Viewing as

Events

We host advisors at our San Francisco office, at regional events, and at our flagship conference.

See what’s coming → Talk to your salesperson

The Advisor Summit Series

Two days at our San Francisco office

Most manager due diligence happens over a screen share. The Advisor Summit Series trades that for time on-site with the people who run the strategies.

  • Two days at the firm’s office on California Street
  • Markets and strategy with the investment committee and portfolio managers
  • Intentionally small, focused groups
  • Going deeper with the research, trading, marketing, and operations teams
Advisors with the Main Management team at the firm's San Francisco office

Upcoming events

October 13–14, 2026 Chicago, IL Advisor Experience Open

Chicago Discovery Summit

Two days in Chicago designed around candid conversation and direct access to the Main Management team, anchored by a bell-ringing ceremony on the Cboe trading floor and a private downtown river cruise.

Reserve your spot October 26–27, 2026 San Francisco HQ Advisor Summit Full

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Session full November 2–3, 2026 San Francisco HQ Advisor Summit Full

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Session full Wednesday, November 4, 2026 San Francisco HQ Advisor Summit Open

Main Management Due Diligence

A full day inside our San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Request a seat February 8–9, 2027 San Francisco HQ Advisor Summit Open

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Request a seat April 26–27, 2027 San Francisco HQ Advisor Summit Open

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Request a seat June 28–29, 2027 San Francisco HQ Advisor Summit Open

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Request a seat September 13–14, 2027 San Francisco HQ Advisor Summit Open

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

Request a seat

Recent events

The Main Management team ringing the bell at Cboe
Listing day at Cboe
The Main Management team on a ski day in Tahoe
Team ski day in Tahoe

Past events

Ask about upcoming events

Tell your regional salesperson you’d like a seat, and they’ll share dates as they’re set.

Find your salesperson →