Segal Marco Advisors
2026 Client Conference

Phoenix, Arizona
March 12-15, 2026

Investing in the Future: The Innovation Journey

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.

You are invited

Segal Marco Advisors is pleased to invite you to our 2026 client conference at Marriott Phoenix Resort Tempe at The Buttes from Thursday, March 12 to Sunday, March 15, 2026. As a participant, you will have the opportunity to:

Attend presentations on the latest trends and education sessions on investing
Discuss key issues and challenges with Segal Marco experts from research and consulting
Participate in planned evening events to network with your peers outside of the meeting room

Please complete the registration section below

so that we have a proper headcount for meals and sessions.
For your hotel reservations, please click on the link under accommodations.

Registration closes on February 2, 2026

Registration fee

Your registration fee includes:

Three days of educational sessions
All conference materials
Meals during conference sessions
- Breakfast every morning and lunch on Friday
- Breaks during sessions
Peer discussions and networking events
- Thursday’s welcome reception
- Friday’s cocktails
- Saturday’s cocktails and dinner

Registration fee is $2,300 per person.

Guests of the registrants are welcome to join all networking events, subject to a separate attendance fee of $250 per person. This guest fee is also intended to satisfy the requirements for those subject to LM30 and LM10 reporting.

Accommodations

Our 2026 client conference will be held at the Marriott Phoenix Resort Tempe at The Buttes. We have secured a group room rate of $270/night (rates are subject to applicable state and local taxes, currently 14.07%) plus a reduced resort fee of $15. The rate is available for the main nights of our event and will be offered three days pre and post, based on hotel availability. Book your hotel reservation here.

Getting there

The Marriott Phoenix Resort Tempe at The Buttes is located at 2000 W. Westcourt Way, Tempe, AZ 85282. It is ten minutes from the Phoenix Sky Harbor International Airport (PHX). This centrally located, unique desert resort hotel built directly into the Tempe buttes offers a distinctive desert retreat with panoramic view of the Phoenix skyline and surrounding mountains. Segal Marco has not contracted for transportation to/from the hotel.

Dress code and weather

Resort casual attire is recommended during the conference. We suggest you bring a lightweight jacket/sweater, as it may be cool in the evening. The average temperature in March is 77°/52°.

Agenda

See the full conference agenda for Thursday, March 12 to Sunday, March 15.

Registration cancellation policy

Should an attendee need to cancel their conference registration, please contact Weslee Damiano. Full refunds will be issued for registration cancellations made before and including February 2, 2026. Cancellations made on or after February 3, 2026, will be refunded at 50% of the conference registration fee per participant. A full refund for guests’ cancellation for the networking events will be issued.

Questions

If you have any questions or special requests, please contact Ms. Weslee Damiano at wdamiano@segalmarco.com.

Segal Marco Advisors 2026 Client Conference