LeafHouse

LeafHouse is introducing the Alta Privately Managed Alts Fund - a game-changing collective investment trust (CIT) that breaks open private investment opportunities for retirement plans. Partnering with industry leaders Apollo and Franklin Templeton, with Alta Trust as trustee, this CIT brings a bold shift to the retirement industry by offering institutions and plan participants access to private markets traditionally reserved for the few. This fund embodies our commitment to transforming the retirement landscape by enabling diversification through high-quality, alternative assets. It’s time to rethink access and empower institutions to deliver the best in private market opportunities to participants. As CEO Todd Kading said, “This fund is an important step in bringing private market opportunities to individual investors.” LeafHouse is proud to help democratize retirement investing. (Read the article below.) #RetirementInnovation #PrivateInvestments Thank you to our incredible partners! David Donahoo Steven McKay Jeff Masom, CFA?Jenny Johnson George Stephan Tripp Braillard Yaqub Ahmed Kevin Murphy Matt Foster Adam Ponder Nathan Crisenberry Stephen Ponder Steve Ulian Michael De Feo Kassandra Hendrix Todd Kading, CFP?, RF? Michael Garberich, CFA

At this year’s LNRS 2024, the theme was "Unfiltered: The Raw Truth." Embracing the theme, LeafHouse will be sharing industry articles that reflect uncensored opinions and bold insights. Agree or disagree, we believe in supporting the free flow of ideas that challenge norms and inspire new perspectives. We are committed to the idea that true progress happens when we’re unfiltered, willing to face hard truths, and unafraid to shape the future. First up, we are featuring our colleague and friend, Scott Colangelo of Prime Capital Financial. We commend his straightforward and insightful approach – read his perspective below! He points out what he believes is #ImplicitlyWrong. #Unfiltered

Exciting news for retirement planning! LeafHouse and BlackRock have joined forces to deliver a personalized portfolio solution tailored to individual needs. This collaboration integrates advanced technology with financial expertise to help participants achieve retirement goals with a customized, accessible approach. This solution incorporates LeafHouse’s fiduciary oversight and portfolio management (via its reallocateIT technology) with iJoin’s user interface. Read the article below. Innovations that keep retirement planning both flexible and focused on the future! Matt Bartch, CFA Tina Sanchez Amanda Lewis Robert Crothers Steve McCoy Jeremy Gioia Todd Kading, CFP?, RF? Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA James Olson National Association of Plan Advisors #RetirementPlanning #PersonalizedPortfolios #Partnership

LeafHouse teamed up with BlackRock to deliver a cutting-edge, personalized managed account program designed to streamline retirement savings for participants. By integrating LeafHouse’s fiduciary oversight and portfolio management (via its reallocateIT technology) with iJoin’s user interface, this collaboration aims to simplify retirement planning while reducing costs for employers. This is a major step toward improving participant outcomes and addressing individual needs within retirement plans. Learn more about how this collaboration is changing the game in retirement savings by reading the link below. #RetirementPlanning #401k #Personalization Matt Bartch, CFA Tina Sanchez Amanda Lewis Robert Crothers Steve McCoy Jeremy Gioia Todd Kading, CFP?, RF? Dale Homburg Kassandra Hendrix Dallas Villarreal Michael Garberich, CFA James Olson 401k Specialist Magazine

LNRS 2024 is in the books. Thank you, Brian Anderson, for the excellent coverage of the LeafHouse National Retirement Symposium (LNRS) in 401k Specialist Magazine. Your insights into the event's key themes were much appreciated. ? We'd also like to extend a heartfelt thank you to all attendees, speakers, and sponsors who contributed to the symposium’s success. Special thanks go to our Titanium, Platinum, and Gold sponsors: Franklin Templeton, BlackRock, MFS Investment Management, Lord, Abbett & Co. LLC, First Eagle Investments, Allianz, PGIM, and American Century Investments. Your support made the event possible and impactful for everyone involved. See the link in the comments to read the article. See you at #LNRS 2025 in October of next year. Pictured below is LeafHouse and investGrade? CEO Todd Kading, CFP?, RF? with Dee Snider, lead singer of Twisted Sister. #Unfiltered #TheRawTruth

Happening live now at #LNRS, the Retireside Chat is exploring Collaboration versus Competition. LeafHouse’s Todd Kading, CFP?, RF?, along with Jania Stout, CPFA and Scott Colangelo, are discussing which strategy is best for driving success. The insights are sparking great debates! #Collaboration #Competition #Leadership Dale Homburg, Kassandra Hendrix, Dallas Villarreal, Michael Garberich, CFA, James Olson, Andrew Aschettino

At #LNRS, we’re diving into the Retirement Multiverse with BlackRock’s experts Matt Bartch, CFA and Arley Reyes, CFA. They’re sharing groundbreaking insights on the new dimensions of retirement planning and the innovations that are driving the future. #RetirementPlanning #FutureOfFinance Todd Kading, CFP?, RF?, Dale Homburg, Kassandra Hendrix, Dallas Villarreal, Michael Garberich, CFA, James Olson, Andrew Aschettino.

Right now at #LNRS, we’re deep into Efficient Markets vs. Moats. This session is offering insights into how these competing forces shape modern business strategies, with leaders from top organizations sharing their expertise. Nevin Adams moderates while Scott David of PCS Retirement, Allison Dirksen of Voya, Patrick Duffy of Fidelity, Ralph Ferraro of Lincoln, and Chandrasekaran Vaidyanathan of Congruent are delivering new concepts. #BusinessStrategy #Efficiency Todd Kading, CFP?, RF?, Dale Homburg, Kassandra Hendrix, Dallas Villarreal, Michael Garberich, CFA, James Olson, Andrew Aschettino

Anthony Freda just delivered his session Confessions of a Thought Criminal at #LNRS. He’s challenging conventional thinking with his unfiltered views on activism and creativity, sparking bold ideas and fresh perspectives. #CreativeThinking #SayNoToCensorship Todd Kading, CFP?, RF?, Dale Homburg, Kassandra Hendrix, Dallas Villarreal, Michael Garberich, CFA, James Olson, Andrew Aschettino

Live now at #LNRS, we’re exploring Fear of Failure or Failure Due to Fear. Moderated by LeafHouse's Michael Garberich, CFA, this panel is diving into how fear affects decisions and outcomes, with key takeaways for all leaders in attendance. Thank you to Tony Fiore of PGIM, Steve Dopp CIMA? of Lord Abbett, Benjamin Thomason, JD of Allianz, Joe Lee of First Eagle, and Kevin Eknaian of American Century. #OvercomingFear #Leadership #NotForAttribution Todd Kading, CFP?, RF?, Dale Homburg, Kassandra Hendrix, Dallas Villarreal, James Olson, Andrew Aschettino