7:00 a.m.–6:00 p.m.
Registration/Information Desk Open
7:00–8:00 a.m.
Breakfast with Partners and Sponsors
7:20–7:45 a.m.
EdTalk (0.5 CE)
Compound Your Returns, Not Your Costs; Tax Alpha in Real Estate Private Equity - Nick Bruce, Founding Partner and Head of Investments & Research, Arqitel
8:00–9:15 a.m.
General Session (1.5 CE)
Scaling Advice: From Financial Advisor to Financial Advicer - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author
9:30–10:30 a.m.
Breakouts (1 CE each)
Emerging Markets: The Next Hot Spot in Sustainable Investing - Kathlyn Collins, CAIA, Vice President, Head of Responsible Investment and Stewardship, Matthews Asia, Vivek Tanneeru, Portfolio Manager, Matthews Asia
Rethinking Traditional Portfolio Allocation - Gregory Brousseau, Co-Head of Wealth Solutions, Macquarie Asset Management, Andrea Mody, Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management
Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group
Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It - Kristy L. Archuleta, PhD, LMFT, CFT-I, Financial Therapy Trailblazer, Financial Behavior Keynote Group
Wealth Management Best Practices for Canadian Independent Professionals - John J. Bowen, Founder and Chief Executive Officer, CEG Worldwide
10:30–11:00 a.m.
Break with Partners and Sponsors
11:00 a.m.–12:00 p.m.
Breakouts (1 CE each)
Philanthropy as a Catalyst for Client Engagement and Business Growth - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Josh Stamer, Chief Strategy Officer, Anonymous Philanthropy LLC, Erika Williams, Vice President, Client Development, RSF Social Finance
Redefining the Optimal Retirement Income Strategy - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions
Adding Housing Wealth to a Retirement Plan - Stephen Resch, Vice President, Retirement Strategies Division, Finance of America Reverse
Advice Engagement - The Future of Financial Planning - Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute, Adam Holt, CFP®, ChFC, Founder and CEO, Asset-Map Holdings, Julie Littlechild, Founder and CEO, AbsoluteEngagement.com
12:15–1:45 p.m.
Lunch with Partners and Sponsors
12:30–12:55 p.m.
EdTalk (0.5 CE)
Creating a Culture of Connectivity - Richard Beckel, Vice President-Sr. Manager, Practice Management and Teams, RBC Wealth Management
1:00–1:25 p.m.
EdTalk (0.5 CE)
Mergers and Acquisitions Market Trends: Planning for a Transaction - Jessica Mellos, Director, Mergers & Acquisitions Consulting - Practice Management, Commonwealth
1:45–2:45 p.m.
Breakouts (1 CE each)
Protection Strategies for High Net Worth Clients - Nathan Lew, CFP®, ChFC, CLU, RICP, Advanced Markets Director, Equitable
Serving the C-Suite: Managing Concentrated Stock Positions - John Nersesian, CIMA®, CPWA®, CFP®, CIS, Nersesian Wealth Education
Applying a Structured Approach to Assessing Retirement Income Preferences - Wade Pfau, PhD, CFA®, RICP, Professor of Retirement Income, The American College of Financial Services
Understanding Structured Product's Impact on Investment Risk Statistics - Schyler Adams, Director, Advanced Strategies & Planning Platforms, Allianz Life Insurance Company of North America
The Advancement of Wealth Management Proposal Generation - Alex Hagmeyer, Senior Director Quantitative Research, SS&C ALPS Advisors
2:45–3:15 p.m.
Break with Partners and Sponsors
3:15–4:30 p.m.
General Session (1.5 CE)
Investing Beyond the Cycle: A Guide to the Markets - David Kelly, CFA®, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
4:30–5:30 p.m.
Reception in Exhibit Hall
