1:00-1:30 PM Welcome and Networking
David Armstrong – Editor-in-Chief: WealthManagement.com
Room: Terrace Foyer
1:30-2:15 PM Opening Keynote

Dave Pottruck, Chairman, HighTower Investments
Room: Terrace Room

2:15-3:00 PM CEO Panel Discussion – General Session

Room: Terrace Room

3:00-3:30 PM Networking Break
3:30-4:30 PM Breakout Panels/Discussion Sessions (Pick one)

  • Advisor Tech in the Year 2020 – Tim Welsh, CEO, Nexus

    Room: Champagne Suite

  • Broker Dealer Landscape – Matt Lynch, CEO Strategy & Resources

    Room: Xavier | Pulitzer Suite

  • The Future of Fund Distribution – Neil Bathon, CEO Fuse Research
    • Panel:
    • Mark Spina, Head of Private Client Services, Russell Investments
    • Kate Thompson, Managing Director and Head of US Retail Distribution, Allianz Global Investors
    • James Patrick, Executive Vice President, Head of Advisor Services, Envestnet
    • Noreen Beaman, Chief Executive Officer, Brinker Capital, Inc.

    Room: Monroe | Gatsby Suite

  • Is your Value Added Marketing Program Working? – Megan Carpenter, CEO FiComm Partners
    • Panel:
    • Susan Theder, Executive Vice President, Chief Marketing Officer — Advisor Group, Inc.
    • Kimberly Sanders, Director, Business Consulting Services, Charles Schwab & Co
    • Susan Lundquist, Chief Marketing Officer, TruValue Labs

    Room: Terrace Room

4:30-5:00 PM Closing Keynote –  General Session

Mark Casady, Co-founder, Vestigo Ventures
(Formerly CEO of LPL Financial)
Room: Terrace Room

 5:00-6:00 PM Networking Cocktail Reception
Room: Terrace Foyer

 


 

 7:00-8:00 PM Cocktail Hour
Room: Grand Ballroom Foyer and Centennial Foyer
8:00-11:00 PM Industry Awards Dinner Gala
Separate ticket / registration required*Black Tie Attire
Room: Grand Ballroom