Step into the next level of advisory excellence

Join us for an elevated, bespoke conference experience, curated to inspire insight and spark innovation.

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Ascend With Waterloo Capital
Virtual Conference

Thursday, February 12, 2026 | 9 AM
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Ascend With Waterloo Capital brings together forward-thinking professionals for a high-level, curated experience designed to deepen investment expertise, enhance operational sophistication, and refine the way advisors communicate their value.

Opening Keynote

Kyle Bass

Founder & CEO

J. Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities, and the Co-Founder and Chief Executive Officer of Conservation Equity Management, an impact and natural capital private equity firm.

Mr. Bass is also the Co-Chief Executive Officer of the newly formed Rochefort Management, a private credit firm focused on the Critical Technology Initiative – a joint effort between the Small Business Administration and Department of Defense to attract private investment into technology areas deemed critical to national and economic security.

Mr. Bass is a Life Member of the Council on Foreign Relations and the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission.

Mr. Bass has lectured on global economics, national security, geopolitics, and the architecture of the Chinese financial system at various universities, including Columbia, Yale, Harvard, Stanford, UC Berkeley, University of Texas, and the University of Virginia. Mr. Bass is the former Chair of the Risk Committee of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $75 billion.

Formerly, he was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns. He graduated from Texas Christian University with a degree in finance. Bass is an Advisory Board member of the Hudson Institute’s China Center, an Executive Advisory Board member of the George W. Bush Presidential Center, and an Investment Advisory Board member to RIA NewEdge Wealth. He also serves on the boards of the Texas Wildlife Association Foundation, Texas Department of Public Safety Foundation, and Melinda’s Foods.

Session Overview

Session 01

Investment & Portfolio Innovation

Discover how forward-thinking advisors are navigating uncertainty and unlocking new opportunities.

  • Alternative investments (private credit, PE, real assets)
  • Tactical vs. strategic allocation in volatile markets
  • Investment innovation utilizing technology, data, and behavioral finance

Session 02

Tech & Efficiency

Transform your practice with the next generation of advisor technology.

  • AI tools for productivity and personalization
  • Tech stack integration and workflow automation
  • Cybersecurity and compliance tech
  • CRM and client communication enhancements

Session 03

Personal Brand & Thought Leadership

Presented by Quantum

Learn practical marketing strategies.

  • Most effective marketing for financial advisors
  • Developing a personal voice and media presence
  • Content marketing and podcasting
  • Building authority through education
  • Social media strategy for professionals

Session 04

Tax & Estate Planning Integration

Explore sophisticated approaches to complex wealth planning.

  • Advanced tax strategies for HNW clients
  • Legacy, gifting, and trust structures
  • Tax-aware portfolio construction
  • Multi-generational wealth transfer

More Information To Come!

Additional information about Waterloo Capital is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 133705. Waterloo Capital is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice. Kyle Bass, Hayman Capital, Conservation Equity, and Rochefort Management are not affiliated with Waterloo Capital. The conference should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Waterloo Capital if engaged. There was no additional compensation (cash or non-cash) paid to Kyle Bass for hosting the Ascend Virtual Conference. https://adviserinfo.sec.gov/

© 2025 Ascend With Waterloo Capital – Virtual Conference