Description: Is your firm ready for the challenges and opportunities of 2026?
Join Phil Trem, President of MarshBerry, and Rick Dennen, Founder and CEO of Oak Street Funding, as they dive into the factors reshaping RIAs: changing lending conditions, evolving valuations, the Great Wealth Transfer, talent pressures, and the impact of AI.
Walk away with key insights and practical steps leaders should take now to position their firms for long term success.
Date: Friday, December 5th at 12P.M. EST
Meet the Speakers
Phil Trem
President, MarshBerry
Rick Dennen
Founder & CEO, Oak Street Funding
Oak Street Funding is not affiliated with Marsh, Berry, & Co. LLC or its affiliates.
