8:00AM Welcome, Registration & Networking Breakfast
8:55AM HOST WELCOME
9:00AM Navigating Evolving Global Markets: Insights and Opportunities:
Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence.
*CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Moderator:
Sander Read, CEO, Lyons Wealth Management
Panelists:
David Summers, Chief Investment Strategist, SPFG
Dan Boston, Lead Manager, Researcher, Polar Capital
9:50AM Opportunity Zones: Separating Fact from Fiction
Why this Tax Solution May Make Sense for Harvested Gains: Despite a slow start in 2018 as the regulations were fleshed out, the Opportunity Zone program, a part of the 2017 Tax Cuts and Jobs Act, gained momentum and investors deployed over $100 billion into projects around the country making it one of the most effective targeted economic development tools in history. While the investment period remains open for another 2 years, many advisors and investors are unaware that the primary benefits of the program—the tax-free exit after ten years and forgiveness of depreciation recapture-- remain despite the expiration of some of the initial benefits, like the step up in basis.
Presented by:
Jason Cross, Managing Director, Head of Investor Relations, Redbrick LMD
10:20AM MORNING NETWORKING BREAK
10:50AM Quants Derivative Overlays for Better Smart Beta ETFs:
Gokhan J Kisacikoglu, CEO of Quants, Inc, will be presenting the new smart beta ETFs in the works with derivative overlays. At Quants, he has been building platforms for constructing and clearing sophisticated derivatives overlays for over a decade to achieve better risk adjusted returns in equity portfolios.
11:30PM NETWORKING LUNCH
12:30PM Leveraging Alternative Investments in Client Relationships
As many advisors are shifting to a three-dimensional portfolio across stocks, bonds, and alternatives, streamlined access to alternative investment strategies, such as hedge funds, private equity, private credit, real estate, structured products, and others, is becoming increasingly important. Where do alternatives fit within the portfolio alongside traditional investments? How can Advisors take the first steps towards a historically difficult to access marketplace? Panelists discuss the current state of alternatives, portfolio construction, asset allocation, and how Advisors can have more effective client conversations, or win new client assets, around alternative investments to deliver better results.
Moderator:
Paul Shelton, Chief Investment Officer, Warwick Shore Advisors LLC
Panelists:
Rick Simonetti, CEO, Head of Wealth Planning, Fidelis Capital
Becky Lightman, Founder, Lightman Capital
1:10PM Navigating Growth Opportunities for RIAs: Build, Buy, or Sell?
As the RIA landscape experiences rapid growth and valuation increases, advisory firms find themselves at a crossroads. Confronted with the decision of whether to pursue inorganic growth through acquisitions or organic growth strategies. Join our panel as they explore this crucial discussion, weighting the pros and cons of both approaches and shed light on the importance of succession planning.
Moderator:
D. Tyler Vernon, CBEC, Regional Director and Partner, Merit Financial Advisors
Panelists:
Eric Bailey, Principal – Southeast Region, CAPTRUST
Brett Orvieto, Managing Director, Senior Wealth Advisor, Dakota Wealth Management
1:50PM AFTERNOON NETWORKING BREAK
2:20PM Women in the Wealth Management Industry:
Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Panelists share how their firms attract, develop, and retain female advisors and how that can help effectively empower women investors and their assets.
Moderator:
Cary Carbonaro, CFP, MBA, Managing Advisor, Women and Wealth Ambassador, Ashton Thomas Private Wealth
Panelists:
Vanessa Alonzo, Divisional Vice President, Steward Partners
Maggie Bilby, CFP, Vice President, Cyndeo Wealth Partners
3:00PM Increased Offerings in Holistic Financial Planning:
Panelists explore ways in which market disruptions can present greater opportunity for Financial Planning and how tonposition clients for success outside of portfolios. Industry thought leaders discuss tax mitigation strategies, the generational wealth transfer, and wealth alignment.
*CFP®, CIMA®, CPWA®, CIMC®, and RMA®
Panelists:
Michael Schiff, Managing Director, Klingenstein Fields Advisors
Mark Woodward, Founder and CEO, KANA Private Wealth Group
Cameron Cassedy, Vice President, Cassedy Financial Group
3:50PM NETWORKING HAPPY HOUR