2026 SAX Business Symposium

You’re Invited

Celebrating our 70th anniversary, the SAX Symposium marks a significant milestone. We’re expanding to a bigger stage and bringing together business leaders, advisors, and partners who are shaping the future of their industries.

For seven decades, we’ve worked alongside you to navigate complex challenges and find strategic solutions. This event represents our commitment to continuing that partnership—delivering fresh insights, meaningful connections, and the collaborative thinking your business needs to thrive.

Join us for the next chapter.

Pre-registration is now closed, walk ins are welcome.

Parking & Arrival Instructions:

Please park in Lot F or Lot G
Enter through the MetLife Gate
The program will begin in the Miller Lite MVP Club
Totes and small backpacks are allowed
Coat check will be available

Program Overview

8:00am – 9:00am

Registration & Networking Breakfast

9:00am – 9:45am
(Main Stage)

CEO Fireside Chat: Leading Beyond the Playbook: How Uncertainty Becomes Your Competitive Advantage
Leadership is tested when the path forward is unclear. This panel brings together three leaders who guided major organizations through disruption, volatility, and high-stakes decisions. They’ll share how they led their teams without a playbook, made critical choices under pressure, and found resilience amid uncertainty.

Joseph Damiano
CEO and Managing Partner, SAX

Dr. Dustin M. Riccio

Dustin M. Riccio, MD
CEO and President, St. Joseph’s Health

Ira Robbins, Valley Bank

Ira Robbins
CEO and Chairman of the Board, Valley Bank

10:00am – 12:30pm

Exhibitor & Vendor Showcase
Connect with exhibitors delivering live product and platform demonstrations built to help your business run smarter, alongside presentations spotlighting the trends, challenges, and opportunities shaping our industries today. Walk away with practical tools and timely insights you can put to work right away.

10:00am

Ultra High Net-worth Resources in Industry Evolution
Carl Quaglia, BlackRock

10:15am

SAX Wealth Advisors Investment Philosophy and Market Review
Les Vasvari, SAX Wealth Advisors

10:30am

Think No One Can Beat the Index? Think Again.
Patrick Ryan, Capital Group

10:45am

Pre-Snap Read: Seeing Fraud Before It Makes a Play for Your Wallet
Avery Kadison, PCFI

11:00am

Valley Bank’s Commercial Banking Strengths and Solutions
Steven Kuhnert and Mannie Sidhu, Valley Bank

11:15am

The Pied-à-Terre Tax Is Still On: Navigating Appeals and Implementing Plans to Avoid Next Year’s Surcharge Prior to February 5, 2027
Rich Goldstein, SAX

11:30am

SAX Tech Enterprise AI – The Platform of the Future
Leon Grassi, Rob Owen, Tom Hughes, SAX Technology Advisors

10:00am – 10:35am
(Breakout Room)

Breakout Session: Building a Lasting Legacy

Joseph Bulger

Joe Bulger
Head of Private Client Services, SAX

Tamara M. Paulun

Tamara M. Paulun, JD, CTFA
Director of Advanced Planning & Trusts, SAX Wealth Advisors

Al Daloisio

Al Daloisio
Chairman, Railroad Family of Companies

Carrie Ryan

Carrie Ryan
CEO, Hanson & Ryan Inc.

10:45am – 11:20am
(Breakout Room)

Breakout Session: The AI Imperative: From Technology Evolution to Enterprise Transformation
AI is the next major era of enterprise technology, moving organizations beyond systems that simply store information toward intelligent systems that help people act, decide, and create. This panel explores how leaders can turn AI experimentation into enterprise value through data readiness, governance, security, workforce adoption, and scalable operating models. The opportunity is not just better technology, but a more agile, resilient business built for what comes next.

Maria Koller, Verizon Business, Associate Vice President of Product Strategy & Commercialization

Maria Koller
Vice President of AI & Edge Infrastructure Growth, Verizon Business

Rob Owen, SAX Technology Advisors, Partner & CIO

Rob Owen
Partner & CIO, SAX Technology Advisors

Leon Grassi, SAX Technology Advisors, Partner & CIO

Leon Grassi
Partner & CRO, SAX Technology Advisors

11:30am – 12:15pm
(Breakout Room)

Breakout Session: Ready, Not Waiting: Preparing Your Business Before the Offer Comes

Nicholas San Filippo IV

Nicholas San Filippo IV
Moderator
Partner, Mergers & Acquisitions Group, Lowenstein Sandler LLP

Anthony Fairweather

Anthony Fairweather
Co-Founder, AG Telecom
CEO, Southeastern Cable Contractors

Jerome Fusco

Jerome Fusco
Managing Director, SAX Capital Advisors

Andrew Hollod

Andrew Hollod
Managing Director, Cobepa

Graham Kirk

Graham Kirk
Co-Founder, AG Telecom
COO, Southeastern Cable Contractors

Nick Samedi Jr.

Nick Samedi Jr.
Lowenstein Sandler LLP, Partner, Mergers & Acquisitions Group

12:30pm – 1:30pm
(Main Stage)

Keynote Speaker: The 2-Minute Drill: Adapting, Leading, and Winning Through Change

Phil Simms

Phil Simms
CBS Sports, NFL Analyst, Super Bowl MVP, 2x Super Bowl Champion

1:30pm – 3:00pm

Networking Reception

Date of Event

Thursday, October 29, 2026
8 AM – 3 PM

Location of Event

MetLife Stadium
1 MetLife Stadium Dr
East Rutherford, NJ

Thank You To Our Sponsors

Reception

Valley Bank

Content

Wi-Fi

Citizens Bank

Lanyards

Exhibitors Showcase

BlackRock

nuveen. A TIAA Company

Vendor Showcase

Register Today

Grown From a Proven Foundation

The 2026 SAX Business Symposium is the expanded flagship evolution of our well-established Consumer & Industrial Products Conference, an event that has built a loyal following over four consecutive years.

Building on that proven track record, the Symposium broadens its scope to bring together leaders across industries for a single, premier business event. What began as a focused industry conference has matured into SAX’s signature annual gathering, a natural progression that reflects both the growth of the event and the broadening of the conversations our clients value most.

We look forward to seeing you this October!