2018 Forum Schedule at a Glance
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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 noon - 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 Departure
  • Flies, Fishing and Fun Tour(Half Day) $549 pp: 1 pm Departure CANCELLED
  • Naturalist Hiking Excursion(Half Day) $349 pp: 1 pm Departure CANCELLED
  • E-Tuk Brewery Tour(Half Day) $199 pp: 2 pm Departure CANCELLED
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

Registration

  • 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 Local Chat Room - LIMITED Space
Education Partner: Vanguard

 10:30 - 11:20 am  

Pre-Forum PMI Roundtables

  • Roundtable #1 Analysts, TBD CFRA and Aye Soe, S&P Dow 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

3:00 - 4:00 pm

General Session: Shari Jaeger Goodwin

4:00 - 4:50 pm

General Session: The Power of the Advisor, Spencer Jakab

5:00 - 5:30 pm

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

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

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

Thursday May 3, 2018

6:00 - 7:30 am

PMI Run or Yoga Options

8:00 am - 5:00 pm

Registration

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

11:00 - 11:50 am

Breakout Sessions Group #2

12:00 - 12:50 pm

Breakout Sessions Group #3

1:00 - 2:20 pm

Lunch Panel: An Investorā€™s Guide to the Game of Markets, Ben Hunt, David Kelly, Katrina Hooper
Presentation of 2018 Bill Eager Award

2:30 - 3:20 pm

Breakout Sessions Group #4

3:30 - 4:20 pm

General Session: Marco View, Xueming Song, Deutsche Bank 

4:30 - 5:20 pm

General Session: Cybersecurity, Rachel Wilson

5:30 - 6:30 pm

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

6:30 - 8:30 pm

Dinner Session: Neil Parischa
*registered spouse/guests included

Friday May 4, 2018

6:00 - 7:30 am

PMI Run or Yoga Options

7:00 am - 12:30 pm

Registration

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

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

11:20 - 12:10 pm

Closing Luncheon: Willis Sparks, Eurasia Group

1:45 - 9:00 pm

Optional Tours/Events - CANCELLED

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