WEDNESDAY, SEPTEMBER 26, 2018
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1 WEDNESDAY, SEPTEMBER 26, :00 AM 8:00 PM REGISTRATION South Loggia 12:00 2:00 PM NETWORKING LUNCH Mediterranean Courtyard Advisors Only 2:00 PM 4:00 PM PRE-CONFERENCE SESSION Ponce 3 Factor Effect: Turning Theory into Action - Understanding Factors & Ways to Implement in Portfolio Construction Vincent de Martel, Solutions Strategist, Invesco Global Solutions Duy Nguyen, Chief Investment Office and Portfolio Manager, Invesco Global Solutions Development & Implementation Moderator: Jeff Welday, Executive Vice President, National Sales Director, Wirehouse Division, Invesco Pat Dwyer, Merrill Lynch - Private Banking & Investment Group Drew Freides, UBS Private Wealth Management Interviewer: Jack Otter, Dow Jones Wealth & Asset Management 5:30 PM 6:30 PM COCKTAIL RECEPTION 6:30 PM 8:30 PM WELCOME DINNER Never Quit: The Story of a Life Built on Successful Missions Robert O'Neill, Former SEAL Team Six Leader, Naval Special Warfare Development Group 8:30 PM 10:00 PM TOP 100 COCKTAIL RECEPTION THURSDAY, SEPTEMBER 27, 2018 Champagne Toast (for ranked advisors past & present) 8:00 AM 6:00 PM REGISTRATION / INFORMATION DESK South Loggia Breakfast
2 9:00 AM 9:40 AM GENERAL SESSION 9:40 AM 9:55 AM REFRESHMENT BREAK 9:55 AM 10:45 AM BREAKOUTS Fast Forward Marcie Behman, Merrill Lynch - Private Banking & Investment Group Craig Findley, UBS Financial Services, Inc. Presenter & Interviewer: Jason Chandler, Co-Head of Investment Platforms and Solutions, UBS Global Wealth Management Ponce 3 Service of the Future: Targeting UHNW in the Digital Age Frank Cooper, Chief Marketing Officer, BlackRock Interviewer: Sterling Shea, Head of Dow Jones Wealth & Asset Management I-W The Future of Marketing: Building the Personal Brand of Your Business Louise Gunderson, UBS Financial Services, Inc. Todd Silaika, Merrill Lynch Wealth Management Moderator: Ray Sclafani, CEO, Clientwise Ponce 5 Future-izing Portfolios: Leveraging Machine Learning for a New Sector Investment Reality Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors Jennifer Martin, Equity Portfolio Specialist, T. Rowe Price Moderator: Katie Schoen, Manager, PWM Equity and Fixed Income Research, Robert W Baird Gold Room Emerging Markets & Assessing the Global Opportunity that Non-US Companies Can Provide Tim Horsburgh, Investment Strategist, OppenheimerFunds Chris Huemmer, Senior Investment Strategist, FlexShares Moderator: Bob Rose, Executive Editor, Barron s 10:45 AM 10:55 AM REFRESHMENT BREAK
3 10:55 AM 11:45 AM BREAKOUTS Ponce 3 Platforms of the Future Ken Cella, Head of Client Strategies Group, Edward Jones Joe Curtin, Head of Global Portfolio Solutions & Institutional Investments, Bank of America Ian MacEachern, Managing Director, Head of Investment Products, Wells Fargo Moderator: Jack Otter, Dow Jones Wealth & Asset Management Assessing the Business Health of Your Practice Mark Douglass, Morgan Stanley Private Wealth Management Brian Tramontano, Merrill Lynch Wealth Management Moderator: Eric Mogelof, Managing Director, Head of US Wealth Management, PIMCO Ponce 5 The Future of Investment Advice Brett Mossman, Managing Director, Member of BlackRock Global Client Group, Head of BlackRock's