Sunday June 9, 2024

Optional Golf/Activities (various departure times)
Spouses/guests can purchase tickets for Golf/Tours, no clients
Agenda items in the morning/evening that include a * include registered spouses/guests

• 8:00 AM..............PMI Golf Tournament at Fazio Canyons Departs
• 10:00 AM..............South Congress (SoCo) Stroll Tour  Departs (lunch NOT included)
• 11:00 AM............BBQ & Brews Tour Departs
  
• 3:00 PM..............Early Registration Opens
• 6:00 PM..............Opening Night Welcome Reception*
  

Monday June 10, 2024

• 6:30 AM.............PMI Run/Yoga Options*
• 8:00 AM.............Tech Tables:
                             LYDIA
                             WealthDesk, Investment Screener & Strategy Builder
                             Portfolio Risk Platform (PRP)
                             i10 Research
                             London Stock Exchange Group (LSEG)
                             TrendRating
                             William O'Neil
  
• 8:00 AM.............Breakfast Panel: Institutionalizing Your Business for Scalable Customization
                             Panelists: Doug Jarrard, Greg Meyer, Raquel Zisman, Moderator: Emily Bender
• 9:15 AM.............Educational Sessions Group 1
                             1.1 Stock Selection Strategies & Contest, Rick Grimshaw, Kevin Anderson
                             1.2 The Art Science of Managing Money (Part II), Rick Golod
                             1.3 Using Technical Analysis from the Pandemic through the Recovery, Bob Brett
                             1.4 Leveraging Technology to Scale PM Trading, Andrew Kelly
                             1.5 Connecting with Clients: Proven Activities for Deepening Relationships & Marketing, Caren Williams, Sara Wallace 
• 10:30 AM...........Educational Sessions Group 2
                             2.1 Washington To Wall Street, Chris Hennessey, Putnam and Christian Galipeau, Templeton Franklin Institute  
                             2.2 Understanding Medicare Choices & IRMAA for Your Clients, Julia Fuentes, Vanguard
                             2.3 Portfolio Analytics & Implementation, Liam O'Brien, First Trust
                             2.4 Simplifying Alpha Generation In Fixed Income: What Role should Duration and Credit Play, Jim Jackson, Victory
                             2.5 20 Years of S&P Dow jones Indices Active vs. Passive Research,  Anu Ganti, S&P Global
• 11:45 AM...........Educational Sessions Group 3 
                             3.1 Using LYDIA to Create Targeted Swaps & Proactively Manage Cost-Basis Lots, Greg Meyer
                             3.2 Navigating Markets Dominated by Indexing and Algos, Phil McCauley III, and Phil McCauley IV
                             3.3 Three Secrets of a High Functioning Team, Eric Applewhite, Holly McNulty
                             3.4 Transitioning a Practice to a Younger Advisor, Emily Bender
                             3.5 How To Write for Your Team, Anne Marie Williams
• 1:00 PM..............Lunch Session: Moving Beyond Cash, Speaker: Brian Levitt, Invesco
• 2:15 PM..............General Session: Finding Value in Today’s Markets – A Deep Dive into Large Cap Value and Credit
                             Keith Howell Jr. and Brendan Murphy, BNY Mellon | Moderator: Paul Murray
• 3:30 PM..............General Session Panel: Global Markets: Looking Out for Opportunities and Hazards
                              Panelists: Dr. Gabriela Santos, JP Morgan and Michael Goosay, Principal | Moderator: Brian Olson
• 4:30 PM..............Break before evening events
• 5:30 PM..............Presentation of the 2024 Bill Eager Commitment to Excellence Award* 
                             The Power of Stories, Dinner Speaker: Kindra Hall, author of Stories That Stick, The Story Edge, + Choose Your Story,                                    Choose Your Life*
  
• 7:00 PM..............Cocktail Reception & Book Signing with Kindra Hall*
  
  

