Agenda (FULL)

C O N T E N T T R A C K S
T E A M M A N A G E M E N T | B U S I N E S S D E V E L O P M E N T | F I N A N C I A L P L A N N I N G | R E L A T I O N S H I P M A N A G E M E N T

Monday, February 4, 2019

T I M E A N D L O C A T I O N

S E S S I O N

1 : 0 0 P M – 8 : 0 0 P M

Tower Ballroom Foyer

C H E C K - I N A N D R E G I S T R A T I O N

2 : 0 0 P M – 4 : 0 0 P M

P R E - C O N F E R E N C E S E S S I O N

Raphael 1

New Business Development: Creating Capacity to Grow Your Business [ I-W ]
Paul Blease, Director of CEO Advisor Institute, OppenheimerFunds
Paul Brunswick, Senior Business Consultant, OppenheimerFunds

4 : 1 0 P M – 5 : 0 0 P M

P R E - C O N F E R E N C E S E S S I O N

Raphael 1

Financial Education for the Next Generation
Joe Matina, UBS Financial Services Inc.
Moderator: Joe Lanza, Director, Financial Literacy and Education, Dow Jones

5 : 3 0 P M – 6 : 3 0 P M

Tower 5

C O C K T A I L R E C E P T I O N

6 : 3 0 P M – 8 : 3 0 P M

W E L C O M E D I N N E R & S P E A K E R

Tower 4

Accelerated Growth: Building Organizations and Teams Capable of Sustaining Growth Through a Culture of Innovation, Courageous Leadership, and Aligned Individuals
Peter Sheahan, Best Selling Author and World Renowned Speaker on Exploiting Business Trends and New Market Opportunities; Founder and CEO, Karrikins Group

Tuesday, February 5, 201

T I M E & L O C A T I O N

S E S S I O N

7 : 0 0 A M – 5 : 0 0 P M

Tower Ballroom Foyer

R E G I S T R A T I O N / I N F O R M A T I O N D E S K

7 : 0 0 A M – 8 : 0 0 A M

Tower 4

B R E A K F A S T

8 : 0 0 A M – 8 : 5 0 A M

G E N E R A L S E S S I O N

Tower 4

The Most Important Thing: What Matters Most For Greater Happiness, Stronger Teams, and Faster Growth
Andrew Bernstein, CEO, Resilience Academy

8 : 5 0 A M – 9 : 0 5 A M

Tower 5

R E F R E S H M E N T B R E A K

9 : 0 5 A M – 1 1 : 0 0 A M

Da Vinci 3

M A S T E R C L A S S
Shift Your Human Capital Perspective: Recruit, Retain and Reward Talent like an Asset Rather Than a Liability
Ray Sclafani, CEO, ClientWise

9 : 0 5 A M – 9 : 5 5 A M

Raphael 1

C O N C U R R E N T B R E A K O U T
Finding, Hiring, and Training Future Financial Planning Team Members
Bob Casarona, Financial Advisor, NCA Financial Planners
Dave Kurtz, Senior Financial Advisor, NCA Financial Planners
Kevin Myeroff, Chief Executive Officer and President, NCA Financial Planners
Elizabeth Scheiderer, Senior Financial Advisor, NCA Financial Planners

9 : 0 5 A M – 9 : 5 5 A M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
Future-izing Portfolios: Leveraging Machine Learning for a New Sector Investment Reality [ CFP ] [ I-W ]
Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors

9 : 0 5 A M – 9 : 5 5 A M

Tower 8

C O N C U R R E N T B R E A K O U T
Client Engagement & Efficiency in the Digital Age
Michael Dunn, Merrill Lynch Wealth Management
Leigh Emery, Chief Compliance Officer for the Dynasty Network, Dynasty Financial Partners
Moderator: Stephen Garmhausen, Editor, Barron's Advisor Center

9 : 0 5 A M – 9 : 5 5 A M

Raphael 3

C O N C U R R E N T B R E A K O U T
The Influence of the Business Cycle: Which May Factors Outperform When? [ CFP ] [ I-W ]
Alessio de Longis, CFA, Co-Head and Portfolio Manager, Global Multi-Asset Team, OppenheimerFunds
Mo Haghbin, CFA, Head of Product, Beta Solutions, OppenheimerFunds

9 : 5 5 A M – 1 0 : 1 0 A M

Tower 5

R E F R E S H M E N T B R E A K

1 0 : 1 0 A M – 1 1 : 0 0 A M

Raphael 1

C O N C U R R E N T B R E A K O U T
Assembling a Top Team to Create Sustainability
Rachel Boyell, Director of Investment Strategy & Operations, Cassaday & Company, Inc.
Stephan Cassaday, Chairman and CEO, Cassaday & Company, Inc.
Allison Felix, Principal, President & COO, Cassaday & Company, Inc.
Sarah Mouser, Director of Financial Planning, Cassaday & Company, Inc.
Michelle Tigani, Marketing & Communications Manager, Cassaday & Company, Inc.

