WEDNESDAY, JULY 17, :00 pm - 8:00 pm Check In & Registration. 3:00 pm 4:30 pm PEER-TO-PEER DISCUSSION GROUPS (pre-registration required)

Transcription

1 WEDNESDAY, JULY 17, :00 pm - 8:00 pm Check In & Registration 3:00 pm 4:30 pm PEER-TO-PEER DISCUSSION GROUPS (pre-registration required) 5:00 pm - 6:30 pm Welcome Reception 6:30 pm - 9:00 pm GENERAL SESSION Opening Night Dinner WELCOME: Sterling Shea, Managing Director, Advisor Programs, Barron s FEATURED SPEAKER: Delivering Happiness Tony Hsieh, Author, Entrepreneur & CEO, Zappos THURSDAY, JULY 18, :00 am - 6:00 pm Registration/Information Desk 7:00 am - 8:00 am Breakfast 8:00 am - 8:50 am GENERAL SESSION 8:50 am - 9:05 am Refreshment Break 9:05 am - 9:55 am BREAKOUTS Engage Every Age: Bringing Generational Diversity to Your Practice Anne Loehr, Generational Author, Speaker & Consultant and Director, Anne Loehr & Associates n Built for Growth Team Structure and Foundations Edmund Agresta, Morgan Stanley Private Wealth Management Michael Colagiovanni, Morgan Stanley Private Wealth Management Deborah Montaperto, Morgan Stanley Private Wealth Management Lyon Polk, Morgan Stanley Private Wealth Management

2 THURSDAY, JULY 18, :05 am - 9:55 am BREAKOUTS (CONT D) 9:55 am - 10:10 am Refreshment Break n Becoming the Best Place to Work David Armstrong, Monument Wealth Management Dean Cantino, Monument Wealth Management n Online Engagement: Better Attracting Clients and Prospects Heather Margolis, Channel Maven Consulting n Japan: The Yen, The GDP, The Rally Speaker TBA, First Eagle Investment Management Speaker TBA, Matthew s Asia n Leading With Liabilities Optimizing Debt Thomas Anderson, Morgan Stanley Wealth Management 10:10 am - 11:00 am INVESTMENT MANAGER PERSPECTIVE BREAKOUTS n Aberdeen Asset Management n Invesco Richard Golod, Director, Global Investment Strategies n U.S. Commodity Funds 11:00 am - 11:15 am Refreshment Break 11:15 am - 12:05 pm BREAKOUTS n Forces at Work A Top Team in Action Ali Arik, Pence Wealth Management Anne Godfrey, Pence Wealth Management Chad Krieg, Pence Wealth Management Dryden Pence, Pence Wealth Management

3 THURSDAY, JULY 18, :15 am - 12:05 pm BREAKOUTS (CONT D) 12:05 pm - 12:15 pm Refreshment Break 12:15 pm - 1:50 pm Lunch n High Payoff Activities: The Key to Greater Productivity Stephan Quinn Cassaday, Cassaday and Company, Inc. n Stay Top-of-Mind: Developing an Integrated Marketing Plan Heather Margolis, Channel Maven Consulting n Challenging Traditional Portfolios Speaker TBA, Schroders Investment Management Speaker TBA, Vanguard n Investor Psyche Understanding the Emotions that Compel Investors Sami Abboud, Merrill Lynch Wealth Management Al Boris, Deutsche Bank Alex. Brown Ninja Innovation: The Ten Killer Strategies of the World s Most Successful Companies Gary Shapiro, President & CEO, Consumer Electronics Association 1:50 pm - 2:05 pm Refreshment Break 2:05 pm - 2:55 pm INVESTMENT MANAGER PERSPECTIVE BREAKOUTS n J.P. Morgan Asset Management n OppenheimerFunds 2:55 pm - 3:10 pm Refreshment Break

4 THURSDAY, JULY 18, :10 pm - 4:00 pm BREAKOUTS n Lateral Alignments The Power of Strategic Partnerships Elizabeth Pakenas, Morgan Stanley Wealth Management Speaker TBA, UBS Financial Services, Inc. n The Metrics of a Generationally Diverse Client Base Joseph Montgomery, Wells Fargo Advisors, LLC n The Future of Financial Planning and Investment Management Ric Edelman, Edelman Financial Services, LLC n Top 10 Reasons for Active and Passive in the Current Environment Speaker TBA, Janus Capital Group Speaker TBA, State Street Global Advisors n Investment Analysis: Making Yield Enhancement Strategies Work Gerard Costello, Credit Suisse Securities (USA) LLC Speaker TBA, UBS Financial Services, Inc. 4:00 pm - 4:15 pm Refreshment Break 4:15 pm - 5:00 pm FEATURED SPEAKER: Asset Allocation and Investment Strategy for 2014 and Beyond David Darst, Managing Director & Chief Investment Strategist, Morgan Stanley Wealth Management 5:00 pm - 6:00 pm Cocktail Reception FRIDAY, JULY 19, :00 am - 11:00 am Registration/Information Desk 7:00 am - 7:45 am Breakfast 7:45 am - 8:45 am TEAM ACTIVITY Judy Beatrice, Executive Leadership Development Consultant & Trainer, Hyperion 360 Solutions

5 FRIDAY, JULY 19, :45 am - 8:55 am Refreshment Break 8:55 am - 9:45 am BREAKOUTS 9:45 am - 9:55 am Refreshment Break n Common Threads The Parallels & Themes Across Top Performing Teams Peg Moore, Wells Fargo Advisors, LLC Kevin Sanchez, UBS Institutional Consulting Sean Walters, Investment Management Consultants Association (IMCA) n Game On Managing Assets for Professional Athletes Robert Knorr, Morgan Stanley Wealth Management Frank Seminara, Morgan Stanley Wealth Management n Bank Loans Speaker TBA, Federated Investors Speaker TBA, RS Funds n Delivering Clarity Communicating Complex Investment Ideas to Clients Michael Yoshikami, Destination Wealth Management 9:55 am - 10:45 am INVESTMENT MANAGER PERSPECTIVE BREAKOUTS n FlexShares n Thornburg Investments 10:45 am - 10:55 am Refreshment Break 10:55 am - 11:45 am BREAKOUTS n The Succession Plan Your Future, Their Success Mary Deatherage, Morgan Stanley Private Wealth Management Michael G. Klein, Robert W. Baird & Co.

6 FRIDAY, JULY 19, :55 am - 11:45 am BREAKOUTS (CONT D) n Marketing Analysis: Building the Total Team Brand Paul Pagnato, HighTower Herman Rij, Merrill Lynch Wealth Management n TEAM PROFILE Speakers, Merrill Lynch Wealth Management 11:45 am - 12:35 pm TEAM WORKSHOP Benchmark Your Practice Against the Best in the Business Ray Sclafani, ClientWise, LLC 12:35 pm CLOSING REMARKS: Sterling Shea, Managing Director, Advisor Programs, Barron s