2018 Forum Full Agenda Details
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 Monday, April 30, 2018
4:00 - 9:00 pm PMI Board Meeting and Dinner
*PMI Board Members Only*

Tuesday May 1, 2018

Various departure
times from
hotel between
12:00 - 2:00 pm

Optional Tours/Events - Click here for details
*spouses/guests can register, no clients

  • PMI Golf Tournament at Arrowhead Golf Course $219 pp: 12 noon pm Departure
  • Flies, Fishing and Fun Tour (Half Day) $549 pp: 1 pm Departure
  • Naturalist Hiking Excursion (Half Day) $349 pp: 1 pm Departure
  • E-Tuk Brewery Tour (Half Day) $199 pp: 1 pm Departure
6:00 - 8:00 pm Tuesday Night Happy Hour -The Study @ Hotel Teatro
Hosted by Education Partner Vanguard
{across the street from the Four Seasons}
*spouses/guests can register, no clients $60
Space is limited, RSVP on registration form is required

Wednesday May 2, 2018

8:00 am - 5:00 pm


  • Please note that all spouses/guests must wear their name badge to ALL spouse related and evening events or they will be denied access.
  • Access will be denied to those without a badge, no exceptions.
  • All spouses/guests must be registered by April 15, 2018.
  • *Last minute and onsite spouse/guest registrations are NOT available.
9:30 - 10:20 am

Pre-Forum PMI Presentation: Advisors & Value Proposition
*LIMITED Space, Education Partner: Vanguard

 10:30 - 11:20 am

Pre-Forum PMI Roundtables

  • Roundtable #1 Analysts, TBD CFRA and Aye Soe, S&P Down Jones
  • Roundtable #2 Volatility & Hedged Equity, Hamilton Reiner, JP Morgan
  • Roundtable #3 Factors in ETFs, Yasmin Dahya, JP Morgan
11:30 am - 12 pm

Welcome Lunch and Forum Intro

12:00 - 1:00 pm

Expert Panel Featuring: 
Doug Cote, Voya | Strider Elass, First Trust| Katie Koch, Goldman Sachs
1:00 - 1:50 pm

General Session: Duncan MacPherson, Pareto

2:00 - 2:50 pm

Breakout Sessions Group #1

#1.1 Global Opportunities, Danton Goei and Peter Sackman, Davis Funds

#1.2 Redefining Indexing, Steve Hammers, Victory Capital

#1.3 Inflation and Tax Cuts, TBD Legg Mason Speaker

3:00 - 4:00 pm

General Session: Shari Jaeger Goodwin

Shari Goodwin is a business strategist, leadership coach, author, speaker, and horsewoman with over 25 years of experience, including starting four companies and serving as Director of Program Strategy for a global engineering firm. One of her start-ups, an information technology staffing and consulting firm, generated $2.1 million in its first year. As a former environmental scientist, she led matrixed teams of professionals on numerous projects including an Environmental Protection Agency initiative to regulate coal-fired power plants. She also led the development of winning proposals valued to $65 million. She owns Jaeger2, a successful coaching and consulting firm, and is author of the inspirational Amazon best-seller, Take the Reins! 7 Secrets to Inspired Leadership, which blends the best of leadership and sales strategies with lessons from horses. Shari holds a Master’s degree in biology, undergraduate degrees in Zoology and English, is trained in executive and personal coaching, and is an equine-assisted learning certified instructor. She is a founding member of the Board for George Mason University’s Women in Business Initiative, serves on the Women Business Owners’ Steering Committee for Women in Technology, and is a member of the Fauquier Chamber of Commerce and the Equine Experiential Education Association. She also volunteers as a Leadership Consultant for Leadership Fauquier and is an advisor to the Be the Change Foundation. 

Author of the Amazon best seller, Take the Reins! 7 Secrets to Inspired Leadership

4:00 - 4:50 pm

General Session: Lessons From the World's Worst Advisor, Spencer Jakab

Spencer Jakab is a financial journalist who currently writes and edits the “Heard on the Street” column in The Wall Street Journal. He is author of the book “Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor” (Portfolio, 2016).

5:00 - 5:30 pm

Attendee Choice: Speaker Office Hours
Shari Jaeger Goodwin | Spencer Jakab | Duncan McPherson

5:30 - 6:30 pm Cocktail Reception
6:30 - 8:30 pm

Dinner Session: MIT Age Lab - John Diehl, Hartford Funds
*registered spouse/guests included

5 Ways Technology Will Change How Your Clients Age

For the next generation of retirees, one question will trump all others: How do you add life to longer lives? The answer: technology.

Smartphones and 24/7 connectedness have helps ensure constant contact with others. But it also makes information and services literally available at our fingertips, enabling us to live fuller lives as we age.

