Flourishing in a reimagined world

Thank you to everyone who joined us for our 2026 Signature Event: Flourishing in a Reimagined World.

We talked about where markets go from here, heard from the Tax Foundation on tax policy in transition, and looked at how AI is changing investing and innovation. Dave Valle shared his story of baseball, purpose, and his "second season," and Michelle Gielan closed the day with the science of resilient optimism. It was truly an incredible event!

As always, the best part wasn't on the agenda. It was the conversations between sessions and over drinks afterward, with business owners, entrepreneurs, and families talking about what's next in business, in family, and in life.

Thank you to our speakers and our community. We're already looking forward to next year!

WELCOME REMARKS

With Kathleen Carbone, Chief Advisory Officer,
Terry Cook, CEO and Managing Principal of Parcion

INVESTMENT
PANEL

With Terry Cook,
Bradlee Few of KKR,
Taylor Huffman of PTAM,
Walt Czaicki of AllianceBernstein

Tax
Policy

With Dr. William McBride of the Tax Foundation

The Second Season

With Dave Valle of Esperanza, and Former Seattle Mariner

Artificial INtelligence

With Paul Mikesell of Carbon Robotics,
Neil Roseman of Invicti Security,
Kellan Carter of FUSE

Resilient Optimism

With Author Michelle Gielan, and Former CBS Anchor