11:00 am 8:00 pm Check In & Registration South Loggia

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1 WEDNESDAY, NOVEMBER 29, :00 am 8:00 pm Check In & Registration South Loggia 12:00 pm 2:00 pm NETWORKING LUNCH Ocean Lawn Advisors Only 2:00 pm 4:00 pm PRE CONFERENCE SESSION Ponce 3 How to Be Active: Investments, Career, Personal Development Moderated by: Barbara Clancy, Executive Vice President, Head of Business Management & Strategy, U.S. Global Wealth Management, PIMCO Mary Hoppe, Vice President, Account Manager, PIMCO Alex Petrone, Vice President, Municipal Portfolio Manager, PIMCO Robin Shanahan, Co Chief Operating Of icer, Managing Director, PIMCO 5:30 pm 6:30 pm Cocktail Reception Mediterranean Ballroom 6:30 pm 8:30 pm WELCOME DINNER & SPEAKER Venetian Ballroom The World Will Change When Our Girls and Our Women Are Educated Maggie Doyne, CNN Hero of the Year and Founder of the BlinkNow Foundation Interviewed by: Marie Dzanis, Head of Intermediary and Wealth Distribution, Northern Trust Asset Management 8:30 pm 10:00 pm Top 100 Cocktail Reception Magnolia Ballroom (For Ranked Advisors Past & Present) THURSDAY, NOVEMBER 30, :00 am 6:00 pm Registration / Information Desk South Loggia 7:00 am 8:00 am Breakfast Mediterranean Ballroom 8:00 am 8:50 am GENERAL SESSION Venetian Ballroom A Transforming World: Themes and Trends in 2018 Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, Bank of America Merrill Lynch 8:50 am 9:10 am Refreshment Break Mediterranean Ballroom

2 9:10 am 10:00 am CONCURRENT BREAKOUTS The Future of the Industry: Preparing for Disruptions Ahead Ponce 3 Moderated by: Penny Pennington, Principal Client Strategies Group Edward Jones Louise Gunderson, UBS Financial Services Inc. Cheryl Young, Morgan Stanley Wealth Management Why We Need to Challenge the Index Ponce 4 Moderated by: Debra Brede, D.K. Brede Investment Management Company Linda Duessel, Senior Equity Strategist, SVP, Federated Investors Sharon French, Head of Beta Solutions, OppenheimerFunds What s Going On? Investing in Today s Political Environment Ponce 5 Melda Mergan, Deputy Head of Global Equities, Columbia Threadneedle Investments Elizabeth Varley, Vice President, Federal Government Affairs Of ice, Columbia Threadneedle Investments Why Good People Do Bad Things: Dissecting Individual Biases and Social Dynamics Julie Ragatz, Assistant Professor of Ethics, Director of the Cary M. Maguire Center for Ethics in Financial Services The Circle 10:00 am 10:20 am Networking & Refreshment Break Mediterranean Ballroom 10:20 am 11:10 am CONCURRENT BREAKOUTS Prepare Today for Tomorrow s Client: Creating Ponce 3 Multigenerational Appeal in Your Practice Moderated by: Kristina Van Liew, Graystone Consulting, a business of Morgan Stanley Deborah Briskin, Merrill Lynch Wealth Management Lynn Faust, Raymond James Valerie Newell, RiverPoint Capital Management

3 10:20 am 11:10 am CONCURRENT BREAKOUTS CONT D The Key To Building & Maintaining Your Business: Constructing Ponce 4 The Right Portfolio for Your Clients Moderated by: Anna Winderbaum, Morgan Stanley Private Wealth Management Brooke Juniper, Portfolio Consulting Services Head of New York Team, BlackRock Kris Spazafumo, Senior manager in the Investment Services Wealth Management Group, Capital Group home of American Funds Chris Tidmore, Senior Investment Strategist, Vanguard Utilizing Private Real Estate in Your Asset Allocation: Ponce 5 Examining the Quantitative and Qualitative Bene its Lainie Minnick, Managing Director, Head of Debt Capital Markets, Black Creek Group Steve Stroker, Managing Director, Vice Chairman, Black Creek Group Evan Zucker, Co Founder and Managing Director, Black Creek Group Visual Intelligence: The Art of Perception Amy Herman, Founder and President of The Art of Perception, Inc. The Circle 11:10 am 11:30 am Refreshment Break Mediterranean Ballroom 11:30 am 12:15 pm GENERAL SESSION Venetian Ballroom Women and Wealth: How Female Clients are Reshaping the Industry Moderated by: Marsha Askins, Chief Communications Of icer, UBS Group Americas Allison Cooper, Former Women s Rights Activist at the United Nations Svetlana Gherzi Ph. D., Behavioral Finance Specialist, UBS Financial Services Inc. Whitney Lane, Speech and Language Pathologist Laura Lemle Ph. D., Founder & CEO, LC Lemle Real Estate Group, Founder & Chairperson, NVLD Project 12:15 pm 1:20 pm LUNCH Venetian Ballroom 1:20 pm 1:35 pm Refreshment Break Mediterranean Ballroom

