Thursday, November 18
| 8:45am |
Breakfast and Registration |
| 9:15am |
Keynote Speech
Delivered by: Neel Kashkari |
| 10:00am |
Where are the Flows Going?
Where are the asset shifts occurring and which products are seeing the upside? How should you structure your firm to take advantage of investor trends?
Panelists: T. Neil Bathon, Robert Capone, William Connolly |
| 11:00am |
Networking Break |
| 11:15am |
View from the Front Lines
Top financial advisors talk about how they work, new product trends they are seeing and what products they would like to see in the market.
Panelists: Steven Miyao, Ron Carson, John Waldron, Richard Zinman |
| 12:15pm |
The Future of ETFs (Lunch Served During Session)
What new trends are appealing to investors and how do leading companies market and sell their products successfully? Panelists will also discuss what products are on the horizon.
Panelists: Carl Delfeld, John Gabriel, Ira Walker |
| 1:35pm |
Networking Break |
| 1:55pm |
Concurrent Breakout Sessions - Please choose one
- Marketing: How Firms are Driving Sales
From advertising to social media, companies are getting creative. Where should you put your resources and what’s the ideal split between old and new media?
Panelists: Stacey Haefele, Benji Baer, Tony Ialeggio
- Crashing Through the Gatekeepers
Find out who is making the decisions and what criteria they are using. Learn what wirehouses are looking for, what’s different about the manager review and selection process, and what everyone is stressing now more than ever before.
Panelists: Todd Cassler, Gene Goldman, Eric Levinson
- What’s Attracting and Retaining the Retirement Money?
The retirement landscape is changing: how do you position your firm to stay ahead of the trends?
Sponsored by Fiserv
Panelists: Claudia Step, Chris Fitzgerald, Frank Gregory
- Improving the Wholesaler–Advisor Relationship
Wholesalers and advisors offer suggestions for getting past the stereotypes and turning prospects into business.
Panelists: Mary Anne Doggett, John Buckley, Larry Braunstein, Randy Siller
|
| 2:55pm |
Networking Break |
| 3:15pm |
Concurrent Breakout Sessions - Please choose one
- Optimizing Your Sales Strategy and Team
How are firms arranging their wholesale teams (internal/external/hybrid) and incentivizing them to stay?
Panelists: Joe Fuschillo, Joe Kringdon
- How Financial Advisors Are Making Their Investment Decisions
What is the best way to communicate your brand to financial advisors and what are the key drivers of the purchase process?
Panelists: Daniel Rothman
- For FAs Only
How are Financial Advisors growing their businesses and expanding their relationships with clients. From social networking to advisor practice M&A, what are the most successful advisors' key techniques?
Panelists: John Lesser, Gary Ran
- M & A: Industry Consolidation and its Impact
The industry is changing due to unprecedented consolidation: what do the deals of the past year portend and how does M&A impact business?
Panelists: John Rolander, Patrick Butler, Roger Hartley
|
| 4:15pm |
Networking Break |
| 4:35pm |
CIO Roundtable: How They’re Following the Money
Chief investment officers from leading domestic equity, fixed-income and international equity firms will discuss what they see on the global horizon and how it may affect investment product selection and future flows.
Panelists: Hersh Cohen, John Miller, Jonathan Coleman |
| 5:35pm |
Closing Thoughts |
| 6:00pm |
Cocktail Reception |
| 7:30pm |
Conference Ends |
|
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