1:00 pm - 8:00 pm Check In & Registration South Loggia. 5:00 pm - 6:30 pm Cocktail Reception Mediterranean Ballroom

Transcription

1 1 WEDNESDAY, SEPTEMBER 21, :00 pm - 8:00 pm Check In & Registration South Loggia 2:00 pm - 4:00 pm PRE CONFERENCE WORKSHOP Ponce 3 The 2016 Political Landscape & Navigating the Challenge of Volatile Markets Clarke Camper, Senior Vice President, Government Relations, American Funds Steve Deschenes, Director of Product Management & Analytics, American Funds 5:00 pm - 6:30 pm Cocktail Reception Mediterranean Ballroom 6:30 pm - 8:30 pm GALA DINNER Venetian Ballroom Creating Demand: Exceeding Expectations in Customer Service Ken Schmidt, Brand Visionary, Former Director of Communications Strategy, Harley Davidson Motor Company 8:30 pm - 9:30 pm Top 100 Cocktail Reception Mediterranean Courtyard (Top 100 Ranked Financial Advisors Past & Present) 8:00 am - 6:00 pm Registration/Information Desk South Loggia 8:00 am - 9:00 am Breakfast Mediterranean Ballroom 9:00 am 9:05 am WELCOME Venetian Ballroom Sterling Shea, Associate Publisher, Head of Advisory Programs, Barron s 9:05 am 9:50 am GENERAL SESSION Venetian Ballroom Speaker: John Thiel, Head of Merrill Lynch Wealth Management 9:50 am 10:05 am Refreshment Break Mediterranean Ballroom

2 2 10:05 am 10:55 am CONCURRENT BREAKOUTS First in Class: Servicing High and Ultra- High- Net- Worth Clients Ponce 3 Adam Carlin, Morgan Stanley Private Wealth Management Pat Dwyer, Merrill Lynch Private Banking & Investment Group Bonds at Their Best: Navigating the Perverse Cycle Ponce 4 Moderated By: Drew Zager, Morgan Stanley Private Wealth Management Dan Braz, Vice President, Senior Strategist in the Intermediary Business Group, State Street Global Advisors Daniel Janis, Senior Portfolio Manager, John Hancock Asset Management High Performance Teams: Drive Team Synergy and Efficiency Ponce 5 Tim Ursiny, Founder, Advantage Coaching & Training Understanding Unintended Bets as it Relates to Today s Factor Investing Abdur Nimeri, Ph.D., Senior Vice President, Senior Investment Strategist, FlexShares 10:55 am - 11:05 am Refreshment Break Mediterranean Ballroom 11:05 am 11:55 am CONCURRENT BREAKOUTS Managing Performance Expectations in a Low Return Environment Ponce 3 Moderated By: Steve Samuels, Managing Director, Client Segments and Advisor Development, Bank of America Merrill Lynch Drew Freides, UBS Private Wealth Management Steven Hefter, Wells Fargo Advisors, LLC Exploring Global Credit Across Markets Ponce 4 Moderated By: Bill Grous, Alex. Brown, a division of Raymond James Christian Stracke, Global Head of Credit Research, PIMCO James Keenan, Managing Director, Global Head of Fundamental Credit, BlackRock

3 3 11:05 am 11:55 am CONCURRENT BREAKOUTS CONT D Lessons in Leadership & the Benefits of Mentorship Ponce 5 Andy Chase, Morgan Stanley Private Wealth Management Richard Jones, Merrill Lynch Private Banking & Investment Group Evolution of Alternatives: How Can You Take Advantage to Build Your Business Moderated By: Ghislain Gouraige, UBS Financial Services, Inc. Michelle Borré, Senior Vice President and Portfolio Manager, OppenheimerFunds Donna Wilson, Director of Portfolio Management, Portfolio Manager, Invesco Quantitative Strategies 11:55 am 12:05 pm Refreshment Break Mediterranean Ballroom 12:05 pm 1:00 pm LUNCH Venetian Ballroom 1:00 pm 1:50 pm GENERAL SESSION Venetian Ballroom Macro Risks and Opportunities in Today s Market Moderated By: Brian Pfeifler, Morgan Stanley Private Wealth Management Roger Aliaga- Diaz, Ph.D., Principal and Senior Economist, Vanguard Investment Strategy Group Robert Kea, Co- Head of Global Asset Allocation, Putnam 1:50 pm 2:05 pm Refreshment Break Mediterranean Ballroom 2:05 pm 2:55 pm CONCURRENT BREAKOUTS Team Development: Strategies for When to Hire, Fire, or Partner Ponce 3 Tom Keegan, Merrill Lynch Private Banking & Investment Group Peter Princi, Graystone Consulting, a business of Morgan Stanley

