Bridgeford at Upcoming Industry Events: September 2026
Bridgeford Trust Company looks forward to participating in several important industry events this September in Atlanta, São Paulo, and Southern California.
If you’ll be attending IPAVision or the STEP LatAm Conference, we’d love to connect. Please reach out to coordinate a time to meet with our team while we’re there.
IPAVision 2026: September 14-17 | Atlanta, GA
Bridgeford Trust Company is pleased to participate in IPAVision 2026, the Institute for Portfolio Alternatives’ premier annual event. The conference brings together more than 500 influential leaders and stakeholders to explore macroeconomic and investment management trends and innovative solutions within the alternative investments industry.
David Warren, Co-Founder & Chairman of Bridgeford Trust Company, will be attending and speaking on a panel titled Beyond the Exchange: PPLI, PPVA & the Insurance-Wrapper Playbook on Monday, September 14, from 2:50 to 3:40 p.m. David will join Loren Wengerd of Integrity Financial Corporation and moderator Sommer Keplar of the Institute for Portfolio Alternatives to explore PPLI and PPVA structures, the IRS Investor Control Doctrine, and implementation considerations for complex alternative investment portfolios.
STEP LatAm Conference: September 16-18 | São Paulo, Brazil
Bridgeford Trust Company will once again sponsor the sold-out STEP LatAm Conference, taking place September 16-18 in São Paulo, Brazil. The conference brings together trust and estate practitioners from across Latin America and around the world to explore developments and planning considerations affecting internationally connected families and their advisors.
Sydney Warren, Managing Director, and Ozzy Martinez, Senior Trust Officer, will be on-site throughout the conference. If you are attending, we invite you to visit Bridgeford’s exhibit table to meet our team and learn more about our independent approach to trust and fiduciary services, international trust planning services, and the power of South Dakota’s modern trust laws.
OCBJ Women in Business Awards: September 17 | Irvine, CA
Bridgeford Trust Company is proud to sponsor the Orange County Business Journal’s Women in Business Awards, taking place September 17 at the Irvine Marriott.
This annual program recognizes the accomplishments and leadership of outstanding women in Orange County’s business community. We are pleased to support an event that celebrates their contributions and continued impact throughout the region.
Follow Bridgeford Trust Company on LinkedIn for event updates, or reach out directly at (605) 224-9189 or through our contact form.
