11:00 am 8:00 pm Check In & Registration Mediterranean Prefunction. 12:00 pm 2:00 pm Networking Lunch Valencia Court Advisors Only

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Lee Nash
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1 WEDNESDAY, MARCH 14, :00 am 8:00 pm Check In & Registration Mediterranean Prefunction 12:00 pm 2:00 pm Networking Lunch Valencia Court Advisors Only 2:00 pm 4:00 pm PRE CONFERENCE SESSION Mediterranean 1 Focus on International Core: Tilting Toward Developing and Emerging Markets Michael Fardy, National Sales Manager, FlexShares Chris Huemmer, Senior Investment Strategist, FlexShares About Behavior Concepts: When the Market is Behaving and Your Clients are Not Michael Natale, Head of Intermediary Distribution, FlexShares 5:30 pm 6:30 pm Cocktail Reception Mediterranean Prefunction 6:30 pm 8:30 pm WELCOME DINNER & SPEAKER Mediterranean 4/5 Cameron Winklevoss, Founder, Gemini Tyler Winklevoss, Founder, Gemini Interviewed By: Sterling Shea, Head of Wealth & Asset Management, Dow Jones 8:30 pm 9:30 pm Top Advisors Cocktail Reception Porte Cochere (Ranked Advisors Past and Present) 7:00 am 6:00 pm Registration / Information Desk Mediterranean Prefunction 7:00 am 8:00 am Breakfast Mediterranean Prefunction 8:00 am 9:00 am GENERAL SESSION Mediterranean 4/5 The Future of the Industry: The Leadership Perspective I-W Moderated By: Sterling Shea, Head of Wealth & Asset Management, Dow Jones Jon Beatty, Senior Vice President, Advisor Services, Charles Schwab & Co. David Canter, Head of the RIA Segment, Fidelity Clearing & Custody Solutions Tom Nally, President, TD Ameritrade Institutional Mark Tibergien, Chief Executive Of icer and Managing Director, Pershing Advisor Solutions

2 9:00 am 9:15 am Refreshment Break Mediterranean Prefunction 9:15 am 10:05 am CONCURRENT BREAKOUTS New Business Strategies: How to Create a Mediterranean 2 Sustainable and Growing Firm Moderated by : Ray Sclafani, CEO, Clientwise Randy Conner, Churchill Management Group Gary Roth, United Capital Andrew Sommers, Ehrenkranz Partners Outrunning the Bear: How You Can Outperform Mediterranean 1 Stocks and Bonds with Convertibles Greg Miller, Wellesley Asset Management, Inc. Darlene Murphy, Wellesley Asset Management, Inc. Leveraging Technology to Create the Ideal Digital Mediterranean 7 Experience for Client and Employee Satisfaction I-W Andrew Altfest, Altfest Personal Wealth Management Michael Yoshikami, Destination Wealth Management Private Equity: Not Just for the Institutional Mediterranean 6 Client Anymore Moderated by : Marty Miller, MA Private Wealth Daniel Rhoads, Head of Investor Relations North America, Schroder Adveq Kurt Nelson, Partner, SummerHaven Index Management 10:05 am 10:20 am Refreshment Break Mediterranean Prefunction 10:20 am 11:10 am CONCURRENT BREAKOUTS Pricing Strategies for Growth I-W Mediterranean 2 Moderated By: John Furey, Advisor Growth Strategies, LLC Ron Carson, Carson Wealth Eric Propper, CIBC Atlantic Trust Private Wealth Management Jana Shoulders, Mariner Wealth Advisors

3 10:20 am 11:10 am CONCURRENT BREAKOUTS CONT D Building and Maintaining a Family Legacy Mediterranean 1 Brian Levitt, Senior Investment Strategist, OppenheimerFunds Recruiting, Hiring, Training, and Optimizing Human Capital Mediterranean 7 Moderated By: Bill Van Law, President, Investment Advisor Division, Raymond James Michael Chasnoff, Truepoint Wealth Counsel Jennifer Ellison, BOS Opportunities & Challenges in Today s Mediterranean 6 Municipal Bond Market Moderated by: Gerry Klingman, Klingman & Associates, LLC Jeff Brown, Portfolio Specialist, Capital Group Private Client Services, AmericanFunds part of Capital Group Chris Dillon, Vice President, Portfolio Specialist Fixed Income Division, T. Rowe Price David Hammer, Executive Vice President, Head of Municipal Bond Portfolio Management, PIMCO 11:10 am 11:25 am Refreshment Break Mediterranean Prefunction 11:25 am 12:15 pm GENERAL SESSION Mediterranean 4/5 The Evolution of the Business: Aligning with Advisors and Clients Alike Moderated by: Nick Georgis, Senior Vice President Business Consulting and Field Experience Advisor Services, Charles Schwab & Co. Doug Eu, US CEO, Allianz Global Investors Philip Vasan, Head of Investments and Portfolio Solutions US Wealth Advisory, BlackRock 12:15 pm 1:30 pm LUNCH Mediterranean 4/5 1:30 pm 1:45 pm Refreshment Break Mediterranean Prefunction