1 0 : 1 0 A M – 1 1 : 0 0 A M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
Navigating Global Disruptive Forces [ CFP ] [ I-W ]
Chris Dillon, Investment Specialist, Multi-Asset Division, T. Rowe Price
Matthew Ko, Investment Specialist, Multi-Asset Division, T. Rowe Price
Jason White, Portfolio Specialist, International Equity, T. Rowe Price

1 0 : 1 0 A M – 1 1 : 0 0 A M

Tower 8

C O N C U R R E N T B R E A K O U T
Family Governance: What Top 3 Questions Keep UHNW Clients Up at Night?
Stacy Allred, Managing Director and Head, Center for Family Wealth Dynamics and Governance, Merrill Lynch
Valerie Galinskaya, Director, Center for Family Wealth Dynamics and Governance, Merrill Lynch

1 0 : 1 0 A M – 1 1 : 0 0 A M

Raphael 3

C O N C U R R E N T B R E A K O U T
Understanding and Replicating Private Equity: High Returns, Low Risk, and Low Fees [ CFP ] [ I-W ]
Geetesh Bhardwaj, Managing Director in Research, SummerHaven Index Management

1 1 : 0 0 A M – 1 1 : 1 5 A M

Tower 5

R E F R E S H M E N T B R E A K

1 1 : 1 5 A M – 1 2 : 0 0 P M

G E N E R A L S E S S I O N

Tower 4

Navigating a Shifting Market: Ignoring the Noise and Focusing on Fundamentals [ CFP ] [ I-W ]
Matt McLennan, Head of Global Value Team, First Eagle Investment Management
Interviewer: Paul Hatch, Group Managing Director and Northeast Division Director for Wealth Management USA, UBS Financial Services Inc.

1 2 : 0 0 P M – 1 : 0 0 P M

Tower 4

L U N C H

1 : 0 0 P M – 1 : 4 5 P M

G E N E R A L S E S S I O N

Tower 4

Realities, Myths, and Actionable Ideas in Fixed Income [ CFP ] [ I-W ]
Mike Gitlin, Head of Fixed Income at Capital Group, home of American Funds
Interviewer: A.J. Fechter, Morgan Stanley Private Wealth Management

1 : 4 5 P M – 2 : 0 0 P M

Tower 5

R E F R E S H M E N T B R E A K

2 : 0 0 P M – 3 : 4 5 P M

M A S T E R C L A S S

Da Vinci 3

Website & Brand Masterclass: Product Design, User Experience, and Messaging
Ryan Daly, Senior Product Manager, Barron’s
Max Deirmenjian, Audience Development Manager, Dow Jones
Mark Staples, Managing Director, Wells Fargo Advisors
Terri Trespicio, Writer, Branding Consultant, and Co-Creator of Lights, Camera, Expert

2 : 0 0 P M – 2 : 5 0 P M

Raphael 1

C O N C U R R E N T B R E A K O U T
Reshaping Your Practice For Growth
Karl Lorenz, Merrill Lynch Wealth Management

2 : 0 0 P M – 2 : 5 0 P M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
Fostering New Business Growth Through Effective Marketing
Louise Armour, Managing Director and Portfolio Manager, JP Morgan Securities
Rosa Rita, Managing Director and Chief Marketing Officer, JP Morgan Securities

2 : 0 0 P M – 2 : 5 0 P M

Tower 8

C O N C U R R E N T B R E A K O U T
Segmenting Teams, Clients and Centers of Influence Based on Sales Personality
Amy Parvaneh, Founder and CEO, Select Advisors

2 : 0 0 P M – 2 : 5 0 P M

Raphael 3

C O N C U R R E N T B R E A K O U T
Emerging Markets in The Return of Volatility [ CFP ] [ I-W ]
David Dali, Portfolio Strategist, Matthews Asia
Daniel Grana, Portfolio Manager, Emerging Market Equities, Putnam Investments
Richard "Crit" Thomas, Global Market Strategist, Touchstone Investments
Moderator: Todd Silaika, Merrill Lynch Wealth Management

2 : 5 0 P M – 3 : 0 5 P M

Tower 5

R E F R E S H M E N T B R E A K

3 : 0 5 P M – 3 : 5 5 P M

Raphael 1

C O N C U R R E N T B R E A K O U T
Succession: Creating the Next Generation of Leaders on Your Team
Barbara Archer, Hightower Advisors
Dana Jackson, Graystone Consulting, a business of Morgan Stanley
Moderator: Amy Parvaneh, Founder and CEO, Select Advisors

3 : 0 5 P M – 3 : 5 5 P M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
The 5 Must-Do’s for Every Team to Run Their Practice Like a Business
Craig Schwartz, Wells Fargo Advisors
Eric Sheikowitz, Founder and Managing Partner, Focus Partners
Michael Silver, Founder and Managing Partner, Focus Partners
Mark Switow, UBS Financial Services Inc.

