2025 PARTNER SUMMIT

September 16, 2025

Introduction and Welcome

James P. Dowd, CFA

CEO, North Capital

Building a Scalable Retail Distribution Strategy

Featured Panelists:

Jim Dowd, North Capital (moderator)

Steve Kelly, MLG

Sumukh Sridhara, AngelList

Digital Presence, Real Impact: Winning Clients in the Online Arena

Featured Panelists:

Sara Judd, North Capital (moderator)

Hector Salas, Digital Hype

Oscar Jofre, KoreConX

North Capital Roadmap

Jim Dowd

Grant Nelson

Mike Weaver

Sara Judd

The State of Private Capital Markets: Resilience Through Crisis

Sherwood Neiss, GUARDD

Tapping the Advisory Channel: Cracking the Code on RIA & Broker-Dealer Distribution

Featured Panelists:

Grant Nelson, North Capital (moderator)

Houston Hyde, Factright

Katrina Thompson, Continental Properties

Jim Celico, Adaptive Distribution Group

Jim Dowd, North Capital

Distribution Pitfalls & Playbooks: What Works, What Fails, and Why

Featured Panelists:

Minh Le, North Capital (moderator)

Iqan Fadaei, Michael Best

Adam Ott, Parsons Behle & Latimer

Joseph Anderson, North Capital

Daniel Filstrup, Thompson Hine

DISCLAIMER

The content of these North Capital Partner Summit videos is the property of North Capital Private Securities Corporation or is used by permission. Users may save and use information contained in these videos only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of these videos may be made without the prior written permission of the North Capital Private Securities Corporation.

North Capital Private Securities Corporation is providing these videos for educational and information purposes only, and all content is provided “as is.” North Capital Private Securities Corporation makes no representations and disclaims all express, implied and statutory warranties of any kind to any viewer or other third party. North Capital Private Securities Corporation does not endorse or approve, and assumes no responsibility for, the content, accuracy, completeness or compliance with applicable laws of the information presented. Under no circumstances will North Capital Private Securities Corporation be responsible or liable in any way for any content, including, but not limited to, any errors or omissions, or for any loss or damage of any kind incurred as a result of any content. Moreover, North Capital Private Securities Corporation makes no warranty that these videos, or the server that makes them available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.

Any third party materials or content of any third party site referenced in these do not necessarily reflect the opinions, standards or policies of North Capital Private Securities Corporation.

Neither North Capital Private Securities Corporation nor any of its affiliates makes any endorsement of any particular company, security, product or financial strategy, and nothing contained in these videos should be construed as a recommendation or investment advice.

Please contact North Capital Private Securities Corporation’s compliance team with any questions at compliance@northcapital.com.