Disclaimer
* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.
2:00 - 2:25 pm
Pre-Conference Session
Compensating and Incentivizing Your Team
— Mary Deatherage, Morgan Stanley
— Paul Tramontano, First Republic
— Moderator: Jac McLean, Sr. Managing Director, NY Life Investments
— Presented by NY Life Investments
2:25 - 2:50 pm
Pre-Conference Session
The Future of Advice: Meeting Client Expectations in a Changing World
— Patti Brennan, Key Financial, Inc.
— Gregg Kaufman, Morgan Stanley
— Moderator: John Diehl, Sr. VP, Hartford Funds
— Presented by Hartford Funds
2:50 - 3:00 pm
Networking/Refreshments
3:00 - 3:10 pm
Opening Remarks
— R.J. Shook (Co-Founder, President, SHOOK Research, Senior Forbes Contributor)
3:10 - 3:15 pm
SHOOK “Talks”
Top Advisor shares #1 best idea
— Peter Prentis, Wells Fargo
3:15 - 3:40 pm
SHOOK Impact: How our Top Advisors are impacting their clients' lives
— Michael Poppo, UBS Financial Services
— Elizabeth Weikes, JP Morgan Securities
— Moderator: Frank Famiglietti, Managing Director/Head of Alt Distribution, Morgan Stanley Investment Mgmt
3:40 - 4:10 pm
Top Portfolio Managers discuss global investment strategies
— Matthew McLennan, Head of Global Value, First Eagle
— Brendan Ahern, Chief Investment Officer, KraneShares
— William Housey, Head of Leveraged Finance, First Trust
— Moderator: Gerry Klingman, Klingman & Associates
4:10 - 4:40 pm
What's Next for the Market and Economy
— Jeremy Siegel, Professor, Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree
4:40 - 4:55 pm
Networking/Refreshments
4:55 - 5:10 pm
Partnership of Empowerment
— Jeff Erdmann, Merrill Lynch
5:10 - 5:35 pm
Adding Value in a Passive World
— Joel Greenblatt - Managing Principal & Co-Chief Investment Officer, Gotham Asset Management
5:35 - 6:00 pm
Open Dialogue with the Fastest Growing Teams
— Dan Schwartz, UBS Financial Services
— Michael Sawyer, Morgan Stanley
— Robert Waldele, Merrill Lynch
— Moderator: Jim Cotchett, Sr. VP/Eastern Divisional Sales Manager, First Eagle Investment Management
6:00 - 6:05 pm
Closing Remarks
— R.J. Shook (Co-Founder, President, SHOOK Research, Senior Forbes Contributor)
6:05 - 7:00 pm
Cocktails/Heavy Apps
* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.
