11:00 am - 8:00 pm Check In & Registration South Loggia. 12:00 pm - 2:00 pm NETWORKING LUNCHEON (Optional) Ocean Lawn

Transcription

1 WEDNESDAY, NOVEMBER 30, :00 am - 8:00 pm Check In & Registration South Loggia 12:00 pm - 2:00 pm NETWORKING LUNCHEON (Optional) Ocean Lawn 2:00 pm -4:00 pm PRE CONFERENCE WORKSHOP Ponce 3 Managing Change: Volatile Markets, a Transforming Industry, and Evolving Demands of Work-life Integration Moderated By: Cathy Stahl, Global Head of Marketing, PIMCO Libby Cantrill, Executive Office, Head of Public Policy, PIMCO Cady Johnson, Vice President, Advisor Consultant, PIMCO Beth MacLean, Portfolio Manager, Bank Loans, PIMCO 5:00 pm - 6:30 pm Cocktail Reception Mediterranean Ballroom 6:30 pm - 8:30 pm GALA DINNER Venetian Ballroom Guest Speaker: Pippa Malmgren, American Policy Analyst, Served as Special Assistant to the President of the United States for Economic Policy on the National Economic Council, former member of the U.S. President Working Group on Financial Markets, Founder, DRPM Group, co-founder, H Robotics 8:30 pm - 9:30 pm Top 100 Cocktail Reception Magnolia (Top 100 Ranked Financial Advisors Past & Present) THURSDAY, DECEMBER 1, :00 am - 6:00 pm Registration/Information Desk South Loggia 7:00 am - 8:00 am Breakfast Mediterranean Ballroom 8:00 am 8:10 am WELCOME Venetian Ballroom Sterling Shea, Associate Publisher, Head of Wealth Management Programs, Barron s

2 8:10 am 9:00 am GENERAL SESSION Venetian Ballroom The Advisor of the Future A Conversation with Shelley O Connor, Managing Director and Co-Head, Morgan Stanley Wealth Management Naureen Hassan, Chief Digital Officer and Managing Director, Morgan Stanley Wealth Management 9:00 am 9:15 am Refreshment Break Mediterranean Ballroom 9:15 am 10:05 am CONCURRENT BREAKOUTS How to Develop a Cohesive, Productive & Efficient Team Lee DeLorenzo, United Asset Strategies, Inc. Louise Gunderson, UBS Financial Services, Inc. The Circle Journey & Momentum: The Power of Impact Investing Ponce 3 Moderated By: Linda Stephans, Graystone Consulting, a business of Morgan Stanley Elizabeth Phillips, Executive Director, Phillips Foundation Debra Schwartz, Managing Director, Impact Investments, MacArthur Foundation Election 2016: The Results and What They Mean for You, Your Clients Ponce 4 and the Markets Tracey Flaherty, Senior Vice President, Government Relations & Retirement Strategy, Natixis Global Asset Management Fed Rate Movements: Assessing the Impact on Ponce 5 Fixed Income and Equities Moderated By: Stephanie Ackler, Wells Fargo Advisors Maddi Dessner, Client Portfolio Manager, JP Morgan Asset Management Suzanne Hutchins, Portfolio Manager, Real Return Team, Newton Investment Management 10:05 am 10:35 am Networking Break Mediterranean Ballroom

3 10:35 am -11:25 am CONCURRENT BREAKOUTS Creating Ultimate Value for the Clients of Today Louise Armour, JP Morgan Securities, LLC Colleen O Callaghan, Morgan Stanley Private Wealth Management The Circle Staying Ahead of the Competition: Perspective from Olympians Ponce 3 Moderated By: Kimberley Hatchett, Morgan Stanley Private Wealth Management Hailey Danisewicz, Paralympic Athlete, Dare2tri Elite Team member Gwen Jorgensen, Professional Triathlete, 2016 Olympic Gold Medalist Factor Investing: Diversification and the Portfolio of the Future Ponce 4 Holly Framsted, Smart Beta Strategist, BlackRock Accelerate Your Success: The Key to Leveraging Change, Ponce 5 Transition & Possibility Judy Beatrice, Executive Leadership Consultant, Hyperion 360 Solutions Linda Rossetti, Author, Veteran Tech Start-Up Entrepreneur and Fortune 500 Executive 11:25 am 11:40 am Refreshment Break Mediterranean Ballroom 11:40 am 12:30 pm GENERAL SESSION Venetian Ballroom Macro Risks and Opportunities: The Economy, Capital Markets & Beyond Moderated By: Penny Pennington, Principal Client Strategies Group, Edward Jones Margo Cook, Co-President, Nuveen Lisa Jones, Head of the U.S., President and Chief Executive Officer, Pioneer Investment Management USA Inc. 12:30 pm 1:30 pm LUNCH Venetian Ballroom 1:30 pm 1:45 pm Refreshment Break Mediterranean Ballroom

