2026 Cooper McManus Summit
This dynamic three-day event brings advisors together to exchange ideas, explore emerging trends, and discover innovative strategies in portfolio management, client service excellence, and marketing.
October 21 - 23, 2026
·
The Ranch at Laguna Beach
Tailored specifically for financial professionals, this event delivers a robust lineup of educational sessions exploring innovative products, effective marketing and sales techniques, emerging industry trends, and more. Connect with peers, expand your network, and gain fresh perspectives from an impressive roster of engaging speakers.
Agenda
Wednesday, October 21
3:00 PM - 5:00 PM
3:00 PM - 5:00 PM
Gain access to Sage Ballroom | Sponsor Expo Setup
3:30 PM - 4:30 PM
3:30 PM - 4:30 PM
Meeder LinkedIn Breakout Session
(Optional)
5:00 PM
5:00 PM
Event Start
5:00 PM - 6:30 PM
5:00 PM - 6:30 PM
Welcome Reception featuring Sponsor Intros
Sage Patio
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
Sponsor Dinners
Sponsor dine arounds
Thursday, October 22
7:30 AM - 8:10 AM
7:30 AM - 8:10 AM
Welcome Breakfast with Annual Compliance Meeting
Welcome will be hosted by Andrew Del Rey and the Annual Compliance Meeting will be lead by Tonya Collier, Susan Dougherty, & Jason Werner
8:10 AM - 8:55 AM
8:10 AM - 8:55 AM
Keynote Presentation | First Trust
Connor Long
8:55 AM - 9:20 AM
8:55 AM - 9:20 AM
Individual Presentation | AssetMark
Brandon Swift
9:20 AM - 9:55 AM
9:20 AM - 9:55 AM
Keynote Presentation | Athene
Frankie Rosetti
9:55 AM - 10:45 AM
9:55 AM - 10:45 AM
Interactive Forum | Cambridge
CEO Amy Webber
10:45 AM - 10:55 AM
10:45 AM - 10:55 AM
Networking Break with Sponsors
10:55 AM - 11:20 AM
10:55 AM - 11:20 AM
Individual Presentation | Oceanpark
Tiana Brenneise
11:20 AM - 12:20 PM
11:20 AM - 12:20 PM
Inland Securities & Franklin Templeton | Moderated by Christina Lindsey Orta
12:20 PM - 1:20 PM
12:20 PM - 1:20 PM
Lunch with Sponsors
1:20 PM - 2:05 PM
1:20 PM - 2:05 PM
Keynote Presentation | Meeder
Bob Meeder
2:05 PM - 4:00 PM
2:05 PM - 4:00 PM
Golf
(Must register in advance for activity)
Massage
15 minute session (Must register in advance)
4:00 PM - 5:30 PM
4:00 PM - 5:30 PM
Free Time
5:30 PM - 8:30 PM
5:30 PM - 8:30 PM
Halloween Costume and Cocktails Dinner @ Sage Patio
Sponsored by Pacific Life, F&G, Bluerock, TransAmerica, Global X ETF's, Invesco, J.P. Morgan, & PIMCO
8:30 PM - 11:00 PM
8:30 PM - 11:00 PM
Halloween Party @ Sage Ballroom
with a Costume Contest!
Friday, October 23
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Breakfast with Sponsors
Sponsored by Zocks, Penn Mutual, Protective, Northern Trust, PTAM, & Innovator ETF's
8:30 AM - 8:55 AM
8:30 AM - 8:55 AM
Individual Presentation | Optimized Insurance Planning
OIP's Nick Bernatowicz
8:55 AM - 9:20 AM
8:55 AM - 9:20 AM
Individual Presentation | Vali Consulting
Skyler Mills, Derek Vermeulen, and Jathon Koetje
9:20 AM - 10:20 AM
9:20 AM - 10:20 AM
Sealy, Griffin Capital, & Calamos | Moderated by David McManus
10:20 AM - 10:30 AM
10:20 AM - 10:30 AM
Break
10:30 AM - 11:30 AM
10:30 AM - 11:30 AM
Goldman Sachs, Peachtree, & Howard CM | Moderated by Wil Smith
11:30 AM - 11:55 AM
11:30 AM - 11:55 AM
Individual Presentation | US Energy
Nick Padula
11:55 AM - 12:20 PM
11:55 AM - 12:20 PM
Individual Presentation | Principal Asset Management
Andrew Reilly
12:20 PM - 12:45 PM
12:20 PM - 12:45 PM
Individual Presentation | Cantor
Steve Pointer
12:45 PM - 1:35 PM
12:45 PM - 1:35 PM
Lunch
1:35 PM - 2:55 PM
1:35 PM - 2:55 PM
Economic Update Presentation
Fadel N. Lawandy , Director of the Burra School of Accounting and Finance
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Closing Remarks
(Raffle Winners, Awards, etc.)
4:00 PM
4:00 PM
Event End