4 4 2:05 pm 2:55 pm CONCURRENT BREAKOUTS CONT D Asset Allocation: Investing with the Long Term View Ponce 4 Moderated By: Steve Grill, Alex. Brown, a division of Raymond James Jeff Knight, Global Head of Investment Solutions & Asset Allocation, Columbia Threadneedle Investments Wyatt Lee, Co- Portfolio Manager of the Retirement Date Strategies in the Asset Allocation Group, T. Rowe Price Top Six Trends for New Business & Growth Ponce 5 William Greco, UBS Financial Services, Inc. Joe Montgomery, Wells Fargo Advisors, LLC Secular or Cyclical? Examining Approaches to the Current Market Moderated By: Raj Sharma, Merrill Lynch- Private Banking & Investment Group Peter Sackmann, Portfolio Manager & Director, Institutional Research Group, Davis Advisors Andrew Wellington, Co- Founder, Managing Partner, CIO, Lyrical Asset Management 2:55 pm 3:05 pm Refreshment Break Mediterranean Ballroom 3:05 pm 3:55 pm CONCURRENT BREAKOUTS Rethinking Philanthropy: Examining Trends on Impact Ponce 3 Investing, ESG and SRI Christopher Merker, Robert W. Baird & Co. Jim Ryan, Merrill Lynch Private Banking & Investment Group The DOL Rule: Practical Ramifications for Advisors Ponce 4 Moderated By: Jim McCarthy, Head of National Sales, Morgan Stanley Wealth Management Eugene Maloney, EVP, Corporate Counsel, Federated John Nersesian, Managing Director, Wealth Management Services, Nuveen Investments

5 5 3:05 pm 3:55 pm CONCURRENT BREAKOUTS CONT D Succession: Creating Continuity in Your Practice & Preparing for the Next Step Ponce 5 Stephan Cassaday, Cassaday & Company, Inc. John Olson, Merrill Lynch Wealth Management Attracting & Servicing Next Generation Clients Richard Orlando, Ph.D., CEO, Legacy Capitals 3:55 pm 4:10 pm Refreshment Break Mediterranean Ballroom 4:10 pm - 5:00 pm GENERAL SESSION Venetian Ballroom Geo- Political Outlook: US Foreign Policy & the Global Landscape for 2017 Moderated By: Sterling Shea, Associate Publisher, Head of Advisory Programs, Barron s John Bruton, Former European Union Ambassador to the United States; Former Prime Minister of Ireland Richard Haass, President, Council of Foreign Relations 5:00 pm - 6:00 pm Cocktail Reception Mediterranean Ballroom FRIDAY, SEPTEMBER 23, :00 am - 9:00 am Breakfast Mediterranean Ballroom 9:00 am 9:50 am GENERAL SESSION Venetian Ballroom The Age of the Trusted, Omnichannel Advisor Clara Shih, CEO and Founder, Hearsay Social 9:50 am 10:00 am Refreshment Break Mediterranean Ballroom

6 6 FRIDAY, SEPTEMBER 23, :00 am - 10:40 am GENERAL SESSION Venetian Ballroom 2016 Election Watch and Insights Moderated By: Jason Chandler, Northeast Division Director, UBS Wealth Management Senator George Mitchell, Former Chairman of DLA Piper and Chairman Emeritus, Former Federal Judge, Former Majority Leader of the United States Senate John Savercool, Senior Lobbyist and Managing Director, UBS Americas, Inc. 10:40 am 10:50 am Refreshment Break Mediterranean Ballroom 10:50 am 11:35 am GENERAL SESSION Venetian Ballroom In the Company of Heroes Michael Durant, Master Pilot, Author and Inspiration for Black Hawk Down 11:35 am Closing Remarks Venetian Ballroom