Events | March 12-March 15, 2026

2026 Segal Marco Advisors Client Conference

Our conference theme, “Investing in the Future: The Innovation Journey,” provides a platform for a focused examination of trends in finance, technology and global markets. The event is structured to deliver valuable insights and facilitate networking. Attendees can expect a forward-looking and engaging experience, complete with interactive formats and a cohesive brand identity. Join us as we embark on this journey.

This graphic represents various activities that would feature a speaker at a scheduled event.

Speakers and topics include:

"The Journey Begins": John DeMairo, Segal President & CEO

"Charting the Landscape": Geoff Strotman, Senior Vice President, Segal Marco Advisors & John Ross, Senior Vice President, Marco Advisors

"The Tech Trek": Michael Romano, Lightspeed Venture, moderated by Michael St. Germain, Vice President, Segal Marco Advisors

"Adding Tools to Your Pack for the Hike": Linda McDonald, Senior Vice President, Segal Marco Advisors, Jingle Huang, Director, Segal Marco Advisors & Rob Hungerbuhler, Vice President, Segal Marco Advisors

"Your Sturdy Campsite": Don Sheridan, Director, Segal Marco Advisors, Olga Isenberg, Associate Director, Segal Marco Advisors & Ryen Sherman, Senior Vice President, Segal Marco Advisors

"Trust the Path": Ben Hall, Vice President, Segal Marco Advisors, Donell Ward, Director, Segal Marco Advisors & Christian Sevier, Vice President, Segal Marco Advisors

"The Geopolitical Summit Briefing": Ron Temple, Lazard & Vanessa Vargas Guijarro, Vice President, Segal Marco Advisors (Moderator)

"The Trail of Innovation": Scott Shewcraft, Mindset, Rosemary Guillette, Segal Marco Advisors Senior Vice President (Moderator)

"New Landscape": Joey Mallon, Director, Segal Marco Advisors, Michael McGrath, Associate Director, Segal Marco Advisors & Francois Otieno, Director, Segal Marco Advisors

"The Pathfinders": Benji Patzik, Senior Vice President, Segal Marco Advisors, Dalius Savickas, VP, Segal Marco Advisors & Pam Dubuc, Vice President, Segal Marco Advisors

"Reaching the Strategic Summit: Real-Time Strategy Education": John Hume, Vice President, Segal Marco Advisors, Michael Joyce, Senior Vice President, Segal Marco Advisors, Keith Reynolds, Vice President, Segal Marco Advisors & Nick Trella, Senior Vice President, Segal Marco Advisors

"On the AI Trail: A Journey of Discovery and Challenge": Michael Stoyanovich, Vice President & Senior Consultant, Segal

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