Agenda

  • June 3
  • June 4
  • June 5
  • June 6
Tuesday, June 3

4:00 p.m. – 7:00 p.m.

Registration Open

Wednesday, June 4

8:00 a.m.

Registration OpensHudson Ballroom Foyer

9:30 a.m. – 10:45 a.m.

Pershing Spotlight – SESSION IRoom 1

Our latest solutions for advisors
  • The Dawn of a New Advisor Technology Age
  • Grow Your Business Organically
  • Innovative Investment Solutions for a Dynamic Market
  • Law and Order
  • New Perspectives: Alternative Mutual Funds as an Investment Solution

10:45 a.m. – 11:15 a.m.

Networking Break

11:15 a.m. – 12:30 p.m.

Pershing Spotlight – SESSION IIRoom 2

Our latest solutions for advisors
  • The Dawn of a New Advisor Technology Age
  • Grow Your Business Organically
  • Innovative Investment Solutions for a Dynamic Market
  • Law and Order
  • New Perspectives: Alternative Mutual Funds as an Investment Solution

12:30 p.m. – 1:45p.m.

Lunch in the Exhibit Hall

1:45 p.m. – 3:30 p.m.

GENERAL SESSION

3:30 p.m. – 4:00 p.m.

Networking Break

4:00 p.m. – 5:00 p.m.

Breakout Session IRoom 3

  • 3 R’s—Retirement Plans, Rollovers, Regulations
  • Alternative Investments: What’s Trending Now
  • Broaden Your Horizons for High-Net-Worth Clients
  • Changing Your Client Engagement Approach in the Digital Era
  • Go Google Yourself
  • Liquid Alternatives: The Convergence of Hedge Funds and Mutual Funds
  • New World Order: Global Diversification in Client Portfolios
  • The Opportunity of Going Fee-Based: Empowering Advisors to Take the Leap
  • Sponsor Session (Federated Investors, Inc.)

5:00 p.m. – 7:00 p.m.

Reception in Exhibit Hall

Thursday, June 5

7:30 a.m. – 8:45 a.m.

Breakfast in the Exhibit Hall

8:45 a.m. – 10:30 a.m.

GENERAL SESSION

10:30 a.m. – 11:00 a.m.

Networking Break

11:00 a.m. – 12:00 p.m.

Breakout Session IIRoom 4

  • 3 R’s—Retirement Plans, Rollovers, Regulations
  • Alternative Investments: What’s Trending Now
  • Changing Your Client Engagement Approach in the Digital Era
  • Go Google Yourself
  • New World Order: Global Diversification in Client Portfolios
  • The Opportunity of Going Fee-Based: Empowering Advisors to Take the Leap
  • South of the Border: The Latin American Market
  • Strategies for Tactical ETF Investing
  • Sponsor Session (Dreyfus)

12:00 p.m. – 1:15 p.m.

Lunch in the Exhibit Hall

1:15 p.m. – 2:15 p.m.

Breakout Session IIIRoom 5

  • Alternative Strategies to Manage Correlation Risk
  • The Big Picture for Today’s Equity Market
  • Examine Top Regulatory Issues
  • Find Yield in Emerging Markets
  • Making First Impressions Last—Optimize the Client On-boarding and Account Opening Experience
  • Rep-as-Portfolio Manager: Balancing Risk with Reward
  • Showcase Your Value: What Do You Bring to the Party?
  • Strategies for Tactical ETF Investing
  • Sponsor Session (RCS Capital)

2:15 p.m. – 2:45 p.m.

Networking Break

2:45 p.m. – 3:45 p.m.

Breakout Session IVRoom 6

  • Alternative Strategies to Manage Correlation Risk
  • The Big Picture for Today’s Equity Market
  • Examine Top Regulatory Issues
  • Expand the Social Security Safety Net
  • Outlook for Fixed Income: High Volatility Bonds and Low Yields?
  • Power of Big Data and Decision Science to Your Business
  • Rep-as-Portfolio Manager: Balancing Risk with Reward
  • Showcase Your Value: What Do You Bring to the Party?
  • Sponsor Session (American Funds)

3:45 p.m. – 4:15 p.m.

Networking Break

4:15 p.m. – 5:30 p.m.

GENERAL SESSION

5:30 p.m. – 7:30 p.m.

Reception in the Exhibit Hall

Friday, June 6

7:45 a.m. – 9:00 a.m.

GENERAL SESSION

9:15 a.m. – 10:15 a.m.

Breakout Session VRoom 7

  • Expand the Social Security Safety Net
  • Find Yield in Emerging Markets
  • Is the Grass Greener? Growth by Merging, Acquiring or Transitioning
  • The Last of Cost Basis Regulations: Simple Debt Instruments and Options
  • Legacy Planning: Finding the Perfect Gift (Strategy)
  • Multi-Manager Funds: The Long/Short Story
  • Outlook for Fixed Income: High Volatility Bonds and Low Yields?
  • Power of Big Data and Decision Science to Your Business
  • Sponsor Session (First Trust)

10:15 a.m. – 10:45 a.m.

Networking Break

10:45 a.m. – 12:00 p.m.

GENERAL SESSION