CAPI 2026 Optional In-Person Alumni Program

Agenda

AM Session | Family Office Insights: Analyzing Client-Advisor Dynamics | Holly Isdale | Wharton Business School
For advisors working within the ecosystem of family offices, success requires more than technical expertise; it demands a deep understanding of the complex human and structural dynamics at play. Facilitated by Holly Isdale, this session delves into the intricate relationships between family office principals, their staff, and their external advisory teams. We will analyze the unique expectations of the family office client, common friction points in advisor-client dynamics, and strategies for fostering long-term trust and collaboration. Participants will leave better equipped to navigate the family office environment and position themselves as indispensable partners in managing the complexities of multi-generational wealth.

PM Session | Navigating the Future with AI: Strategy and Readiness | Scott Synder, Ph.D. | Wharton Business School
As AI transitions from a theoretical disruptor to a core business driver, the focus shifts to strategic execution and organizational readiness. In this interactive session, Wharton’s Dr. Scott Snyder leads an exploration of the latest AI trends with a focus on maximizing value for both your business and your clients. Through expert-led discussions and practical case studies, participants will learn how to elevate their own AI readiness, optimize decision-making processes, and transform the customer experience, ensuring they are well-positioned to deliver unparalleled value in a tech-forward future.

Navigating in a Difficult Marketplace: Straight Talk Strategies | Jenny Naughton, Jonathan Fajen, Tulio Murillo | Chubb PRS
Navigating today’s volatile insurance market requires a combination of technical agility and transparent communication. This “Straight Talk” session brings together Chubb’s PRS leadership across E&S, Risk Consulting, and Customer Experience to provide an insider’s perspective on succeeding in challenging market conditions. Participants will walk away with pragmatic strategies to manage client expectations, leverage risk consulting as a stabilizing force, and find opportunities for growth even in a difficult market cycle.