We’re excited to have you join us! This is a chance to step away from the day-to-day, connect with fellow advisors, and dive into a lineup of excellent topics.
Welcome to Bolton’s Advisor Conference
Conference Agenda
Tuesday May 5
6:00 - 9:00 pm
Welcome Cocktail at Amazónico
Brought to you by AIS & Karta
Wednesday May 6
07:30 - 09:00 am
Breakfast & Registration
9:00 - 9:30 am
Opening Remarks & State of Bolton
Steve Preskenis – Bolton Global Capital
9:30 - 10:00 am
Market View on Structured Notes
Samir Lakkis – AIS
10:00 - 11:15 am
Economic Panel
Antonina Tarassiouk – Raymond James / Reams Asset Management
Gabriela D. Santos – J.P. Morgan
David Schassler – VanEck
Terry Simpson – Ares Management
Moderator: Oscar Isoba
11:15 - 11:30 am
Break
Brought to you by Crump
11:30 - 12:00 pm
International Estate and Tax Planning Strategies
Timothy Carroll – Trident Trust
12:00 - 12:30 pm
New Products / Technologies
Matt Beals – Bolton Global Capital
12:30 - 01:30 pm
Lunch
Brought to you by Concise Capital
1:30 - 2:00 pm
Global Policy Divergence & Its Effect on Global Sovereigns & Currencies
Martyn Simpson – Colchester
2:00 - 2:30 pm
AI Is Changing: How You Deliver the Premium Service Your Clients Expect
Orlando Espinoza – Karta
2:30 - 3:00 pm
Break
Brought to you by Pecora Capital
3:00 - 3:30 pm
Macro Markets: Role of Politics / Geopolitics in Portfolio Allocation & Risk
Bob Savage – Pershing
3:30 - 4:30 pm
Keynote Speaker – Dr. Nouriel Roubini
Brought to you by Sun Capital Valores
4:30 - 5:00 pm
Leveraging Insurance Strategies for Onshore & Offshore Clients
Bob DiMeo – Crump
Carly Brooks – Crump
Fabian Gonzalez – Symetra
Raul Rohr – Rohr Private Wealth Management
Moderator: John Cataldo
5:00 - 5:15 pm
Closing Remarks
John Cataldo – Bolton Global Capital
5:30 pm
Cocktail and Dinner at the Four Seasons
Brought to you by Colchester
Thursday, May 7
7:30 – 3:30 pm
Bolton Global Open 2026
Brought to you by Pershing and Trident Trust
Golf registration – 7:30 am
Shotgun – 8:30 am
Meet the speakers
KEYNOTE SPEAKER
World renowned economist, speaker, educator, advisor, and portfolio manager, with remarkable insight into the world at large.
Sponsored by
Event Calendar
Tuesday
May 5
Welcome Cocktails & Canapés at Amazónico Restaurant
6:00 pm – 9:00 pm
Amazonico Miami is the newest vibrant and upscale restaurant known for its global stylish decor, lively atmosphere, and exquisite dishes.
With unique cocktails and stunning art installations, it’s the perfect spot for a chic night out in the heart of Miami.
Wednesday
May 6
Cocktail & Dinner at Four Seasons Terrace
From 5:30 pm
The Four Seasons offers a sleek, modern setting with stunning views and a stylish terrace, perfect for an unforgettable Cocktail & Dining experience.
Thursday
May 7
Bolton Global Open 2026 at
Crandon Golf Key Biscayne
Registration 7:30 am
Shotgun 8:30 am
The Bolton Golf Open III will be hosted at Crandon Golf Course, one of Miami’s top destinations for its unique design and challenging features. 60 players will have the unique experience of golfing surrounded by the ocean.
Platinum Sponsors
Gold+ Sponsors
Gold Sponsors
Silver Sponsors