Tuesday June 11, 2024

• 6:30 AM.............PMI Run/Yoga Options*
• 8:00 AM.............Tech Tables:
                             LYDIA
                             WealthDesk, Investment Screener & Strategy Builder
                             Portfolio Risk Platform (PRP)
                             i10 Research
                             London Stock Exchange Group (LSEG)
                             TrendRating
                             William O'Neil
• 8:00 AM.............Networking Breakfast
• 8:30 AM.............General Session: The Election, Politics, and the Economy, Bob Stein, First Trust
• 9:45 AM.............General Session: AI's Winners, Losers and Wannabes: Beyond Buzz Words!, 
                             Aswath Damodaran, NYU (virtual streaming session)
• 11:00 AM...........Educational Sessions Group 4 
                             4.1 The Nuts and Bolts of Running a Scalable PM Practice, Doug Jarrard
                             4.2 Its Your Practice, Take Your Time, Mijanou Spurdle
                             4.3 Former Advisor Program - Prep, Execution and Post Production, Anthony Valente & Stephen Scanapicco
                             4.4 Organically Growing Your Team Through Interns, Liza Pille, Caren Williams, Jacob Mahony
                             4.5 Growing Your PWM Business Through Differentiation, Niall Gannon
• 12:15 PM............Lunch Session: Political & Economic Outlook, Jeff Bush, The Washington Update
• 1:30 PM..............Educational Sessions Group 5 
                             5.1 Identifying Successful Acquisitions & Avoiding Landmines Along the Way, Mike Jones & Alex Bahlinger , Touchstone
                             5.2 The Golden Hour: Client Retention & Segmentation, Lisa Kueng, Invesco
                             5.3 Portfolio Construction - With an Eye on Simplicity, Matt Hutchinson, BNY Mellon
                             5.4 Alternative Strategies: New Options, Benefits and Potential Pitfalls, Nicole Pecoraro, Brookfield Oaktree
                             5.5 Historical Context for Market Leadership, Matt Digges, Pacer ETFs
• 2:45 PM..............General Session: 2024 Mid-Year ETF Market Outlook: Resilience Under Pressure, Mike Arone, State Street
• 4:00 PM..............General Session Panel: Disruptive Technologies: AI, Cybersecurity, and the Internet of Things
                              Panelists: Pedro Palandrani, Global X, Bryan Sajjadi, Fidelity | Moderator: Phil McCauley, IV
  
• 5:00 PM..............Break before evening events
• 5:30 PM..............Dinner Session: AI & The Future of Business, Byron Reese, Speaker, Author & Entrepreneur & Futurist*
• 7:00 PM..............Cocktail Reception and Book Signing with Byron Reese*
  
  

Wednesday June 12, 2024

• 6:30 AM.............PMI Run/Yoga Options*
• 8:00 AM.............Tech Tables:
                             LYDIA
                             WealthDesk, Investment Screener & Strategy Builder
                             Portfolio Risk Platform (PRP)
                             i10 Research
                             London Stock Exchange Group (LSEG)
                             TrendRating
                             William O'Neil
• 8:00 AM.............Breakfast Session: Private Infrastructure: An Appealing Investment in Any Market Environment, Chloe Berry, Head of                                  Brookfield Oaktree Infrastructure Income Fund
• 9:15 AM.............General Session: Supercharging Your Practice, Matt Digges, Pacer ETFs
• 10:30 AM...........Educational Sessions Group 6
                             6.1 Outsourcing with Impact – Grow Your Business with Options to Capture Concentrated Stock Assets, Greg
                                   Dvorocsik, Spider Rock Advisors (presented by BlackRock)
                             6.2 Befriending Bitcoin, Kyle DaCruz, VanEck
                             6.3 Mid Caps - The Opportunity, Jon Christensen, Virtus
                             6.4 Convertible Securities 101 , Scott Henderson, Calamos
  
• 11:45 AM...........Educational Sessions Group 7
                             7.1 Using Portfolio Models for Client Retention and Growth, Mike Chabalik
                             7.2 Buying Bonds Better, Keith Knoop
                             7.3 Under 40 - Next Generation Advisors Panel, Phil McCauley IV, Hugo Frausto, Ellie Ivancich, Paranj Patel
                             7.4 How Psychology Can build & Help Your Business, Tim Thomas
                             7.5 Business Owner Insights & Owner Operator Advantage, Scott Mergner, Mike Lipshultz
  
• 1:00 PM..............Closing Lunch Session: PM Update with Frank Murray, Morgan Stanley
• 2:15 PM..............Forum Ends, Free Time to Explore Austin!
  

 Agenda items that include a * are morning & evening events that include registered guests/spouses