCH
Arete Capital Partners
4:10PM - 4:30PM
PLATINUM SPOTLIGHT
Prometheum
4:30PM - 4:40PM
PROGRAM LAUNCH
Arete Tax
4:40PM - 5:00PM
PLATINUM SPOTLIGHT
U.S. Energy Development Corporation
5:00PM - 5:45PM
PARTNER VILLAGE SOCIAL
Cocktails and bites in our exhibit area
6:00PM - 8:00PM
PACIFIC VIEWS SUNSET RECEPTION
Sponsored by NexPoint & Megatel Capital Investment
THUR
Sept. 3rd
Day 2
7:30AM - 8:30AM
BREAKFAST & PARTNER VILLAGE
8:30AM - 9:00AM
ALTS MARKET TRENDS & ADVANTAGES
Jade Miller
CEO, ADISA
9:00AM - 9:40AM
INVESTMENT PANEL
Rethinking Yield: Innovative Paths to Alternative Income
9:40AM - 10:10AM
PLATFORM PARTNER
Asset Marketing Systems
10:10AM - 10:50AM
INVESTMENT PANEL
Energy Outlook: Investing in Oil and Gas Amid Global Shifts
10:50AM - 11:20AM
PLATFORM PARTNER
Q3 Asset Management
11:20AM - 12:30PM
LUNCH & PARTNER VILLAGE
12:30PM -1:30PM
SPONSOR* EXCHANGE
One hour of speed networking with reps
*RESERVED FOR PLATINUM AND GOLD SPONSORS ONLY
1:30PM - 2:10PM
INVESTMENT PANEL
Smart Moves: 1031 Exchanges as a Path to Growth
2:10PM - 2:50PM
SPVs WITH FINCADIA CAPITAL PARTNERS
Accessing Opportunity Through SPVs
2:50PM - 3:30PM
INVESTMENT PANEL
Navigating Cycles, Rates & Returns in Real Estate
3:30PM - 4:15PM
ARETE HOME OFFICE
Built for What's Next: Tech, AI & Arete Operational Innovation
4:15PM - 5:00PM
ARETE WEALTH TOWN HALL
5:00PM - 7:00PM
BREAK
7:00PM - 10:00PM
GRAND DINNER:
SIGNATURE SANTA BARBARA
Sponsored by Eagle Point Securities & MDS Energy Development
FRI
Sept. 4th
DAY 3
8:00AM - 9:00AM
BREAKFAST & PARTNER VILLAGE
9:00AM - 10:00AM
THE COMPLIANCE BRIEF
Firm's annual compliance meeting
10:00AM
CONFERENCE CLOSING
Departures