AGENDA AGENDA

Transcription

1 AGENDA 5

2 21 1:00 PM 8:00 PM SOUTH LOGGIA CHECK IN / REGISTRATION 2:00 PM 4:00 PM PRE-CONFERENCE WORKSHOP The 2016 Political Landscape and Navigating the Challenge of Volatile Markets Clarke Camper, Senior Vice President, Government Relations, American Funds Steve Deschenes, Director of Product and Analytics, American Funds 5:00 PM 6:30 PM MEDITERRANEAN COCKTAIL RECEPTION 6:30 PM 8:30 PM VENETIAN GALA DINNER 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 MEDIT. COURTYARD TOP 100 CIGAR & SCOTCH RECEPTION Top 100 Ranked Financial Advisors Past and Present 22 8:00 AM 6:00 PM SOUTH LOGGIA REGISTRATION / INFORMATION DESK 8:00 AM 9:00 AM MEDITERRANEAN BREAKFAST 9:00 AM 9:05 AM VENETIAN WELCOME Sterling Shea, Associate Publisher, Head of Programs, Barron s 9:05 AM 9:50 AM VENETIAN John Thiel, Head of Merrill Lynch 9:50 AM 10:05 AM MEDITERRANEAN Attendees of the Barron s Top Advisors Summit can apply for 6 CE CFP credits & 8 CE hours (toward CIMA /CIMC /CPWA designations). Please have your badge scanned at the door of every session. 7

3 22 10:05 AM 10:55 AM First in Class: Servicing High and Ultra-High-Net-Worth Clients Adam Carlin, Morgan Stanley Private Pat Dwyer, Merrill Lynch Private Bonds at Their Best: Navigating the Perverse Cycle Dan Braz, Vice President, Senior Strategist in the Intermediary Business Group, State Street Global Advisors Daniel Janis, Senior Portfolio Manager, John Hancock Asset Moderated by Drew Zager, Morgan Stanley Private High Performance Teams: Drive Team Synergy and Efficiency IMCA 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 MEDITERRANEAN 11:05 AM 11:55 AM Managing Performance Expectations in a Low Return Environment Drew Freides, UBS Private Wealth Steven Hefter, Wells Fargo Advisors, LLC Moderated by Steve Samuels, Managing Director, Client Segments and Advisor Development, Bank of America Merrill Lynch Exploring Global Credit Across Markets James Keenan, Managing Director, Global Head of Fundamental Credit, BlackRock Christian Stracke, Global Head of Credit Research, PIMCO Moderated by Bill Grous, Alex. Brown, a division of Raymond James Lessons in Leadership & the Benefits of Mentorship Andy Chase, Morgan Stanley Private Richard Jones, Merrill Lynch Private Evolution of Alternatives: How Can You Take Advantage to Build Your Business Michelle Borré, Senior Vice President and Portfolio Manager, OppenheimerFunds Donna Wilson, Director of Portfolio, Portfolio Manager, Invesco Quantitative Strategies Moderated by Ghislain Gouraige, UBS Financial Services, Inc. 11:55 AM 12:05 PM MEDITERRANEAN 12:05 PM 1:00 PM VENETIAN LUNCH 1:00 PM 1:50 PM VENETIAN Macro Risks and Opportunities in Today s Market Roger Aliaga- Diaz, Ph.D., Principal and Senior Economist, Vanguard Investment Strategy Group Robert Kea, Co-Head of Global Asset Allocation, Putnam Moderated by Brian Pfeifler, Morgan Stanley Private 1:50 PM 2:05 PM MEDITERRANEAN 8

4 2:05 PM 2:55 PM Team Development: Strategies for When to Hire, Fire, or Partner IMCA Tom Keegan, Merrill Lynch Private Peter Princi, Graystone Consulting, a business of Morgan Stanley Asset Allocation: Investing with the Long Term View 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 Moderated by Steve Grill, Alex. Brown, a division of Raymond James Top Six Trends for New Business & Growth William Greco, UBS Financial Services, Inc. Joe Montgomery, Wells Fargo Advisors, LLC Secular or Cyclical? Examining Approaches to the Current Market Peter Sackmann, Portfolio Manager & Director, Institutional Research Group, Davis Advisors Andrew Wellington, Co-Founder, Managing Partner, CIO, Lyrical Moderated by Raj Sharma, Merrill Lynch Private Banking & Investment Group 2:55 PM 3:05 PM MEDITERRANEAN 3:05 PM 3:55 PM Rethinking Philanthropy: Examining Trends on Impact Investing, ESG and SRI Christopher Merker, Robert W. Baird & Co. Jim Ryan, Merrill Lynch Private The DOL Rule: Practical Ramifications for Advisors Eugene Maloney, EVP, Corporate Counsel, Federated John Nersesian, Managing Director, Services, Nuveen Investments Moderated by Jim McCarthy, Head of National Sales, Morgan Stanley Succession: Creating Continuity in Your Practice & Preparing for the Next Step IMCA Stephan Cassaday, Cassaday & Company, Inc. John Olson, Merrill Lynch Wealth Attracting & Servicing Next Generation Clients Richard Orlando, Ph.D., CEO, Legacy Capitals 3:55 PM 4:10 PM MEDITERRANEAN 4:10 PM 5:00 PM VENETIAN Geo- Political Outlook: US Foreign Policy & the Global Landscape for 2017 John Bruton, Former European Union Ambassador to the United States; Former Prime Minister of Ireland Richard Haass, President, Council of Foreign Relations Moderated by Sterling Shea, Associate Publisher, Head of Wealth Programs, Barron s 5:00 PM 6:00 PM MEDITERRANEAN COCKTAIL RECEPTION 9

5 23 8:00 AM 9:00 AM MEDITERRANEAN BREAKFAST 9:00 AM 9:50 AM VENETIAN The Age of the Trusted, Omnichannel Advisor IMCA Clara Shih, CEO and Founder, Hearsay Social 9:50 AM 10:00 AM MEDITERRANEAN 10:00 AM 10:40 AM VENETIAN 2016 Election Watch and Insights 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. Moderated by Jason Chandler, Northeast Division Director, UBS 10:40 AM 10:50 AM MEDITERRANEAN 10:50 AM 11:35 AM VENETIAN In the Company of Heroes Michael Durant Master Pilot, Author and Inspiration for Black Hawk Down 11:35 AM VENETIAN CLOSING REMARKS 10