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2026 Top Advisor Conference

Tell us how we did.

From all of us at Main, thank you for joining us for our Top Advisor Conference at Rosewood Sand Hill. Next year’s conference gets built on what you tell us here, so we really appreciate your honest feedback. This should take under 5 minutes, and your responses are anonymous unless you choose to leave your name.

— The Main Management Team

Required questions 0 of 13 answered

This survey is anonymous. If you’d like us to follow up on anything you share, leave your name and we’ll reach out.

01Overall, how would you rate your experience at this year’s conference? (required)
0 — Poor / Fell short10 — Excellent
02What would you say primarily made this conference worthwhile? (required)

Choose as many as apply.

03Day one sessionsOptional

1 = Missed the mark, 5 = Excellent / No notes. Skip any you didn’t attend.

Biagnostics: Behavioral Finance Omar Aguilar, Schwab
Active & BuyWrite Kim Arthur
Custom Model Partnerships James Maxwell & Alex Dippery
Featured Guest Speaker Andrew Luck

04Day two sessionsOptional

Same scale — 1 = Missed the mark, 5 = Excellent / No notes. Skip any you didn’t attend.

Market Outlook: Uncomfortably Bullish Matthew Bartolini, State Street
Technology & Modern Investing Jen Wing, GeoWealth
Meet Your CIO Kim Arthur
All Things ETFs Grant Engelbart, Carson Group
Stablecoins & Tokenization Matt Hougan, Bitwise
Thematic & International Strategy Alex Varner & Alex Dippery
Space for Space Dan Berkenstock, Hoover Institution
AI to Co-Intelligence: Where It Fits James Maxwell

07The conference experience (all required)

1 = Missed the mark, 5 = Excellent / No notes. All six, please.

Venue & Accommodations Rosewood Sand Hill
Food & Beverage
Off-Site Experience Stanford, Palo Alto dinner, and the rest
Networking Ability
Agenda Pacing
Session Length
08How clear was our communication with you before and during the conference? (required)
1 — Unclear5 — Very clear
10Were you able to connect with your dedicated Main Management regional contact or research team during the conference? (required)

Responses are recorded without your name or email unless you leave your name above. See our privacy policy.