TIME

SESSION & SPEAKER

10:00-10:08am

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

10:08-10:23am

The Future of Our Practices

• Jason Katz, UBS Wealth Management
• Rebecca Rothstein, Merrill Private Wealth Management
• Moderator: Ben Huneke, Head of Investment Solutions, Morgan Stanley Wealth Management

10:23-10:38am

Personal Portfolios and Post-Election Politics

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

10:38-10:53am

Representation & Inclusion on Teams: Why We Have the Competitive Advantage

• Raj Sharma, Merrill Private Wealth Management
• Bruce Burrows, Morgan Stanley Wealth Management
• Heather Hunt-Ruddy, Head of Client Experience & Growth, Wells Fargo Advisors

10:53-11:08am

Advice In A Tangled, Nested, Constant World

• Dr. Joseph Coughlin, Director, MIT AgeLab
• Moderator: John Diehl, Senior Vice President, Hartford Funds

11:08-11:20am

The State of Fixed Income 2021 and Beyond

• Mike Gitlin, Global Head of FI, Capital Group

11:20-11:22am

One-Talk, One-Ton Challenge, NY Life Investments

11:22-11:37am

Adding Value in Diminishing Fee Atmosphere

• Mary Deatherage, Morgan Stanley Private Wealth Management
• Randy Conner, Churchill Management Group
• Moderator: John Mathews, Group MD, Head of PWM & UHNW, UBS Wealth Management

11:37-11:52am

Forget 2020, What's Up for the Economy in 2021?

• Brian Wesbury, Chief Economist, First Trust Portfolios

11:52-12:07pm

Bigger & Better: high growth through client experiences & a winning team structure

• Jeff Erdmann, Merrill Private Wealth Management

12:07-12:15pm

Generating Consistent Excess Returns in a Low Rate Environment

• Pramod Alturi, PIO of Bond Fund of America, Capital Group

12:20-12:35pm

Fireside Chat with Industry Leaders in ESG

• Hanneke Smits, CEO, BNY Mellon Investment Management
• Andrew Lee, Head of Sustainable & Impact Investing, UBS Wealth Management

12:35-12:45pm

The Future of Financial Advice

• Penny Pennington, Managing Partner, Edward Jones

12:45-1:00pm

Preparing Your Team for a New World

• Erin Scannell, Heritage Wealth Advisors
• Brian Firring, Wells Fargo Advisors
• Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management

1:00-1:15pm

CONCURRENT BREAKOUTS

1. Breakout #1: Succession Planning
   1. Robert Milliman, National Sales Manager - IBD Channel, First Eagle Investment Management
2. Breakout #2: COVID’s Impact on ESG
   1. Sarah Bratton Hughes, Head of Sustainability, North America, Schroders
   2. Mary Green, Vice President, Client Portfolio Manager, Federated Hermes
3. Breakout #3: Private Foundations and Donor-Advised Funds: Helping Your Client Choose the Right Vehicle
   1. Josh Stamer, Senior Managing Director, Foundation Source
   2. Zach Staggs, Hollencrest Capital Management

1:15-1:30pm

CONCURRENT BREAKOUTS

1. Breakout #1: Winning with Women Investors…Our Industry Has Been Getting It Wrong
   1. Jen Tarsney, Director, Practice Management, NY Life Investments
   2. Barry Mitchell Jr., UBS Wealth Management
2. Breakout #2: Why ESG Should Matter to You and Your Clients
   1. Jake Walko, Director of ESG Investing & Global Investment Stewardship, Thornburg Investment Management
   2. Di Zhou, Portfolio Manager & Managing Director, Thornburg Investment Management
   3. Barbara Archer, HighTower Wealth Advisors | St. Louis
3. Breakout #3: Fastest Growing FA’s
   1. Casey Kriedman, UBS Wealth Management
   2. Timothy Pagliara, CapWealth
   3. Jac McLean, Senior Managing Director, NY Life Investments

1:30-1:45pm

CONCURRENT BREAKOUTS

1. Breakout #1: Top Women – A New World, A New Culture
   1. Mary Mullin, Merrill Lynch Wealth Management
   2. Liz Weikes, JP Morgan Securities
   3. Moderator: Michael Schweitzer, Head of HNW, ‎Capital Group|American Funds
2. Breakout #2: Top Teams Share Their Plans for the Future
   1. Marvin McIntyre, Morgan Stanley Private Wealth Management
   2. Lori Van Dusen, LVW Advisors
   3. Moderator: Robert Milliman, National Sales Manager - IBD Channel, First Eagle Investment Management
3. Breakout #3: Strategies to Help Business Owners Manage and Transition Wealth
   1. Chris Hennessey, Attorney & CPA, Putnam Investments
   2. Trey Haydon, Raymond James & Associates