Learn how a new array of devices and services is transforming retirement, making it easier for aging clients to go places, work, stay connected to friends, live at home, and be healthy. Then, from a financial advice standpoint, we’ll discuss how to help clients consider the costs of these new devices and services so they can appropriately plan for the income needed to pay for these on-demand services.

Thursday May 3, 2018

6:00 - 7:30 am

PMI Run or Yoga Options

  • Run with fellow PMI members led by Scott McCoy, meet in Four Seasons Hotel lobby
  • Forum Attendee Yoga 6:30 - 7:30 am (only 12 spots available)
  • Guest/Spouse Yoga will be 8:30 - 9:30 am (only 12 spots available)
8:00 am - 5:00 pm


  • Please note that all spouses/guests must wear their name badge to ALL spouse related and evening events or they will be denied access.
  •  Access will be denied to those without a badge, no exceptions.
  •  All spouses/guests must be registered by April 15, 2018.
  • *Last minute and onsite spouse/guest registrations are NOT available.
8:00 - 9:00 am

Breakfast Buffet

 8:30 - 9:00 am

 General Session: PM Status Update, Frank Murray, Morgan Stanley

9:00 - 10:40 am

General Session: Aswath Damodaran

Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Before coming to Stern, he also lectured in Finance at the University of California, Berkeley. Professor Damodaran received a B.A. in Accounting from Madras University and a M.S. in Management from the Indian Institute of Management. He earned an M.B.A. (1981) and then Ph.D. (1985), both in Finance, from the University of California, Los Angeles.

Professor Damodaran's contributions to the field of Finance have been recognized many times over. He has been the recipient of Giblin, Glucksman, and Heyman Fellowships, a David Margolis Teaching Excellence Fellowship, and the Richard L. Rosenthal Award for Innovation in Investment Management and Corporate Finance.

His skill and enthusiasm in the classroom garnered him the Schools of Business Excellence in Teaching Award in 1988, and the Distinguished Teaching award from NYU in 1990. His student accolades are no less impressive: he has been voted "Professor of the Year" by the graduating M.B.A. class five times during his career at NYU.  In addition to myriad publications in academic journals, Professor Damodaran is the author of several highly-regarded and widely-used academic texts on Valuation, Corporate Finance, and Investment Management.

11:00 - 11:50 am

Breakout Sessions Group #2

#2.1 Stock Picking Contest, Rick Grimshaw, PMI Member

#2.2 LYDIA, Mike Foley, Morgan Stanley

#2.3 Using LifeView to Manage Expectations, Mijanou Spurdle, PMI Member

#2.4  The Art of Clean-Up, Michael J. Kubik, T. Rowe Price

#2.5 Implementing Pareto in Your Practice, SVS Team, PMI Members
Following the presentation of Duncan MacPherson, The SVS Team  will demonstrate how they implement the Pareto process in their practice.  This will highlight how to communicate your value to create advocacy between you and your clients.

12:00 - 12:50 pm

Breakout Sessions Group #3

#3.1 ETF Picking Contest, Roger Johnson, PMI Member

#3.2 How to Write a White Paper, Mike Ross, PMI Member

#3.3 Port Construction w/ Technical Analysis, Bob Brett & Daniel Murphy, PMI Members

#3.4 Team Mergers & Acquisitions, Nick Paget, PMI Member

#3.5 Asset Allocation Trends, Bill Glover, Principal Speaker

1:00 - 2:20 pm

Lunch Session: An Investor’s Guide to the Game of Markets, Ben Hunt and David Kelly
and Presentation of 2018 Bill Eager Award

Ben Hunt is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

Dr. Hunt received his Ph.D. in Government from Harvard University in 1991. He taught political science for 10 years, leaving academia in 2000 to co-found a successful software company. Dr. Hunt began his investment career in 2003, first in venture capital and subsequently as a portfolio manager of two hedge funds. Dr. Hunt joined Salient in 2013, where he combines his background as a portfolio manager, risk manager, entrepreneur, and academic to provide a unique perspective on investment risk and reward on behalf of Salient and its clients.

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

2:30 - 3:20 pm

Breakout Sessions Group #4

#4.1 Muni Bonds, James M. Murphy, T. Rowe Price and Dave Gordon, Eaton Vance

#4.2 MLPs, Eva Pao, Energy Income Partners

#4.3 MIT Age Lab, Hartford Funds - Advisor Presentation, John Deihl, Hartford Funds

3:30 - 4:20 pm

General Session: Marco View, Xueming Song, Deutsche Bank 

4:30 - 5:20 pm

General Session: Cybersecurity, Rachel Wilson

Rachel Wilson is the Head of Cybersecurity for Wealth Management and Investment Technology and is responsible for protecting the cybersecurity of Wealth Management and Investment Management systems and the integrity and confidentiality of Firm and client data. Rachel advises the leadership of Wealth Management and Investment Management on cybersecurity issues ranging from secure code development standards, secure network architecture, vendor relationships, Advanced Persistent Threat (APT) detection, and mobile security. Rachel leads Field and Client education and communication on cyber risk, threats and mitigations. She and her team drive innovation for new cybersecurity and authentication technology.

