Citywire RIA Park City Summit 2026

Where strategy meets altitude: Park City RIA CIO Summit 2026

From Nashville’s Music City to Napa’s wine country, Citywire events are known for iconic destinations - and this time, we’re taking you to the mountains.

Join us on March 24–25 at the Pendry Park City in Utah for a day and a half of curated fund manager workshops, high-value networking, and insights from leading speakers.

It wouldn’t be a true mountain escape without time on the slopes. If you’re staying on, we will be hosting an optional ski day on Thursday the 26th, an easy-going way to connect, unwind, and enjoy the alpine air together.

Who should attend? This summit is designed for RIA CIOs, analysts, and investment committee members involved in manager research and third-party fund selection.

What can I expect? Attendees will sit down in small-group fund manager workshops alongside 2-3 other analysts and CIOs. You will get the chance to grill fund managers on the strategies they are presenting and to hear what your peers in due diligence are asking in their fund manager meetings.

The event will also feature keynote speakers, a panel session, and plenty of time to network with your fellow investment researchers.

Cost to attend: Free for qualified analysts and manager researchers. Citywire covers travel and accommodation.

Key benefits of attending

250508 - RIA Nashville - Panel Session (20) — Game-changing insights

Explore practical solutions for compliance, fees, tech adoption and portfolio design.

250508 - RIA Nashville (43) — Tactical, intimate meetings

Gain market insights through direct conversations with leading fund managers.

250508 - RIA Nashville (217) — Peer-to-peer networking

Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.

Speakers

Keynote Speakers

Karl Heckenberg

President and Managing Partner, Constellation Wealth Capital

Seán Villanueva O'Driscoll

Big Wall Climber who completed the first solo ascent of the Fitz Traverse, Patagonia, in 2021

Speakers

Keynote Speakers

Karl Heckenberg

President and Managing Partner, Constellation Wealth Capital

Seán Villanueva O'Driscoll

Big Wall Climber who completed the first solo ascent of the Fitz Traverse, Patagonia, in 2021

Karl Heckenberg

President and Managing Partner, Constellation Wealth Capital

Keynote Speaker

Tuesday, March 24, 1:50PM - 2:50PM

Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.

A Washington, D.C. native, Karl is an alumnus of Saint Joseph’s University in Philadelphia.

Meet the rest of the speakers

Keynote Speakers

Karl Heckenberg

President and Managing Partner, Constellation Wealth Capital

Seán Villanueva O'Driscoll

Big Wall Climber who completed the first solo ascent of the Fitz Traverse, Patagonia, in 2021

Seán Villanueva O'Driscoll

Big Wall Climber who completed the first solo ascent of the Fitz Traverse, Patagonia, in 2021

Keynote Speaker

Wednesday, March 25, 09:30AM - 10:30AM

Seán Villanueva O’Driscoll is a world-renowned climber and alpinist, celebrated for his daring ascents and bold explorations of some of the world’s most remote and challenging mountain ranges.

Seán started sport climbing in Belgium at the age of 13 and progressed to what is now his specialty, free climbing big walls and off-width cracks in preferably harsh conditions. He grew an affinity for mammoth objectives and virgin walls in remote and harsh locations: Patagonia, Pakistan, Baffin Island, Greenland. For Seán, expeditions, climbing, and the lifestyle are about enjoying the full experience, not single moves, or chasing grades. He believes he didn’t choose to climb – climbing chose him. O’Driscoll received a Piolet d’Or for a 2010 expedition to Greenland along with three climbing partners. The Piolets d’Or awards is to raise awareness about the year’s greatest ascents across the world. They aim to celebrate the taste for adventure, the bravery and sense of exploration that lie behind the art of climbing in the world’s great mountain ranges. In this award-winning venture, the team established nine new big wall routes, most of which were started from a sailboat dubbed “Dodo’s Delight.”

He made the first reverse ascent of the Fitz Traverse in 2021. This was only the second time that these iconic spires of Patagonia have been climbed in its entirety in a single push, and the first solo. The Fitz Traverse follows the skyline of Cerro Fitz Roy and its six satellite peaks. For those not familiar with the iconic mountain range, it is the emblem for the clothing company Patagonia. The traverse consists of 13,000 feet of vertical gain over the four-mile span of the massif. Prior to this enormous undertaking, only Tommy Caldwell (of the documentary 'The Dawn Wall') and Alex Honnold (of 'Free Solo') had managed to complete the traverse as a pair.

Meet the rest of the speakers

Keynote Speakers

Karl Heckenberg

President and Managing Partner, Constellation Wealth Capital

Seán Villanueva O'Driscoll

Big Wall Climber who completed the first solo ascent of the Fitz Traverse, Patagonia, in 2021

Workshops

Aleto

Workshops:

Aleto Market Neutral Fund

Speakers

Dave Jordan

Chief Investment Officer

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Speakers

Gershie Vann

Founder, Chief Executive Officer

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Speakers

Dave Jordan

Chief Investment Officer

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Speakers

Gershie Vann

Founder, Chief Executive Officer

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Explore more workshops

Baillie Gifford

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Cohen & Steers

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Crescent

Workshops:

Diversifying Private Credit Allocations: Tapping the Growing Ecosystem of GP-LP Solutions to Generate Differentiated Returns

Speakers

Gregory Hardiman

Managing Director

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Representatives

Hayley Baer

Vice President

Alternatives Strategic Partnerships & Business Strategy

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Representatives

Daric Olson

Regional Vice President

Alternatives Specialist – Mountain Region

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Private credit markets are evolving rapidly, offering investors new pathways to enhance returns and manage risk. This presentation explores how diversifying allocations across the growing ecosystem of GP-LP solutions can unlock differentiated performance. We will examine the strategic rationale for moving beyond traditional fund commitments, highlight emerging structures that align interests between managers and investors, and discuss how these approaches can improve portfolio resilience in varying market conditions. Attendees will gain insights into key trends shaping private credit, practical considerations for implementation, and how innovative allocation strategies can position portfolios for long-term success in an increasingly competitive landscape.

Workshop Objective: Equip participants with strategies to diversify private credit allocations by leveraging GP-LP solutions, fostering innovative partnerships, and identifying structures that deliver differentiated returns and portfolio resilience in dynamic market environments.

Company Profile: Crescent is a global credit investment manager with over $48 billion of assets under management as of September 30, 2025. For over 30 years, the firm has focused on below investment grade credit through strategies that invest in marketable and privately originated debt securities including senior bank loans, high yield bonds, as well as private senior, unitranche and junior debt securities. Crescent is headquartered in Los Angeles with offices in New York, Boston, Chicago and London with more than 235 employees globally.