1:45-2:00pm

CONCURRENT BREAKOUTS

1. COVID-19: Insights Beyond the Curve
   [Download PDF]
   1. Charlie Phelan, VP of Practice Management & Consulting, Fidelity Investments
   2. Meghan Railey, Optas Capital
2. Top Women – Intergenerational Teams, How to Structure & Serve
   1. Sharon Sager, UBS Private Wealth Management
   2. Kathy Roeser, Morgan Stanley Wealth Management
   3. Moderator: Ryland Pruett, Executive VP & National Sales Manager, BNY Mellon
3. Compensating Team Members
   1. Michael Poppo, UBS Wealth Management
   2. Jim Moriarity, Morgan Stanley Private Wealth Management
   3. Moderator: Heather Crist, Managing Director & Head of Field Engagement, WM US, UBS Wealth Management

2:00-2:01pm

Welcome Remarks

• Randall Lane, Chief Content Officer, Forbes

2:01-2:15pm

What to Expect Next With the Economy

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

2:15-2:35pm

Superstar Investors: Best Ideas of 2021

• Tom Slater, Head of the US Equities Team, Baillie Gifford
• Amy Y. Zhang, EVP, Portfolio Manager, Alger
• Moderator: Antoine Gara, Staff Writer, Forbes

2:35-2:45pm

The Ultimate Contrarian: An Interview with Real Estate Investing Pioneer

• Sam Zell, Founder & Chairman, Equity Group Investments
• Moderator: Chris Helman, Senior Editor, Forbes

2:45-3:05pm

Vaccine & Therapies to Market: A Discussion with the Nation’s Smartest Biotech Investors

• Umer Raffat, Senior Managing Director, Evercore ISI
• Peter Kolchinsky, Founder & Managing Partner, RA Capital Management
• Moderator: Nathan Vardi, Senior Editor, Forbes

3:05-3:15pm

A Top Performing Hedge Fund Manager's Big Ideas

• Bill Ackman, Founder & CEO, Pershing Square Capital Management
• Moderator: Antoine Gara, Staff Writer, Forbes

3:15-3:30pm

Managing in the Present While Investing for the Future

• Rick Rieder, CIO of Global Fixed Income & Head of the Global Allocation Team, BlackRock

3:30-3:55pm

Energy Sector 2021: Navigating the Carbon Transition

• John C. Goff, Founder, Crescent Real Estate & Goff Capital
• Michael Shellenberger, Founder & President, Environmental Progress
• Michael Skelly, Founder & President, Clean Line Energy
• Moderator: Chris Helman, Senior Editor, Forbes

3:55-4:10pm

Trends in Wealth Management with Merrill Lynch

• Andy Sieg, President, Merrill Lynch Wealth Management

4:10-4:35pm

Big Changes in Tax & Policy That Could Affect Wealth Management

• Kelly Phillips Erb, Managing Shareholder, The Erb Law Firm, P.C.
• Brian Thompson, Founder, Brian Thompson Financial LLC.
• Jonathan Traub, Managing Principal, Washington National Tax, Deloitte Tax LLP
• Moderator: Janet Novack, Assistant Managing Editor, Forbes

4:35-4:45pm

The State of Private Credit

• Randy Schwimmer, Head of Organization & Capital Markets, Senior Lending
• Moderator: Jason Bisnoff, Staff Writer, Wealth Management, Forbes Media

4:45-5:00pm

What’s Next for Wealth Management

• Jason Chandler, Head of Wealth Management, UBS Wealth Management
• Moderator: Ron Insana, Senior Advisor, Schroders

5:00-5:15pm

Emerging Markets Investing Post Pandemic
[Download PDF]

• Brendan Ahern, Chief Investment Officer, KraneShares
• Matt Schifrin, VP & Assistant Managing Editor, Forbes

5:15-5:30pm

Five Timeless Insights for Investing through Challenging Markets

• Chris Davis, Chairman & Portfolio Manager, Davis Advisors

5:30-5:45pm

Post Election Investment Outlook

• Jeffrey Gundlach , CEO & CIO, DoubleLine

5:45-5:50pm

Closing Remarks

• Matt Schifrin, VP & Assistant Managing Editor, Forbes