2019 Forum Schedule at a Glance
Share |


*Draft Agenda, subject to change as speakers confirm.*

Tuesday May 14, 2019

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
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
*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

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 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 Unleashing the Power of Eikon to Help Grow Your Business, 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: 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

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: 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

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

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: 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 Partnering Business, Michael Wagner
• #3.4 Technical Analysis: Your Workstation and Your Life!, Fred Meissner
• #3.5 Getting Sharper with PRP : Evolved decision-making through better tools, Patrick Nolan, BlackRock

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 Financials: Going Down the Capital Structure, Joseph Urciuoli and Phillip Jacoby, IV, Spectrum

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 Winners Panel
• #5.5 Incorporating PE into PM practice, Chris Hunter, Goldman Sachs

2:45 - 3:45 pm

Breakout Sessions Group # 6

 • #6.1 Articulating Your Value as an Advisor, Paul Murray, Stephen Scanapicco and Joe Asselta, Vanguard
• #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

3:45 - 4:45 pm General Session: Extreme Leadership, Allison Levine
5:00 - 5:30 pm

Attendee Choice: Speaker Office Hours

Mike Reynal

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

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: 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, Phil Shipper
• #7.5 Bonds Yields Are Back Down, Where To Now?, Mike Bazdarich, Legg Mason

11:45 - 1:00 pm Closing Luncheon: AI and Big Data, Nicholas Chan, Goldman Sachs

 

Thank you to our Education Partners for sponsoring the 2019 Forum.