GENERAL SESSION 1


Opening Remarks & The Future of Our Practices

Inflation Opportunities Abound!

The After-Tax Advisor –
What You Should Be Doing Now?

The Road Ahead: Restoring Team Balance

Tuning Out the Tweets

Leading a Resilient Team

The Future of America and What It Means for Your Money

The Antidote to Conventional Wisdom

Fireside with America’s #1 Wealth Advisor

Politics and Tax Policy: Planning Tips for HNW Investors

The Frictionless Economy

Blind Spots in Planning & The Pandemic

Top of Mind For Clients



BREAKOUTS


Breakout #1: The Future of Sustainable Investing is TODAY

Breakout #2: What Clients Really Want...and What Advisors Need To Do Right Now

Breakout #3: Diversify Away from the Traditional 40

Breakout #4: The New Age of Growth



GENERAL SESSION 2


Discussion with Merrill’s Andy Sieg

Maintaining Our True North Amidst Market Noise

Debunking Popular Myths About Value Investing

Spotlight on Global: Rethinking Where to Find Opportunity

Bottoms Up Stock Picking in a Digital World

International: An Unanticipated Growth Story

Take the Concentration Out of the S&P

Becoming the Advisor for Life

The Four Pillars of the New Retirement

Will Washington Wreck the Economic Recovery – and Thereby Batter Stocks?

Closing Remarks


Accompanying session materials can be found in the agenda below.



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TIME

SESSION & SPEAKER

11:00-11:10am

Opening Remarks

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor
  • Liz Shook, COO & Co-Founder, SHOOK Research
  • Frank Berland, Managing Partner, SHOOK Research

11:10-11:25am

The Future of Our Practices

  • Lyon Polk, Morgan Stanley Private Wealth Management
  • Wendy Holmes, UBS Private Wealth Management
  • Moderator: John Mathews, Group MD, Head of PWM & UHNW, UBS Wealth Management

11:25-11:40am

Inflation Opportunities Abound!

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

11:40-11:55am

The After-Tax Advisor – What You Should Be Doing Now?

  • Jennifer Haggerty, Merrill Private Wealth Management
  • Matthew Fleissig, President, Pathstone
  • Moderator: John Moninger, Managing Director Retail Sales, Eaton Vance Advisor Institute

11:55am-12:10pm

The Road Ahead: Restoring Team Balance

  • Rick Buoncore, MAI Capital Management
  • Adam Carlin, Morgan Stanley Private Wealth Management
  • Moderator: Julie Genjac, Managing Director, Applied Insights, Hartford Funds

12:10-12:25pm

Tuning Out the Tweets

  • Chris Davis, Chairman & Portfolio Manager, Davis Advisors

12:25-12:40pm

Leading a Resilient Team

  • Mark Thorndyke, Merrill Lynch Wealth Management
  • Moderator: Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments

12:40-12:55pm

The Future of America and What It Means for Your Money

  • Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital

12:55-1:10pm

The Antidote to Conventional Wisdom

  • Brian Wesbury, Chief Economist, First Trust Portfolios

1:10-1:25pm

Fireside with America’s #1 Wealth Advisor

  • Jeff Erdmann, Merrill Private Wealth Management
  • Moderator: Joseph Lohrer, Sr. Managing Director, Blackstone

1:25-1:45pm

Politics and Tax Policy: Planning Tips for HNW Investors

  • John Emerson, Vice Chairman – Capital International, Inc.; Capital Group | American Funds
  • Leslie Geller, Wealth Strategist, Capital Group | American Funds
  • Moderator: Michael Schweitzer, Head of HNW, Capital Group | American Funds

1:45-2:00pm

The Frictionless Economy

  • John Porter, CIO & Head of Equity, BNY Mellon
  • Introduction: Chris Hazelton, VP & Sr. Product Strategist, BNY Mellon

2:00-2:15pm

Blind Spots in Planning & The Pandemic

  • Nazie Saffari-Moini, Merrill Lynch Wealth Management
  • Scott Sparks, Northwestern Mutual
  • Moderator: Bill Taylor, VP: Distribution Performance, Northwestern Mutual

2:15-2:30pm

Top of Mind For Clients

  • Jason Chandler, Head of Wealth Management, UBS Wealth Management
  • Angela Mwanza, Senior Vice President, UBS Private Wealth Management

2:30-2:45pm

CONCURRENT BREAKOUTS

Breakout #1: The Future of Sustainable Investing is TODAY

  • Katherine Collins, Head of Sustainable Investing & Investment Mgmt, Putnam Investments
  • Moderator: Bruce Burrows, Morgan Stanley Wealth Management

Breakout #2: What Clients Really Want...and What Advisors Need To Do Right Now

  • Carrie Coghill, Commonwealth, Coghill Investment Strategies
  • Jimmy Lee, Wealth Consulting Group
  • Moderator: Ryan Beasley, Executive VP – Individual Division, Ameritas

2:45-3:00pm

CONCURRENT BREAKOUTS

Breakout #1: Diversify Away from the Traditional 40

  • Dr. Randy Anderson, CEO & Chief Economist, Griffin Capital Asset Mgmt
  • Jeremy Beal, Managing Director, Head of Alternative Investments, Morgan Stanley Wealth Management

Breakout #2: The New Age of Growth

  • Jennifer Shydler, Merrill Lynch Wealth Management
  • Marc Ackerman, Wells Fargo Advisors
  • Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management

3:00-3:15pm

Discussion with Merrill’s Andy Sieg

  • Andy Sieg, President, Merrill Lynch Wealth Management
  • Moderator: Liz Shook, COO & Co-Founder, SHOOK Research

3:15-3:30pm

Maintaining Our True North Amidst Market Noise

  • Matt McLennan, Portfolio Manager & Head of Global Value, First Eagle Investment Mgmt

3:30-3:45pm

Debunking Popular Myths About Value Investing

  • Andrew Wellington, Co-Founder, Managing Partner & CIO, Lyrical Asset Mgmt
  • Moderator: George Dunn, Merrill Lynch Wealth Management

3:45-4:00pm

Spotlight on Global: Rethinking Where to Find Opportunity

  • Ryan Caldwell, Managing Director, FS Investments
  • Moderator: Alex Williams, UBS Private Wealth Management

4:00-4:15pm

Bottoms Up Stock Picking in a Digital World

  • Mario Gabelli, Chairman, CEO & Founder, GAMCO Investors, Inc.

4:15-4:30pm

International: An Unanticipated Growth Story

  • James Gautrey, Portfolio Manager, Schroders
  • Todd Morris, Lead Portfolio Manager, Polen Capital
  • Moderator: Ron Insana, Senior Advisor, Schroders

4:30-4:45pm

Take the Concentration Out of the S&P

  • John Feyerer, Head of Innovation and Commercialization ETF & Indexed Strategies, Invesco

4:45-5:00pm

Becoming the Advisor for Life

  • Mark Cortazzo, MACRO Consulting Group
  • Sarah Damsgaard, J.P. Morgan Wealth Management
  • Moderator: Steve Gresham, CEO, The Execution Project & Educational Advisor, Alliance for Lifetime Income

5:00-5:10pm

The Four Pillars of the New Retirement

  • Ken Cella, Principal – Client Strategies Group, Edward Jones

5:10-5:25pm

Will Washington Wreck the Economic Recovery – and Thereby Batter Stocks?

  • Steve Forbes, Chairman & Editor-in-Chief, Forbes Media

5:25-5:30pm

Closing Remarks