Monday, June 5

8:30 AM to 9:20 AM
Brian Gaister,


Pennington Partners & Co.
Noel Pacarro Brown,


The Pacarro Group at Morgan Stanley

Two successful NextGen advisors, Brian Gaister of Pennington Partners & Co and Noel Pacarro Brown of The Pacarro Group at...

9:20 AM to 9:30 AM
9:30 AM to 10:45 AM
Alexandra Douwes
Purpose Generation

The Millennial generation is 80 million strong and their dependence on technology, values-driven ethos, and desire for...

10:45 AM to 11:00 AM
11:00 AM to 12:15 PM
Julie Littlechild,


Don’t make the dangerous assumption that your successful business will grow year over year.  Walk away with specific ideas...

12:15 PM to 1:00 PM
1:00 PM to 2:15 PM
John Anderson
SEI Advisor Network
Raef Lee
SEI Advisor Network

NextGen technology can be threatening or empowering.  Which will it be for you and your firm?  This session helps advisors...

2:15 PM to 2:30 PM
2:30 PM to 3:45 PM
Anthony Davidow,


The Schwab Center for Financial Research
Brian Sharpes,


UBS Institutional Consulting
Heather Pelant
Baker Street Advisors

This interactive session examines how advisors can embrace the changing landscape to successfully transition their practice...