Introduction and Welcome
James P. Dowd, CFA
CEO, North Capital
2025 Partner Summit
September 16, 2025
Building a Scalable Retail Distribution Strategy
Featured Panelists:
Jim Dowd, North Capital (moderator)
Steve Kelly, MLG
Sumukh Sridhara, AngelList
Digital Presence, Real Impact: Winning Clients in the Online Arena
Featured Panelists:
Sara Judd, North Capital (moderator)
Hector Salas, Digital Hype
Oscar Jofre, KoreConX
North Capital Roadmap
Jim Dowd, North Capital
Grant Nelson, North Capital
Mike Weaver, North Capital
Sara Judd, North Capital
The State of Private Capital Markets: Resilience Through Crisis
Sherwood Neiss
GUARDD
Tapping the Advisory Channel: Cracking the Code on RIA & Broker-Dealer Distribution
Featured Panelists:
Grant Nelson, North Capital (moderator)
Houston Hyde, Factright
Katrina Thompson, Continental Properties
Jim Celico, Adaptive Distribution Group
Jim Dowd, North Capital
Distribution Pitfalls & Playbooks: What Works, What Fails, and Why
Featured Panelists:
Minh Le, North Capital (moderator)
Iqan Fadaei, Michael Best
Adam Ott, Parsons Behle & Latimer
Joseph Anderson, North Capital
Daniel Filstrup, Thompson Hine