Client Agenda Boston 2018
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1 Client Boston 2018 (as of June 21, 2018) Wednesday, July 18, :00 p.m. 9:00 p.m. Registration and Welcome Open reception evening Four Seasons Hotel Governor s Wing, 2 nd floor 9:00 p.m. Optional socializing; contact your Fidelity Sales representative Page 1 of 7
2 Thursday, July 19, 2018 In order to qualify for CE credits, advisors are required to record their attendance for each educational session. Please wear your name badge at all times to ensure proper recording of your attendance. For your convenience, scanning towers have been placed at the ballroom entry way that will automatically scan your name badge as you enter and exit the ballroom. During each break, please be sure to pass by one of these towers. Fidelity will apply for credits separately for each session at the conference. Therefore, advisors who miss any sessions will not receive credits for those sessions. Continuing education regulations in Quebec require that sessions which are submitted for accreditation must be at least one hour in length. Accordingly, Fidelity will apply for credits for certain sessions together (e.g., two consecutive portfolio manager presentations). In these cases, advisors from Quebec must attend both sessions in order to receive the credit. 7:15 a.m. 8:15 a.m. Breakfast 8:15 a.m. 8:30 a.m. Welcome Remarks Jaime Harper (EVP, Advisor National Sales) 8:30 a.m. 9:15 a.m. Asset Allocation: Global Perspectives Geoff Stein (Portfolio Manager), David Wolf (Portfolio Manager), David Tulk (Institutional Portfolio Manager) 9:15 a.m. 9:30 a.m. Break 9:30 a.m. 10:15 a.m. Fidelity Founders Class Daniel Kelley (Portfolio Manager) 10:15 a.m. 10:30 a.m. Break 10:30 a.m. 11:05 a.m. Intrinsic value investing for long-term capital growth Joel Tillinghast (Portfolio Manager), Salim Hart (Portfolio Manager), Naveed Rahman (Institutional Portfolio Manager) Page 2 of 7
3 Thursday, July 19, 2018 continued 11:05 a.m. 11:30 a.m. Fidelity Global Growth and Value Class Will Danoff (Portfolio Manager), Joel Tillinghast (Portfolio Manager) 11:30 a.m. 12:00 p.m. Lessons Learned Will Danoff (Portfolio Manager) 12:00 p.m. 12:55 p.m. Lunch 12:55 p.m. Meet at the back of the Four Seasons Hotel to board buses 1:15 p.m. 4:00 p.m. Groups will rotate through 3 presentations Group presentations and tours of Fidelity offices (3 groups) BLUE Group: Fidelity Center for Applied Technology (FCAT) and Social Media Jon Slote (VP, Relationship Manager) 245 Summer St., 3 rd floor RED Group: Charting Market Trends (Chart Room Tour) Patrick Torbert (Technical Research Associate) 245 Summer St., Chart Room, 13 th floor YELLOW Group: Bitcoin, Block chain and Beyond Raghav Chawla (Fidelity Labs) 245 Summer St., 3 rd floor, Edison Room 4:00 p.m. Buses to return participants to the Four Seasons Hotel 4:15 p.m. 6:15 p.m. Free 6:15 p.m. 6:20 p.m. Meet in the Four Seasons Hotel lobby, buses to transport participants to dinner 6:45 p.m. 9:30 p.m. Reception and Dinner at the State Room 60 State Street, 33 rd floor 9:30 p.m. Buses to transport participants to the Four Seasons Hotel 9:45 p.m. Optional socializing; contact your Fidelity Sales representative Page 3 of 7
4 Friday, July 20, 2018 In order to qualify for CE credits, advisors are required to record their attendance for each educational session. Please wear your name badge at all times to ensure proper recording of your attendance. For your convenience, scanning towers have been placed at the ballroom entry way that will automatically scan your name badge as you enter and exit the ballroom. During each break, please be sure to pass by one of these towers. Fidelity will apply for credits separately for each session at the conference. Therefore, advisors who miss any sessions will not receive credits for those sessions. Continuing education regulations in Quebec require that sessions which are submitted for accreditation must be at least one hour in length. Accordingly, Fidelity will apply for credits for certain sessions together (e.g., two consecutive portfolio manager presentations). In these cases, advisors from Quebec must attend both sessions in order to receive the credit. 7:30 a.m. 8:30 a.m. Breakfast 7:30 a.m. 8:15 a.m. Optional Breakfast Session first come first served seating Canadian regulatory landscape Sian Burgess (SVP, Fund Oversight) Winthrop/Leverett Room, 2 nd floor, Four Seasons Hotel 8:30 a.m. 8:40 a.m. Day Two Remarks Dave Bushnell (VP, Regional Sales) 8:40 a.m. 9:20 a.m. Going global for dividends Ramona Persaud (Portfolio Manager) 9:20 a.m. 9:30 a.m. Break Page 4 of 7
5 Friday, July 20, 2018 continued 9:30 a.m. 10:10 a.m. Fidelity Concentrated Equity Funds suite Patrice Quirion (Portfolio Manager) 10:10 a.m. 10:20 a.m. Break 10:20 a.m. 11:00 a.m. Fidelity ClearPath Portfolios Ruthann Pritchard (Institutional Portfolio Manager) Moderator; Dave Bushnell Ballroom, 2 nd floor 11:00 a.m. 11:10 a.m. Break 11:10 a.m. 11:50 a.m. Fixed income perspectives in a changing world Jeff Moore (Portfolio Manager) 11:50 a.m. 12:00 p.m. Break 12:00 p.m. 12:50 p.m. State of the Markets Jurrien Timmer (Director of Global Macro) 12:50 p.m. 1:00 p.m. Summary and Conference Close Dave Bushnell (VP, Regional Sales) Page 5 of 7
6 Friday, July 20, 2018 continued 1:00 p.m. 2:00 p.m. Lunch 2:00 p.m. 6:15 p.m. Free 6:15 p.m. 6:20 p.m. Meet in the Four Seasons Hotel lobby, buses to transport participants to dinner 6:45 p.m. 10:00 p.m. Reception and Dinner at the John F. Kennedy Library and Museum Columbia Point, University of Massachusetts 10:00 p.m. Buses to transport participants to the Four Seasons Hotel 10:15 p.m. Optional socializing; contact your Fidelity Sales representative Page 6 of 7
7 Saturday, July 21, :00 a.m. 9:00 a.m. Breakfast 9:00 a.m. Departures Page 7 of 7
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