11:30 am 8:30 pm REGISTRATION/INFORMATION DESK North Foyer
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1 1 MONDAY, MARCH 21, :30 am 8:30 pm REGISTRATION/INFORMATION DESK North Foyer 12:00 pm 2:00 pm NETWORKING LUNCH Princess Falls Join us for an opportunity to network with your peers (Advisors Only) 2:00 pm 4:00 pm PRE- CONFERENCE WORKSHOP Palomino 8 Understanding the U.S. Presidential Election and What It Means for the Markets Jerry Webman, Ph.D., CFA, Chief Economist, OppenheimerFunds 5:30 pm 6:30 pm COCKTAIL RECEPTION East Foyer 6:30 pm - 8:30 pm DINNER & SPEAKER Princess F What Makes Great Organizations Thrive & Turning this Knowledge into Action Jeffrey Pfeffer, Author, Professor, Organizational Behavior Guru 8:30 pm 9:30 pm Top 100 Independent Advisors Reception Princess Falls (For Ranked Advisors Past & Present) 7:00 am 6:00 pm REGISTRATION/INFORMATION DESK North Foyer 7:00 am 8:00 am BREAKFAST East Foyer 8:00 am - 9:00 am GENERAL SESSION Princess F Managing Your Business for the Future Moderated By: Sterling Shea, Associate Publisher, Head of Advisor Programs, Barron s Bernard Clark, Executive Vice President, Advisor Services, Charles Schwab & Co., Inc. Tom Nally, President, TD Ameritrade Institutional Bob Oros, Executive Vice President, Head of RIA Segment, Fidelity Investments Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions, a BNY Mellon Company
2 2 9:00 am 9:15 am REFRESHMENT BREAK East Foyer 9:15 am - 10:05 am BREAKOUTS The Evolution of the RIA Model Palomino 8 Moderated By: David Canter, Executive Vice President, Practice Management & Consulting, Fidelity Investments Steve Lockshin, AdvicePeriod Jon Jones, Brighton Jones, LLC Guiding Clients to Good Decisions: Lessons Learned from Palomino 7 Health Care Jeff Belkora, Associate Professor, Surgery and Health Policy, UCSF Navigating the Fixed Income Market in Today s Palomino 6 Unpredictable Environment Moderated By: John Lesser, Plante Moran Financial Advisors Priscilla Hancock, Fixed Income Strategist, JP Morgan Asset Management Jerome Schneider, Managing Director, Head of the Short- Term and Funding Desk, PIMCO Mergers and Acquisitions: Preparing for the Opportunity Nick Georgis, Senior Vice President, Charles Schwab & Co, Inc. Neil Hokanson, Aspiriant Wally Obermeyer, Obermeyer Wood Investment Counsel, LLLP 10:05 am 10:20 am REFRESHMENT BREAK East Foyer 10:20 am - 11:10 am BREAKOUTS Proven Marketing Advice for Top Advisors: What Really Works? Palomino 8 Jim Betzig, Beirne Wealth Consulting Jeff Bradanini, Director of Marketing, Beirne Wealth Consulting Mike Byrnes, President, Byrnes Consulting, LLC
3 3 10:20 am - 11:10 am BREAKOUTS Asset Allocation:Diversification and Beyond Palomino 7 Moderated By: David Kudla, Mainstay Capital Management, LLC Svein Floden, Head of Liquid Alternatives, Insight Investment Michael Fredericks, Managing Director and Head of U.S. Retail Asset Allocation, BlackRock Hiring & Empowering a CEO Palomino 6 Moderated By: Shirl Penney, Dynasty Financial Scott Hanson, Hanson McClain Advisors Darren Henderson, Corient Capital Partners, LLC Diversification Means Always Having to Say You re Sorry Brian Portnoy, Director of Investment Education, Virtus Investment Partners 11:10 am 11:25 am REFRESHMENT BREAK East Foyer 11:25 am - 1:30 pm LUNCH Princess F Macro Risks and Opportunities in Today s Market Moderated By: Bill Van Law, President, Raymond James Investment Advisors Division Neil Dwane, Global Strategist, Allianz Global Investors Tony Rodriguez, Managing Director, Co- Head of Fixed Income, Nuveen Asset Management 1:30 pm 1:45 pm REFRESHMENT BREAK East Foyer 1:45 pm 2:35 pm BREAKOUTS Building & Sustaining a National RIA Firm Palomino 8 Moderated By: Hollie Fagan, Head of the RIA Channel, BlackRock Joe Duran, CEO, United Capital Financial Advisors, LLC Ric Edelman, Chairman & CEO, Edelman Financial Services, LLC
