Monday, October 2, 2023 | |||
---|---|---|---|
Breakfast | 7:30 AM - 8:30 AM | Exhibit Hall | |
Welcome and Introduction; Coastal Firm Update | 9:00 AM - 9:30 AM | General Session | Kevin Keefe |
Message from Ownership | 9:30 AM - 10:00 AM | General Session | Ryan Hanks |
Fireside Chat with Advisory Board Chair Larry Roth | 10:00 AM - 10:30 AM | General Session | Larry Roth |
Strategic Advisory Council Panel | 10:50 AM - 11:20 AM | General Session | Matt Rakerd |
Investment Advisory and Product Vision | 11:20 AM - 11:50 AM | General Session | Kevin Keefe Yanni Bousnakis |
Lunch | 12:00 PM - 1:00 PM | Exhibit Hall | |
Carefull | 1:00 PM - 1:25 PM | Foothills 1 | Jordan Merchbaker |
Madison Capital Group | 1:00 PM - 1:25 PM | Texas 4-7 | Michael Crimmins |
Quality at Every Step - Cottonwood’s Philosophy for Multifamily Investing | 1:30 PM - 1:55 PM | Foothills 1 | Eric Marlin |
Seedbrite Ventures | 1:30 PM - 1:55 PM | Texas 4-7 | |
Waveland Energy Partners | 1:30 PM - 1:55 PM | Foothills 2 | Jamie Harmon Bill Rack |
Insurance as an Asset Class | 2:00 PM - 2:25 PM | Foothills 1 | Vineet Goyal |
High Performing Virtual Family Office - Attracting the Superrich | 2:00 PM - 2:25 PM | Texas 4-7 | Robert Annable |
Advanced Equity Strategy to "Land" More High Net-worth Investors | 2:00 PM - 2:25 PM | Foothills 2 | Andrew Dietz |
Capital Square Realty Advisors | 2:30 PM - 2:55 PM | Foothills 2 | Tim Cronic |
Concept Capital Markets | 2:30 PM - 3:25 PM | Texas 4-7 | Stuart Anmuth Jonathan Cohen Tim Snodgrass |
Urban Catalyst | 3:00 PM - 3:25 PM | Foothills 1 | Eric Hayden |
Skyway Capital Markets | 3:00 PM - 3:55 PM | Foothills 2 | Mike Freeman Adin Lohry |
e2cCompanies / Forum Partners | 3:30 PM - 3:55 PM | Foothills 1 | e2C Forum Partners |
MDS Energy Development | 3:30 PM - 3:55 PM | Texas 4-7 | Zach Avi |
Red Oak Capital Holdings | 4:00 PM - 4:25 PM | Texas 4-7 | Kevin Kennedy |
An Alternative to Alternatives - Fixed Income | 4:00 PM - 4:25 PM | Foothills 2 | John McNichol |
Welcome Reception | 4:30 PM - 5:30 PM | Exhibit Hall | |
Sponsor Dinearounds | 6:30 PM - 9:30 PM | ||
Tuesday, October 3, 2023 | |||
Breakfast | 7:30 AM - 8:30 AM | Exhibit Hall | |
Introduction | 9:00 AM - 9:05 AM | General Session | Kevin Keefe |
Leading Clients Through Transformation | 9:05 AM - 9:30 AM | General Session | Valerie Corradini |
A Legislative and Regulatory Fireside chat with FSI's President and CEO | 9:30 AM - 10:00 AM | General Session | Kevin Keefe Frank Maselli |
The Lifeguard in the Storm: A Bolder WHY for a Bigger World | 10:00 AM - 10:50 AM | General Session | Frank Maselli |
Strategic Priorities for Wealth Management Firms to become Future Ready | 11:00 AM - 12:00 PM | General Session | Kevin Keefe Paul Lally |
Lunch | 12:00 PM - 1:00 PM | Exhibit Hall | |
Concept Capital Markets | 1:00 PM - 1:25 PM | Foothills 1 | FG Communities Kennedy Lewis |
Carter Funds/Carter Exchange | 1:00 PM - 1:55 PM | Foothills 2 | Weldon Evans Gael Ragone |
Asset Mark | 1:00 PM - 1:55 PM | Texas 4-7 | Mike Zarren |
Nexpoint | 1:30 PM - 1:55 PM | Foothills 1 | Mark Dillon |
The Freedom of an Advisory Business | 2:00 PM - 2:25 PM | Texas 4-7 | Steven Horn |
CPA Directory/RSSA | 2:00 PM - 2:25 PM | Foothills 1 | Carmen Morrone Michael Rosendale (RSSA) |
A Tale of Two Growth Models | 2:00 PM - 2:25 PM | Foothills 2 | Sean Somerville Gregg Somerville |
Mackenzie Capital Management | 2:30 PM - 2:55 PM | Foothills 2 | Brooke Buckley |
Inland Capital Corp | 2:30 PM - 2:55 PM | Texas 4-7 | Ryan Conoboy |
White Glove | 2:30 PM - 2:55 PM | Foothills 1 | Caren Coleman |
US Energy Development Corp | 3:00 PM - 3:25 PM | Foothills 2 | Mike Haven |
Tasty Brands | 3:00 PM - 3:25 PM | Foothills 1 | Aliex Parker |
Leading During Chaos | 3:30 PM - 4:25 PM | General Session | Thomas Shea |
Closing Celebration | 6:30 PM - 9:30 PM | Exhibit Hall | |
Wednesday, October 4, 2023 | |||
Breakfast | 7:30 AM - 8:30 AM | Exhibit Hall | |
Introduction | 9:00 AM - 9:05 AM | General Session | Barrett Schultz |
Regulatory Update | 9:05 AM - 9:35 AM | General Session | Kayte Toczylowski |
Firm Element Training | 9:35 AM - 10:45 AM | General Session | Barrett Schultz |
Closing Remarks | 10:45 AM - 11:00 AM | General Session | Kevin Keefe |
Lunch and Departures | 12:00 PM - 1:00 PM | Exhibit Hall |
*Agenda subject to change.