Rachel joined the Firm is April 2017 after nearly 15 years at the National Security Agency (NSA). Over the course of her NSA career, Rachel held several key senior executive level leadership positions. Between 2008 and 2010, she ran NSA’s counterterrorism operations and led a global enterprise in detecting and disrupting terrorist plotting against the United States and its allies. Between 2010 and 2012, Rachel served as NSA’s Chief of Operations in the UK working out on the US Embassy in London. In this role, she worked with UK intelligence services to counter terrorist and cyber threats to the 2012 Olympics. Returning to the US in 2012, Rachel spent nearly five years leading NSA’s cyber exploitation operations as the Deputy and then Chief of the Remote Operations Center with NSA’s Tailored Access Operations. In this capacity, she led the planning and execution of thousands of cyber exploitation operations against a wide array of foreign intelligence, military, and cyber targets and served as the committing official for many of NSA’s highest risk and most important intelligence gathering activities. 

5:30 - 6:30 pm

Attendee Choice: Speaker Office Hours or Cocktail Reception
Office Hours: Rachel Wilson | Ben Hunt | Xeuming Song
Cocktail Reception

6:30 - 8:30 pm

Dinner Session: Neil Pasricha
*registered spouse/guests included

Neil Pasricha helps people live happy lives.

He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business.

Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, short life?” (2016) the world’s first ever TED Listen, composed entirely of questions. As a leadership keynote speaker Neil has spoken to hundreds of thousands of people around the world including Fortune 100 companies, Ivy League schools, and Royal Families in the Middle East.

Friday May 4, 2018

6:00 - 7:30 am

PMI Run or Yoga Options

  • Run with fellow PMI members led by Scott McCoy, meet in Four Seasons Hotel lobby
  • Forum Attendee Yoga 6:30 - 7:30 am (only 12 spots available)
  • Guest/Spouse Yoga will be 8:30 - 9:30 am(only 12 spots available)
7:00 am - 12:30 pm


  • Please note that all spouses/guests must wear their name badge to ALL spouse related and evening events or they will be denied access.
  • Access will be denied to those without a badge, no exceptions.
  • All spouses/guests must be registered by April 15, 2018.
  • *Last minute and onsite spouse/guest registrations are NOT available.
7:00 - 8:00 am

Breakfast Buffet

7:30 - 8:30 am 

General Session: Preparing Your Portfolios for the Next Bear Market,
Understanding Risk in Our Portfolio and What to Do About It

Patrick Nolan, BlackRock

Patrick Nolan, CFA, Director, is a Portfolio Strategist with the BlackRock Portfolio Solutions Team. He leads the team's research efforts on portfolio construction strategies and trends. This includes publishing white papers, briefs and BlackRock blog contributions that provide actionable insights drawn from the thousands of advisor models on which the team consults each year.

Mr. Nolan's service with the firm dates back to 1997, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining BlackRock's Portfolio Solutions team, Mr. Nolan led the Portfolio Strategy team within BlackRock's Model Portfolios and Solutions Group beginning in 2013. He was also previously a part of BlackRock's Wealth Advisory group - responsible for the coverage of private bank, broker-dealer, and institutional asset consultant clientele. His tenure at the firm has included roles within the active portfolio management, iShares ETF, and proprietary models-based businesses.

Mr. Nolan earned a Bachelor of Arts degree in economics with a concentration in accounting from Rutgers University in 1993. He is a Chartered Financial Analyst, and currently serves as a member of the Upper Freehold Regional Board of Education, in Upper Freehold, NJ.

 8:30 - 9:00 am

General Session: Aladdin, Melissa Sexton, Morgan Stanley

9:10 - 10:00 am

General Session: Body Language, Bill Acheson

10:20 - 11:10 am

Breakout Sessions Group #5

#5.1: Emerging Markets, Mike Reynal, Victory Capital

#5.2: Gold and Gold Miners, George Milling-Stanley, State Street Global Advisors

#5.3 Golod AC Rotation Portfolio, Rick Golod, Morgan Stanley

#5.4 Growth of Earning vs. Growth of Income, James Richardson, PMI Member

#5.5 Environmental/Social/Governance, Dave Gordon, Eaton Vance

11:20 - 12:10 pm

Closing Luncheon: Geopolitics, Willis Sparks, Eurasia Group

1:45 - 9:00 pm

Optional Tours/Events - Click here for details
*spouses/guests can register, no clients

  • Northern Brewery Tour and Dinner $259 pp: 2:00 pm Departure, meet in lobby at 1:45 pm