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    EXTRAORDINARY IMPACT

    Platinum Summit Resources

    Session Replays

    Leverage the presentations from Platinum Summit to help you deliver extraordinary results for your business, your clients, and yourself.

    Charting the Course: What Extraordinary Impact Means for Us

    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.

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    Extraordinary Times Call for Extraordinary Leadership, a Fireside Chat

    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.

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    A Recipe for an Extraordinary Experience

    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.

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    Operate Without Fear: Insider Strategies for Extraordinary Impact

    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.

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    Impact in Motion: Welcome

    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.

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    The Evolving Investor: Behavior, Bias, & the Business of Impact

    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.

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    Macro Moves: Policy Trends Shaping the Future

    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.

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    Championing the Extraordinary: How to Create Teams of Extraordinary Talent and Solutions

    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.

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    Save the Date

    Mark your calendar—next year's Platinum Summit is from Wednesday, August 25th to Friday, August 28th, 2026 at the Four Seasons Hotel in Nashville.