Tuesday, May 2

8:00 AM to 8:50 AM
James B. Sandidge,

J.D., MBA

The Sandidge Group LLC

Are you an original thinker who loves poking conventional wisdom in the eye?  If so, don’t miss this thought-provoking...

8:00 AM to 8:50 AM
Ed Sierawski,

MBA

Sequoia System International
Melissa Ahern,

CIMA®

Calamos Investments
Chris Fullerton,

AIF®

Global Asset Management – U.S. Distribution

Hosted by noted wholesaler coaching guru Ed Sierawski, this interactive session features two top practitioners who will share...

8:00 AM to 8:50 AM
Rashad Wareh,

J.D.

Kozusko Harris Vetter Wareh Duncan, LLP

Highly successful families have important advanced estate planning needs.  This session will help advisors learn more about...

8:00 AM to 8:50 AM
Matt Oechsli,

MBA

The Oechsli Institute

For more than 10 years, The Oechsli Institute’s has conducted research which has uncovered specific, high-impact activities...

8:00 AM to 8:50 AM
Dave Niehaus,

CFA®

Merrill Lynch

In this presentation, asset allocation expert Dave Niehaus will address three key dilemmas ultra-high-net-clients and their...

10:20 AM to 11:10 AM
William Costigan,

MBA

Guggenheim Investments

The challenges of today’s low benchmark yields—The Core Conundrum—have been well documented. This informative discussion will...

10:20 AM to 11:10 AM
Matt Oechsli,

MBA

The Oechsli Institute

The Oechsli Institute’s  research on over 1,000 Financial Advisors reveals significant differences between what FAs  want and...

10:20 AM to 11:10 AM

This year, more adult diapers will be sold in Japan than baby diapers, due to a decreased birth rate and increasing...

10:20 AM to 11:10 AM
10:20 AM to 11:10 AM

Access to data and computing power has increased to the point where both are ubiquitous. Paradoxically, volatility has risen,...

10:20 AM to 11:10 AM
Patrick Delaney
T. Rowe Price

Two decades ago, advisors talked with sponsors about participant education, and focused on three main objectives: increase...

2:30 PM to 3:20 PM
Allan Ettinger
Morgan Stanley Wealth Management
James Pupillo,

CIMA®, CIMC®

HighTower Advisors
Rene Martel,

FSA, CFA®

PIMCO
Ronald Ryan,

MBA, CFA®

Ryan ALM, Inc.
Sean McShea,

MBA

Ryan Labs Asset Management

The U.S. Public Pension deficit is currently estimated at $4 trillion dollars. These unfunded pension obligations, correlated...

2:30 PM to 3:20 PM
Craig Snyder,

CIMA®, CPWA®

Penn Capital Management
Robert Clelland,

CIMA®

Clelland & Co, Inc.

Don’t miss this unique opportunity for a candid conversation with a seasoned advisor.  Craig Snyder, CIMA®, CPWA...

2:30 PM to 3:20 PM
Kirk Du Plessis
Option Alpha

Options are often viewed as a complicated, risky endeavor that adds little to portfolio return, but this doesn’t have to...

2:30 PM to 3:20 PM
Laurie Rowley
National Association of Retirement Plan Participants

Trust is the bedrock for all relationships and is a critical strategic asset for organizations.  In the competitive market of...