Monday, May 1

3:00 PM to 4:15 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...

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
Chris Fullerton,

AIF®

Natixis Global Asset Management–U.S. Distribution
Frank Maselli
The Maselli Group
Melissa Ahern,

CIMA®

Calamos Investments

Hosted by Frank Maselli, The Frank Maselli Company, Inc, this interactive session features two top practitioners who will...

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

J.D.

Kozusko Harris Vetter Wareh Duncan, LLP

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

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

MBA

The Oechsli Institute

For more than 10 years, The Oechsli Institute's research has uncovered specific, high-impact activities that separate elite...

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...

8:00 AM to 8:50 AM
John Goldstein
Goldman Sachs Asset Management

This session explores the key financial and client drivers of demand for economic, social, and governance (ESG) and impact...

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 more than 1,000 financial advisors reveals significant differences between what advisors ...

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
Dana D’Auria,

CFA®

Symmetry Partners

Minimum volatility has enjoyed great success in the past few years, but what is behind this phenomenon?  Why would less-risky...

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 corporate retirement plan sponsors about participant education and focused on three main...

2:30 PM to 3:20 PM
Suzanne Mestayer,

CIMA®

ThirtyNorth Investments, LLC

With nearly $9 trillion in motion today in sustainable, responsible and impact investments, investment advisors and wealth...

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 seasoned advisors.  Craig Snyder, CIMA®, CPWA...

2:30 PM to 3:20 PM
Elizabeth Morgan,

J.D.

Elizabeth Morgan and Associates

The Tools of Domestic and International Asset Protection Study will help professionals: (i) understand the fundamentals of...

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

Options often are 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...