Obama headlines Creative Planning occasion as RIA crosses 1,000 worker fairness companions

Former President Barack Obama and former Secretary of State Mike Pompeo will headline Connect26, a non-public convention hosted this week by Kansas-based Creative Planning close to the RIA large’s Overland Park headquarters 

The pair will communicate Sept. 26 on the Overland Park Convention Center and features a moderated dialog between Obama and Creative Planning CEO Peter Mallouk, reported KCTV 5 news in Kansas City. A supply advised InvestmentNews that about 6,000 persons are anticipated to attend the occasion on Saturday, which is closed to the general public however open to Creative Planning purchasers and staff. 

The multi-day summit covers finance, expertise, well being, and politics. Creative Planning has been internet hosting the convention for about 15 years. Previous visitor audio system have included former Presidents George W. Bush and Bill Clinton, in addition to Van Jones and Newt Gingrich. 

On Friday, the day earlier than Obama’s look, Creative Planning will host its annual occasion for workers, with about 3,000 anticipated attendees. The mega-RIA has greater than $780 billion in belongings underneath administration or advisement, and not too long ago expanded its worker fairness possession program to over 1,000 staff. 

“Basically, yearly we dramatically develop the shareholder base. We’ve now crossed the 1,000-partner mark,” Mallouk advised InvestmentNews. “We have various levels of partnership relying on somebody’s contribution to the success of our purchasers and Creative Planning.” 

Creative Planning debuted its worker fairness program in 2021 to 86 staff, which on the time was about 10% of its workforce. At the time of that program launch, Creative Planning stated it managed about $75.6 billion in belongings. The agency now studies managing greater than $780 billion as of the top of June 2026, a rise of roughly 932% since launching its worker fairness program. 

“We take a look at issues like inside your group, are you inside a sure percentile of performers? How lengthy have you ever been right here? Do you match the values that we’ve got, issues like that,” Mallouk stated of the fairness program. 

Creative Planning introduced a significant acquisition earlier this week, including Oregon-based institutional capital allocation consulting agency RVK, which oversees $4.3 trillion in belongings throughout 200 institutional purchasers. The RVK buy is a part of Creative Planning’s broader push into retirement and institutional belongings, after it purchased the $640 billion retirement plan advisory firm SageView Advisory Group last year and have become the new capital allocation supervisor for Mississippi’s state-sponsored 529 college savings plan. 

“I actually view the retirement and institutional area as a winner-take-all area. We’re seeing this actually come right down to just some gamers, and retirement is a subset of institutional,” stated Mallouk. “RVK actually matches our tradition and values and strengthens retirement. But throughout the board and all of institutional, I feel makes us the chief among the many true unbiased companies.”