2020 Forum Full Agenda Details
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PMI Forum COVID-19 Update:

Due to concerns around the coronavirus (COVID-19), and in accordance with health guidance from the CDCWHO, and other health authorities, the board has unanimously decided to cancel the physical PMI 2020 Forum. {Click here to read the full letter from the PMI President}

For those who have registered for Forum 2020 you will receive a full refund.  Refunds will be processed to the original card used for payment in the coming days. PMI will cancel the Forum 2020 room block and all reservations with it.

However, while the Forum in May is cancelled, the board also felt that periods in the market such as the ones we are experiencing now, are the moments where PMI proves its value to our members. Board member and Past President, Sue van der Linden, offered the suggestion of a Virtual Forum to which the entire group concurred unanimously. Since the markets could easily change dramatically between now and May, we will be holding this in the near future rather than waiting for almost two months. Details and agenda will be forthcoming and we hope you can all find the time to participate.



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

Tuesday May 5, 2020

12:15 pm

Optional Golf/Events
*spouses/guests can register, no clients

Taliesin West Tour (Frank Lloyd Wright) 

Designed by architectural genius Frank Lloyd Wright, Taliesin West was designed to be a bold new architectural experiment. Your personalized tour of Taliesin West takes you along the courtyards and terraces, garden paths and reflecting pool area, past a bearing citrus grove and beside the working drafting studio of the Taliesin Architectural Group.  This Wold Heritage Site and national landmark occupies over 600 acres of Sonoran Desert in the foothills of the spectacular McDowell Mountains.  The landscape is filled with cactus, ironwood and mesquite. Purple lantana, bougainvillea and cassia surround the terraces of Taliesin West, which complement the natural Sonoran vegetation.

Buses will depart at 12:30 pm sharp, please be in hotel lobby by 12:15 pm to check-in for transportation.

1:00 pm 

PMI Golf Tournament at Arizona Biltmore Golf Club, The Links Course
Shotgun start is at 1 pm! 
Please arrive early for rental clubs, find your cart and be ready to golf at 1 pm.  Boxed lunches will be on the cart for all players.

About The Arizona Biltmore Links Course:

Experience a Links style golf course in the heart of Phoenix. The Links Course will challenge you with its rolling hills and desert ravines. Located near the Phoenix Mountain Preserve you are left with breathtaking views during your round of golf. View why the Links Course is one of the premier Phoenix Golf Courses.

The youngster of the Arizona Biltmore Golf Club courses, The Links Course has grown up nicely over the years and matured into another “can’t-miss-out” golf experience. The par 71, 6,300 yard course provides rolling fairways, desert ravines and five shimmering lakes.

A combination of challenging desert golf mixed with cool pines and tranquil lakes, The Links Course is a bit rambunctious, providing both delights and demands for even the most seasoned player.

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, 2020
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Golf/Activity Tickets must be registered by April 15, 2020
  • *Last minute and onsite Tours/Activities registration are NOT available.
6:00 - 8:00 pm

Tuesday Night Welcome Reception & Happy Hour
{Outdoor Venue, Casual dress recommended!}
*spouses/guests can register, no clients
Space is limited, RSVP on registration form is required

Wednesday May 6, 2020

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, 2020
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2020
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:00 - 9:00 am Pre-Forum Breakfast
 8:40 - 9:30 am

Forum Education Partner Roundtables

  • Roundtable #1 CFRA
  • Roundtable #2  S & P Global
  • Roundtable #3  Trendrating
  • Roundtable #4  TBD
  • Roundtable #5  TBD

9:45 - 10:00 am

Welcome and Forum Intro
10:00 - 11:00 am

General Session:  Global Market Outlook and Investing in a VUCA World, Victory Speaker TBD

11:15 - 12:15 pm

Breakout Sessions Group #1

  • #1.1  JP Morgan, speaker TBD

  • #1.2  Client Resource Kit, First Trust
  • #1.3  Anatomy of a Recession, Legg Mason
  • #1.4  MS Compliance, Jim Janover
  • #1.5  Staying Ahead of Change, Joseph Asselta
12:30 - 1:30 pm

Lunch Speaker: First Trust

1:45 - 2:45 pm

Breakout Sessions Group #2

  • #2.1  The Mohney Kneeland Team: " Everybody wins or Nobody Wins", Kathy Mohney and Zach Kneeland