4 1:45 pm 2:35 pm CONCURRENT BREAKOUTS 5 Pillars of Health The Circle Karen Koffler, M.D., Director, Integrative and Functional Medicine, Rezilir Health, Former Medical Director at Canyon Ranch The Client of the Future: Connecting to the Next Generation Ponce 3 Donna Di Ianni, Merrill Lynch Wealth Management Valerie Newell, Riverpoint Capital Management Spectrem: Today s Affluent Investors: Insights and Opportunities Ponce 4 Maria Quinn, Advisor Education Specialist, Vanguard Fees and Service for High-Net-Worth Clients Ponce 5 Mary Deatherage, Morgan Stanley Private Wealth Management Sharon Oberlander, Merrill Lynch Wealth Management 2:35 pm 3:05 pm Networking Break Mediterranean Ballroom 3:05 pm 3:55 pm CONCURRENT BREAKOUTS Strategic Marketing & Branding for Growth Darcy Beeman, Edward Jones Judy Fredrickson, UBS Financial Services, Inc. The Circle Retiring Retirement: The Era of Longevity Planning Ponce 3 Jan Blakeley Holman, Director of Advisor Education, Thornburg Investment Management From China Cabinet to Financial Plan: Identifying Wealth in Art, Ponce 4 Antiques & Collectibles Lori Verderame, Ph.D., Antiques Appraiser, Author, Award-winning TV Personality

5 3:05 pm 3:55 pm CONCURRENT BREAKOUTS CONT D By Women, For Women, and About Women: A Look into How to Invest in Today s Emerging Markets Ponce 5 Moderated By: Sharon Sager, UBS Private Wealth Management Kyuhey August, Vice President, Research Analyst, Baron Funds Heidi Heikenfeld, Portfolio Manager, Oppenheimer Emerging Markets Innovators Strategy, OppenheimerFunds 3:55 pm 4:10 pm Refreshment Break Mediterranean Ballroom 4:10 pm - 5:00 pm GENERAL SESSION Venetian Ballroom Global Entrepreneurship Moderated By: Heather Hunt-Ruddy, Managing Director, Regional President, Wells Fargo Advisors Elizabeth Gore, Entrepreneur-In-Residence, Dell Technologies, named one of People s 100 Extraordinary Women & Fast Company s Most Creative 5:00 pm - 6:00 pm Cocktail Reception Mediterranean Ballroom FRIDAY, DECEMBER 2, :00 am - 8:00 am Breakfast Mediterranean Ballroom 8:00 am 8:50 am GENERAL SESSION Venetian Ballroom What Leaders Really Do Moderated By: Tricia Kasner, Managing Director, Marketing & Conferences, Barron s Suzy Welch, Business Journalist and Commentator, New York Times Best Selling Author, Former Editor-in-Chief of the Harvard Business Review 8:50 am 9:00 am Refreshment Break Mediterranean Ballroom

6 FRIDAY, DECEMBER 2, :00 am - 9:50 am CONCURRENT BREAKOUTS Succeed in Succession: When and How to Prepare Yourself Ponce 3 Meg Green, Meg Green & Associates Margaret Starner, Raymond James Linnell Sullivan, Merrill Lynch Wealth Management The Private Banker s Perspective Credits, Trusts, Wealth Structuring Ponce 4 and New Business Generation Moderated By: Lisa Carnoy, Division Executive for the Northeast, U.S. Trust, Bank of America Private Wealth Management Janet Ryan, Managing Director and Private Client Advisor, U.S. Trust, Bank of America Private Wealth Management Vicki Sinar, Senior Vice President, Private Client Advisor, U.S. Trust, Bank of America Private Wealth Management Where is the Market Headed from Here? & Other Questions Investors Ponce 5 Are Asking Today Christopher Davis, Chairman & Portfolio Manager, Davis Advisors 9:50 am 10:00 am Refreshment Break Mediterranean Ballroom 10:00 am 10:50 am CONCURRENT BREAKOUTS Women for Women: Responsibilities of Advocacy Ponce 3 Moderated By: Deborah Danielson, LPL Financial Services Juliana Bogoricin, Equity Investment Analyst, Capital Group Noriko Chen, Equity Portfolio Manager, Capital Group Lessons of a Skinned Knee: The Most Important Mistakes We ve Made Ponce 4 Audree Begay, Ameriprise Financial, Inc. Marcie Behman, Merrill Lynch Private Banking & Investment Group Women: An Undervalued Asset for Philanthropy Ponce 5 Dr. Debra Mesch, Director, Women s Philanthropy Institute

7 FRIDAY, DECEMBER 2, :50 am 11:00 am Refreshment Break Mediterranean Ballroom 11:00 am 11:45 am GENERAL SESSION Venetian Ballroom Find a Way Diana Nyad, Record-Breaking Long Distance Swimmer, Sports Journalist