Name
In Camera - What's Really Going on in the Industry Advisor Insights
Date & Time
Friday, October 3, 2025, 8:30 AM - 9:15 AM
Speakers
Michael Konopaski, Designed Wealth Management
Gillian Kunza, Designed Securities Ltd.
Michael Konopaski Gillian Kunza
Description

This session explores key shifts in the investment industry, from AI and platform innovation to dealer consolidation and underserved clients. Michael shares insights from decades of attending U.S. RIA conferences, highlighting tech-forward models for your practice and the growing demand for UMAs, alternatives, and customization. Designed Wealth’s stance continues to emphasize independence, transparency, and emotional intelligence. This session challenges participants to reflect, engage, and identify pain points worth solving.

Location Name
Belaire / Britannia
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Location
Belaire / Britannia