ASSEMBLY 2025 Agenda 

CONFERENCE DATES
WED, Sept. 3 - start @ 11:30AM
THUR, Sept. 4
FRI, Sept. 5 - close @ 11:30AM

CONFERENCE HOST HOTEL
The Ritz-Carlton, South Beach
1 Lincoln Avenue
Miami Beach, FL

TIMES OF NOTE
See more agenda details below. 

Working agenda overview

WED
Sept. 3rd

Day 1

10:30AM
REGISTRATION OPENS
Partner Village opens (exhibits)
The Ritz-Carlton, South Beach
Mezzanine Level

11:30AM - 1PM
WELCOME LUNCH + PARTNER VILLAGE
Salon 1 / Mezzanine Level

1PM - 1:30PM
KEYNOTE:
CEO Welcome & State of the Union

Salon 2 - 3 

1:30PM - 2:15PM
KEYNOTE:
Next-Level Access: Redefining Alternatives BNY Alts Bridge

Salon 2 - 3

2:15PM - 3PM
KEYNOTE: Making Art Investable with Masterworks
Salon 2 - 3

3PM - 4:30PM
PLATINUM PARTNER SESSIONS
Salon 2 - 3


4:30PM - 6PM
VIP PLATINUM PARTNER RECEPTION
Salon 2 - 3


6PM - 8PM
ALL-CONFERENCE RECEPTION:
WELCOME WAVES

Hotel Poolside - Starr Bar

SPONSORED BY STONECASTLE

Kick off the conference with a true South Beach-inspired vibe, exciting bites, delicious drinks, and a few fashionable surprises. 

THUR
Sept. 4th

Day 2

8AM - 9AM
BREAKFAST & PARTNER VILLAGE
Mezzanine Level

9AM - 10AM
KEYNOTE: Market Commentary & Outlook
Salon 2-3

10AM - 11:30AM
INVESTMENT PANEL PRESENTATIONS

Salon 2-3

11:30AM - 1PM
LUNCH + PARTNER VILLAGE
Mezzanine Level

1PM - 2:30PM
INVESTMENT PANEL PRESENTATIONS
Salon 2-3

2:30PM - 3:30PM
FINTECH FORWARD: ARETE'S TECH PLATFORM & PARTNERS
Salon 2- 3

3:30PM - 4:30PM
ADVSOR-LED DISCUSSION
FROM THE FIELD: GROWING YOUR PRACTICE
Salon 2-3

4:30PM
 - 6PM
CONFERENCE BREAK
Partner Village + Partner / Advisor meetings


6PM - 9PM
THEME PARTY:
HAVANA NIGHTS, ARETE EDITION
The Courtyard (Conference Level)

SPONSORED BY U.S. ENERGY DEVELOPMENT CORPORATION

Step into the rhythm of Old Havana with a modern Miami twist. Sip Cuban-inspired beverages under swaying palms, lose yourself in live salsa beats, and savor bold Cuban flavors as Arete lights up South Beach with tropical elegance.

FRI
Sept. 5th

DAY 3

8AM - 9AM
BREAKFAST & PARTNER VILLAGE
Mezzanine Level

9AM - 10AM
KEYNOTE: The Power of SPV: Arete's Weapon in Alternative Investing
Salon 2-3

10AM - 11AM
THE COMPLIANCE BRIEF
Firm annual compliance meeting
Salon 2-3

11AM - 11:30AM
Conference closing
Travel reimbursements issued

Secure your spot at Assembly 2025 today.

Arete Wealth
Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA and SIPC. Arete Wealth Assembly is a private event for registered representatives and approved business partners only. The products and services reviewed during this event are not intended for general solicitation. 

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Chicago, IL 60607, US