Portfolio Consulting Services Group Moderator: Mike Greene, SVP, Advisor Business Development and Financial Planning, Ameriprise Financial Services, Inc. Gold Room ROI of Art Anita Heriot, President, Pall Mall Art Advisors 11:45 AM 12:00 PM REFRESHMENT BREAK 12:00 PM 1:00 PM LUNCH Open Seating 1:00 PM 1:50 PM GENERAL SESSION Trump & Global Markets: A Definitive Analysis on the Eve of the Crucial Midterm Elections John Emerson, Vice Chairman, Capital Group International, Inc. and Former US Ambassador to Germany Matt Miller, Partner and Political Economist, Capital Group; Former White House Senior Advisor
4 1:50 PM 2:05 PM REFRESHMENT BREAK 2:05 PM 2:55 PM BREAKOUT Ponce 3 Decoding Your Health Chris Johnson, CEO & Founder, On Target Living Lessons in Completing Your Business Succession & What s Next Shelley Bergman, Morgan Stanley Wealth Management Moderator: A.J. Fechter, Morgan Stanley Private Wealth Management Ponce 5 Disruptive Technology & Innovation: An Opportunity for Growth Manish Gupta, Associate Portfolio Manager, Senior Research Analyst, First Eagle Funds Michael Lippert, J.D., Vice President, Portfolio Manager, Baron Funds Moderator: Bill Grous, Alex Brown, a division of Raymond James Gold Room Replicating Private Equity Kurt Nelson, Partner, SummerHaven Index Management Erik Stafford, Professor, Harvard Business School (Sponsored by USCF) Moderator: Joe Montgomery, Wells Fargo Advisors 2:55 PM 3:05 PM REFRESHMENT BREAK 3:05 PM 3:55 PM BREAKOUTS Ponce 3 Pitfalls, Perils and Self Inflicted Wounds: Helping Clients Avoid Emotional Investing Chris Davis, Chairman and Portfolio Manager, Davis Advisors The Future of Family Dynamics: Aging Client vs. Millennial Client Needset Nelrae Pasha Ali, Wells Fargo Advisors Julie Kelly, Edward Jones Alyssa Moeder, Merrill Lynch - Private Banking & Investment Group Steve Samuels, Managing Director, Bank of America Merrill Lynch I-W
5 Ponce 5 Evolution of Advisors Alpha: From Portfolios to People Mike DiJoseph, Investment Analyst, Vanguard Investment Strategy Group Gold Room The Convergence of HealthCare & Financial Planning Peter Stahl, President, Bedrock Business Results, LLC 3:55 PM 4:10 PM REFRESHMENT BREAK 4:10 PM 5:00 PM GENERAL SESSION 5:00 PM 6:00 PM COCKTAIL RECEPTION FRIDAY, SEPTEMBER 28, 2018 Future of Entrepreneurial Spirit Alexis Ohanian, Co-Founder of Reddit and Initialized Capital Interviewer: Sterling Shea, Head of Dow Jones Wealth and Asset Management 8:00 AM 11:00 AM REGISTRATION / INFORMATION DESK South Loggia Breakfast 9:00 AM 9:40 AM GENERAL SESSION Future of Advice Andy Sieg, Head of Merrill Lynch Wealth Management 9:40 AM 9:50 AM REFRESHMENT BREAK 9:50 AM 10:40 AM GENERAL SESSION Digital Assets & Cryptocurrency: The Road Ahead Kristina Hooper, Chief Global Market Strategist, Invesco Jan van Eck, CEO, Van Eck Moderator: Sue Wilson-Perez, EVP, Wealth Management Solutions, Ameriprise
6 10:40 AM 10:50 AM REFRESHMENT BREAK 10:50 AM 11:35 AM GENERAL SESSION Welcome to the SuperHuman Era: The Future of Human Machine Interface Jody Medich, Director of Design, Singularity University Labs
1:00 pm - 8:00 pm Check In & Registration South Loggia. 5:00 pm - 6:30 pm Cocktail Reception Mediterranean Ballroom
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