4 1:35 pm 2:25 pm CONCURRENT BREAKOUTS New Business Strategies: Fostering Organic Growth Ponce 3 Moderated by: Louise Armour, JP Morgan Securities Jennifer Marcontell, Edward Jones Kathy Roeser, Morgan Stanley Wealth Management Team Cohesion & Of ice Dynamics: How to Lead Ponce 4 Moderated by: Mary Mullin, Merrill Lynch Wealth Management Leslie Lauer, UBS Financial Services Inc. Marie Moore, Morgan Stanley Wealth Management ESG Investing and Its Impact on the Industry s Investment Process Ponce 5 Moderated by: Geri Pell, Ameriprise Financial Katy Grant, Senior Analyst Responsible Investing, Aberdeen Standard Investments Anne Laurence Roucher, Deputy CEO, Head of Development and Operations, Mirova Environment and Infrastructure What to Wear: Create Your Image To Match Your Inner Con idence The Circle Keri Blair, Image Consultant & Founder, The Style Studio by Keri Blair Pam Werner, Edward Jones 2:25 pm 2:45 pm Networking & Refreshment Break Mediterranean Ballroom 2:45 pm 3:35 pm CONCURRENT BREAKOUTS Emotional Intelligence: Discussing a Turbulent Political & Ponce 3 Uncertain Market Environment with Your Clients Moderated by: Steve Samuels, Bank of America Merrill Lynch Kim Haws Falasco, Robert W. Baird Erna Morgan McReynolds, Morgan Stanley Wealth Management Kimberlee Orth, Ameriprise Financial Driving Down the Costs of Active Management Ponce 4 Kristine Delano, Managing Director, Head of Market Strategy, NextShares Solutions LLC

5 2:45 pm 3:35 pm CONCURRENT BREAKOUTS CONT D Tactical and Practical: Protecting Clients in a Down Market Ponce 5 Alejandra Grindal, Senior International Economist, Ned Davis Research David Schassler, Portfolio Manager, VanEck Women Moving Millions: Feminist Philanthropy for the 21st Century Kavita Ramdas, Strategy Advisor, MADRE Interviewed by: Nadia Allaudin, Merrill Lynch Wealth Management The Circle 3:35 pm 3:55 pm Refreshment Break Mediterranean Ballroom 3:55 pm 5:00 pm GENERAL SESSION Venetian Ballroom Persevere & Perform: Insights of a Top Athlete Venus Williams, Professional Tennis Player with 7 Grand Slam Titles, 4 Olympic Gold Medals, Fashion & Interior Designer Interviewed by: Alison Rooney, Senior Manager, Content Development, Dow Jones Wealth & Asset Management 5:00 pm 6:00 pm Cocktail Reception Mediterranean Ballroom FRIDAY, DECEMBER 1, :00 am 11:00 am Registration / Information Desk South Loggia 7:00 am 8:00 am Breakfast Mediterranean Ballroom 8:00 am 8:50 am GENERAL SESSION Venetian Ballroom The Power of Women in Leadership: The Making of the Fearless Girl Moderated by: Tricia Kasner, Managing Director, Dow Jones Wealth & Asset Management Kristen Visbal, Sculptor, Creator of Fearless Girl Brie Williams, Head of Practice Management, State Street Global Advisors 8:50 am 9:00 am Refreshment Break Mediterranean Ballroom

6 FRIDAY, DECEMBER 1, :00 am 9:50 am CONCURRENT BREAKOUTS Crafting a Unique Client Experience: Where and How to Ponce 3 Add Value for Excellence in Customer Satisfaction Moderated by: Ray Sclafani, CEO, ClientWise Barbara Hudock, Hudock Capital Group, LLC Elizabeth Mannen, Wells Fargo Advisors Missy Spickler, Merrill Lynch Wealth Management Disruptive Technology & Innovation: An Opportunity for Growth Ponce 4 Moderated by: Emily Rubin, UBS Financial Services Inc. Sheri Taylor Gilchrist, CMO, PGIM Investments Donn Goodman, Senior Vice President, Atalanta Breaking Money Silence: How to Empower Ponce 5 Your Clients to Talk About Money Kathleen Burns Kingsbury, Wealth Psychology Expert, Founder, KBK Wealth Connection 9:50 am 10:00 am Refreshment Break Mediterranean Ballroom 10:00 am 10:50 am CONCURRENT BREAKOUTS Behaviors & Returns: Expectations for 2018 Ponce 3 Moderated by: Margaret Starner, Raymond James Christopher Davis, Chairman & Portfolio Manager, Davis Advisors Bob Doll, Senior Portfolio Manager & Chief Equity Strategist, Nuveen Asset Management Advisor as CMO: Examining the Marketing Functions of an Ponce 4 Elite Wealth Management Business Moderated by: Emily Pachuta, CMO, Invesco Valerie Garcia Houts, Merrill Lynch Wealth Management Cathy Schnaubelt, CIBC Atlantic Trust Private Wealth Management Debra Weiner, Stifel

7 FRIDAY, DECEMBER 1, :00 am 10:50 am CONCURRENT BREAKOUTS CONT D Identifying Your Next High Performing Team Member: Ponce 5 Case Study of a Top Advisor Heather Leach, Ameriprise Financial Fran Skinner, Co Founder, AUM Partners, LLC 10:50 am 11:00 am Refreshment Break Mediterranean Ballroom 11:00 am 11:40 am GENERAL SESSION Venetian Ballroom Scandal: Managing Crisis Communications and News Judy Smith, Crisis Management Expert, Author & Inspiration for Scandal Interviewed by: Tricia Kasner, Managing Director, Dow Jones Wealth & Asset Management