Monday, October 2, 2023
Breakfast7:30 AM - 8:30 AMExhibit Hall 
Welcome and Introduction; Coastal Firm Update9:00 AM - 9:30 AMGeneral SessionKevin Keefe
Message from Ownership9:30 AM - 10:00 AMGeneral SessionRyan Hanks
Fireside Chat with Advisory Board Chair Larry Roth10:00 AM - 10:30 AMGeneral SessionLarry Roth
Strategic Advisory Council Panel10:50 AM - 11:20 AMGeneral SessionMatt Rakerd
Investment Advisory and Product Vision11:20 AM - 11:50 AMGeneral SessionKevin Keefe
Yanni Bousnakis
Lunch 12:00 PM - 1:00 PMExhibit Hall 
Carefull1:00 PM - 1:25 PMFoothills 1Jordan Merchbaker
Madison Capital Group1:00 PM - 1:25 PMTexas 4-7Michael Crimmins
Quality at Every Step - Cottonwood’s Philosophy for Multifamily Investing1:30 PM - 1:55 PMFoothills 1Eric Marlin
Seedbrite Ventures1:30 PM - 1:55 PMTexas 4-7 
Waveland Energy Partners1:30 PM - 1:55 PMFoothills 2Jamie Harmon
Bill Rack
Insurance as an Asset Class2:00 PM - 2:25 PMFoothills 1Vineet Goyal
High Performing Virtual Family Office - Attracting the Superrich2:00 PM - 2:25 PMTexas 4-7Robert Annable
Advanced Equity Strategy to "Land" More High Net-worth Investors2:00 PM - 2:25 PMFoothills 2Andrew Dietz
Capital Square Realty Advisors2:30 PM - 2:55 PMFoothills 2Tim Cronic
Concept Capital Markets2:30 PM - 3:25 PMTexas 4-7Stuart Anmuth
Jonathan Cohen
Tim Snodgrass
Urban Catalyst3:00 PM - 3:25 PMFoothills 1Eric Hayden
Skyway Capital Markets3:00 PM - 3:55 PMFoothills 2Mike Freeman
Adin Lohry
e2cCompanies / Forum Partners3:30 PM - 3:55 PMFoothills 1e2C
Forum Partners
MDS Energy Development3:30 PM - 3:55 PMTexas 4-7Zach Avi
Red Oak Capital Holdings4:00 PM - 4:25 PMTexas 4-7Kevin Kennedy
An Alternative to Alternatives - Fixed Income4:00 PM - 4:25 PMFoothills 2John McNichol
Welcome Reception4:30 PM - 5:30 PMExhibit Hall 
Sponsor Dinearounds6:30 PM - 9:30 PM  
Tuesday, October 3, 2023
Breakfast7:30 AM - 8:30 AMExhibit Hall 
Introduction9:00 AM - 9:05 AMGeneral SessionKevin Keefe
Leading Clients Through Transformation9:05 AM - 9:30 AMGeneral SessionValerie Corradini
A Legislative and Regulatory Fireside chat with FSI's President and CEO9:30 AM - 10:00 AMGeneral SessionKevin Keefe
Frank Maselli
The Lifeguard in the Storm: A Bolder WHY for a Bigger World10:00 AM - 10:50 AMGeneral SessionFrank Maselli
Strategic Priorities for Wealth Management Firms to become Future Ready11:00 AM - 12:00 PMGeneral SessionKevin Keefe
Paul Lally
Lunch 12:00 PM - 1:00 PMExhibit Hall 
Concept Capital Markets1:00 PM - 1:25 PMFoothills 1FG Communities
Kennedy Lewis
Carter Funds/Carter Exchange1:00 PM - 1:55 PMFoothills 2Weldon Evans
Gael Ragone
Asset Mark1:00 PM - 1:55 PMTexas 4-7Mike Zarren
Nexpoint1:30 PM - 1:55 PMFoothills 1Mark Dillon
The Freedom of an Advisory Business2:00 PM - 2:25 PMTexas 4-7Steven Horn
CPA Directory/RSSA2:00 PM - 2:25 PMFoothills 1Carmen Morrone
Michael Rosendale (RSSA)
A Tale of Two Growth Models2:00 PM - 2:25 PMFoothills 2Sean Somerville
Gregg Somerville
Mackenzie Capital Management2:30 PM - 2:55 PMFoothills 2Brooke Buckley
Inland Capital Corp2:30 PM - 2:55 PMTexas 4-7Ryan Conoboy
White Glove2:30 PM - 2:55 PMFoothills 1Caren Coleman
US Energy Development Corp3:00 PM - 3:25 PMFoothills 2Mike Haven
Tasty Brands3:00 PM - 3:25 PMFoothills 1Aliex Parker
Leading During Chaos3:30 PM - 4:25 PMGeneral SessionThomas Shea
Closing Celebration6:30 PM - 9:30 PMExhibit Hall 
Wednesday, October 4, 2023
Breakfast7:30 AM - 8:30 AMExhibit Hall 
Introduction9:00 AM - 9:05 AMGeneral SessionBarrett Schultz
Regulatory Update9:05 AM - 9:35 AMGeneral SessionKayte Toczylowski
Firm Element Training9:35 AM - 10:45 AMGeneral SessionBarrett Schultz
Closing Remarks10:45 AM - 11:00 AMGeneral SessionKevin Keefe
Lunch and Departures 12:00 PM - 1:00 PMExhibit Hall 

*Agenda subject to change.