Day 1
SPEAKERS
Alison Levine
Leadership Expert, Mountain Climber and Polar Explorer
Carrie Hansen
EVP, COO, President – Mutual Funds at AssetMark
SESSION
Going Beyond Human Connection
What bold moves could transform your practice? Join polar explorer, mountaineer, and leadership expert Alison Levine for an empowering conversation about taking action. From her stories of leading teams through extreme conditions, discover practical insights on making courageous decisions, inspiring your team, and breaking through barriers in your business. This isn’t theory; it’s about what you can do starting now. Bring your questions! Carrie opens the floor for a special live Q&A session with Alison.
STILL CURIOUS?
Day 2
Speaker Sessions
SPEAKER
Michael Kim
President and CEO at AssetMark
SESSION
Welcome to Go Beyond
Michael Kim kicks off this year’s Gold Forum with a simple but powerful idea: how do we all Go Beyond? Beyond what we thought possible for our practices. Beyond the limits we’ve set for ourselves. Beyond what our clients expect. Michael will share where AssetMark is headed, what’s happening in our industry, and why now is the time to push past what’s comfortable and reimagine what’s possible for your business.
SPEAKER
Lou Maiuri
Chairman and Group CEO at AssetMark
SESSION
Going Beyond Vision
Lou recognizes our Field Advisory board, gives an update on AssetMark’s parent company, GTCR, our new NPS numbers, and unveils AssetMark’s new value statement, where our advisors are at the heart of everything we do. Lou also shares his perspectives on how AssetMark’s continued investment in our platform positions us as an industry leader to help you Go Beyond.
SPEAKER
Rainn Wilson
Actor, Producer, Director, Comedian, and New York Times Best-Selling Author
SESSION
Going Beyond Human Connection
Best known for his iconic role as Dwight Schrute on The Office, Rainn Wilson is also a passionate thinker, writer, and changemaker. As one of the co-founders of SoulPancake, he has spent years exploring how we all seek connection, hope, truth, identity, and purpose, challenging audiences to think more deeply about what it means to be human. With his trademark mix of humor and honesty, Rainn inspires audiences to engage with life’s biggest questions, from philosophy and creativity to spirituality, science, mental health, and beyond. This session will spark both heart and mind, inviting us to look inward as we continue to Go Beyond together.
SPEAKER
Jessica Matthews
Inventor, Entrepreneur, Founder and CEO at Uncharted
SESSION
Find Your Fight: The Power of Taking it Personally
What happens when you go beyond the expected and reimagine what’s possible? Jessica O. Matthews shows us. This award-winning inventor and entrepreneur didn’t just create an energy-generating soccer ball, she reimagined how we power our world. Jessica will challenge you to think differently about innovation in your own practice: What bold moves could you make? What everyday challenges could you solve differently? How could you go beyond to better serve your clients and grow your business?
MODERATOR
Zoe Brunson
Chief Investment Strategist at AssetMark
DEBATERS
Dr. David Kelly
Chief Global Strategist at JP Morgan
Brian Westbury
Chief Economist at First Trust Advisors
SESSION
Beyond the Headlines: Making Sense of Market Forces
What’s really driving markets in 2026? Where’s the next disruption coming from? Should investors be worried or optimistic? Two of the country’s sharpest economic minds tackle these questions and more in a conversation designed to cut through the noise. Expect candid debate, competing perspectives, and insights you can actually use.
STILL CURIOUS?
MODERATOR
Michael Kim
President and CEO at AssetMark
DEBATERS
Alyson Tucci
CSVP, Corporate Strategy & Corporate Development at AssetMark
Dana Burkhardt
Vice President, Head of Business Consulting at AssetMark
SESSION
Succession and Beyond
Succession planning is a hot-button topic for many advisors, but how prepared are advisors for the transition? During this session, we’ll explore practical strategies for advisor succession in today’s evolving landscape, from preparing your team and growth plan to optimizing valuation and navigating deal structures. Attendees will gain actionable insights to help them confidently plan and execute their transition at any stage of the succession journey.
STILL CURIOUS?
Read the blog on the results of AssetMark’s 2025 Advisor Succession Survey
Learn about AssetMark’s Ascent program for every stage of business
Fill out the worksheet to try AssetMark’s Business Assessment Tool
Day 2
AssetMark “Breakouts and Beyond”
![Kezia_Samuel (2)[79]](https://www.assetmark.com/wp-content/uploads/2026/03/Kezia_Samuel-279.webp)
MODERATOR
Kezia Samuel
Chief Market Strategist at AssetMark
DEBATERS
Creaghen Peters
Director, Real Estate Product Strategy at KKR
Neil Menard
President, Distribution at Stepstone Private Wealth
SESSION
Private Markets “Fund Feud”
Survey says… this session is going to be fun! Kezia moderates as Team KKR faces Team Stepstone in a Family Feud-style showdown that makes private markets education engaging. Through rapid-fire questions and “answers on the board,” you’ll get practical insights on what makes private markets infrastructure and real estate investments unique, debunk some common misconception about private markets and explore the “why now” for infrastructure and real estate private assets. Come ready to participate and walk away with talking points you can use at your next client meeting.
STILL CURIOUS?
Learn more about expanding into private markets
Read the blog about adding private markets to existing portfolios
Read the blog for highlights from AssetMark’s 2025 Advisor Insights Report
SPEAKER
Erin Wood
SVP Advanced Planning at AssetMark
SESSION
The Future-Ready Advisor: Multi-Generational Wealth Strategies
Multi-generational wealth planning isn’t just for the ultra-wealthy anymore. Erin shares advanced strategies for helping clients protect assets, minimize tax burden, and ensure their values live on long after they’re gone. This can be the way forward for the future-ready advisor, all with a little help from our favorite space saga.