4 1:45 pm 2:35 pm CONCURRENT BREAKOUTS Innovation in Client Service: Lessons Learned from Mediterranean 2 High Net Worth and Family Of ice Practices Moderated by: Jen Estes, Vice President Client Experience, Ameriprise Financial Ted Cronin, Manchester Capital Management John Lesser, Plante Moran Financial Advisors The Secrets of Reading Body Language: What Your Clients Mediterranean 1 Are Telling You Without Saying Anything Scott Tiras, Ameriprise Financial Leading Organizational Change Mediterranean 7 Moderated by: Tom Kindle, Vice President Senior Relationship Manager, Pershing Advisors Solutions Richard Hough, Silvercrest Asset Management Brittain Prigge, Balentine Royce Ramey, Tolleson Wealth Management Avoiding Portfolio Isolationism: International Investing Mediterranean 6 Opportunities in Today s Market Dodd Kittsley, Director, Davis Advisors 2:35 pm 2:50 pm Refreshment Break Mediterranean Prefunction 2:50 pm 3:40 pm CONCURRENT BREAKOUTS Mergers & Acquisitions: Finding the Formula for Success Mediterranean 2 Moderated by: Steve Levitt, Managing Director, Founder, Park Sutton Advisors Rick Buoncore, MAI Capital Management Scott Hanson, Hanson McClain Advisors Lori Van Dusen, LVW Advisors The Winners & Losers of the Tax Act of 2017 Mediterranean 1 David Lebovitz, Vice President, Global Market Strategist, JP Morgan Asset Management

5 2:50 pm 3:40 pm CONCURRENT BREAKOUTS CONT D Marketing in a Digital Age: Best Practices to Grow Your Business Mediterranean 7 Moderated By: Abby Salameh, Chief Marketing Of icer, Private Advisor Group David Kudla, Mainstay Capital Management Jordan Waxman, HighTower Allocating to Alts in Today s Market: Mediterranean 6 Grow, Diversify & Protect Burland E ast, CEO, AACA Lindsay Creedon, Partner, The StepStone Group Matt Osborne, Founder & CEO, Altegris 3:40 pm 3:55 pm Refreshment Break Mediterranean Prefunction 4:00 pm 5:00 pm GENERAL SESSION Mediterranean 4/5 ScratchWorks: Reimagining Financial Technology Hosted by: David Canter, Head of the RIA Segment, Fidelity Clearing & Custody Solutions Panel Judges: Marty Bicknell, Mariner Holdings Richard Burridge, RMB Capital Management John Eadie, Covenant Jon Jones, Brighton Jones Michael Nathanson, The Colony Group 5:00 pm 6:00 pm Cocktail Reception Mediterranean Prefunction FRIDAY, MARCH 16, :00 am 11:00 am Registration / Information Desk Mediterranean Prefunction 7:00 am 8:30 am Breakfast Mediterranean Prefunction

6 FRIDAY, MARCH 16, :30 am 8:30 am ROUNDTABLE DISCUSSION GROUPS Mediterranean 4/5 Pre Registration is required. Limited to 10 advisors each. Business Strategy: The Good, The Bad, The Ugly David Wright, Sierra Investment Management Creating an Award Winning Culture Robert Balentine, Balentine Finding & Winning New Business Spuds Powell, Kayne Anderson Rudnick How Exponential Technologies Will Impact Practices and Advice Ric Edelman, Edelman Financial Services, LLC Leveraging Technology in Your Business Dalal Salomon, Salomon & Ludwin, LLC Next Generation Talent & Clients Brandon Kawal, Advisor Growth Strategies Aaron Schaben, Carson Wealth Management Statistically Analyzing Your Practice Matt Barthel, Editor, Dow Jones Wealth & Asset Management 8:30 am 9:15 am GENERAL SESSION Mediterranean 4/5 What Every Independent Advisory Firm Must Do to Be Relevant in Three Years I-W Shirl Penney, Founder, President and CEO, Dynasty Financial Partners 9:15 am 9:25 am Refreshment Break Mediterranean Prefunction

7 FRIDAY, MARCH 16, :25 am 10:15 am GENERAL SESSION Mediterranean 4/5 Disruption & Change: How to Plan, Prepare, Succeed I-W Moderated by: Kate Healy, Managing Director, Generation Next, TD Ameritrade Rob Almeida, Institutional Equity Portfolio Manager, MFS Investment Management Valerie Newell, RiverPoint Capital/Mariner Grant Rawdin, Wescott Financial Advisory Group 10:15 am 10:25 am Refreshment Break Mediterranean Prefunction 10:25 am 11:15 am GENERAL SESSION Mediterranean 4/5 Never Split the Difference Chris Voss, Former FBI Lead International Kidnapping Negotiator

ADVISORS SUMMIT M A R C H , O R L A N D O, F L

ADVISORS SUMMIT M A R C H , O R L A N D O, F L 2 TO P I N D E P E N D E N T ADVISORS SUMMIT M A R C H 2 2 2 4, 2 017 O R L A N D O, F L 2Wednesday 11:00 AM 8:00 PM Check-in & Registration Plaza Registration 5:30 PM 6:30 PM Cocktail Reception 12:00