TIME

SESSION & SPEAKER

11:00-11:10am

Opening Remarks

• R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
• Liz Shook, Co-Founder, COO, 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, Co-Founder, COO, 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