STILL CURIOUS?
Learn more about advanced planning at AssetMark
Check out the advanced planning FAQs
Read the blog about building a multi-generational advisory firm
SPEAKER
Logan Cummings
SDBA Business Development Consultant at AssetMark
SESSION
Brick by Brick: Reinventing Retirement with SDBA
Remember when LEGO sets came in a bucket with zero instructions? That’s most 401(k)s today. Logan explores AssetMark’s latest SDBA solution, complete with step-by-step guidance to help you customize your client’s investments based on their goals and grow your share of wallet.
STILL CURIOUS?
Learn more about AssetMark’s SDBA solution
Read the blog on how SDBAs can help you manage retirement assets
SPEAKER
Tricia Brady
VP Business Consultant at AssetMark
SESSION
Welcome to Brady’s
Remember Will Guidara’s standing ovation at last year’s Gold Forum? Tricia’s picking up where he left off and breaking down what “unreasonable hospitality” actually looks like in practice and showing you how to make your clients feel like the most important people in the room. Walk out with real tactics you can use Monday morning.
STILL CURIOUS?
Learn more about AssetMark Growth Consulting
Understand how our business consulting team can support you
Register for the 2026 Business Builder program (or watch replays)
SPEAKERS
Andrea Mullen
SVP Strategic Initiatives, Custody, Performance & Reporting at AssetMark
Dan Cunningham
SVP Product at AssetMark
SESSION
eWealthManager® Evolved: Smarter Tools for Better Outcomes
AI shouldn’t complicate your life; it should simplify it. Andrea and Dan unveil major eWM enhancements, including AI-powered talk tracks, next best action prompts, and a redesigned dashboard that cuts through the noise. Spend less time navigating systems and more time building relationships.
STILL CURIOUS?
Watch the video on new features coming soon
Day 3
MODERATOR
David McNatt
EVP, Chief Wealth Solutions Officer at AssetMark
DEBATERS
David Unanue
Head of Asset Class Services at Capital Group
Alexander Wright
Partner and Global Wealth Strategist at Apollo Global Management
Shane Clifford
Partner, Head of Global Wealth at The Carlyle Group
SESSION
Beyond the Portfolio
David moderates a dynamic session on the Private and Public Markets Landscape with three powerhouse financial experts.
STILL CURIOUS?
SPEAKERS
Lou Maiuri
Chairman and Group CEO at AssetMark
Alex Pape
EVP, Chief Technology & Product Officer at AssetMark
SESSION
Beyond the Algorithm: An AI Fireside Chat
Where is AI taking our industry, and how is AssetMark leading the way? Join Lou for an in-depth conversation with Alex about our upcoming AI initiatives and our commitment to technological leadership, with demos of our new eWealthManager capabilities. Discover what’s on the horizon and how we’re going beyond to shape tomorrow’s possibilities for our advisors.
STILL CURIOUS?
See how AI-powered Talk Tracks can level up client conversations
SPEAKER
Zack Kass
Technology and AI Expert
SESSION
The Human Edge: Thriving in the Age of AI
As artificial intelligence reshapes industries and redefines work, how can we go beyond adaptation to lead with purpose and vision? Zack Kass, technology futurist and author of The New Renaissance, explores how leaders can navigate this era of exponential change. Drawing on his deep experience in AI innovation, Zack offers a clear-eyed look at what’s coming next and practical guidance for helping future proof your career. His message centers on one key truth: in a world driven by machines, our greatest advantage lies in the human skills that can’t be automated; creativity, empathy, and courage.
SPEAKER
Platon
Award-Winning Photographer
SESSION
Beyond the Surface: Finding Humanity in Every Story
Award-winning photographer Platon takes us on an extraordinary visual journey into the heart of human connection. Drawing from his personal encounters with world leaders, changemakers, and everyday people, he reveals the universal power of empathy and presence. Through stories and striking imagery, Platon shows how to truly see others—beyond titles, beyond appearances—and build trust through authenticity. Advisors will walk away inspired to listen more deeply, understand what motivates others, and foster relationships rooted in meaning, purpose, and shared humanity.
SPEAKERS
Dan Marino
Legendary Football Hall of Fame Quarterback, Miami Dolphins, Philanthropist, Entrepreneur
Lou Maiuri
Chairman and Group CEO at AssetMark
SESSION
Beyond the Playbook: Lessons from the Field
Dan Marino rewrote the NFL record books without ever winning a Super Bowl, proving that greatness isn’t defined by a single moment but by consistent excellence and the courage to keep pushing forward. From pioneering the no-huddle offense to building a foundation for autism research, Dan’s career is a masterclass in going beyond what’s expected and creating impact that lasts.
SPEAKERS
LOU MAIURI
CHAIRMAN AND GROUP CEO AT ASSETMARK
MICHAEL KIM
PRESIDENT AND CEO AT ASSETMARK
SESSION
BEYOND GOLD FORUM
LOU AND MICHAEL CLOSE OUT THIS YEAR’S GOLD FORUM WITH THEIR INSIGHTS AND REFLECTIONS, AND WHAT IT MEANS TO THEM TO GO BEYOND.
STILL CURIOUS?
Photo Gallery
Go Beyond
Check out the best moments from this year’s Gold Forum. Attendees get exclusive access to the photos from Gold Forum to download and share with colleagues.
Gold Forum 2027
Save the Date!
Mark your calendar—next year’s Gold Forum is from Sunday, February 21st to Wednesday, February 24th, 2027 at the JW Marriott Hill Country in San Antonio, Texas.
©2026 AssetMark, Inc. All rights reserved.
8806534.1 | 03/2026 | EXP 03/04/2028
For client use only.