EXTRAORDINARY IMPACT

Michael Kim | President and CEO | AssetMark

Michael opened with heartfelt gratitude for our Platinum Elite advisors and how, together, our advisors have built not just growth, but a thriving community defined by impact, innovation, and partnership.

Lou Maiuri | Chairman and Group CEO | AssetMark

Lou explored the strategies that drive extraordinary growth and lasting innovation, highlighting how bold decisions can build legacies that endure, no matter what stage you are in your business.

Sebastian Terry | Author, Founder of 100things

Leading with passion, curiosity and a desire to help others grow, Seb he helped us unlock resiliency in uncertain times through shared purpose, collective agency, and meaningful connection.

Sebastian Terry | Author, Founder of 100things

This interactive workshop challenged you to think differently and define your vision with clarity. Seb also provided practical tools and real-world takeaways to elevate your business and personal impact.

Michael Kim | President and CEO | AssetMark

What does extraordinary impact mean to you? Michael shared a powerful story from right here in Santa Barbara—a testament to leadership that shaped a legacy lasting over a century.

Collin Roche | CEO | GTCR
Lou Maiuri | Chairman and Group CEO | AssetMark

At this exclusive sit-down, Platinum attendees gained an insider’s perspective on the rapidly evolving world of private markets, what drives a private equity purchase, how the mechanics work, and more.

Johnny Earle | CEO | Johnny Cupcakes

Johnny is known for helping other people create blueprints for building brand loyalty, creating memorable experiences, and inspiring innovation. He hosted a dynamic session to spark ideas.

Evy Poumpouras | Journalist, Author, Tedx Speaker

After more than 12 years as a Secret Service special agent, Eva shared her unique perspective along with powerful, practical strategies for building trust, connecting across generations, and strengthening relationships.

Carrie Hansen | EVP, COO, President – Mutual Funds

Carrie reflected on her 25 years at AssetMark, highlighting how resilience, trust, and advisor dedication have fueled client success. She reinforced our commitment to our advisors and their clients.

Kezia Samuel | Chief Marketing Strategist | AssetMark
Erin Wood | SVP, Advanced Planning | AssetMark
Lindsay McKay | Partner | McKay Wealth
Chad Leigh | Wealth Management Advisor

This dynamic discussion explored the intersection of emerging macro market trends and the micro dynamics of behavioral investing.

David Wasserman | Senior Editor & Elections Analyst | The Cook Political Report with Amy Walter; NBC Contributor

After reviewing 2025 so far and looking at the coming year, this session was a policy pulse check with a forward-looking edge, with a special focus and insights on the new Tax Bill and Political Environment.

Emmitt Smith | Pro Football Hall of Famer, 3x Super Bowl Champion
Michael Kim | President and CEO | AssetMark

As Chairman of his full-service real estate services and solutions company, Emmitt uses his real estate experience and CCIM certification to focus on new business development, client relationships, vision and strategy.