2019 Forum Full Agenda Details
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Tuesday May 14, 2019

10:00 am - 3:00 pm

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

  • PMI Golf Tournament 
  • TBD Activities - coming soon!
12:00 pm - 5:30 pm 

Early 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, 2019
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Golf/Activity Tickets must be registered by April 15, 2019
  • *Last minute and onsite Tours/Activities registration are NOT available.
 4:30 - 6:00 pm PMI Board Meeting and Dinner
*PMI Board Members Only* 
6:00 - 8:00 pm

Tuesday Night Happy Hour
Hosted by Education Partner Vanguard
{beachfront, casual dress and sand friendly shoes recommended!}
*spouses/guests can register, no clients
Space is limited, RSVP on registration form is required

Wednesday May 15, 2019

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, 2019
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2019
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:30 - 9:30 am Pre-Forum Omelette Bar 
 8:45 - 9:30 am

Forum Education Partner Roundtables

  • Roundtable #1 Research, Angelo Zino, CFRA
  • Roundtable #2 Dan Brady and MJ Dean, Trendrating
  • Roundtable #3 Eikon, Jason Haspel, Refinitiv
  • Roundtable #4 Strategies to Navigate a Volatile Market, Aye Soe, S&P Global
  • Roundtable #5 Unlocking the Power of Lydia, Mike Foley

9:45 - 10:00 am

Welcome and Forum Intro
10:00 - 11:00 am General Session: Jim Craig
11:15 - 12:15 pm

PMI Education Partner Breakout Sessions Group #1

  • #1.1  Factor Investing, Frank Chism, Vanguard

  • #1.2  Incorporating PE into PM practice, Howard Nifoussi, Goldman Sachs
  • #1.3  TBD
  • #1.4  TBD
  • #1.5  Harvest, Victory
12:30 - 1:30 pm

Lunch Session: Economics, Policy and Markets - Jon Mackay, Schroders/Hartford, Stuart Sweet, First Trust, and Lindsey Bell, CFRA

Moderated by Tal Daley

1:45 - 2:45 pm General Session: Daniel Wallick, Vanguard
3:00 - 4:00 pm

PMI Breakout Sessions Group #2

  • #2.1  White Space, Sue van der Linden

  • #2.2  Custom Index Creation and Implementation, Robert Harvie
  • #2.3  Equity/Fixed Income approach to ESG, Scott McCoy and Alora Clark
  • #2.4  Evolving Your PM Practice - Tips, Tricks, and Traps, Deborah Gaynor and Charles Forte
  • #2.5  ETF Picking Contest, Roger Johnson
4:15 - 5:15 pm  General Session: CEO Institute, Paul Brunswick 
5:15 - 5:45 pm 

 Attendee Choice: Speaker Office Hours

Office Hours: Jim Craig | Paul Brunswick | MIT Focus

6:00 - 7:00 pm   Welcome Reception 
7:00 - 9:00 pm   Dinner Session: Jeff Kaylor
*registered spouse/guests included

Thursday May 16, 2019

6:00 - 7:30 am PMI Run or Yoga Options
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, 2019
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2019
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:00 - 9:00 am Breakfast Buffet
 8:00 - 8:30 am General Session: PM Status Update, Frank Murray, Morgan Stanley
8:30 - 9:30 am General Session 
9:50 -10:50 am

Breakout Sessions Group # 3

  • #3.1 Stock Picking Contest, Rick Grimshaw

  • #3.2  Reaching for Yield Intelligently, Keith Knoop
  • #3.3  Roadmap for Building and Growing a Partnership, Michael Wagner
  • #3.4  Momentum Factor Analysis, Jeffrey Garza, Trendrating
  • #3.5  Developing a Macro Outlook - Technical, Fund, Quant, Rick Golod
11:05 - 12:05 pm

Breakout Sessions Group # 4

  • #4.1 The Case for Investing in Real Estate, Black Creek

  • #4.2  Why is Risk Management So Important in Munis, Priscilla Hancock, JP Morgan
  • #4.3  Shortening the Business Development Cycle, Propsect to Client, Brian Gallery, First Trust
  • #4.4  Perfecting Partnerships, Pacer
  • #4.5  Spectrum - Preferreds, Principal
12:15 - 1:15 pm Lunch Session: Mike Reynal
 1:30 - 2:30 pm

Breakout Sessions Group # 5

  • #5.1 CFP Ethics Part 1, Steve Brady

  • #5.2  Acquiring a Retiring FAs Practice, Russ Abbott and Jack Lindsey
  • #5.3  Perfecting the Client Service Model, Caren Williams
  • #5.4  Technology, Aram Green, Legg Mason
  • #5.5  TBD
2:45 - 3:45 pm

Breakout Sessions Group # 6

  • #6.1 CFP Ethics Part 2, Steve Brady

  • #6.2  Whats Next for Credit - Bulletshares, Jason Bloom, Invesco
  • #6.3  TBD 
  • #6.4  MIT Age Lab, Bill McManus, Hartford
  • #6.5  Portfolio Risk Platform - Advanced, BlackRock
3:45 - 4:45 pm General Session: Extreme Leadership, Allison Levine
5:00 - 5:30 pm

Attendee Choice: Speaker Office Hours

5:30 - 6:30 pm  Cocktail Reception 
6:45 - 8:30 pm Dinner Session: Dr. John Evans - Brainworks (JANUS)
*registered spouse/guests included

Friday May 17, 2019

6:00 - 7:30 am PMI Run or Yoga Options
8:00 am - 12:30 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, 2019
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2019
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:00 - 9:00 am Breakfast Buffet
8:00 - 9:00 am  General Session
 9:10 - 10:00 am General Session : AI/Dig Data, Goldman Sachs
10:10 - 10:30 am Networking Break
10:30 - 11:30 am

Breakout Sessions Group # 7

  • #7.1 Future Challenges that Your Team will Face, Jack Lindsey

  • #7.2  Confessions of a Lifeview Power User, Jon Dayton
  • #7.3  Portfolio Risk Platform - Advanced, BlackRock
  • #7.4  TBD
  • #7.5  Winners of the Past Stock Picking Contest
11:45 - 1:00 pm Closing Luncheon