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1 MONDAY, JANUARY 8TH 11:00 am 8:00 pm Check In & Registration South Loggia 2:00 pm 4:00 pm PRE CONFERENCE WORKSHOP Ponce 4 Minding the Fiduciary Gap I W Paul Blease, Director, CEO Advisor Institute Jay Therrien, Director, CEO Advisor Institute Business Consulting 6:00 pm 8:30 pm WELCOME EVENT The Beach Club 8:30 pm 10:00 pm Top Advisors Cocktail Reception The Bungalows (Ranked Advisors Past and Present) TUESDAY, JANUARY 9TH 8:00 am 6:00 pm Registration / Information Desk South Loggia 8:00 am 9:00 am Breakfast Mediterranean Ballroom 9:00 am 9:50 am GENERAL SESSION Venetian Ballroom Arti icial Intelligence & The Future of Business Moderated by : Pat Dwyer, Merrill Lynch Private Banking & Investment Group Neil Jacobstein, Chair of the Arti icial Intelligence and Robotics Track at Singularity University Keller Rinaudo, Founder and CEO, Zipline 9:50 am 10:05 am Refreshment Break Mediterranean Ballroom 10:05 am 10:55 am CONCURRENT BREAKOUTS Will to Win: Attaining New Business & Accelerating Your Growth Ponce 3 Moderated By: Patricia Bates, Regional President, Wells Fargo Advisors Adam Carlin, Morgan Stanley Private Wealth Management Jeff Kobernick, UBS Private Wealth Management Peter Rohr, Merrill Lynch Private Banking & Investment Group
2 10:05 am 10:55 am CONCURRENT BREAKOUTS CONT D Bitcoin: Digital Currency or Digital Tulip? Ponce 4 Kristina Hooper, Global Market Strategist, Invesco Tax Reform, Amazon and other Factors Impacting Commercial Ponce 5 Real Estate in 2018 John Blumberg, Founder, Black Creek Group Raj Dhanda, President, Black Creek Group Shawn Fowler, Morgan Stanley Private Wealth Management Greg Moran, CIO, Black Creek Group 10:55 am 11:10 am Refreshment Break Mediterranean Ballroom 11:10 am 12:00 pm CONCURRENT BREAKOUTS Rede ining the Wealth Management Industry: Ponce 3 What to Expect in the Next 5 Years Moderator: Scott Curtis, President, Raymond James Financial Services Dryden Pence, LPL Financial Richard Szelc, Neuberger Berman Cheryl Young, Morgan Stanley Wealth Management The Hunt for Alpha: Opportunities in Private Equity Ponce 4 Maura Reilly Kennedy, Principal, Neuberger Berman Private Equity Judgment and Choice Making in Uncertain Times: Balancing Life Spaces Ponce 5 Krishna Pendyala, Founder and Chief Empowerment Of icer, ChoiceLadder Institute 12:00 pm 12:10 pm Refreshment Break Mediterranean Ballroom 12:10 pm 1:10 pm LUNCH Venetian Ballroom
3 1:10 pm 1:50 pm GENERAL SESSION Venetian Ballroom Market Mania: What's Driving Today's Market Environment and What's To Come? Moderated by : Daniel Skelly, Executive Director, Head of Equity Model Portfolio Team, Morgan Stanley Wealth Management David Bianco, Chief Investment Strategist for the Americas and Head of Equities in the US, Deutsche Asset Management Bob Miller, Managing Director, Head of the US Multi Sector Fixed Income Team, BlackRock 1:50 pm 2:05 pm Refreshment Break Mediterranean Ballroom 2:05 pm 2:55 pm CONCURRENT BREAKOUTS The Temperature of the Market Over Exaggerated or Underrated?: Ponce 3 Visionaries Discuss Their Views Moderated By: Paul Tramontano, First Republic Scott Donaldson, Senior Investment Strategist, Vanguard Investment Strategy Group Sebastien Page, Head of Asset Allocation, T. Rowe Price Building Large Teams and Leveraging Your Staff for Maximum Ef iciency Ponce 4 Moderated By: Rob McInerney, National Sales Manager, Thornburg Investment Management Andrew Burish, UBS Financial Services, Inc. Deborah Howard, Merrill Lynch Wealth Management Lyon Polk, Morgan Stanley Private Wealth Management Your Fixed Income Investments: Active? Passive? Ponce 5 The Experts Say Active Moderated By: John Rahal, Edward Jones Olivia Albrecht, Senior Vice President Product Strategist, PIMCO Luke Farrell, Fixed Income Investment Director, Capital Group home of American Funds 2:55 pm 3:10 pm Refreshment Break Mediterranean Ballroom
4 3:10 pm 4:00 pm CONCURRENT BREAKOUTS Debate on Market Returns: Optimism vs. Skepticism Ponce 3 Moderated By: Jack Otter, Editor in Chief, Dow Jones Wealth & Asset Management Steve Grill, Alex.Brown, A Division of Raymond James Phil Scott, Merrill Lynch Wealth Management Prepare Now For The Future: The Forecast on Favorable, and Ponce 4 Not So Favorable Asset Classes Moderated By: Troy Griepp, Morgan Stanley Private Wealth Management Michael Collins, Managing Director, Senior Investment Of icer, Portfolio Manager, PGIM Fixed Income Kurt Nelson, Partner, Summerhaven Investment Management Andrew Wellington, Co Founder, Managing Partner & Chief Investment Of icer, Lyrical Asset Management Keeping Your Edge: Improving Brain Endurance and Preventing Decline Ponce 5 Karen Kof ler, M.D., Director, Integrative and Functional Medicine, Rezilir Health, Former Medical Director at Canyon Ranch 4:00 pm 4:15 pm Refreshment Break Mediterranean Ballroom 4:15 pm 5:00 pm GENERAL SESSION Venetian Ballroom Sugar Ray Leonard, Boxing Legend, Six Time World Champion and Olympic Gold Medalist 5:00 pm 6:00 pm Cocktail Reception Mediterranean Ballroom WEDNESDAY, JANUARY 10TH 8:00 am 11:00 am Registration / Information Desk South Loggia 8:00 am 9:00 am Breakfast Mediterranean Ballroom 9:00 am 9:35 am GENERAL SESSION Venetian Ballroom Making Your Brand Your Business: How to Craft a Powerful Personal Brand Terri Trespicio, Writer, Branding Consultant, and Co Creator of Lights, Camera, Expert WEDNESDAY, JANUARY 10TH
5 9:35 am 9:45 am Refreshment Break Mediterranean Ballroom 9:45 am 10:35 am GENERAL SESSION Venetian Ballroom Markets, Central Bank Policy and Your Portfolio Jeffrey Gundlach, CIO & CEO, DoubleLine 10:35 am 10:45 am Refreshment Break Mediterranean Ballroom 10:45 am 11:30 am GENERAL SESSION Venetian Ballroom Spellbound: Gaining In luence, Captivating Audiences, and Unlocking Success David Kwong, World Class Magician, New York Times Crossword Puzzle Constructor, Author of Spellbound 11:30 am Closing Remarks Venetian Ballroom
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