  • #2.2  Private Investment Liquidity Strategies, Scott Mahoney and Mark Crandall
  • #2.3  LIfeview, Jonathan Dayton and Steven Chefas
  • #2.4 Robotics, Automation, AI and Healthcare, Mirae Speaker
  • #2.5  Establishing a Process, Raquel Zisman
3:00 - 4:00 pm 

Breakout Sessions Group #2

  • #3.1  Gabriela Santos, JP Morgan
  • #3.2  China Topic, KraneShares 
  • #3.3  ESG Topic, TCW
  • #3.4  Security Awareness in 720 Degrees, John Choate, Janus Henderson
  • #3.5  Low Volume and Using the Index to Make a Model, Joe White, Invesco
4:15 - 5:15 pm 

General Session:  Working with Women Investors, New York Life speaker

5:15 - 5:45 pm 

 Attendee Choice: Speaker Office Hours:

  • #1 TBD
  • #2 TBD
  • #3 TBD
6:00 - 7:00 pm   Welcome Reception
(outdoor location, light sweater/jacket recommended)
*registered spouse/guests included
7:00 - 9:00 pm  

Dinner Session: Connectional Intelligence, Erica Dhawan

*registered spouse/guests included

Thursday May 7, 2020

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, 2020
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2020
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:00 - 9:00 am Breakfast Buffet
 8:00 - 8:30 am

PM Update, Frank Murray

8:30 - 9:30 am

General Session: Value of Scarcity, First Eagle

9:50 -10:50 am

Breakout Sessions Group # 4

  • #4.1  Annual Stock Picking Contest, Rick Grimshaw and Kevin Anderson

  • #4.2  HER Way and Gendering your Portfolio, Sharon Cunningham
  • #4.3  TBD
  • #4.4  Secrets from the Technology Council, Sue Van Der Linden
  • #4.5  Womens Panel - Navigating Work and Home Life, Moderated by Priscilla Parke
11:05 - 12:05 pm

Breakout Sessions Group # 5

  • #5.1  TBD, Black Creek

  • #5.2  TBD, Thornburg
  • #5.3  Six Surefire Strategies, Peter Sackmann, Davis
  • #5.4  The Advisor as Chief Investment Officer,  Paul Ma, Fidelity
  • #5.5  TBD, New York Life
12:15 - 1:15 pm

Lunch Session: The Economic & Political Landscape, Greg Valliere

 1:30 - 2:30 pm

Breakout Sessions Group # 6

  • #6.1  TBD, Dan Coleman, Principal

  • #6.2  Building Scale In Your PM Practice, Chris Doucette
  • #6.3  TBD
  • #6.4  Working with the International Client, Domitilia Dos Santos
  • #6.5  A Different Take on Succession Planning, Jack Lindsey and Kim Mason
2:45 - 3:45 pm 

General Session: BCA Research, Anastasios Avgeriou, U.S. Equity Strategy, BCA Research

3:45 - 4:45 pm 

General Session: TBD, Goldman Sachs

5:00 - 5:30 pm

Attendee Choice: Speaker Office Hours

  • #1 TBD
  • #2 TBD
  • #3 TBD

 

5:30 - 6:30 pm  Cocktail Reception
(outdoor location, light sweater/jacket recommended)
TBD

*registered spouse/guests included
6:45 - 8:30 pm

Dinner Session:  You're Only as Old as You Feel, John Diehl 
Bill Eager Commitment to Excellence Award

*registered spouse/guests included

Friday May 8, 2020

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, 2020
  • *Last minute and onsite spouse/guest registrations are NOT available.
  •   All Tour/Activity Tickets must be registered by April 15, 2020
  • *Last minute and onsite Tours/Activities registration are NOT available.
8:00 - 9:00 am Breakfast Buffet
8:00 - 9:00 am 

General Session: TBD, Col. Thomas Magness

 9:10 - 10:10 am

General Session: Avoiding the Curse of Expertise, David Epstein

10:10 - 10:30 am Networking Break
10:30 - 11:30 am

Breakout Sessions Group # 7

  • #7.1  TBD, Stephen Scanapicco

  • #7.2  MS Women Without Limits, Kara Underwood
  • #7.3  TBD, PM Operations
  • #7.4  AI, Robo
  • #7.5  TBD, Nataxis
11:45 am - 12:00 pm Outgoing Board Plaques and President's Award
 12:00 - 1:00 pm

Closing Luncheon, TBD

  

Thank you to our Education Partners for sponsoring the 2020 Forum.