Thought Leadership & Insights

PPB in New Orleans: With Intelligence The Wealth Partnership 2026 Fall Retreat Recap

October 21, 2026

PPB joined industry leaders in New Orleans, LA for conversations on investment structures, emerging strategies, and evolving portfolio priorities

We’re back from the With Intelligence Wealth Partnership Retreat in New Orleans following a great few days of discussion with leaders across wealth management. From evergreen and drawdown structures to energy, hedge funds, and tax-efficient portfolio strategies, the key themes closely reflected PPB’s ongoing focus. With Intelligence continues to bring together excellent speakers and timely, relevant topics that move the industry forward.

A standout moment was the keynote from Kyle Carpenter, the youngest living recipient of the Medal of Honor. His remarkable story of courage, sacrifice, and resilience was a powerful reminder of what it means to persevere through extraordinary challenges.


Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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