7:00 a.m.–6:00 p.m.
Registration/Information Desk Open
7:00–8:00 a.m.
Breakfast with Partners and Sponsors
8:00–9:00 a.m.
Keynote (1 CE)
Breakthrough Innovation: Supercharging Creativity and Problem Solving - Shane Snow, Entrepreneur, Journalist, Author, Co-Founder, Contently
9:00–10:00 a.m.
Growing Wealth Focus - Kickoff (1 CE)
The Promises & Perils of Private Markets - Chris Geczy, PhD, Adjunct Professor of Finance, Academic Director, Wharton Wealth Management Initiative, Academic Director, Jacobs Levy Equity Management Center
10:00–10:20 a.m.
Break with Partners and Sponsors
10:20–11:10 a.m.
Growing Wealth Focus - Breakout Sessions (1 CE each)
Finding Opportunity Beyond the Cycle: A Guide to the Markets - Gabriela Santos, Managing Director, Global Marketing Strategist, J.P. Morgan Asset Management
Saving Alpha: Tax and Estate Planning Considerations for Alternative Investments (1 Tax & Regulations CE) - Brad Dillon, Partner, Tax & Estate Strategy, Andreessen Horowitz
Fostering Smart Wealth Decisions: Helping Clients Overcome Biases - Suzanne B. Shu, John S. Dyson Professor, Cornell University
Unretirement: How Baby Boomers are Transforming the World of Work to Embrace the Good Life - Kerry Hannon, Workplace futurist, author, senior columnist
11:10–11:30 a.m.
Break with Partners and Sponsors
11:30 a.m.–12:00 p.m.
Growing Wealth Focus - Panel Discussion (0.5 CE)
Moderator: April Ferrell, CIMA®, Managing Director of Business Development, Executive Director of the Investments & Wealth Foundation, Investments & Wealth Institute
Panelists: Brian Kersmanc, Portfolio Manager, GQG Partners, Bill Smead, Chief Investment Officer, Smead Capital Management
12:00–1:15 p.m.
Lunch with Partners and Sponsors
1:15–2:15 p.m.
Stewarding Wealth Kickoff (1 CE)
Laying the Foundation for Today’s Advisors To Be Tomorrow’s Longevity Planners - Joe Coughlin, PhD, Director, Massachusetts Institute of Technology AgeLab
2:15–2:30 p.m.
Break with Partners and Sponsors
2:30–3:20 p.m.
Stewarding Wealth Focus - Breakout Sessions (1 CE each)
Differentiating Your Practice Through Nontraditional Investments - Gregory Brousseau, Managing Director, Co-Head of Wealth Solutions, Macquarie Asset Management
You Can't Take It with You: Strategies for Wealth Enjoyment - Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen Tax LLC
The Soft Side of Retirement - Michael Finke, PhD, CFP®, Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services
Decumulating With Goals-Based Portfolio Construction - Alex Hagmeyer, Senior Director Quantitative Research, SS&C ALPS Advisors
3:20–3:45 p.m.
Break with Partners and Sponsors
3:45–4:15 p.m.
Stewarding Wealth Focus - Panel Discussion (0.5 CE)
Moderator: Avi Sharon, PhD, Executive Vice President, Product Strategist, PIMCO
Panelists: Pete Golden, Chief Sales and Distribution Officer, Individual Retirement, Equitable; Robert Powell, RMA®, CFP®, Editor, Retirement Management Journal
4:15–5:15 p.m.
General Session (1 CE)
CIO Insights: Navigating Investment Trends and Tomorrow's Opportunities
Moderator: Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute
Panelists: Stephanie Link, Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors; Lisa Shalett, Chief Investment Officer, Wealth Management, Morgan Stanley
5:15–6:30 p.m.
Reception with Partners and Sponsors
