November 12th, 2026 @ The Rusty Pelican, Key Biscayne
Artificial intelligence is driving one of the largest capital investment cycles in decades, with implications reaching far beyond technology stocks. This interactive panel will explore the global race to build AI capabilities and infrastructure, how the U.S., China and international markets are approaching the opportunity differently, and what the extraordinary level of investment could mean for economies, industries and portfolio allocations.
Daniel Santiago is Vice President and Sector Specialist at State Street Investment Management. Daniel is the subject matter expert and ETF strategist for sector ETFs, focused on growth, strategy, and education for direct retail and digital wealth platforms.
With deep expertise in capital markets and distribution, Daniel is a recognized “ETF influencer” and thought leader on sector investing. Prior to joining State Street in 2025, Daniel held executive roles at asset managers, ETF platforms and registered investment advisors – including Toews Corp., Tidal Financial Group and Astor Investment Management.
Daniel is an active board member of the Financial Planning Association (FPA®) of Miami and Co-Head of Membership for Women in ETFs (WE®) South. Daniel is a graduate of Florida State University and holds FINRA Series 7/66 as well as the Certified ETF Advisor (CETF®) designation.
What should advisors and investors be preparing for as the economy, financial markets and monetary-policy environment continue to evolve? Ameriprise Financial Chief Market Strategist Anthony Saglimbene brings a national market strategist's perspective to the forces shaping the investment landscape and the opportunities and risks advisors should be watching as we head toward 2027.
Saglimbene is a member of the Ameriprise Global Asset Allocation Committee. He is responsible for directing the asset allocation strategy for the firm. The Committee provides asset allocation advice across a range of risk tolerances, time horizons and tax sensitivities.
Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.
Great advisors are increasingly being asked to lead not only as financial professionals, but as CEOs of increasingly complex businesses. This interactive practice-management session explores the disciplines behind high-performing advisory firms, from establishing a clear vision and measuring what matters to developing strong teams, creating a differentiated client experience and building a business capable of scaling sustainably. The session will touch all four Capital Group practice-management pillars, with greater emphasis on Think Like a CEO and Optimize the Client Experience.
Wassan Kasey is senior vice president and advisor practice management consultant at Capital Group. She has 22 years of investment industry experience and has been with Capital Group for eight years.Prior to joining Capital, Wassan led the institutional and retail sales in the Western U.S. for Milliman's downside hedge strategies. Before that, she was a portfolio manager and analyst, then later became an advisor coach at Wells Fargo Private Bank.She started her career as a financial advisor at Morgan Stanley. She holds a bachelor's degree in business administration from the University of Southern California. Wassan is based in Los Angeles.
Help your business-owner clients uncover tax savings they may not realize are available. Through practical plan-design examples and case studies, this session will show advisors how customized retirement plans can help owners increase deductible contributions, reward key employees and better align retirement benefits with business goals. Just as importantly, advisors will leave with additional planning ideas and conversation starters they can use to deepen relationships with existing business-owner clients and attract more of them.
Mr. Robert Penafiel is an academic scholarship recipient and holds an A.A. in Computer Science
South Florida real estate continues to present a unique mix of opportunity, affordability challenges and changing economics for homeowners and investors. This timely session will connect the current residential, investment and development markets with Florida's evolving property-tax landscape, including potential impacts on primary residences, second homes and investment properties, possible homeowner savings, and the broader implications for municipalities and local communities.
This isn't another panel. You're part of the planning team. Step inside two complex client relationships and work alongside an interdisciplinary team of experienced professionals. Attendees will take the role of lead advisor, make real-time planning decisions as the cases unfold, and then hear elite partner professionals examine the tax, estate, investment and planning implications from their respective disciplines. The experience progresses from a relatable $5M-$10M HNW executive family to a complex $30M-$50M+ UHNW family, showing how the advisor's role evolves from coordinating complexity to orchestrating an entire professional team.
