RETURN STACKED® · CHICAGO · 2026

The End of Either/Or

October 28, 2026 | Old Main Post Office, Chicago

We don’t believe in either/or

For decades, advisors have been forced to choose: keep the stocks and bonds clients know and trust, or dilute them with alternatives that target diversification and outperformance. We think that tradeoff is a relic.

Join advisors, CIOs, and allocators for a full day of insights into the new frontier of capital-efficient portfolio construction, hosted at Old Main Post Office in Chicago.

YOU’LL LEAVE WITH

01
 A framework for stacking diversifying return streams without diluting core exposures
02
Implementation playbooks from advisors already running these strategies in production
03
Tools for the client conversation: how to position, benchmark, and explain return stacking
04
Live insights from the Return Stacked team, plus speakers from AQR, J.P. Morgan, Man Group, and others

WHO SHOULD ATTEND

Built for forward-thinking advisors who:

Want better diversification without sacrificing beta exposure

Are exploring managed futures, return stacking, or portable alpha

Want hands-on guidance for capital-efficient portfolio construction

Care about behavioural alignment and client communication in alternatives

Whether you’re experienced with return stacking or just learning the language, you’ll leave with new tools to help grow your practice.

A LOOK BACK

Inside the 2025 Symposium

A fully sold-out room of advisors and CIOs.

SPEAKERS

Introducing our headline speaker

Cliff Asness

Founder, AQR Capital Management

JOINED BY THE RETURN STACKED® TEAM

Corey Hoffstein

CEO & CIO, Newfound Research

Adam Butler

CIO, ReSolve Asset Management

Mike Philbrick

CEO, ReSolve Asset Management

Rodrigo Gordillo

President, ReSolve Asset Management

AND SPEAKERS FROM

AGENDA

From principles to practice

9:00 AM

Welcome

9:15 AM

Intro to Return Stacking
How $1.00 can do the work of $2.00

9:40 AM

Return Stacking from the Allocator’s Seat
An institutional allocator’s perspective

10:45 AM

Break

11:00 AM

The Case for Stacking Managed Futures
Expert panel featuring AQR and J.P. Morgan

12:00 PM

Lunch

12:30 PM

From Institutional to Wealth
Bringing institutional strategies to advisor portfolios, with Man Group

1:30 PM

Advisor Case Studies
Practitioners on what’s actually working

2:30 PM

Break

2:45 PM

Stacking for Client Outcomes
Different objectives, one framework

3:45 PM

Running Big Money for the Long-Term
A conversation with Cliff Asness, AQR

4:45 PM

Closing Remarks & Cocktail Reception

EVENT SPONSORS AND PARTNERS

PLATINUM

GOLD

SILVER

MEDIA PARTNERS

FAQ

Before you register

Is there a cost for attendance?

No. The Symposium is free for approved advisors.

Will sessions be recorded?

No. The Symposium is in person only. You need to be there to benefit from the day.

Can I bring a colleague?

Yes, provided they register and are approved through the registration form.

Register Now

Attendance is restricted to financial advisors and selected media.

Register your interest now. The 2025 Symposium was a fully sold-out event.