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

Winning Team Structures

• Nestor Vicknair, Merrill Lynch Wealth Management
• Erin Scannell, Ameriprise Financial Services
• Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA

11:25-11:40am

The World is Changing. Your portfolio needs to change too. (Maybe a lot.)

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

11:40-11:55am

Creating Lasting Value: A guide to building a successful HNW enterprise

• Michael Schweitzer, Head of HNW, Capital Group | American Funds

11:55-12:10pm

Addressing The Diversity Imperative: The Opportunity Ahead

• Andy Sieg, President, Merrill Lynch Wealth Management
• Moderator: Rebecca Rothstein, Merrill Private Wealth Management

12:10-12:30pm

Real Estate as an Investment: A conversation with A.J. Agarwal, Blackstone

• A.J. Agarwal, Sr. Managing Director, Blackstone
• Moderator: Matt Sheehan, Morgan Stanley Private Wealth Management

12:30-12:45pm

3 Habits of Highly Effective Financial Professionals

• David Curry, National Sales Manager, Lincoln Financial Distributors
• Introduction: Justin DiLucchio, AVP, Relationship Management, Lincoln Financial Distributors

12:45-1:00pm

A Vision for Victory

• Terry Cook, Parcion Private Wealth
• Dr. Kevin Elko, Advisor Advancement Institute, NY Life Investments
• Introduction: Jen Tarsney, Director, Practice Management, NY Life Investments

1:00-1:15pm

Value Investing and Technology

• Manish Gupta, Portfolio Manager & Senior Research Analyst, First Eagle

1:15-1:30pm

Investing in the Digital Asset and Blockchain Ecosystem

• Mike Novogratz, Founder & CEO, Galaxy Digital
• Alli McCartney, UBS Private Wealth Management

1:30-1:45pm

Achieving Philanthropic Goals Through Selling a Major Business Asset

• Josh Stamer, Senior Managing Director, Foundation Source
• Lisa Snyder, UBS Wealth Management

1:45-2:00pm

Talking Taxes with Your Clients: What the Biden Administration’s Proposals Could Mean

• Michael Amoia, Senior Vice President, Advanced Sales, Crump Life Insurance Services
• Moderator: Ali Phillips, Obermeyer Wood Investment Counsel

2:00-2:10pm

Cutting through Complexity to Build your Bottom Line

• Paul Brunswick, Head of Invesco Global Consulting, Invesco

2:10-2:25pm

The Competitive Advantage of Diverse Teams

• Kimberley Hatchett, Morgan Stanley Private Wealth Management
• Jonathan Hodge, UBS Wealth Management
• Moderator: Sandra Richards, Head of Global Sports, Entertainment & Segment Sales, Morgan Stanley

2:25-2:40pm

Current Opportunities For A Dedicated China Position

• Brendan Ahern, Chief Investment Officer, KraneShares

2:40-2:55pm

Growing Your Practice in Any Environment

• Mark Douglass, Morgan Stanley Private Wealth Management
• Robert Sackler, Wells Fargo Advisors
• Moderator: Don Plaus, Managing Director, Head of PWM, International & Institutional, Merrill Lynch Wealth Management

2:55-3:10pm

The Long-Term Opportunity in Financials – Misunderstood, Mispriced, and Primed for Revaluation

• Chris Davis, Chairman & Portfolio Manager, Davis Advisors

3:10-3:30pm

Senior Loans: Solving for Yield and Rising Interest Rates

• Taylor Watts, Senior Client Portfolio Manager, Invesco

3:30-3:45pm

America’s #1 Advisor: Building the Team of the Future

• Jeff Erdmann, Merrill Private Wealth Management
• Moderator: Joe Stein, Regional Director, Alger

3:45-4:00pm

The Impact Advisor, Clients for Life

• John Mathews, Group MD, Head of PWM & UHNW Americas, UBS Wealth Management
• Judy Fredrickson, UBS Private Wealth Management

4:00-4:15pm

Conversation with Anthony Scaramucci

• Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital
• Moderator: David Bahnsen, The Bahnsen Group

4:15-4:25pm

St. Jude and the Power of Purpose: Connect Clients to the Greater Good

• Rick Shadyac Jr., President & CEO of ALSAC, the fundraising and awareness organization for St. Jude Children’s Research Hospital

4:25-4:30pm

Closing Remarks

• Liz Shook, Co-Founder, COO, SHOOK Research