*Draft Agenda, subject to change as speakers confirm.*
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Tuesday May 14, 2019
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| 8:00 am - 5:00 pm |
Optional Golf/Events
*spouses/guests can register, no clients
- PMI Golf Tournament at Oyster Reef $199 pp: 8:00 AM Departure
- Beach Rentals $50 PMI will pre-reserve your 2 chair, 1 umbrella beach setup 9:00 am to 5:00 pm
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| 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.
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| 4:30 - 6:00 pm |
PMI Board Meeting and Dinner
*PMI Board Members Only* |
| 6:00 - 8:00 pm |
Tuesday Welcome Reception & Happy Hour
{outdoor location, Shore House, casual dress and outdoor friendly shoes recommended!}
*spouses/guests can register, no clients
Space is limited, RSVP on registration form is required
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Wednesday May 15, 2019
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| 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.
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| 8:30 - 9:30 am |
Pre-Forum Breakfast |
| 8:45 - 9:30 am |
Forum Education Partner Roundtables
• Roundtable #1 CFRA Technology Sector Update – A Closer Look at Semiconductors, Angelo Zino, CFRA
• Roundtable #2 Investing with Momentum, 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
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| 9:45 - 10:00 am |
Welcome and Forum Intro |
| 10:00 - 11:00 am |
General Session: Gold Medal Strategies, Jim Craig |
| 11:15 - 12:15 pm |
Breakout Sessions Group #1
• #1.1 Straight Talk on Factor-Based Investing, Frank Chism, Vanguard
• #1.2 Getting Sharper with PRP : Evolved decision-making through better tools, Patrick Nolan, BlackRock
• #1.3 Municipal Market in 2019, Julius Williams, Invesco
• #1.4 Fundamental Equity Update, Marshall Kaplan, Ingalls & Snyder
• #1.5 Cap Weighting: A Wolf in Sheep's Clothing, Scott Kefer, Victory
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| 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
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| 1:45 - 2:45 pm |
General Session: Four Steps to Determine an Active/Passive in Allocation - Making the Implicit Explicit - Daniel Wallick, Vanguard |
| 3:00 - 4:00 pm |
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, Alora Clark. and Mark Callaway
• #2.4 Evolving Your PM Practice - Tips, Tricks, and Traps, Deborah Gaynor and Charles Forte
• #2.5 ETF Picking Contest, Roger Johnson
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| 4:15 - 5:15 pm |
General Session: Picking the Lock of Complexity Impacting Advisors Today, Paul Brunswick, Oppenheimer Funds |
| 5:15 - 5:45 pm |
Attendee Choice: Speaker Office Hours
Office Hours: Jim Craig | Paul Brunswick | Lindsey Bell | Jon Mackay |
| 6:00 - 7:00 pm |
Welcome Reception
(outdoor location, light sweater/jacket recommended)
*registered spouse/guests included |
| 7:00 - 9:00 pm |
Dinner Session: Creating Magic Moments, Jeff Kaylor
(outdoor location, light sweater/jacket recommended)
*registered spouse/guests included
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Thursday May 16, 2019
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| 6:00 - 7:30 am |
PMI Run or Yoga Options
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| 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
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| 8:30 - 9:30 am |
General Session: John Tamny |
| 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 The FRED Report, Fred Meissner
• #3.5 Getting Sharper with PRP : Evolved decision-making through better tools, Patrick Nolan BlackRock
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| 11:05 - 12:05 pm |
Breakout Sessions Group # 4
• #4.1 How Commercial Real Estate Can be a Portfolio Diversifier, Casey Galligan, 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 Gallary, First Trust
• #4.4 Perfecting Partnerships, Phil Eichinger, Pacer ETFs
• #4.5 Preferreds, Spectrum
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| 12:15 - 1:15 pm |
Lunch Session: Isolationism vs Globalization: where does EM fit into the new world order,
Mike Reynal, Sophus Capital |
| 1:30 - 2:30 pm |
Breakout Sessions Group # 5
• #5.1 Are Your Recommendations Consistent with Your Investment Outlook?, Rick Golod
• #5.2 Acquiring a Retiring FAs Practice, Russ Abbott and Jack Lindsey
• #5.3 Leveraging Your Time and Team for Excellence in Client Service, Caren Williams
• #5.4 Stock Picking Contest Panel
• #5.5 Incorporating PE into PM practice, Chris Hunter, Goldman Sachs
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| 2:45 - 3:45 pm |
Breakout Sessions Group # 6
• #6.1 Articulating Your Value as an Advisor, Paul Murray and Stephen Scanapicco
• #6.2 Whats Next for Credit - Bulletshares, Jason Bloom, Invesco
• #6.3 How to Manage a Geographically Diverse Team, Stephen Stribling
• #6.4 "The Future of Advice" MIT Age Lab, Bill McManus, Hartford
• #6.5 WealthDesk, Arvind Ramakrishnan
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| 3:45 - 4:45 pm |
General Session: Extreme Leadership, Allison Levine |
| 5:00 - 5:30 pm |
Attendee Choice: Speaker Office Hours
Mike Reynal
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| 5:30 - 6:30 pm |
Cocktail Reception
(outdoor location, light sweater/jacket recommended)
*registered spouse/guests included |
| 6:45 - 8:30 pm |
Dinner Session: What’s Wealth Without Health? - Dr. John Evans Jr., Janus
*registered spouse/guests included
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Friday May 17, 2019
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| 6:00 - 7:30 am |
PMI Run or Yoga Options
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| 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: Index Methodology - What's in Your Index? - Brendan Ahern, KraneShares |
| 9:10 - 10:00 am |
General Session : Mistakes, Lessons Learned & Earning a Return on Mistakes: A Manager’s Retrospective from 50 Years on Wall Street, Peter Sackmann, Davis Funds |
| 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 WOW & Firestarters Client Retention and Aquisition, Dr. John Evans, Janus Henderson
• #7.4 WealthDesk,John Wilson
• #7.5 What's Next for the Fed, Mike Bazdarich, Legg Mason
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| 11:45 - 1:00 pm |
Closing Luncheon: AI and Big Data, Nicholas Chan, Goldman Sachs
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Thank you to our Education Partners
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