Upcoming Events
Conference:
Ancorato is Attending Future Proof
Date: 03/08/26 - 03/11/26 Miami, Florida
Ancorato will be attending Future Proof in Miami from March 8–11, joining thousands of forward-thinking advisors, asset managers, and industry leaders shaping the future of wealth management.
Representing Ancorato at the event will be Pisoot Senethavilay, President, and Patrick Leblanc, VP of Capital Markets – East. The team will be connecting with advisors to share insights on structured note strategies, portfolio construction, and how principal-protected solutions can play a role in today’s evolving market environment.
Conference:
Ancorato is Attending Fact Right
Date: 03/25/26 - 03/27/26 Scottsdale, Arizona
Ancorato will be attending the FactRight Due Diligence Conference in Arizona from March 25–27, 2026. Representing Ancorato at the event will be Pisoot Senethavilay, President, and Shannon, VP of Operations and Administration.
FactRight brings together wealth managers, due diligence professionals, and alternative investment leaders for in-depth discussions around portfolio construction, risk management, and opportunities within the alternatives space. Pisoot and Shannon will be engaging with attendees to share Ancorato’s perspective on structured note strategies and disciplined portfolio design.
Webinar:
Designing Fixed-Income Portfolios with Principal Protection
Date: 03/25/26 11AM PST / 2 PM EST
Intended for: Advisors
This session will cover the fundamentals of principal protection, portfolio design considerations, risk-return tradeoffs, and practical implementation strategies for advisors looking to enhance client outcomes. Attendees will gain insight into how structured solutions can complement traditional bonds and help build more resilient income-focused portfolios.
Designed for financial advisors and industry professionals seeking a disciplined, risk-aware approach to fixed-income construction.
Ancorato Due Diligence Event Summer 2026
Event:
Date: 06/17/26 - 06/19/26
Intended for: Advisors and Due Diligence Officers
Join us for Ancorato’s annual Due Diligence Conference, a focused two-day event designed to help financial advisors understand how our structured note SMA process works and how it can simplify portfolio construction.
Through guided sessions and platform walkthroughs, you’ll gain practical insights into how Ancorato supports advisors in delivering objective-based strategies more efficiently. We’ll cover how our approach is built to integrate seamlessly into your practice—helping you save time, reduce complexity, and stay aligned with client goals.
For more detailed information, connect with us on LinkedIn
*Legacy Investment Solutions, LLC , doing business as (d.b.a.) Ancorato, is an entity registered with the Securities and Exchange Commission (SEC), but registration does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that an advisor has gained a particular level of skill or ability.
The information to be shared at this event is for for educational purposes only and the information should not be construed as a provision of personalized investment advice.