2026 | Values Summit Booklet

VA LU E S SUM M IT SOUTH BEACH | MAY 5 − MAY 8, 2026

WELCOME TO THE 2026 VALUES SUMMIT Congratulations on your accomplishment!

This year’s Values Summit experience will be nothing short of spectacular, memorable, and entertaining, and it will highlight the best of what South Beach has to offer.

Please be on the lookout for logistics and additional event information from Jenn Brown and the hosting team before and during the event. OneUP!

TUESDAY, MAY 5 Early Arrivals 5:00 p.m.

Welcome Reception | Outdoor Courtyard

AG E N DA

6:00 p.m.

Shuttle Departure | Main Lobby

6:30 p.m.

Chairman's Dinner | Indian Creek Country Club President's Dinner | B Bar at The Betsy Hotel

WEDNESDAY, MAY 6 Early Arrivals 8:30 a.m.

Breakfast | Fisher Group One

Group Two

•

10:15 a.m.

Shuttle Departure | Main Lobby

•

12:15 p.m.

Shuttle Departure | Main Lobby

•

10:45 a.m.

Arrival | Miami Beach Marina

•

12:45 p.m.

Arrival | Miami Beach Marina

•

11:00 a.m.

Lunch

•

1:00 p.m.

Lunch

•

1:00 p.m.

Shuttle Departure | Miami Beach Marina

•

3:00 p.m.

Shuttle Departure | Miami Beach Marina

•

1:30 p.m.

Arrival | The Ritz-Carlton South Beach

•

3:30 p.m.

Arrival | The Ritz-Carlton South Beach

WEDNESDAY, MAY 6 (continued) 5:30 p.m.

Welcome Reception | Starr Bar 6:30 p.m.

Dinner and Entertainment | The Ritz-Carlton Ballroom (Salon 3)

AG E N DA

9:30 p.m.

Evening Concludes

THURSDAY, MAY 7 8:30 a.m.

Breakfast | Outdoor Courtyard 9:30 a.m.

Opening and Leadership Town Hall | The Ritz-Carlton Ballroom (Salons 2 and 3) 10:00 a.m.

Speaker Session with Daniel Kraft, M.D. | The Ritz-Carlton Ballroom (Salons 2 and 3) 11:00 a.m.

Break 11:15 a.m.

Organic Growth Update | The Ritz-Carlton Ballroom (Salons 2 and 3) 11:45 a.m.

Speaker Session with Colin Cloud | The Ritz-Carlton Ballroom (Salons 2 and 3) 12:45 p.m.

Lunch | Outdoor Courtyard

5:00 p.m.

Shuttle Departure | Main Lobby

THURSDAY, MAY 7 (continued) 6:15 p.m.

Cocktail Hour | The Moore

AG E N DA

7:00 p.m.

Dinner | The Moore

10:00 p.m.

Evening Concludes

FRIDAY, MAY 8 Note: Luggage drop-off available at the front desk or in South Pointe

8:30 a.m.

Breakfast | Outdoor Courtyard 9:30 a.m.

Advisor Support Town Hall | The Ritz-Carlton Ballroom (Salons 2 and 3) 10:00 a.m.

Values Summit Success | The Ritz-Carlton Ballroom (Salons 2 and 3) 10:30 a.m.

Break 10:45 a.m.

Speaker Session with Tim Tebow | The Ritz-Carlton Ballroom (Salons 2 and 3) 11:45 a.m.

Closing | The Ritz-Carlton Ballroom (Salons 2 and 3) 12:00 p.m.

Lunch | Outdoor Courtyard 1:00 p.m.

Departures Note: Please coordinate to travel in groups to the airport, using Uber, Lyft, or other car service options.

S PEA KE RS The 2026 Values Summit speaker lineup is one of the most dynamic groups of presenters CAPTRUST has ever assembled. Your experience will be nothing short of unforgettable.

Daniel Kraft, M.D. Daniel Kraft is a Stanfordand Harvard-trained physician-scientist, inventor, entrepreneur, and investor.

With over 25 years of experience in clinical practice, biomedical research, and healthcare innovation, Kraft has served as faculty chair for Medicine at Singularity University since its inception in 2008. He is the founder and chair of NextMed Health (the evolution of Exponential Medicine), a program that explores convergent, rapidly developing technologies and their potential in biomedicine and health care. He is also a General Partner with Continuum Health Ventures, funding and catalyzing early-stage healthtech-and healthspan-focused startups.

Following undergraduate degrees from Brown University and medical school at Stanford, Daniel became Board Certified in both Internal Medicine and Pediatrics after completing a Harvard residency at the Massachusetts General Hospital and Boston Children's

Hospital, as well as Stanford fellowships in hematology, oncology, and bone marrow transplantation.

He has multiple scientific publications (including in Nature and Science), and he holds medical device, immunology, stem cell, and digital health-related patents through NIH-funded faculty positions with Stanford University School of Medicine.

He also served as clinical faculty for the pediatric bone marrow transplantation service at the University of California, San Francisco. Daniel is a member of the inaugural class of the Aspen Institute Health Innovators Fellowship and the Kauffman Fellows Society.

Daniel is an avid pilot and has served in the Massachusetts and California Air National Guard as an officer and flight surgeon with F-15 and F-16 fighter squadrons. He has conducted research on aerospace medicine that was published with NASA, with which he was a finalist for astronaut selection.

Colin Cloud For over twenty years, Colin Cloud has been entertaining and astounding audiences on the biggest TV shows and stages around the world.

He'll know what you had for lunch, where you've been today, what you do for a living, your pets’ names, and even your PIN code.

Described by the media as “the real-life Sherlock Holmes,” he’s enjoyed sold-out runs on London’s West End, Broadway, and the Las Vegas Strip— where he is now a headliner with his own show, “Colin Cloud: Mastermind,” in Harrah’s Hotel and Casino.

His phenomenal talents have now been viewed by hundreds of millions of people worldwide. Graduating from university in Glasgow at just 20 years old, with an honors degree in Forensic Investigation, Colin Cloud is now regarded as one of the world's leading corporate entertainers.

By combining his background in criminal profiling and his skills in psychology, lie detection, stand-up comedy, and magic, he will read you like a book, and he’s already sure you’re a compelling read.

Cloud's mind-blowing presentation challenges the way we all perceive the world around us, and it has been described by many as positively life-changing.

Tim Tebow Tim Tebow is a two-time national champion, Heisman Trophy winner, College Football Hall of Fame inductee, first-round NFL draft pick, and a former professional baseball player. The five-time New York Times bestselling author, speaker, and college football analyst is most passionate about his work with the Tim Tebow Foundation, the mission of which is to bring faith, hope, and love to those needing brighter days in their darkest hours of need. The foundation is currently fighting for some of the most vulnerable people around the world in over 90 countries, and counting.

Tim is married to Demi-Leigh Tebow, a speaker, author, entrepreneur, and Miss Universe 2017. Tim and Demi live in Jacksonville, Florida, with their three dogs, Chunk, Kobe, and Paris.

SO UTH B EAC H Known for its Art Deco architecture, sun-soaked beaches, and vibrant cultural scene, South Beach offers more than just stunning views. Between exclusive dining, nightlife, cultural landmarks, and unforgettable shopping, it’s a destination where style, history, and energy come together. Explore, indulge, and enjoy everything this iconic part of Miami has to offer.

LO CAL ATTRACT ION S • • • • • • • •

Art Deco Historic District & Ocean Drive Bass Museum of Art Española Way Lincoln Road Shopping District Lummus Park Miami Beach Boardwalk Miami Beach Botanical Garden South Pointe Park & Pier