4 4 1:45 pm 2:35 pm BREAKOUTS Your Technology & CRM Systems and How Teams Are Using Them Palomino 7 David Armstrong, Monument Wealth Management Brittany Dewberry, Brand Manager, Monument Wealth Management Evaluating Non Traded BDC s Palomino 6 Jonathan Shafer, Vice President of Finance, CNL Financial Group Revolutionizing Advice: Focusing on Outcomes to Improve Client Conversations Dr. Daniel Crosby, Executive Vice President, The Center for Outcomes 2:35 pm - 3:00 pm NETWORKING BREAK East Foyer 3:00 pm 3:50 pm BREAKOUTS Succession Solved: Create a Sustainable Business; Build Palomino 8 Long- Term Value Brad Bueerman, CEO, FP Transitions The Right Side of Change Turning Market Volatility Palomino 7 into Opportunity Moderated By: Frank Marzano, GM Advisory Group Kurt Umbarger, Portfolio Strategist, T. Rowe Price Kevin White, Head of Investment Strategy for the Americas, Alternatives and Real Assets division of Deutsche Asset Management Team Development: Recruit & Retain Top Talent Palomino 6 Jennifer Ellison, Bingham, Osborn & Scarborough, LLC Kevin Myeroff, NCA Financial Planners Strategies for Maximizing Organic Growth Ron Carson, Carson Wealth Management Group Paul Pagnato, Pagnato Karp 3:50 pm - 4:00 pm REFRESHMENT BREAK East Foyer
5 5 4:00 pm - 5:00 pm GENERAL SESSION Princess F Geopolitical Outlook: National Security, US Foreign Policy & the Global Landscape in 2016 Moderated By: Sterling Shea, Associate Publisher, Head of Advisor Programs, Barron s General John Allen, Retired Four- Star Marine Corps General, Former Head of NATO Forces in Afghanistan, Former Presidential Special Envoy to the Global Coalition to Counter ISIL Kenneth Pollack, Senior Fellow, Center for Middle East Policy, Brookings Institution 5:00 pm - 6:00 pm COCKTAIL RECEPTION East Foyer WEDNESDAY, MARCH 23, :00 am 11:00 am REGISTRATION/INFORMATION DESK North Foyer 7:00 am 8:00 am BREAKFAST East Foyer 8:00 am - 8:40 am GENERAL SESSION Princess F The Side Effect May Include: The FDA, the SEC and Your Financial Wellness Elliot Weissbluth, CEO, HighTower 8:40 am 8:50 am REFRESHMENT BREAK East Foyer 8:50 am 9:40 am BREAKOUTS Compensation Strategies for Success Palomino 8 Ted Cronin, Manchester Capital Management, LLC Michael Nathanson, The Colony Group, LLC The Politics of Investment: From Hillary to Trump Palomino 7 and Beyond Matt Miller, Senior Vice President, Capital Strategy Research
6 6 WEDNESDAY, MARCH 23, :50 am 9:40 am BREAKOUTS CONT D Managing the Business: Preserving Margin vs. Strategic Palomino 6 Reinvestment Brent Brodeski, Savant Capital Management Rob Francais, Aspiriant 9:40 am 9:50 am REFRESHMENT BREAK East Foyer 9:50 am 10:40 am BREAKOUTS Succession Planning: Prepare the Future of Your Business Palomino 8 Moderated By: Shari Burns, Paragon/ United Capital Financial Advisors Robert Balentine, Balentine Bob Glovsky, The Colony Group, LLC Michael Chasnoff, Truepoint Wealth Counsel, LLC Change and the Retirement Opportunity; DOL Regulation Palomino 7 Thomas Rowley, Director of Business Strategy, Invesco Consulting The Client Experience: How to Enhance Every Client Touch Point Palomino 6 Barbara Hudock, Hudock Capital Group, LLC Paul Kropatsch, Ameriprise Financial Michael Yoshikami, Destination Wealth Management 10:40 am 10:50 am REFRESHMENT BREAK East Foyer 10:50 am - 11:35 am GENERAL SESSION Princess F The Automation Equation Leveraging Technology for Efficiency, Relationship Building and Focusing on Real Priorities Crystal Washington, Author & Technology Marketing Specialist 11:35 am Closing Remarks Princess F
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