AGENDA

Wednesday, September 23 |
Noelle Hotel

5:30 pm – 8:00 pm
Evening Welcome Reception
Trade Room | Saidee Gallery
Sponsored by AllianceBernstein

Thursday, September 24 | Noelle Hotel

7:45 am - 8:30 am
Breakfast

8:30 am - 9:15 am
Opening Remarks

9:15 am - 10:00 am
Market Insights
John Sherman, CFA, Federated Hermes

10:00 am - 10:15 am
Break

10:15 am - 11:00 am
The Exact Steps to Accelerate Growth
Brian Gallary, First Trust Capital Management L.P.

OR

10:15 am - 11:00 am
Income Generation in the Large Cap Space
Andrew Wright, Columbia Threadneedle
David W. Pescherine, CFA, Genter Capital Management
Jeffrey Chapracki, Brentview Investment Management

11:00 am - 11:45 am
Direct Indexing and Tax Optimized Deliveries
Michael Barnes, Parametric
Mohan Naidu, CFA, Alphathena
Bob Mehringer, CFA, ICR Partners

12:00 pm - 1:00 pm
Lunch | Ole Red's

1:15 pm - 2:00 pm
Artificial Intelligence:
Unlock Potential Opportunity
Brian Blongastainer, CFA, BNY Investments

2:00 pm - 2:45 pm
Large Cap Solutions:
The Importance of Dividend Yield and Structural Growth
Tom McKinstry, CFA, MainStreet Advisors
Chuck Simko, CFA, MainStreet Advisors

OR

2:00 pm - 2:45 pm
Market Perspectives: Opportunities in Small and Mid Cap Equities
Maria Katsileros, CIMC®, CSRIC®, Aristotle Capital Boston
Simon Rafferty, CFA, Polen Capital

2:45 pm - 3:00 pm
Break

3:00 pm - 3:45 pm
Inside the Municipal Market
Craig Henderson, Federated Hermes
Daryl Clements, AllianceBernstein

3:45 pm - 4:30 pm
Invested in the Client Experience:
What’s Next for Client Connect
Mike Steele, MainStreet Advisors
Sara Haley, CSOP™, CFIRS™, CAMS, CTOP™, MainStreet Advisors

OR

3:45 pm - 4:30 pm
Taxable Fixed Income – Current Market, Opportunities and Risks
William Smith, CFA, AllianceBernstein

4:30 pm - 5:15 pm
Growing Your Digital Presence
Ryan Sullivan, Hartford Funds

6:00 pm - 7:00 pm
Reception
Trade Room

7:00 pm - 9:00 pm
Dinner
Sadiee Gallery
Sponsored by Federated Hermes

Friday, September 25 | Noelle Hotel

8:00 am - 8:45 am
Breakfast

8:45 am - 9:30 am
International Equity Investing: Opportunities Across Market Segments
Jack White, Todd Asset Management,
Pravir Singh, Schafer Cullen
Kate Jaquet, Seafarer Capital Partners

9:30 am - 10:15 am
Private Markets: Opportunities, Access & Implementation
Tobin Burgdorf, First Trust Capital Management L.P.

10:15 am - 10:30 am
Break

10:30 am - 11:15 am
Before the Exit: Helping Business Owners Prepare for Their Next Chapter
Colette R. Taylor, PL Advisors
Bob Mendes, Epstein, Becker, Green

OR

10:30 am - 11:15 am
Investing Opportunities in Liquid Infrastructure, Real Estate and Other Diversifying Asset Classes
Rebecca Sherlock, First Sentier Investors
Brian Cordes, CAIA, Cohen & Steers

11:15 am
Closing Remarks