The New Rules of Portfolio Construction for RIAs (Sponsored By TappAlpha) — A Can't-Miss Webinar
Let me be direct: the old portfolio construction playbook isn’t cutting it anymore. Markets have changed. Client expectations have changed. The advisors who are winning right now aren’t the ones clinging to the same allocation frameworks from a decade ago — they’re the ones willing to rethink how portfolios get built from the ground up.
I’ve been having a lot of conversations lately with RIAs who are doing things differently — and getting results. Better client outcomes, stronger differentiation, accelerating AUM growth. The common thread? They’re incorporating strategies and tools that most of their peers haven’t even considered yet.
That’s exactly why I’m hosting a live webinar next week where you’ll hear directly from some of these advisors. No theory. No sales pitches. Just practitioners sharing what’s actually working in their practices right now.
What to Expect
When: Wednesday, March 25, 2026 — 1:00 to 2:00 PM EST
Where: Virtual (Zoom) — Register Here
Host: Michael A. Gayed, CFA
Sponsored by: TappAlpha
CE Credit: Yes — this webinar is CE-Credit Approved by the CFP Board
This is a candid, peer-to-peer discussion with a panel of leading RIAs who are rethinking how portfolios are built in today’s market environment. These advisors will share the ideas, tools, and portfolio construction approaches that have helped them better serve clients, differentiate their practices, and accelerate AUM growth. Rather than relying solely on traditional portfolio sleeves, many are incorporating new strategies — including innovative daily covered call approaches — designed to deliver improved outcomes for clients navigating today’s markets.
This is the kind of conversation that usually only happens behind closed doors at industry conferences. You’ll walk away with actionable ideas you can implement immediately — not a stack of white papers to read “later.” And yes, you’ll earn CE credit for attending.
Meet the Panel
Si Katara, Founder & CEO, TappAlpha
Si Katara is the Founder and CEO of TappAlpha, a fintech-driven ETF platform pioneering a new category of Growth + Income investing. In just 12 months, TappAlpha scaled from $20M to $400M in AUM. He brings 17 years of technology entrepreneurship to investing, focused on consistency, adaptability, and durable outcomes.
Edward B. Secrest, CFP®, Founder & President, Southeast Financial Group
Edward B. Secrest, CFP® is the Founder and President of Southeast Financial Group, Inc. With a career spanning full market cycles from the early 1990s to today, he brings a seasoned perspective to portfolio construction, risk management, and long-term planning. He is also the co-founder of PlanSync.ai, helping financial advisors scale their retirement plan business.
Chris Coolidge, CFA, Portfolio & Relationship Manager, Brookwood Investment Group
Chris Coolidge, a CFA charterholder with 25 years of investment experience, is a seasoned portfolio and relationship manager at Brookwood Investment Group. His expertise was honed at firms like BlackRock and Brandywine Global, where he managed fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner.
David Reidy, Founder & Principal, First Growth Capital
David Reidy is the founder and principal of First Growth Capital, a financial planning and asset management firm established in 2019. Throughout his career, David has led the development of a multi-asset-class approach to alpha generation and risk management for retail and institutional investors.
Will Jourdan, TappAlpha will also be joining the panel.
This isn’t a panel of talking heads reading off slides. These are practitioners who are in the trenches every day, managing real client portfolios and making real allocation decisions. They’ve agreed to share openly what’s working, what’s not, and where they see the biggest opportunities ahead. That kind of transparency is rare — take advantage of it.
Register Now — Seats Are Limited
I don’t say this lightly: this is one of the most valuable hours you’ll spend all quarter. If you’re an RIA looking to sharpen your portfolio construction approach, hear what your most forward-thinking peers are doing, and pick up CE credit in the process — this is it.
Spots fill up. Don’t wait.
Michael A. Gayed, CFA
Publisher, The Lead-Lag Report
Founder, Lead-Lag Media