Monday, June 5

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

CPWA®, CIMA®

Pennington Partners & Co.
Noel Pacarro Brown,

CIMA®, CPWA®

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,

MBA

AbsoluteEngagement.com

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,

CIMA®

The Schwab Center for Financial Research
Brian Sharpes,

CIMA®

UBS Institutional Consulting
Heather Pelant
Baker Street Advisors

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