3 : 0 5 P M – 3 : 5 5 P M

Tower 8

C O N C U R R E N T B R E A K O U T
Strategic Teaming to Serve an Aging Population
Howard Krooks, Partner, Elder Law Associates
Jill Poser-Kammet, Director of Life Care Planning, AdvoCare
Moderator: Beverly Flaxington, Founder, The Collaborative

3 : 0 5 P M – 3 : 5 5 P M

Raphael 3

C O N C U R R E N T B R E A K O U T
Why P&C Is The Overlooked Gap in Your High Net Worth Client's Financial Plan [ CFP ] [ I-W ]
Joanna McNamara, Vice President and Head of Partnerships, Chubb North America Personal Risk Services

3 : 5 5 P M – 4 : 1 0 P M

Tower 5

R E F R E S H M E N T B R E A K

4 : 1 0 P M – 5 : 0 0 P M

G E N E R A L S E S S I O N

Tower 4

Grit and Determination in the Face of Adversity
Jim Kelly, Hall of Fame Quarterback, Best-Selling Author, Motivational Speaker
Interviewer: Jeffrey Gundlach, CIO & CEO, Doubleline

5 : 0 0 P M – 6 : 0 0 P M

Tower 5

C O C K T A I L R E C E P T I O N

Wednesday, February 6

T I M E & L O C A T I O N

S E S S I O N

7 : 0 0 A M – 1 1 : 0 0 A M

Tower Ballroom Foyer

R E G I S T R A T I O N / I N F O R M A T I O N D E S K

7 : 0 0 A M – 8 : 0 0 A M

Tower 4

B R E A K F A S T

8 : 0 0 A M – 8 : 4 0 A M

G E N E R A L S E S S I O N

Tower 4

"TOMORROWVISION 2038": 5 Fierce Forces Transforming Your Consumer
Faith Popcorn, Founder & CEO, Faith Popcorn's BrainReserve

8 : 4 0 A M – 8 : 5 5 A M

Tower 5

R E F R E S H M E N T B R E A K

8 : 5 5 A M – 9 : 4 5 A M

Tower 8

C O N C U R R E N T B R E A K O U T
Defining Roles and Responsibilities on Your Team
David Berdon, Morgan Stanley Private Wealth Management
Rachel Gottlieb, UBS Financial Services Inc.
William Rose, UBS Financial Services Inc.
Mark Seruya, Morgan Stanley Private Wealth Management

8 : 5 5 A M – 9 : 4 5 A M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
High-Net-Worth Wealth Trends: Referral Strategies for Growth
David Friedman, Co-Founder, WealthQuotient

8 : 5 5 A M – 9 : 4 5 A M

Da Vinci 3

C O N C U R R E N T B R E A K O U T
Servicing the Next Generation of Investors [ I-W ]
Sharon Cunningham, Morgan Stanley Wealth Management
Hilary Doherty, RBC Wealth Management
Lucas Winthrop, Winthrop Wealth Management
Moderator: Christian Mitchell, Senior Vice President – Investment Products & Services, Northwestern Mutual

8 : 5 5 A M – 9 : 4 5 A M

Donatello 3

C O N C U R R E N T B R E A K O U T
Active Management – Why it is Especially Important in this Environment [ CFP ] [ I-W ]
Laird Bieger, Vice President, Portfolio Manager, Baron Funds
Anmol Sinha, Senior Vice President and Strategist, PIMCO
Moderator: Steven Grill, Alex Brown. A division of Raymond James

9 : 4 5 A M – 9 : 5 5 A M

Tower 5

R E F R E S H M E N T B R E A K

9 : 5 5 A M – 1 0 : 4 5 A M

Tower 8

C O N C U R R E N T B R E A K O U T
Developing a Path for Female Leaders on Your Team
Marcos Cigagna, Wells Fargo Advisors
Yahaira Fernandez, Wells Fargo Advisors

9 : 5 5 A M – 1 0 : 4 5 A M

Da Vinci 1

C O N C U R R E N T B R E A K O U T
T.E.A.M Dynamics - Understanding Core Personality Types [ I-W ]
Lisa Kueng, Director of Creative Campaigns, Invesco

9 : 5 5 A M – 1 0 : 4 5 A M

Da Vinci 3

C O N C U R R E N T B R E A K O U T
"You got IQ. What about JQ?" Judgment and Choice Making in Uncertainty
Krishna Pendyala, Founder and Chief Empowerment Officer, ChoiceLadder Institute

9 : 5 5 A M – 1 0 : 4 5 A M

Donatello 3

C O N C U R R E N T B R E A K O U T
Ways to Generate Income and Manage Volatile Markets [ CFP ] [ I-W ]
Jonathan Mondillo, Senior Investment Manager, Fixed Income, Aberdeen Standard Investments
Katy Nuss, Fixed Income Client Portfolio Manager, Columbia Threadneedle Investments
Moderator: Mark Walker, Ameriprise Financial Services, Inc.

1 0 : 4 5 A M – 1 0 : 5 5 A M

Tower 5

R E F R E S H M E N T B R E A K

1 0 : 5 5 A M - 1 1 : 3 5 A M

G E N E R A L S E S S I O N

Tower 4

Pushing the Envelope: Harnessing the Headwinds of Change
Nicole Malachowski, First Female Thunderbird Pilot

Monday, February 4, 2019

Tuesday, February 5, 201

Wednesday, February 6

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