TOP ADVISORY TEAMS SUMMIT

Transcription

1 TOP ADVISORY TEAMS SUMMIT WEDNESDAY, FEBRUARY 5, :00 pm - 8:00 pm REGISTRATION Check In & Registration 3:00 pm 4:30 pm PEER- TO- PEER DISCUSSION GROUPS (Pre- Registration required) The Discussion Groups have been designed to facilitate communication among attendees and offer an interactive forum for the sharing of ideas, experience, knowledge, and the wisdom of your peers. 5:00 pm - 6:30 pm Welcome Reception 6:30 pm - 9:00 pm Opening Night Dinner WELCOME Sterling Shea, Managing Director, Advisory and Wealth Management Programs, Barron s FEATURED SPEAKER Tony Hsieh, Author, Entrepreneur & CEO, Zappos.com THURSDAY, FEBRUARY 6, :00 am - 6:00 pm REGISTRATION Registration/Information Desk 7:00 am - 8:00 am Breakfast 8:00 am - 8:50 am Engage Every Age: Bringing Generational Diversity to Your Practice Anne Loehr, Generational Author, Speaker & Consultant and Director, Anne Loehr & Associates 8:50 am - 9:05 am

2 9:05 am - 9:55 am 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 Becoming the Best Place to Work David Armstrong, Monument Wealth Management Dean Catino, Monument Wealth Management SANIBEL Attracting Clients and Prospects Through Online Engagement Heather Margolis, Channel Maven Consulting Is Japan s Sun Rising Again? Abhay Deshpande, Portfolio Manager, First Eagle Global, Overseas and U.S. Value Funds Taizo Ishida, Portfolio Manager, Matthews International Capital Management The Value of Debt: How to Manage Both Sides of the Balance Sheet to Maximize Wealth Thomas Anderson, Morgan Stanley Wealth Management 9:55 am - 10:10 am 10:10 am - 11:00 am INVESTMENT MANAGER PERSPECTIVE Navigating a New Investment Reality: Is Now the Right Time for Global Yield? Patrick Maldari, Senior Portfolio Manager, Aberdeen Asset Management Where Do We Go From Here? Richard Golod, Director - Global Investment Strategies, Invesco Commodities As a Hedge Against Inflation:

3 Better Than Stocks, Bonds, or Gold? Geert Rouwenhorst, Ph.D., Yale School of Management 11:00 am - 11:15 am 11:15 am - 12:05 pm 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 SANIBEL Stay Top- of- Mind: Developing an Integrated Marketing Plan Heather Margolis, Channel Maven Consulting Challenging Traditional Portfolios Chris Philips, Senior Investment Analyst, Vanguard Group Marina Severinovsky, Alternatives Specialist, Schroders Investment Management Investor Psyche Understanding the Emotions that Compel Investors Al Boris, Deutsche Bank Alex. Brown Seth Coren, Morgan Stanley Wealth Management 12:15 pm - 1:50 pm LUNCH FEATURED SPEAKER, TBA 1:50 pm - 2:05 pm

4 2:05 pm - 2:55 pm INVESTMENT MANAGER PERSPECTIVE The Investment Implications of Easy Money and Tight Budgets Priscilla Hancock, Fixed Income & Municipal Strategist, J.P. Morgan Asset Management Phil Camporeale, Client Portfolio Manager, Global Multi- Asset Group, J.P. Morgan Asset Management Lee Spelman, Head of U.S. Equity Client Portfolio Managers, J.P. Morgan Asset Management Joe Tanious, Global Strategist, J.P. Morgan Asset Management Refining Your Client s Portfolios: Investing in the U.S. Energy Boom Brian Watson, Director of MLP Research & Portfolio Manager, OppenheimerFunds 3:10 pm - 4:00 pm SANIBEL Lateral Alignments The Power of Strategic Partnerships A.J. Fechter, Morgan Stanley Wealth Management Elizabeth Pakenas, Morgan Stanley Wealth Management How to Diversify Your Client Base in the Current Environment Joseph Montgomery, Wells Fargo Advisors, LLC

5 How Emerging Technologies Will Change Your Advice and Service and How You ll Deliver Them Ric Edelman, Edelman Financial Services, LLC The Fundamentals of Active and Passive Management Across All Asset Classes David Mazza, Head of ETF Investment Strategy- Americas, State Street Global Advisors E. Marc Pinto, Portfolio Manager, Janus Capital Group Successfully Managing Investments for Other Advisors Gerard Costello, Credit Suisse Securities (USA) LLC Earle Dodd, UBS Financial Services, Inc. 4:00 pm - 4:10 pm 4:10 pm - 5:00 pm 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, FEBRUARY 7, :00 am - 11:00 am Registration/Information Desk 7:00 am - 7:45 am Breakfast 7:45 am - 8:45 am What Does Your Team Stand For? Judy Beatrice, Executive Leadership Development Consultant & Trainer, Hyperion 360 Solutions 8:45 am - 8:55 am

6 8:55 am - 9:45 am Common Threads The Parallels & Themes Across Top Performing Teams Peg Moore, Wells Fargo Advisors, LLC Kevin Sánchez, UBS Institutional Consulting Sean Walters, Investment Management Consultants Association (IMCA) Game On Managing Assets for Professional Athletes Robert Knorr, Morgan Stanley Private Wealth Management Frank Seminara, Morgan Stanley Private Wealth Management Today s Bank Loan Market More than Yesterday s Old- Fashioned Loans John Blaney, Senior Director, Fixed Income Credit Research, RS Investments Tony Delserone, Senior Portfolio Manager, Federated Investors Delivering Clarity Communicating Complex Investment Ideas to Clients Michael Yoshikami, Destination Wealth Management 9:45 am - 9:55 am 9:55 am - 10:45 am INVESTMENT MANAGER PERSPECTIVE The New Gold Rush: Major Moves and Opportunities Bob Browne, Executive Vice President & Chief Investment Officer, Northern Trust Global Investments Exploring Today s Income Markets Jeff Klingelhofer, Associate Portfolio Manager, Thornburg Investment Management

7 FRIDAY, FEBRUARY 7, :45 am - 10:55 am 10:55 am - 11:45 am The Succession Plan Your Future, Their Success Mary Deatherage, Morgan Stanley Private Wealth Management Michael G. Klein, Robert W. Baird & Co. Marketing Analysis: Building the Total Team Brand Paul Pagnato, HighTower Herman Rij, Merrill Lynch Wealth Management Future Perfect Positioning Your Team Now for Long- Term Success Thomas Keegan, Merrill Lynch Private Banking and Investment Group Speaker TBA, Merrill Lynch Private Banking and Investment Group 11:45 am - 12:35 pm Benchmark Your Practice Against the Best in the Business (Please Sit with Your Team) Ray Sclafani, ClientWise, LLC 12:35 pm CLOSING REMARKS: Sterling Shea, Managing Director, Advisory and Wealth Management Programs, Barron s